$57.3 Million is the total value of QP WEALTH MANAGEMENT, LLC's 71 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMLP | New | ALPS ETF TRalerian mlp | $1,110,704 | – | 26,320 | +100.0% | 1.94% | – |
| New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $328,173 | – | 5,605 | +100.0% | 0.57% | – | |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $271,701 | – | 595 | +100.0% | 0.47% | – |
| MNSO | New | MINISO GROUP HLDG LTDsponsored ads | $222,740 | – | 8,600 | +100.0% | 0.39% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $216,507 | – | 1,225 | +100.0% | 0.38% | – |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $209,594 | – | 2,375 | +100.0% | 0.37% | – |
| YPF | New | YPF SOCIEDAD ANONIMAspon adr cl d | $189,936 | – | 15,505 | +100.0% | 0.33% | – |
| GGAL | New | GRUPO FINANCIERO GALICIA S.Asponsored adr | $162,929 | – | 12,485 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-05
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.