QP WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001802496 · EATONTOWN, NJ
As of Sep 30, 2023, QP WEALTH MANAGEMENT, LLC reported 71 positions worth $57.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 20,953 | $3.6M | 6.26% |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | FV | — | 68,744 | $3.0M | 5.31% |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF | FPEI | — | 160,040 | $2.7M | 4.71% |
| TESLA INC | TSLA | Consumer Cyclical | 9,757 | $2.4M | 4.26% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 76,069 | $2.4M | 4.12% |
| AMAZON.COM INC | AMZN | Equity | 18,475 | $2.3M | 4.10% |
| MICROSOFT CORP | MSFT | Technology | 5,598 |