Wealth Enhancement & Preservation of GA, LLC
Q2 2023 13F Holdings
- Locationalpharetta, GA
- Num holdings
48
- Value ($000)
$104,165
- Date Filed07/18/2023
- Form type13F-HR
- CIK0001803919
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $38.10M | 37 % | 85,958 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $11.66M | 11 % | 223,663 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $6.87M | 7 % | 45,200 | ||
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $4.84M | 5 % | 53,273 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $4.82M | 5 % | 64,208 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $3.81M | 4 % | 11,093 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $3.58M | 3 % | 36,593 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $2.99M | 3 % | 67,639 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $2.28M | 2 % | 41,142 | ||
SRLN SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $2.25M | 2 % | 53,648 |
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