Qp Wealth Management

Qp Wealth Management as of March 31, 2020

Portfolio Holdings for Qp Wealth Management

Qp Wealth Management holds 62 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange Traded Fd dorsey wright (IFV) 7.5 $5.2M 357k 14.47
First Tr Exch Traded Fd Iii cmn (FPEI) 6.3 $4.3M 244k 17.70
First Tr Exchange-traded Fd no amer energy (EMLP) 6.2 $4.3M 217k 19.62
Amazon (AMZN) 6.0 $4.1M 1.7k 2399.42
Apple (AAPL) 4.4 $3.0M 11k 275.00
Invesco Exchng Traded Fd Tr 1 30 lader tre (GOVI) 3.6 $2.5M 91k 27.66
Uber Technologies (UBER) 3.3 $2.3M 81k 28.33
Alphabet Inc Class A cs (GOOGL) 2.9 $2.0M 1.6k 1271.47
Ark Etf Tr innovation etf (ARKK) 2.9 $2.0M 38k 52.01
Microsoft Corporation (MSFT) 2.9 $2.0M 12k 171.40
Invesco S&p 500 Low Volatility Etf (SPLV) 2.8 $1.9M 40k 48.79
D First Tr Exchange-traded (FPE) 2.7 $1.9M 105k 17.70
Danaher Corporation (DHR) 2.6 $1.8M 11k 160.63
Facebook Inc cl a (META) 2.5 $1.8M 9.5k 185.09
Wal-Mart Stores (WMT) 2.5 $1.7M 13k 128.52
JPMorgan Chase & Co. (JPM) 2.5 $1.7M 19k 89.38
Visa (V) 2.3 $1.6M 9.7k 166.42
SPDR Gold Trust (GLD) 2.2 $1.5M 9.4k 163.35
Advisorshares Tr bny grwth (AADR) 2.1 $1.5M 32k 44.84
UnitedHealth (UNH) 1.9 $1.3M 4.5k 285.34
Invesco Qqq Trust Series 1 (QQQ) 1.9 $1.3M 6.1k 210.52
J&J Snack Foods (JJSF) 1.7 $1.2M 10k 118.10
Gilead Sciences (GILD) 1.6 $1.1M 14k 77.80
Verizon Communications (VZ) 1.6 $1.1M 19k 57.59
Abbott Laboratories (ABT) 1.5 $1.0M 11k 93.92
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 1.5 $1.0M 19k 53.15
Select Sector Spdr Tr Communic etfeqty (XLC) 1.4 $996k 21k 48.04
Tesla Motors (TSLA) 1.4 $970k 1.4k 705.97
Walt Disney Company (DIS) 1.3 $896k 8.9k 100.97
Procter & Gamble Company (PG) 1.3 $897k 7.5k 119.39
Kraneshares Tr csi chi internet (KWEB) 1.3 $899k 19k 47.82
Ishares Tr eafe min volat (EFAV) 0.9 $617k 9.7k 63.32
iShares MSCI EAFE Index Fund (EFA) 0.7 $502k 9.2k 54.57
iShares S&P MidCap 400 Index (IJH) 0.7 $490k 3.2k 152.36
Spdr S&p 500 Etf (SPY) 0.7 $476k 1.7k 279.02
Janus Detroit Str Tr sml cp alp etf (JSML) 0.7 $451k 12k 36.53
Janus Detroit Str Tr sml mid cp etf (JSMD) 0.6 $413k 11k 38.66
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.6 $398k 14k 28.57
Pepsi (PEP) 0.6 $378k 2.9k 130.17
First Tr Exchange Traded Fd Vi dorsey wright (FVC) 0.5 $366k 16k 23.25
iShares S&P SmallCap 600 Index (IJR) 0.5 $339k 5.8k 57.96
Johnson & Johnson (JNJ) 0.5 $332k 2.1k 155.43
John Hancock Tax-Advantage Dvd Incom (HTD) 0.5 $326k 18k 18.61
Spdr Series Trust cmn (HYMB) 0.5 $308k 5.7k 53.59
Pimco Municipal Income Fund II (PML) 0.4 $299k 24k 12.33
Vanguard Emerging Markets ETF (VWO) 0.4 $291k 8.3k 35.12
Nuveen Mun High Income Opp F (NMZ) 0.4 $287k 24k 12.19
Eaton Vance Tax-advntg Glbl Di (ETG) 0.4 $281k 22k 12.59
Doubleline Total Etf etf (TOTL) 0.4 $264k 5.4k 48.93
Merck & Co (MRK) 0.4 $250k 3.1k 80.80
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.4 $250k 7.7k 32.30
SPDR S&P MidCap 400 ETF (MDY) 0.3 $237k 850.00 278.82
CSX Corporation (CSX) 0.3 $231k 3.8k 61.53
iShares Russell 2000 Index (IWM) 0.3 $217k 1.8k 120.56
MFS Investment Grade Municipal Trust (CXH) 0.3 $217k 24k 8.91
Exxon Mobil Corporation (XOM) 0.3 $210k 4.8k 43.42
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.3 $207k 4.2k 48.91
First Tr Exchng Traded Fd Vi mun cef in opt (MFLX) 0.3 $194k 11k 17.68
Nuveen Intermediate 0.3 $188k 15k 12.47
Blackrock Muniholdings Insured Fund II (MUE) 0.2 $127k 11k 11.79
Lifetime Brands (LCUT) 0.1 $96k 20k 4.80
General Electric Company 0.1 $79k 12k 6.55