$73 Million is the total value of QP WEALTH MANAGEMENT, LLC's 71 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | New | SELECT SECTOR SPDR TRtechnology | $428,000 | – | 3,370 | +100.0% | 0.59% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $426,000 | – | 34,500 | +100.0% | 0.58% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $369,000 | – | 15,500 | +100.0% | 0.51% | – |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $293,000 | – | 5,450 | +100.0% | 0.40% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $280,000 | – | 2,040 | +100.0% | 0.38% | – |
| VOX | New | VANGUARD WORLD FDS | $227,000 | – | 2,415 | +100.0% | 0.31% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $203,000 | – | 5,080 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-08
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.