Qp Wealth Management

Qp Wealth Management as of March 31, 2026

Portfolio Holdings for Qp Wealth Management

Qp Wealth Management holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Index Shs Fds State Street Spd (SPDW) 7.3 $4.3M 93k 45.65
Apple (AAPL) 5.3 $3.1M 12k 253.79
NVIDIA Corporation (NVDA) 5.2 $3.1M 18k 174.40
Ishares Tr Rusel 2500 Etf (SMMD) 4.5 $2.6M 34k 76.35
Tesla Motors (TSLA) 3.9 $2.3M 6.2k 371.75
Alphabet Cap Stk Cl A (GOOGL) 3.7 $2.2M 7.6k 287.56
Lumentum Hldgs (LITE) 3.3 $1.9M 2.8k 702.76
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 2.9 $1.7M 28k 60.44
Spdr Series Trust State Street Spd (HYMB) 2.8 $1.6M 66k 24.80
Meta Platforms Cl A (META) 2.5 $1.5M 2.6k 572.13
Amazon (AMZN) 2.4 $1.4M 6.8k 208.27
Howmet Aerospace (HWM) 2.3 $1.3M 5.8k 230.46
Western Digital (WDC) 2.2 $1.3M 4.8k 270.49
Palantir Technologies Cl A (PLTR) 2.2 $1.3M 8.7k 146.28
Microsoft Corporation (MSFT) 2.2 $1.3M 3.4k 370.17
Curtiss-Wright (CW) 2.1 $1.2M 1.8k 681.12
Ge Aerospace Com New (GE) 2.1 $1.2M 4.2k 283.77
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.0 $1.2M 21k 55.52
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 1.9 $1.1M 28k 40.57
Ishares Tr Msci Usa Min Vol (USMV) 1.9 $1.1M 12k 92.74
Wal-Mart Stores (WMT) 1.9 $1.1M 9.1k 124.28
Bloom Energy Corp Com Cl A (BE) 1.9 $1.1M 8.1k 135.49
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.7 $1.0M 9.1k 112.11
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.7 $984k 52k 19.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $904k 1.6k 577.18
JPMorgan Chase & Co. (JPM) 1.4 $837k 2.8k 294.16
Spdr Series Trust State Street Spd (SHM) 1.2 $724k 15k 47.83
Kinross Gold Corp (KGC) 1.1 $668k 22k 30.52
Spdr Gold Tr Gold Shs (GLD) 1.1 $631k 1.5k 430.29
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $626k 12k 50.66
ConocoPhillips (COP) 1.1 $625k 4.7k 132.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $593k 11k 56.68
Verizon Communications (VZ) 1.0 $559k 11k 50.20
First Tr Exchange-traded First Tr Enh New (FTSM) 1.0 $557k 9.3k 59.78
Chubb (CB) 0.9 $530k 1.6k 325.93
Spdr Series Trust State Street Spd (SJNK) 0.8 $486k 19k 24.98
Global X Fds Russell 2000 (RYLD) 0.8 $460k 31k 14.95
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.8 $449k 20k 22.66
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.8 $439k 25k 17.75
ESCO Technologies (ESE) 0.7 $415k 1.5k 281.37
Alphabet Cap Stk Cl C (GOOG) 0.7 $387k 1.4k 286.86
Ishares Tr High Yld Corp Bd (HYGW) 0.7 $386k 13k 29.50
Sitime Corp (SITM) 0.6 $379k 1.1k 345.35
Blue Owl Technology Fin Corp Common Stock (OTF) 0.6 $370k 30k 12.39
Nlight (LASR) 0.6 $367k 6.4k 57.02
Compania De Minas Buenaventu Sponsored Adr (BVN) 0.6 $364k 10k 36.04
ViaSat (VSAT) 0.6 $363k 7.9k 45.80
Weatherford Intl Ord Shs (WFRD) 0.6 $348k 3.7k 94.58
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.6 $346k 7.1k 48.71
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.6 $342k 3.0k 114.73
Ssr Mining (SSRM) 0.6 $337k 12k 29.40
Natwest Group Spons Adr (NWG) 0.6 $336k 23k 14.90
Embraer Sponsored Ads (EMBJ) 0.6 $326k 5.5k 59.34
Invesco Actively Managed Exc Msci Eafe Income (EFAA) 0.6 $325k 6.2k 52.74
Praxis Precision Medicines I Com New (PRAX) 0.5 $321k 995.00 322.19
Barclays Adr (BCS) 0.5 $320k 15k 21.16
Energy Fuels Com New (UUUU) 0.5 $315k 17k 18.25
Broadcom (AVGO) 0.5 $314k 1.0k 309.51
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.5 $292k 11k 25.53
Gold Fields Sponsored Adr (GFI) 0.5 $292k 6.4k 45.40
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.4 $254k 14k 18.82
Vaneck Etf Trust Cef Muni Income (XMPT) 0.4 $251k 12k 21.50
Ssga Active Etf Tr State Street Dou (TOTL) 0.4 $229k 5.8k 39.73
Eli Lilly & Co. (LLY) 0.4 $213k 231.00 919.77
Johnson & Johnson (JNJ) 0.3 $203k 832.00 244.44