Wealth Enhancement & Preservation of GA, LLC holdings history

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161 is the total number of securities Wealth Enhancement & Preservation of GA, LLC has owned. The longest Wealth Enhancement & Preservation of GA, LLC has owned a single stock is 15 quarters.

Wealth Enhancement & Preservation of GA, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPLG SPDR SER TR15156.28%9.98%22.92%Q4 2019Q2 202315
FTCS FIRST TR EXCHANGE-TRAD...15153.48%5.37%7.18%Q4 2019Q2 202315
DIA SPDR DOW JONES INDL AV...15153.11%4.35%6.69%Q4 2019Q2 202315
NUE NUCOR CORP15150.62%1.52%3.04%Q4 2019Q2 202315
HD HOME DEPOT INC15150.79%1.21%1.74%Q4 2019Q2 202315
AAPL APPLE INC15150.68%1.07%1.84%Q4 2019Q2 202315
MSFT MICROSOFT CORP15150.74%0.99%1.30%Q4 2019Q2 202315
WMT WALMART INC15150.68%0.90%1.17%Q4 2019Q2 202315
WM WASTE MGMT INC DEL15150.58%0.86%1.17%Q4 2019Q2 202315
UNH UNITEDHEALTH GROUP INC15150.59%0.86%1.29%Q4 2019Q2 202315
DOV DOVER CORP15150.63%0.84%1.07%Q4 2019Q2 202315
CSX CSX CORP15150.60%0.84%1.13%Q4 2019Q2 202315
ADP AUTOMATIC DATA PROCESS...15150.58%0.84%1.17%Q4 2019Q2 202315
MCD MCDONALDS CORP15150.56%0.83%1.22%Q4 2019Q2 202315
MRK MERCK & CO INC15150.56%0.83%1.19%Q4 2019Q2 202315
V VISA INC15150.58%0.83%1.18%Q4 2019Q2 202315
LMT LOCKHEED MARTIN CORP15150.53%0.82%1.14%Q4 2019Q2 202315
SPGP INVESCO EXCHANGE TRADE...14143.40%5.30%6.35%Q1 2020Q2 202314
SRLN SSGA ACTIVE ETF TR14140.24%1.24%6.14%Q1 2020Q2 202314
IVV ISHARES TR1010.15%4.90%13.84%Q4 2019Q2 202313
INTC INTEL CORP12120.57%0.83%1.11%Q4 2019Q3 202212
QTEC FIRST TR NASDAQ100 TEC...11115.42%6.57%8.78%Q4 2019Q2 202211
LLY LILLY ELI & CO11110.79%0.98%1.28%Q4 2020Q2 202311
HSY HERSHEY CO11110.70%0.91%1.21%Q4 2020Q2 202311
AWK AMERICAN WTR WKS CO IN...11110.60%0.87%1.21%Q4 2020Q2 202311
RMD RESMED INC11110.68%0.87%1.19%Q4 2020Q2 202311
PFF ISHARES TR11110.24%0.69%3.80%Q1 2020Q3 202211
ARCC ARES CAPITAL CORP11110.28%0.55%2.01%Q1 2020Q3 202211
FCVT FIRST TR EXCHANGE-TRAD...11110.25%0.53%2.09%Q1 2020Q3 202211
IYR ISHARES TR11110.26%0.53%1.99%Q1 2020Q3 202211
IYH ISHARES TR11110.24%0.52%2.07%Q1 2020Q3 202211
XLU SELECT SECTOR SPDR TR11110.24%0.51%1.96%Q1 2020Q3 202211
VLRS CONTROLADORA VUELA COM...11110.26%0.37%0.53%Q4 2020Q2 202311
HRL HORMEL FOODS CORP10100.68%0.87%1.18%Q4 2020Q1 202310
OCCI OFS CREDIT COMPANY INC10100.15%0.39%0.79%Q1 2021Q2 202310
BRKB BERKSHIRE HATHAWAY INC...910.12%0.23%0.38%Q4 2019Q2 202310
