Wealth Enhancement & Preservation Of Ga, LLC Purchases in Q2 2023

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
57.2K
+ 198.56%
$404.36 - $443.28 $23.1M - $25.3M
86K $38.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.5K
+ 20.13%
$47.56 - $52.11 $1.78M - $1.95M
224K $11.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 8.86%
$127.48 - $152.29 $469K - $560K
45.2K $6.87M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
6.55K
+ 14.01%
$83.26 - $90.78 $545K - $594K
53.3K $4.84M
FTCS
First Trust Capital Strength E

ETFs
8.18K
+ 14.6%
$71.23 - $75.08 $583K - $614K
64.2K $4.82M
GIS
General Mills Inc

Consumer Defensive
8.5K
New
$76.3 - $90.61 $649K - $770K
8.5K $652K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
978
+ 9.67%
$327.75 - $344.77 $321K - $337K
11.1K $3.81M
XBAP
Innovator ETF Tr Us Equity Acc
13.6K
New
$27.39 - $28.96 $374K - $395K
13.6K $394K
LLY
Eli Lilly & CO

Healthcare
64
+ 3.1%
$350.74 - $468.98 $22.4K - $30K
2.13K $997K
AOA
Ishares Tr Core Aggressive All

ETFs
3.89K
New
$63.04 - $66.51 $245K - $259K
3.89K $258K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.9K
New
$40.17 - $43.27 $237K - $255K
5.9K $254K
MSFT
Microsoft Corp

Technology
230
+ 8.0%
$275.42 - $348.1 $63.3K - $80.1K
3.1K $1.06M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
6.39K
New
$32.14 - $33.45 $205K - $214K
6.39K $213K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.98K
New
$17.96 - $26.57 $143K - $212K
7.98K $211K
LOW
Lowes Companies Inc

Consumer Cyclical
924
New
$198.57 - $225.7 $183K - $209K
924 $208K
IVV
Ishares Core S&P 500 ETF

ETFs
456
New
$406.17 - $445.71 $185K - $203K
456 $203K
AAPL
Apple Inc.

Technology
260
+ 4.96%
$160.1 - $193.97 $41.6K - $50.4K
5.5K $1.07M
CSX
Csx Corp

Industrials
1.26K
+ 5.58%
$29.29 - $34.1 $36.8K - $42.8K
23.8K $810K
HD
Home Depot, Inc.

Consumer Cyclical
231
+ 6.61%
$282.33 - $313.74 $65.2K - $72.5K
3.73K $1.16M
LMT
Lockheed Martin Corp

Industrials
311
+ 21.73%
$442.83 - $501.41 $138K - $156K
1.74K $801K
MRK
Merck & Co., Inc.

Healthcare
560
+ 8.83%
$108.61 - $118.38 $60.8K - $66.3K
6.9K $796K
WMT
Walmart Inc.

Consumer Defensive
424
+ 8.51%
$146.06 - $157.73 $61.9K - $66.9K
5.41K $849K
V
Visa Inc.

Financial Services
292
+ 9.61%
$221.03 - $237.48 $64.5K - $69.3K
3.33K $791K
WM
Waste Management Inc

Industrials
338
+ 7.73%
$161.28 - $173.42 $54.5K - $58.6K
4.71K $817K
MCD
Mcdonalds Corp

Consumer Cyclical
171
+ 6.91%
$281.9 - $298.41 $48.2K - $51K
2.65K $789K
JEPI
J P Morgan Exchange Traded Fd

ETFs
947
+ 2.36%
$53.85 - $55.4 $51K - $52.5K
41.1K $2.28M
SRLN
Ssga Active Trust

ETFs
1.43K
+ 2.73%
$40.84 - $41.87 $58.3K - $59.8K
53.6K $2.25M
NUE
Nucor Corp

Basic Materials
28
+ 0.38%
$132.06 - $163.98 $3.7K - $4.59K
7.35K $1.2M
ADP
Automatic Data Processing Inc

Industrials
362
+ 12.4%
$208.99 - $221.32 $75.7K - $80.1K
3.28K $721K
PG
Procter & Gamble CO

Consumer Defensive
351
+ 7.19%
$142.5 - $156.57 $50K - $55K
5.23K $793K
UNH
Unitedhealth Group Inc

Healthcare
119
+ 9.13%
$458.49 - $526.23 $54.6K - $62.6K
1.42K $683K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 14.66%
$309.07 - $341.0 $34.6K - $38.2K
876 $298K
XOM
Exxon Mobil Corp

Energy
747
+ 10.29%
$102.18 - $118.34 $76.3K - $88.4K
8.01K $859K
RMD
Resmed Inc

Healthcare
293
+ 9.58%
$209.98 - $240.96 $61.5K - $70.6K
3.35K $732K
DOV
Dover Corp

Industrials
455
+ 10.37%
$133.33 - $150.52 $60.7K - $68.5K
4.84K $714K
AWK
American Water Works Company, Inc.

Utilities
447
+ 9.76%
$140.23 - $152.42 $62.7K - $68.1K
5.03K $717K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
71
+ 0.35%
$24.86 - $27.15 $1.77K - $1.93K
20.5K $555K
HSY
Hershey CO

Consumer Defensive
197
+ 7.14%
$248.68 - $276.35 $49K - $54.4K
2.96K $738K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
712
+ 1.98%
$97.49 - $100.53 $69.4K - $71.6K
36.6K $3.58M
FSCO
Fs Cr Opportunities Corp Com
13.2K
+ 90.46%
N/A
27.8K $0
Peakstone Realty Trust
15.4K
New
N/A
15.4K $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.2K
+ 1.81%
$44.02 - $45.59 $52.9K - $54.8K
67.6K $2.99M
OCCI
Ofs Credit Company, Inc.

Financial Services
813
+ 1.36%
$8.08 - $9.93 $6.57K - $8.07K
60.8K $508K
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Enhancement & Preservation Of Ga, LLC Portfolio

Follow Wealth Enhancement & Preservation Of Ga, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email