Wealth Enhancement & Preservation Of Ga, LLC Closed Holding Positions

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 21, 2021
18,345
$20.35 - $21.66 $373K - $397K
SYY
Sysco Corp

Consumer Defensive
Q4 2020 Filed on Feb 02, 2021
13,632
$54.79 - $78.12 $747K - $1.06M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2020 Filed on Feb 02, 2021
56,062
$61.66 - $67.88 $3.46M - $3.81M
TRV
Travelers Companies, Inc.

Financial Services
Q4 2020 Filed on Feb 02, 2021
6,222
$107.81 - $140.37 $671K - $873K
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2020 Filed on Feb 02, 2021
7,453
$96.54 - $127.07 $720K - $947K
BDX
Becton Dickinson & CO

Healthcare
Q4 2020 Filed on Feb 02, 2021
2,746
$221.92 - $245.94 $609K - $675K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2020 Filed on Feb 02, 2021
11,978
$60.02 - $60.09 $719K - $720K
CSCO
Cisco Systems, Inc.

Technology
Q4 2020 Filed on Feb 02, 2021
16,465
$35.69 - $45.44 $588K - $748K
AMD
Advanced Micro Devices Inc

Technology
Q4 2020 Filed on Feb 02, 2021
12,294
$74.7 - $97.12 $918K - $1.19M
ABMD
Abiomed Inc

Healthcare
Q4 2020 Filed on Feb 02, 2021
3,731
$251.88 - $324.2 $940K - $1.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2020 Filed on Feb 02, 2021
5,759
$179.81 - $243.49 $1.04M - $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
Q4 2020 Filed on Feb 02, 2021
215
$150.22 - $172.18 $32.3K - $37K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2020 Filed on Feb 02, 2021
80,205
$90.79 - $135.05 $7.28M - $10.8M
NVDA
Nvidia Corp

Technology
Q4 2020 Filed on Feb 02, 2021
2,766
$125.34 - $145.62 $347K - $403K
FTNT
Fortinet, Inc.

Technology
Q3 2020 Filed on Oct 13, 2020
12,689
$23.03 - $29.92 $292K - $380K
NEM
Newmont Corp

Basic Materials
Q3 2020 Filed on Oct 13, 2020
30,576
$59.54 - $70.37 $1.82M - $2.15M
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2020 Filed on Oct 13, 2020
3,384
$438.66 - $548.61 $1.48M - $1.86M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q3 2020 Filed on Oct 13, 2020
178,017
$37.97 - $43.65 $6.76M - $7.77M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 13, 2020
3,092
$544.75 - $658.21 $1.68M - $2.04M
SAIC
Science Applications International Corp

Technology
Q2 2020 Filed on Sep 08, 2020
4,006
$70.9 - $90.82 $284K - $364K
United Technologies Corp
Q2 2020 Filed on Sep 08, 2020
6,895
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
33,076
$13.6 - $20.48 $450K - $677K
BP
Bp PLC

Energy
Q1 2020 Filed on Apr 27, 2020
43,366
$16.11 - $39.85 $699K - $1.73M
CI
Cigna Corp

Healthcare
Q1 2020 Filed on Apr 27, 2020
1,600
$130.06 - $222.56 $208K - $356K
IFV
First Trust Dorsey Wright Inte

ETFs
Q1 2020 Filed on Apr 27, 2020
374,852
$11.81 - $21.85 $4.43M - $8.19M
FV
First Trust Dorsey Wright Focu

ETFs
Q1 2020 Filed on Apr 27, 2020
257,401
$22.4 - $33.96 $5.77M - $8.74M
FTHI
First Trust Exchange Traded Fd

ETFs
Q1 2020 Filed on Apr 27, 2020
28,014
$15.45 - $23.09 $433K - $647K
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2020 Filed on Apr 27, 2020
13,712
$37.0 - $48.14 $507K - $660K
PSMB
Invesco Act Mng ETF Tr Bal Mul

ETFs
Q1 2020 Filed on Apr 27, 2020
16,790
N/A
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q1 2020 Filed on Apr 27, 2020
6,138
$72.27 - $115.5 $444K - $709K
VHT
Vanguard Health Care ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
4,280
$139.96 - $197.23 $599K - $844K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on Apr 27, 2020
3,294
$60.97 - $94.78 $201K - $312K
Ssga Active ETF Tr
Q1 2020 Filed on Apr 27, 2020
159,504
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2020 Filed on Apr 27, 2020
139,761
$27.93 - $30.83 $3.9M - $4.31M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2020 Filed on Apr 27, 2020
11,624
$40.96 - $60.38 $476K - $702K
CSM
Proshares Large Cap Core Plus

ETFs
Q1 2020 Filed on Apr 27, 2020
3,644
$25.69 - $40.21 $93.6K - $147K
MAIN
Main Street Capital Corp

Financial Services
Q1 2020 Filed on Apr 27, 2020
15,504
$15.74 - $45.0 $244K - $698K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
12,520
$32.36 - $58.18 $405K - $728K
BA
Boeing CO

Industrials
Q1 2020 Filed on Apr 27, 2020
4,236
$95.01 - $347.45 $402K - $1.47M
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