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Wealth Enhancement & Preservation of GA, LLC13F | |
Wealth Enhancement & Preservation of GA, LLC | |
Last update 2023-07-18 | 48 Stocks (10 new) |
Value $104.00 Mil | Turnover 33 % |
Wealth Enhancement & Preservat... Top Holdings of 2023-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 85,958 | 38,103.4 | +198.56% | 36.580 | +24.33% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 223,663 | 11,655.1 | +20.13% | 11.190 | +1.88% | 0.060 | +19.60% | +7.78% | 76,985.6 | ||
QQQM | Invesco NASDAQ 100 ETF | 45,200 | 6,869.5 | +8.86% | 6.590 | +0.54% | 0.060 | +26.54% | +10.13% | 54,544.0 | ||
SPGP | Invesco S&P 500 GARP ETF | 53,273 | 4,836.1 | +14.01% | 4.640 | +0.57% | 0.160 | +17.90% | +4.59% | 2,817.3 | ||
FTCS | First Trust Capital Strength ETF | 64,208 | 4,820.8 | +14.60% | 4.630 | +0.59% | 0.050 | +5.15% | +3.89% | 8,347.2 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 11,093 | 3,814.3 | +9.67% | 3.660 | +0.32% | 0.010 | +13.72% | +5.04% | 38,338.8 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 36,593 | 3,584.3 | +1.98% | 3.440 | +0.07% | 0.000 | +1.23% | +3.24% | 127,979.5 | ||
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 67,639 | 2,987.6 | +1.81% | 2.870 | +0.05% | 0.080 | +1.45% | +3.50% | 3,380.1 | ||
JEPI | JPMorgan Equity Premium Income ETF | 41,142 | 2,276.4 | +2.36% | 2.190 | +0.05% | 0.010 | +8.71% | +3.46% | 41,037.7 | ||
SRLN | SPDR Blackstone Senior Loan ETF | 53,648 | 2,246.3 | +2.73% | 2.160 | +0.06% | 0.040 | +4.86% | +3.52% | 7,014.9 |
Wealth Enhancement & Preservation of GA, LLC's Historical Top Holdings Breakdowns
Wealth Enhancement & Preservation of GA, LLC Total Holding History ($B)
Wealth Enhancement & Preservation of GA, LLC's Asset Allocation
Wealth Enhancement & Preservation of GA, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Wealth Enhancement & Preservation of GA, LLC's Hypothetical Growth since 2023-06-30
Wealth Enhancement & Preservation of GA, LLC's Yearly Returns
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Wealth Enhancement & Preservation of GA, LLC's Holdings Heat Map
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