$89.5 Million is the total value of QP WEALTH MANAGEMENT, LLC's 71 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| F | New | FORD MTR CO DEL | $539,000 | – | 31,865 | +100.0% | 0.60% | – |
| TS | New | TENARIS S Asponsored ads | $278,000 | – | 9,247 | +100.0% | 0.31% | – |
| CIB | New | BANCOLOMBIA S Aspon adr pref | $273,000 | – | 6,393 | +100.0% | 0.30% | – |
| PAC | New | GRUPO AEROPUERTO DEL PACIFICspon adr b | $266,000 | – | 1,650 | +100.0% | 0.30% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $247,000 | – | 6,579 | +100.0% | 0.28% | – |
| SSL | New | SASOL LTDsponsored adr | $246,000 | – | 10,168 | +100.0% | 0.28% | – |
| KOF | New | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $236,000 | – | 4,293 | +100.0% | 0.26% | – |
| RYLD | New | GLOBAL X FDSrussell 2000 | $221,000 | – | 9,262 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 7.8% |
| FIRST TR EXCH TRADED FD III | 16 | Q3 2023 | 6.3% |
| AMAZON COM INC | 16 | Q3 2023 | 6.7% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 6.2% |
| TESLA INC | 16 | Q3 2023 | 6.3% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.0% |
| ALPHABET INC | 16 | Q3 2023 | 3.6% |
| UBER TECHNOLOGIES INC | 16 | Q3 2023 | 4.2% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 5.3% |
| WALMART INC | 16 | Q3 2023 | 2.8% |
View QP WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-13 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-07-13 |
View QP WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.