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JORDAN GREEN

@Josh Arnold Investment Consultant, Llc

Latest period2024 - Q3ReportedManaged Assets$122.401MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BKDBrookdale Sr Living Inc
Recent Activity
Increased 38.89%
0.7%
$848,750
125,000 shares@ $6.79 avg price
NVDLGraniteshares Etf Tr
Recent Activity
New Position
0.68%
$826,298
14,200 shares@ $58.19 avg price
EVLVEvolv Technologies Hldngs In
Recent Activity
Decreased -20%
0.67%
$810,000
200,000 shares@ $4.05 avg price
7857⤦Sable Offshore Corp
Recent Activity
New Position
0.65%
$789,822
184,970 shares@ $4.28 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.61%
$740,326
9,850 shares@ $75.16 avg price
DECKDeckers Outdoor Corp
Recent Activity
New Position
0.51%
$617,072
3,870 shares@ $159.46 avg price
CLVTClarivate Plc
Recent Activity
New Position
0.5%
$603,500
85,000 shares@ $7.1 avg price
RQICohen & Steers Quality Incom
Recent Activity
New Position
0.43%
$517,914
36,550 shares@ $14.18 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -11.21%
0.38%
$455,657
990 shares@ $460.26 avg price
NEMNewmont Corp
Recent Activity
New Position
0.35%
$427,262
6,822 shares@ $62.64 avg price