SEC 13F Intelligence

Managers / Q2 2022 · view latest →

J Arnold Wealth Management Co

CIK 0001875202 · 8040 MARKET ST, YOUNGSTOWN, OH, 44512 · 330-965-9890

Reported Value
$131M
Q2 2022
Positions
43
Filings on Record
17
2019–present window
Filed
Aug 15, 2022
original filing

Summary

J Arnold Wealth Management Co reported $131M in U.S.-listed holdings across 43 positions for Q2 2022.

The portfolio is heavily concentrated: AAPL alone accounts for 24.2% of reported value.

Compared with Q1 2022, the fund opened 7 new positions and exited 11.

Portfolio Metrics

Turnover
+30.8%
vs prior filed quarter
Top-10 Concentration
+95.6%
share of reported value
Largest Position
+24.2%
Apple
New / Exited
7 / 11
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’21: $207MQ3 ’21Q4 ’21: $223MQ1 ’22: $186MQ1 ’22Q2 ’22: $131MQ3 ’22: $178MQ3 ’22Q4 ’22: $203MQ1 ’23: $205MQ1 ’23Q2 ’23: $236MQ3 ’23: $247MQ3 ’23Q4 ’23: $294Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 84.3%ETP: 14.4%Closed-End Fund: 1.3%Other: 0.0%
  • Common Stock · 84.3% · $110M
  • ETP · 14.4% · $19M
  • Closed-End Fund · 1.3% · $2M
  • Other · 0.0% · $10,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HDHOME DEPOT INCNEW+66.3K66.3K+$18M$18M
GNRCGENERAC HLDGS INCNEW+58.7K58.7K+$12M$12M
INVESCO EXCH TRADED FD TR IINEW+7.9K7.9K+$220,000$220,000
PROSHARES TR IINEW+4.8K4.8K+$201,000$201,000
DKNGDRAFTKINGS INC NEWNEW+10.9K10.9K+$127,000$127,000
INVESCO EXCH TRADED FD TR IINEW+250250+$10,000$10,000
APTOSE BIOSCIENCES INCNEW+13.9K13.9K+$10,000$10,000
SELECT SECTOR SPDR TRADDED+62.4K62.5K+$8M$8M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2022

22 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM24.22%$32M232.2K
2AMZNAMAZON COM INChistory →COM15.33%$20M189.2K
3HDHOME DEPOT INChistory →COM13.87%$18M66.3K
4GOOGALPHABET INCCAP STK CL C · CAP STK CL A12.70%$17M7.6K
5XLESELECT SECTOR SPDR TRSBI CONS STPLS · SBI HEALTHCARE · ENERGY · SBI INT-UTILS · FINANCIAL · RL EST SEL SEC12.32%$16M175.4K
6GNRCGENERAC HLDGS INChistory →COM9.43%$12M58.7K
7NVDANVIDIA CORPORATIONhistory →COM6.24%$8M53.9K
8FIRST TR EXCHANGE TRADED FDUTILITIES ALPH · NASDQ OIL GAS · FST LOW OPPT EFT · HLTH CARE ALPH · NASDAQ CYB ETF · NASDAQ TRANSN · TECH ALPHADEX · CONSUMR STAPLE · NASD TECH DIV · INDXX GBL MED · DORSEY WRT 5 ETF · S NETWRK E-COM1.51%$2M61.2K
9ISRGINTUITIVE SURGICAL INCCOM NEW0.88%$1M5.7K
10PHPARKER-HANNIFIN CORPCOM0.56%$738,0003.0K
11TSLATESLA INCCOM0.53%$700,0001.0K
12SPROTT PHYSICAL GOLD & SILVETR UNIT0.50%$656,00039.0K
13SPROTT PHYSICAL SILVER TRTR UNIT0.43%$566,00082.0K
14SPROTT PHYSICAL GOLD TRUNIT0.36%$475,00033.5K
15VANECK ETF TRUSTGOLD MINERS ETF · MRNGSTR WDE MOAT · GAMING ETF · AGRIBUSINESS ETF0.26%$335,00010.4K
16BABOEING COCOM0.25%$324,0002.4K
17CCL1EURCARNIVAL CORPCOMMON STOCK0.19%$247,00028.6K
18INVESCO EXCH TRADED FD TR IITAXABLE MUN BD · S&P ULTRA DIVIDE0.18%$230,0008.2K
19PROSHARES TR IIULTA BLMBG 20170.15%$201,0004.8K
20DKNGDRAFTKINGS INC NEWCOM CL A0.10%$127,00010.9K
21APTOSE BIOSCIENCES INCCOM NEW0.01%$10,00013.9K
22ACRXUSDACELRX PHARMACEUTICALS INCCOM0.00%$3,00013.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2023$294M35Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$247M28Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$236M20Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$205M58Apr 19, 202313F-HRchanges · EDGAR ↗
Q4 2022$203M79Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$178M47Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$131M43Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$186M47May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$223M54Feb 16, 202213F-HRchanges · EDGAR ↗
Q3 2021$207M62Nov 10, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.