Wealth Enhancement & Preservation of GA

Latest statistics and disclosures from Wealth Enhancement & Preservation of GA's latest quarterly 13F-HR filing:

  • Wealth Enhancement & Preservation of GA was a net seller of stock by $0.

Portfolio Holdings for Wealth Enhancement & Preservation of GA

Companies in the Wealth Enhancement & Preservation of GA portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR DJ Wilshire Large Cap (ELR) 22.92 1.19M 37.82
Spdr Series Trust dj ttl mkt etf 13.72 673783 39.86
Ssga Active Etf Tr mfs sys cor eq 7.31 159504 89.63
First Trust DB Strateg Val Idx Fnd (FDV) 7.18 232627 60.38
SPDR Dow Jones Industrial Average ETF (DIA) 6.69 45898 285.28
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 6.32 123398 100.27
First Tr Exchange Traded Fd dorsey wrt 5 etf 4.14 257401 31.51
First Tr Exchange Traded Fd dorsey wright 4.08 374852 21.32
SPDR Barclays Capital Aggregate Bo (LAG) 2.10 139761 29.39
Apple (AAPL) 1.03 6861 294.56
J P Morgan Exchange Traded F ultra shrt 1.01 39291 50.50
JPMorgan Chase & Co. (JPM) 0.99 13848 139.30
UnitedHealth (UNH) 0.99 6598 294.33
Microsoft Corporation (MSFT) 0.98 12252 156.06
Wal-Mart Stores (WMT) 0.97 16076 118.13
Dover Corporation (DOV) 0.95 16229 114.30
Intel Corporation (INTC) 0.94 30964 59.39
CSX Corporation (CSX) 0.88 23616 72.62
SYSCO Corporation (SYY) 0.88 20254 85.51
United Technologies Corporation (UTX) 0.88 11646 148.63
Becton, Dickinson and (BDX) 0.87 6167 274.53
Merck & Co (MRK) 0.87 18807 90.92
Automatic Data Processing (ADP) 0.86 9783 172.14
Visa (V) 0.86 8930 188.80
Cisco Systems (CSCO) 0.85 34922 47.68
BP (BP) 0.83 43366 37.63
Lockheed Martin Corporation (LMT) 0.82 4125 386.91
Waste Management (WM) 0.81 13897 113.69
Home Depot (HD) 0.79 7101 217.15
Travelers Companies (TRV) 0.79 11215 137.05
McDonald's Corporation (MCD) 0.76 7523 197.26
Boeing Company (BA) 0.70 4236 325.54
Nucor Corporation (NUE) 0.69 24000 56.25
Vanguard Health Care ETF (VHT) 0.41 4280 189.49
First Trust Iv Enhanced Short 0.40 13144 60.18
iShares FTSE NAREIT Real Est 50 Ind (FTY) 0.34 12520 52.96
Main Street Capital Corporation (MAIN) 0.33 15504 42.25
D First Tr Exchange-traded Fd 0.33 33076 19.59
First Tr Exchange Traded Fd senior ln fd 0.33 13712 46.60
Powershares Global Etf invesco equal wgt. utilities - etf 0.33 6138 103.78
SPDR Barclays Capital Convertible SecETF (CWB) 0.32 11624 53.68
First Tr Exchange Traded Fd high income etf 0.32 28014 22.31
SPDR S&P; 500 ETF (SPY) 0.26 1568 321.43
Invesco Qqq Trust Series 1 0.19 1772 212.75
Cigna Corp New 0.17 1600 205.00
Vanguard High Dividend Yield ETF (VYM) 0.16 3294 93.50
iShares S&P; 500 Index (IVV) 0.15 934 323.34
ProShares Credit Suisse 130/30 (CSM) 0.14 3644 77.39
Berkshire Hathaway (BRK.B) 0.12 1054 226.76
Invesco Balanced Multi-asset Allocation Etf etf 0.12 16790 14.00
Lowe's Companies (LOW) 0.11 1760 119.32
Download CSV Download Wealth Enhancement & Preservation of GA, LLC holdings as csv