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Wealth Enhancement & Preservation Of Ga, Llc

Portfolio Manager
Wealth Enhancement & Preservation Of Ga, Llc
Performance
0% (N/A)
AUM (13F)
$104.16M
# of Holdings
48
Performance Rank
N/A
Allocation (Top 20)
N/A

Wealth Enhancement & Preservation Of Ga, Llc Holdings Map

Top 48 Wealth Enhancement & Preservation Of Ga, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
36.58%86.0K$38.1M
+198.56%(+57.17K)
2023-Q1: 28.8K shares2023-Q2: 86.0K shares2023-06-30
SPLG
SPDR SER TR
11.19%223.7K$11.7M
+20.13%(+37.48K)
2022-Q3: 93.2K shares2022-Q4: 122.6K shares2023-Q1: 186.2K shares2023-Q2: 223.7K shares2023-06-30
QQQM
INVESCO EXCH TRADED FD TR II
6.59%45.2K$6.9M
+8.86%(+3.68K)
2022-Q3: 19.0K shares2022-Q4: 31.1K shares2023-Q1: 41.5K shares2023-Q2: 45.2K shares2023-06-30
SPGP
INVESCO EXCHANGE TRADED FD T
4.64%53.3K$4.8M
+14.01%(+6.54K)
2022-Q3: 28.3K shares2022-Q4: 41.6K shares2023-Q1: 46.7K shares2023-Q2: 53.3K shares2023-06-30
FTCS
FIRST TR EXCHANGE-TRADED FD
4.63%64.2K$4.8M
+14.60%(+8.18K)
2022-Q3: 32.7K shares2022-Q4: 47.6K shares2023-Q1: 56.0K shares2023-Q2: 64.2K shares2023-06-30
DIA
SPDR DOW JONES INDL AVERAGE
3.66%11.1K$3.8M
+9.67%(+978)
2022-Q3: 6.8K shares2022-Q4: 9.2K shares2023-Q1: 10.1K shares2023-Q2: 11.1K shares2023-06-30
AGG
ISHARES TR
3.44%36.6K$3.6M
+1.98%(+712)
2022-Q3: 2.7K shares2022-Q4: 2.3K shares2023-Q1: 35.9K shares2023-Q2: 36.6K shares2023-06-30
FIXD
FIRST TR EXCHNG TRADED FD VI
2.87%67.6K$3.0M
+1.81%(+1.20K)
2023-Q1: 66.4K shares2023-Q2: 67.6K shares2023-06-30
JEPI
J P MORGAN EXCHANGE TRADED F
2.19%41.1K$2.3M
+2.36%(+947)
2022-Q4: 69.6K shares2023-Q1: 40.2K shares2023-Q2: 41.1K shares2023-06-30
SRLN
SSGA ACTIVE ETF TR
2.16%53.6K$2.2M
+2.73%(+1.43K)
2022-Q3: 34.0K shares2022-Q4: 92.0K shares2023-Q1: 52.2K shares2023-Q2: 53.6K shares2023-06-30

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