JPST JP MORGAN EXCHANGE TRA...990.69%1.34%2.89%Q4 2019Q4 20219
AGG ISHARES TR440.36%2.68%4.87%Q2 2020Q2 20238
CHD CHURCH & DWIGHT INC880.60%0.89%1.23%Q4 2020Q3 20228
LDOS LEIDOS HLDGS INC770.28%0.38%0.67%Q1 2020Q3 20217
FMB FIRST TR EXCH TRADED F...661.45%3.45%12.18%Q2 2021Q3 20226
DFAC DIMENSIONAL ETF TRUST660.43%0.60%0.81%Q1 2022Q2 20236
CCOR LISTED FD TR552.17%8.23%18.02%Q1 2022Q1 20235
VOO VANGUARD INDEX FDS313.23%7.93%16.28%Q2 2020Q1 20225
RSP INVESCO EXCHANGE TRADE...321.77%4.86%13.70%Q4 2021Q1 20235
BRKA BERKSHIRE HATHAWAY INC...550.50%1.98%3.26%Q2 2022Q2 20235
FMAY FIRST TR EXCHNG TRADED...550.26%0.40%0.50%Q2 2022Q2 20235
PDP INVESCO EXCHANGE TRADE...550.26%0.39%0.50%Q4 2020Q4 20215
MMAT META MATERIALS INC550.00%0.01%0.02%Q2 2022Q2 20235
FTSM FIRST TR EXCHANGE TRAD...440.40%10.61%35.59%Q4 2019Q3 20204
QQQM INVESCO EXCH TRADED FD...443.35%5.52%6.60%Q3 2022Q2 20234
LB L BRANDS INC441.21%2.65%3.72%Q3 2020Q2 20214
DRSK ETF SER SOLUTIONS441.42%1.64%2.07%Q2 2021Q1 20224
SYY SYSCO CORP440.62%0.76%0.88%Q4 2019Q3 20204
JPM JPMORGAN CHASE & CO440.60%0.74%0.99%Q4 2019Q3 20204
CSCO CISCO SYS INC440.66%0.72%0.85%Q4 2019Q3 20204
TRV TRAVELERS COMPANIES INC440.57%0.67%0.78%Q4 2019Q3 20204
BDX BECTON DICKINSON & CO440.53%0.65%0.86%Q4 2019Q3 20204
PBP INVESCO EXCHANGE TRADE...440.32%0.56%0.76%Q1 2020Q4 20204
SPY SPDR S&P 500 ETF TR210.26%16.99%36.58%Q4 2019Q2 20233
SPTM SPDR SERIES TRUST338.36%11.79%13.72%Q4 2019Q2 20203
JEPI J P MORGAN EXCHANGE TR...332.18%3.67%6.18%Q4 2022Q2 20233
USMV ISHARES TR332.98%3.25%3.68%Q1 2020Q3 20203
FCX FREEPORT-MCMORAN INC332.63%3.02%3.31%Q4 2020Q2 20213
FIXD FIRST TR EXCHNG TRADED...212.53%2.99%3.59%Q3 2020Q2 20233
LQD ISHARES TR331.97%2.86%4.45%Q3 2020Q1 20213
XOM EXXON MOBIL CORP330.82%0.96%1.09%Q4 2022Q2 20233
KNG FIRST TR EXCHANGE-TRAD...330.31%0.94%2.11%Q1 2022Q3 20223
PG PROCTER AND GAMBLE CO330.76%0.88%1.00%Q4 2022Q2 20233
LOW LOWES COS INC110.11%0.15%0.20%Q4 2019Q2 20233
SPYG SPDR SER TR110.25%5.57%10.88%Q3 2021Q2 20232
TPR TAPESTRY INC222.81%2.88%2.96%Q1 2021Q2 20212
RJI SWEDISH EXPT CR CORP221.62%2.23%2.83%Q1 2022Q2 20222
NVDA NVIDIA CORP221.58%2.09%2.60%Q2 2020Q3 20202
MRO MARATHON OIL CORP221.81%1.87%1.94%Q1 2021Q2 20212
VIOV VANGUARD ADMIRAL FDS INC221.79%1.81%1.83%Q1 2021Q2 20212
QQQ INVESCO QQQ TR110.19%1.71%3.22%Q4 2019Q3 20212
AMD ADVANCED MICRO DEVICES...221.01%1.60%2.20%Q2 2020Q3 20202
EQRR PROSHARES TR220.70%0.92%1.16%Q3 2022Q4 20222
GCC WISDOMTREE TR110.70%0.83%0.96%Q2 2022Q4 20222
