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Home > Institutional Investor > Qp Wealth Management, Llc > Profile

Instuitional Investor - Qp Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Qp Wealth Management, Llc
Portfolio Value $57,311,823
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 20,953 $3,587,363 6.25%
2.
First Tr Exchange-Traded Fd
 68,744 $3,045,359 5.31%
3.
First Tr Exch Traded Fd Iii
 160,040 $2,701,475 4.71%
4.
Tesla Inc.
 TSLA 9,757 $2,441,397 4.25%
5.
Spdr Index Shs Fds
 76,069 $2,358,900 4.11%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)