Wealth Enhancement & Preservation Of Ga, LLC Portfolio Holdings
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC has filed its 13F form on July 18, 2023 for Q2 2023 where it was disclosed a total value porftolio of $104 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $38.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.7M, Invesco Exchange Traded Fd Tr with a value of $6.87M, Invesco Exchange Traded Fd Tr with a value of $4.84M, and First Trust Capital Strength E with a value of $4.82M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $83.4M to 104M.
Wealth Enhancement & Preservation Of Ga, LLC is based out at Alpharetta, GA
Below you can find more details about Wealth Enhancement & Preservation Of Ga, LLC portfolio as well as his latest detailed transactions.