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Wealth Enhancement & Preservation of GA, LLC

13F
Wealth Enhancement & Preservation of GA, LLC
Last update 2023-07-18 48 Stocks (10 new)
Value $104.00 Mil Turnover 33 %
Countries:
Wealth Enhancement & Preservat... Top Holdings of 2023-06-30 View Full List
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

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Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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