QP WEALTH MANAGEMENT, LLC
Q3 2023 13F Holdings
- Locationeatontown, NJ
- Num holdings
71
- Value ($000)
$57,312
- Date Filed10/05/2023
- Form type13F-HR
- CIK0001802496
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $3.59M | 6 % | 20,953 | ||
FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $3.05M | 5 % | 68,744 | ||
FPEI FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | $2.70M | 5 % | 160,040 | ||
TSLA TESLA INC | COM | 88160R101 | $2.44M | 4 % | 9,757 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $2.36M | 4 % | 76,069 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.35M | 4 % | 18,475 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.77M | 3 % | 5,598 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $1.67M | 3 % | 12,743 | ||
JJSF J & J SNACK FOODS CORP | COM | 466032109 | $1.64M | 3 % | 10,000 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $1.54M | 3 % | 33,425 |
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