UTX UNITED TECHNOLOGIES CORP220.58%0.73%0.88%Q4 2019Q1 20202
RHS INVESCO EXCHANGE TRADE...220.64%0.69%0.74%Q3 2022Q4 20222
INDY ISHARES TR220.37%0.39%0.41%Q3 2022Q4 20222
PGF INVESCO EXCHANGE TRADE...220.24%0.27%0.30%Q3 2022Q4 20222
FS CREDIT OPPORTUNITIE...220.08%0.10%0.13%Q1 2023Q2 20232
IYW ISHARES TR1116.39%16.39%16.39%Q1 2021Q1 20211
XSD SPDR SERIES TRUST1116.28%16.28%16.28%Q4 2020Q4 20201
XRT SPDR SERIES TRUST1115.38%15.38%15.38%Q2 2021Q2 20211
FTGC FIRST TR EXCHANGE TRAD...1111.26%11.26%11.26%Q2 2022Q2 20221
XHB SPDR SERIES TRUST1110.83%10.83%10.83%Q4 2021Q4 20211
IWB ISHARES TR1110.80%10.80%10.80%Q4 2021Q4 20211
ARKK ARK ETF TR117.61%7.61%7.61%Q3 2020Q3 20201
SYE SSGA ACTIVE ETF TR117.31%7.31%7.31%Q4 2019Q4 20191
LITMAN GREGORY FDS TR115.65%5.65%5.65%Q4 2022Q4 20221
FXG FIRST TR EXCHANGE TRAD...115.46%5.46%5.46%Q2 2022Q2 20221
OEF ISHARES TR114.38%4.38%4.38%Q4 2021Q4 20211
FV FIRST TR EXCHANGE TRAD...114.14%4.14%4.14%Q4 2019Q4 20191
IFV FIRST TR EXCHANGE TRAD...114.08%4.08%4.08%Q4 2019Q4 20191
RTM INVESCO EXCHANGE TRADE...113.58%3.58%3.58%Q1 2022Q1 20221
LDSF FIRST TR EXCHNG TRADED...113.30%3.30%3.30%Q1 2022Q1 20221
XLG INVESCO EXCHANGE TRADE...113.06%3.06%3.06%Q4 2021Q4 20211
ALGN ALIGN TECHNOLOGY INC112.48%2.48%2.48%Q4 2020Q4 20201
PWR QUANTA SVCS INC112.37%2.37%2.37%Q4 2020Q4 20201
REGN REGENERON PHARMACEUTICALS112.36%2.36%2.36%Q2 2020Q2 20201
QCOM QUALCOMM INC112.36%2.36%2.36%Q4 2020Q4 20201
NEM NEWMONT MINING CORP112.34%2.34%2.34%Q2 2020Q2 20201
STIP ISHARES TR112.29%2.29%2.29%Q2 2022Q2 20221
GPS GAP INC DEL112.25%2.25%2.25%Q4 2020Q4 20201
VRTX VERTEX PHARMACEUTICALS...112.24%2.24%2.24%Q2 2020Q2 20201
MKTX MARKETAXESS HLDGS INC112.21%2.21%2.21%Q2 2020Q2 20201
IVZ INVESCO LTD112.18%2.18%2.18%Q1 2021Q1 20211
FTNT FORTINET INC112.16%2.16%2.16%Q2 2020Q2 20201
SPAB SPDR SERIES TRUST112.10%2.10%2.10%Q4 2019Q4 20191
COF CAPITAL ONE FINL CORP112.08%2.08%2.08%Q2 2021Q2 20211
FDX FEDEX CORP112.05%2.05%2.05%Q4 2020Q4 20201
FDM FIRST TR DJS MICROCAP ...111.78%1.78%1.78%Q1 2021Q1 20211
QCLN FIRST TR EXCHANGE TRAD...111.77%1.77%1.77%Q1 2021Q1 20211
SLYV SPDR SERIES TRUST111.77%1.77%1.77%Q2 2021Q2 20211
DISCA DISCOVERY INC111.72%1.72%1.72%Q1 2021Q1 20211
AA ALCOA CORP111.66%1.66%1.66%Q3 2021Q3 20211
DVN DEVON ENERGY CORP NEW111.66%1.66%1.66%Q2 2021Q2 20211
RJA SWEDISH EXPT CR CORP111.54%1.54%1.54%Q2 2022Q2 20221
QQQE DIREXION SHS ETF TR111.52%1.52%1.52%Q4 2021Q4 20211
PPLT ABERDEEN STD PLATINUM ...111.51%1.51%1.51%Q2 2021Q2 20211
