Qp Wealth Management, LLC Sells in Q3 2023

Qp Wealth Management, LLC

  • $57.3 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
EMLP
First Tr Exchange Traded Iv

ETFs
-50.9K
- 50.6%
$26.42 - $28.14 $1.34M - $1.43M
49.7K $1.31M
AAPL
Apple Inc.

Technology
-4.25K
- 16.86%
$170.43 - $196.45 $724K - $835K
21K $3.59M
MSFT
Microsoft Corp

Technology
-1.8K
- 24.34%
$312.14 - $359.49 $562K - $647K
5.6K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.41K
- 15.59%
$125.98 - $144.85 $430K - $494K
18.5K $2.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-840
- 7.93%
$215.49 - $293.34 $181K - $246K
9.76K $2.44M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-27.9K
- 24.3%
$13.64 - $15.13 $381K - $422K
87K $1.27M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.52K
- 26.45%
$46.19 - $47.22 $301K - $308K
18.1K $837K
WMT
Walmart Inc.

Consumer Defensive
-2.05K
- 19.35%
$153.49 - $165.25 $314K - $338K
8.52K $1.36M
PG
Procter & Gamble CO

Consumer Defensive
-1.69K
- 20.95%
$145.86 - $157.09 $246K - $265K
6.37K $928K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.57K
- 40.94%
$68.56 - $74.46 $245K - $266K
5.15K $354K
UBER
Uber Technologies, Inc

Technology
-6.5K
- 16.27%
$42.11 - $49.46 $274K - $321K
33.4K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
-1.09K
- 14.38%
$143.21 - $158.0 $156K - $172K
6.5K $941K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.23K
- 17.36%
$36.35 - $41.02 $118K - $133K
15.4K $567K
SPMD
Spdr Portfolio

ETFs
-2.38K
- 14.87%
$43.23 - $47.8 $103K - $114K
13.6K $596K
GOOGL
Alphabet Inc.

Communication Services
-2.2K
- 14.69%
$116.45 - $138.21 $256K - $303K
12.7K $1.67M
V
Visa Inc.

Financial Services
-285
- 5.2%
$229.5 - $248.11 $65.4K - $70.7K
5.2K $1.2M
GLD
Spdr Gold Trust

ETFs
-230
- 4.41%
$171.45 - $183.67 $39.4K - $42.2K
4.99K $854K
META
Meta Platforms, Inc.

Communication Services
-465
- 8.49%
$283.25 - $325.48 $132K - $151K
5.01K $1.5M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-820
- 5.09%
$38.7 - $41.45 $31.7K - $34K
15.3K $595K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3.81K
- 2.32%
$16.82 - $17.25 $64.1K - $65.7K
160K $2.7M
NVDA
Nvidia Corp

Technology
-140
- 20.2%
$408.55 - $493.55 $57.2K - $69.1K
553 $240K
AZN
Astrazeneca PLC

Healthcare
-150
- 1.42%
$64.85 - $71.7 $9.73K - $10.8K
10.4K $702K
PEP
Pepsico Inc

Consumer Defensive
-100
- 4.76%
$169.44 - $191.6 $16.9K - $19.2K
2K $339K
BSX
Boston Scientific Corp

Healthcare
-420
- 2.84%
$50.19 - $54.68 $21.1K - $23K
14.4K $758K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-1.02K
- 6.15%
$18.11 - $19.38 $18.5K - $19.8K
15.6K $281K
JNJ
Johnson & Johnson

Healthcare
-100
- 5.18%
$155.75 - $174.48 $15.6K - $17.4K
1.83K $285K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.9K
- 2.72%
$15.88 - $16.28 $30.1K - $30.9K
67.7K $1.08M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-118
- 3.55%
$75.75 - $88.95 $8.94K - $10.5K
3.21K $251K
KRE
Spdr S&P Regional Banking ETF

ETFs
-520
- 4.63%
$40.59 - $49.04 $21.1K - $25.5K
10.7K $447K
MDIV
First Trust Multi Asset Divers

ETFs
-820
- 6.59%
$14.41 - $15.27 $11.8K - $12.5K
11.6K $169K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-555
- 2.97%
$47.0 - $51.65 $26.1K - $28.7K
18.1K $895K
LI
Li Auto Inc.

Consumer Cyclical
-5
- 0.07%
$34.53 - $46.65 $173 - $233
6.78K $241K
GOOG
Alphabet Inc.

Communication Services
-50
- 2.86%
$116.87 - $138.99 $5.84K - $6.95K
1.7K $224K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-1.31K
- 11.59%
$23.47 - $31.1 $30.8K - $40.8K
10K $304K
COP
Conocophillips

Energy
-446
- 6.2%
$100.34 - $124.5 $44.8K - $55.5K
6.75K $808K
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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