13F Filings History of Wealth Enhancement & Preservation of GA, LLC

Latest 13F report
Q2 2023 - 18 Jul 2023
Value $
$104,164,963
Signature - Title
Darrin Cohen - CCO
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Wealth Enhancement & Preservation of GA, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Enhancement & Preservation of GA, LLC reported 48 stock holdings with total value $104,164,963 as of Q2 2023. Top holdings included SPY, SPLG, QQQM, SPGP, and FTCS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 48 $104,164,963 +$34,071,890 -$17,507,505 +$16,564,385 SPY, SPLG, QQQM, SPGP, FTCS 13F-HR 18 Jul 2023, 16:44
Q1 2023 41 $83,454,337 +$34,949,333 -$14,273,451 +$20,675,882 SPY, RSP, SPLG, QQQM, CCOR 13F-HR 11 Apr 2023, 14:38
Q4 2022 46 $61,312,024 +$21,016,315 -$25,662,197 -$4,645,882 CCOR, SPLG, JEPI, SRLN, FTCS 13F-HR 09 Feb 2023, 16:10
Q3 2022 53 $62,318,000 +$30,229,595 -$59,044,257 -$28,814,662 CCOR, FMB, SPLG, PFF, FTCS 13F-HR 19 Oct 2022, 10:33
Q2 2022 53 $94,478,000 +$25,223,313 -$46,053,826 -$20,830,513 FTGC, SPLG, QTEC, FTCS, SPGP 13F-HR 22 Sep 2022, 08:43
Q1 2022 48 $129,674,000 +$36,882,015 -$50,834,407 -$13,952,392 IVV, SPLG, QTEC, SPGP, FTCS 13F-HR 06 May 2022, 14:51
Q4 2021 49 $148,302,000 +$53,922,075 -$45,702,675 +$8,219,400 XHB, IWB, SPLG, QTEC, IVV 13F-HR 02 Feb 2022, 09:49
Q3 2021 49 $129,887,000 +$44,431,641 -$50,137,630 -$5,705,989 IVV, SPYG, SPLG, VOO, QTEC 13F-HR 19 Oct 2021, 13:54
Q2 2021 52 $135,846,000 +$39,831,674 -$37,812,288 +$2,019,386 XRT, SPLG, QTEC, IVV, SPGP 13F-HR 22 Jul 2021, 16:00
Q1 2021 51 $129,842,000 +$43,281,524 -$38,624,848 +$4,656,676 IYW, SPLG, QTEC, IVV, SPGP 13F-HR 20 Apr 2021, 17:43
Q4 2020 50 $115,859,000 +$46,587,307 -$35,708,915 +$10,878,392 XSD, SPLG, QTEC, SPGP, FTCS 13F-HR 02 Feb 2021, 12:07
Q3 2020 49 $96,921,000 +$40,017,539 -$28,869,942 +$11,147,597 SPLG, VOO, ARKK, QTEC, SPGP 13F-HR 13 Oct 2020, 09:12
Q2 2020 47 $80,582,000 +$28,880,000 -$66,331,882 -$37,451,882 VOO, SPLG, SPTM, QTEC, FTSM 13F-HR 08 Sep 2020, 14:26
Q1 2020 41 $105,322,000 +$52,202,618 -$112,017,940 -$59,815,322 FTSM, SPTM, SPLG, QTEC, FTCS 13F-HR 27 Apr 2020, 15:34
Q4 2019 51 $195,694,000 $0 $0 $0 SPLG, SPTM, SYE, FTCS, DIA 13F-HR 27 Feb 2020, 09:42