Qp Wealth Management, LLC has filed its 13F form on October 05, 2023 for Q3 2023 where it was disclosed a total value porftolio of $57.3 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $3.59M, First Trust Dorsey Wright Focu with a value of $3.05M, First Tr ETF Iii Instl Pfd Sec with a value of $2.7M, Tesla, Inc. with a value of $2.44M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $2.36M.

Examining the 13F form we can see an decrease of $5.76M in the current position value, from $63M to 57.3M.

Below you can find more details about Qp Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $57.3 Million
ETFs: $25.9 Million
Technology: $7.13 Million
Consumer Cyclical: $6.02 Million
Consumer Defensive: $4.84 Million
Communication Services: $4.78 Million
Financial Services: $3.89 Million
Healthcare: $2.63 Million
Energy: $1.3 Million
Other: $778,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 71
  • Current Value $57.3 Million
  • Prior Value $63 Million
  • Filing
  • Period Q3 2023
  • Filing Date October 05, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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