JORDAN GREEN

@Josh Arnold Investment Consultant, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$122.401M

Total holdings25

Assets growth rate2.59%

Assets growth rate (2-Q avg)14.04%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Josh Arnold Investment Consultant, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Josh Arnold Investment Consultant, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 122.401M in assets, with a quarterly growth rate of 2.59% and a 2-quarter average growth rate of 14.04%. The portfolio is managed by JORDAN GREEN, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity Increased 52.87%	2.42%	$2.96M 24,374 shares@ $121.45 avg price	Increased 52.87%
CORZCore Scientific Inc New Recent Activity Increased 233.34%	0.97%	$1.186M 100,000 shares@ $11.86 avg price	Increased 233.34%
CLBTCellebrite Di Ltd Recent Activity Increased 99.5%	0.83%	$1.008M 59,850 shares@ $16.84 avg price	Increased 99.5%
LPROOpen Lending Corp Recent Activity Increased 7.15%	0.75%	$918,000 150,000 shares@ $6.12 avg price	Increased 7.15%
BKDBrookdale Sr Living Inc Recent Activity Increased 38.89%	0.7%	$848,750 125,000 shares@ $6.79 avg price	Increased 38.89%