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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
AAPLApple Inc
Recent Activity
Decreased -0.83%
65.66%
$80.366M
344,919 shares@ $233.0 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.97%
17.08%
$20.9M
112,167 shares@ $186.33 avg price
NVDANvidia Corporation
Recent Activity
Increased 52.87%
2.42%
$2.96M
24,374 shares@ $121.45 avg price
AIOTPowerfleet Inc
Recent Activity
Decreased -42.21%
2.39%
$2.918M
583,621 shares@ $5.0 avg price
DKNGDraftkings Inc New
Recent Activity
Decreased -45.85%
1.65%
$2.015M
51,415 shares@ $39.2 avg price
ABNBAirbnb Inc
Recent Activity
Decreased -29.44%
0.99%
$1.2M
9,465 shares@ $126.82 avg price
CORZCore Scientific Inc New
Recent Activity
Increased 233.34%
0.97%
$1.186M
100,000 shares@ $11.86 avg price
CLBTCellebrite Di Ltd
Recent Activity
Increased 99.5%
0.83%
$1.008M
59,850 shares@ $16.84 avg price
LPROOpen Lending Corp
Recent Activity
Increased 7.15%
0.75%
$918,000
150,000 shares@ $6.12 avg price
KWEBKraneshares Trust
Recent Activity
New Position
0.73%
$886,221
26,050 shares@ $34.02 avg price