Notify me when Wealth Enhancement & Preservation of GA, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2023 | 48 | $104M | +$34.1M | -$17.5M | +$16.6M | SPY, SPLG, QQQM, SPGP, FTCS | 13F-HR | 7/18/2023, 04:44 PM |
| Q1 2023 | 41 | $83.5M | +$34.9M | -$14.3M | +$20.7M | SPY, RSP, SPLG, QQQM, CCOR | 13F-HR | 4/11/2023, 02:38 PM |
| Q4 2022 | 46 | $61.3M | +$21M | -$25.7M | -$4.65M | CCOR, SPLG, JEPI, SRLN, FTCS | 13F-HR | 2/9/2023, 04:10 PM |
| Q3 2022 | 53 | $62.3M | +$30.2M | -$59M | -$28.8M | CCOR, FMB, SPLG, PFF, FTCS | 13F-HR | 10/19/2022, 10:33 AM |
| Q2 2022 | 53 | $94.5M | +$25.2M | -$46.1M | -$20.8M | FTGC, SPLG, QTEC, FTCS, SPGP | 13F-HR | 9/22/2022, 08:43 AM |
| Q1 2022 | 48 | $130M | +$36.9M | -$50.8M | -$14M | IVV, SPLG, QTEC, SPGP, FTCS | 13F-HR | 5/6/2022, 02:51 PM |
| Q4 2021 | 49 | $148M | +$53.9M | -$45.7M | +$8.22M | XHB, IWB, SPLG, QTEC, IVV | 13F-HR | 2/2/2022, 09:49 AM |
| Q3 2021 | 49 | $130M | +$44.4M | -$50.1M | -$5.71M | IVV, SPYG, SPLG, VOO, QTEC | 13F-HR | 10/19/2021, 01:54 PM |
| Q2 2021 | 52 | $136M | +$39.8M | -$37.8M | +$2.02M | XRT, SPLG, QTEC, IVV, SPGP | 13F-HR | 7/22/2021, 04:00 PM |
| Q1 2021 | 51 | $130M | +$43.3M | -$38.6M | +$4.66M | IYW, SPLG, QTEC, IVV, SPGP | 13F-HR | 4/20/2021, 05:43 PM |
| Q4 2020 | 50 | $116M | +$46.6M | -$35.7M | +$10.9M | XSD, SPLG, QTEC, SPGP, FTCS | 13F-HR | 2/2/2021, 12:07 PM |
| Q3 2020 | 49 | $96.9M | +$40M | -$28.9M | +$11.1M | SPLG, VOO, ARKK, QTEC, SPGP | 13F-HR | 10/13/2020, 09:12 AM |
| Q2 2020 | 47 | $80.6M | +$28.9M | -$66.3M | -$37.5M | VOO, SPLG, SPTM, QTEC, FTSM | 13F-HR | 9/8/2020, 02:26 PM |
| Q1 2020 | 41 | $105M | +$52.2M | -$112M | -$59.8M | FTSM, SPTM, SPLG, QTEC, FTCS | 13F-HR | 4/27/2020, 03:34 PM |
| Q4 2019 | 51 | $196M | $0 | $0 | SPLG, SPTM, SYE, FTCS, DIA | 13F-HR | 2/27/2020, 09:42 AM |