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Qp Wealth Management, Llc

Portfolio Manager
Qp Wealth Management, Llc
Performance
-3.39% (2026 Q1)
AUM (13F)
$58.36M
# of Holdings
65
Performance Rank
Allocation (Top 20)
62.82%

Qp Wealth Management, Llc Holdings Map

Top 50 Qp Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPDW
SPDR INDEX SHS FDS
7.3%93.3K$4.3M
-29.23%(-38.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 131.8K shares2026-Q1: 93.3K shares
$43.60(+15.30%)
2026-03-31
AAPL
APPLE INC
5.29%12.2K$3.1M
-49.77%(-12.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.2K shares2026-Q1: 12.2K shares
$263.24(+13.53%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.23%17.5K$3.1M
-55.18%(-21.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 39.0K shares2026-Q1: 17.5K shares
$186.54(+21.06%)
2026-03-31
SMMD
ISHARES TR
4.49%34.3K$2.6M
-32.95%(-16.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 51.2K shares2026-Q1: 34.3K shares
$74.34(+15.92%)
2026-03-31
TSLA
TESLA INC
3.92%6.2K$2.3M
-41.36%(-4.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.5K shares2026-Q1: 6.2K shares
$447.22(-0.44%)
2026-03-31
GOOGL
ALPHABET INC
3.73%7.6K$2.2M
-55.33%(-9.39K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.0K shares2026-Q1: 7.6K shares
$278.05(+44.80%)
2026-03-31
LITE
LUMENTUM HLDGS INC
3.32%2.8K$1.9M
-58.51%(-3.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.7K shares2026-Q1: 2.8K shares
$265.65(+287.87%)
2026-03-31
FV
FIRST TR EXCHANGE TRADED FD
2.87%27.8K$1.7M
-26.61%(-10.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.8K shares2026-Q1: 27.8K shares
$62.42(+12.22%)
2026-03-31
HYMB
SPDR SERIES TRUST
2.79%65.6K$1.6M
+46.88%(+20.93K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 44.7K shares2026-Q1: 65.6K shares
$24.91(+0.46%)
2026-03-31
META
META PLATFORMS INC
2.54%2.6K$1.5M
-57.53%(-3.51K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.1K shares2026-Q1: 2.6K shares
$697.24(-11.56%)
2026-03-31

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