Wealth Enhancement & Preservation of GA, LLC
13F Portfolio Filings
- Most recent 13FQ2 2023
- Locationalpharetta, GA
- CIK0001803919
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
48 | $104.17M | SPY, KRE, QQQM, SPGP | 13F-HR | Jul 18, 2023 | 000108514623002757 | ||
41 | $83.45M | SPY, RSP, KRE, QQQM | 13F-HR | Apr 11, 2023 | 000108514623001612 | ||
46 | $61.31M | CCOR, KRE, JEPI, SRLN | 13F-HR | Feb 9, 2023 | 000108514623000918 | ||
53 | $62.32M | CCOR, FMB, KRE, PFF | 13F-HR | Oct 19, 2022 | 000108514622003508 | ||
53 | $94.48M | FTGC, KRE, QTEC, FTCS | 13F-HR | Sep 22, 2022 | 000108514622003221 | ||
48 | $129.67M | IVV, KRE, QTEC, SPGP | 13F-HR | May 6, 2022 | 000108514622001805 | ||
49 | $148.30M | KRE, IWB, KRE, QTEC | 13F-HR | Feb 2, 2022 | 000180391922000002 | ||
49 | $129.89M | IVV, KRE, KRE, VOO | 13F-HR | Oct 19, 2021 | 000180391921000011 | ||
52 | $135.85M | KRE, KRE, QTEC, IVV | 13F-HR | Jul 22, 2021 | 000180391921000009 | ||
51 | $129.84M | IYW, KRE, QTEC, IVV | 13F-HR | Apr 21, 2021 | 000180391921000007 | ||
50 | $115.86M | SPDR SER TR, KRE, QTEC, SPGP | 13F-HR | Feb 2, 2021 | 000180391921000002 | ||
49 | $96.92M | KRE, VOO, ARKK, QTEC | 13F-HR | Oct 13, 2020 | 000180391920000004 | ||
47 | $80.58M | VOO, KRE, SPDR SER TR, QTEC | 13F-HR | Sep 8, 2020 | 000180391920000002 | ||
41 | $105.32M | FTSM, SPDR SER TR, KRE, QTEC | 13F-HR | Apr 27, 2020 | 000160704520000056 | ||
51 | $195.69M | KRE, SPDR SER TR, SYE, FTCS | 13F-HR | Feb 27, 2020 | 000160704520000038 |