$61.1 Million is the total value of QP WEALTH MANAGEMENT, LLC's 64 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRE | New | SPDR SER TRs&p regl bkg | $477,635 | – | 10,890 | +100.0% | 0.78% | – |
| SJNK | New | SPDR SER TRbloomberg sht te | $260,224 | – | 10,476 | +100.0% | 0.43% | – |
| VIST | New | VISTA ENERGY S.A.B. DE C.V.sponsored ads | $241,755 | – | 12,216 | +100.0% | 0.40% | – |
| SHYD | New | VANECK ETF TRUSTshrt hgh yld mun | $236,787 | – | 10,623 | +100.0% | 0.39% | – |
| YPF | New | YPF SOCIEDAD ANONIMAspon adr cl d | $229,482 | – | 20,900 | +100.0% | 0.38% | – |
| MNSO | New | MINISO GROUP HLDG LTDsponsored ads | $178,198 | – | 10,045 | +100.0% | 0.29% | – |
| MLCO | New | MELCO RESORTS AND ENTMNT LTDadr | $174,605 | – | 13,716 | +100.0% | 0.29% | – |
| IQ | New | IQIYI INCsponsored ads | $164,499 | – | 22,596 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
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.