DKS DICKS SPORTING GOODS INC111.48%1.48%1.48%Q3 2021Q3 20211
MRNA MODERNA INC111.47%1.47%1.47%Q3 2021Q3 20211
CLF CLEVELAND CLIFFS INC111.45%1.45%1.45%Q3 2021Q3 20211
PDBC INVESCO ACTVELY MNGD E...111.25%1.25%1.25%Q3 2022Q3 20221
PYPL PAYPAL HLDGS INC111.20%1.20%1.20%Q3 2020Q3 20201
EFA ISHARES TR111.14%1.14%1.14%Q3 2022Q3 20221
IAU ISHARES GOLD TR111.09%1.09%1.09%Q1 2022Q1 20221
FM ISHARES INC111.09%1.09%1.09%Q4 2022Q4 20221
ABMD ABIOMED INC111.07%1.07%1.07%Q3 2020Q3 20201
IEI ISHARES TR110.94%0.94%0.94%Q2 2022Q2 20221
BP BP PLC110.83%0.83%0.83%Q4 2019Q4 20191
BA BOEING CO110.70%0.70%0.70%Q4 2019Q4 20191
HYMB SPDR SER TR110.69%0.69%0.69%Q2 2022Q2 20221
AMZN AMAZON COM INC110.68%0.68%0.68%Q3 2020Q3 20201
XBI SPDR SER TR110.65%0.65%0.65%Q3 2022Q3 20221
GIS GENERAL MLS INC110.63%0.63%0.63%Q2 2023Q2 20231
VHT VANGUARD WORLD FDS110.41%0.41%0.41%Q4 2019Q4 20191
PEAKSTONE REALTY TRUST110.41%0.41%0.41%Q2 2023Q2 20231
XBAP INNOVATOR ETFS TR110.38%0.38%0.38%Q2 2023Q2 20231
AMLP ALPS ETF TR110.36%0.36%0.36%Q2 2022Q2 20221
USRT ISHARES TR110.34%0.34%0.34%Q4 2019Q4 20191
MAIN MAIN STREET CAPITAL CORP110.34%0.34%0.34%Q4 2019Q4 20191
FPE FIRST TR EXCHANGE-TRAD...110.33%0.33%0.33%Q4 2019Q4 20191
FTSL FIRST TR EXCHANGE TRAD...110.33%0.33%0.33%Q4 2019Q4 20191
RYU INVESCO EXCHANGE TRADE...110.33%0.33%0.33%Q4 2019Q4 20191
CWB SPDR SERIES TRUST110.32%0.32%0.32%Q4 2019Q4 20191
FTHI FIRST TR EXCHANGE TRAD...110.32%0.32%0.32%Q4 2019Q4 20191
QQEW FIRST TR NAS100 EQ WEI...110.29%0.29%0.29%Q4 2021Q4 20211
SAIC SCIENCE APPLICATNS INT...110.28%0.28%0.28%Q1 2020Q1 20201
AOA ISHARES TR110.25%0.25%0.25%Q2 2023Q2 20231
SPYV SPDR SER TR110.24%0.24%0.24%Q2 2023Q2 20231
FIRST TR EXCHNG TRADED...110.20%0.20%0.20%Q2 2023Q2 20231
DRAFTKINGS INC NEW110.20%0.20%0.20%Q2 2023Q2 20231
CI CIGNA CORP NEW110.17%0.17%0.17%Q4 2019Q4 20191
VYM VANGUARD WHITEHALL FDS...110.16%0.16%0.16%Q4 2019Q4 20191
CSM PROSHARES TR110.14%0.14%0.14%Q4 2019Q4 20191
PSMB INVESCO ACTIVELY MANAG...110.12%0.12%0.12%Q4 2019Q4 20191
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The securities at the top of the list , including SPDR SER TR, FIRST TR EXCHANGE-TRADED FD, and SPDR DOW JONES INDL AVRG ETF, are the highest-conviction holdings of Wealth Enhancement & Preservation of GA, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Wealth Enhancement & Preservation of GA, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wealth Enhancement & Preservation of GA, LLC owns currently or has owned in the past.