| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 15 | Q2 2023 | 22.9% |
| FIRST TR EXCHANGE-TRADED FD | 15 | Q2 2023 | 7.2% |
| SPDR DOW JONES INDL AVRG ETF | 15 | Q2 2023 | 6.7% |
| NUCOR CORP | 15 | Q2 2023 | 3.0% |
| HOME DEPOT INC | 15 | Q2 2023 | 1.7% |
| APPLE INC | 15 | Q2 2023 | 1.8% |
| MICROSOFT CORP | 15 | Q2 2023 | 1.3% |
| WALMART INC | 15 | Q2 2023 | 1.2% |
| WASTE MGMT INC DEL | 15 | Q2 2023 | 1.2% |
| UNITEDHEALTH GROUP INC | 15 | Q2 2023 | 1.3% |
View Wealth Enhancement & Preservation of GA, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-09-22 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-10-19 |
| 13F-HR | 2021-07-22 |
| 13F-HR | 2021-04-21 |
View Wealth Enhancement & Preservation of GA, 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.