Portfolio (Quarterly)
Guide ↗
QP WEALTH MANAGEMENT, LLC
· CIK 0001802496| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CVX | CHEVRON CORP NEW | Energy | 1,729 | $264K | 0.23% | SOLD |
| 42 | APH | AMPHENOL CORP NEW | Technology | 1,929 | $261K | 0.23% | SOLD |
| 43 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 860 | $255K | 0.22% | SOLD |
| 44 | MS | MORGAN STANLEY | Financial Services | 1,403 | $249K | 0.22% | SOLD |
| 45 | NFLX | NETFLIX INC | Communication Services | 2,650 | $248K | 0.22% | SOLD |
| 46 | PEP | PEPSICO INC | Consumer Defensive | 1,699 | $244K | 0.21% | SOLD |
| 47 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,005 | $244K | 0.21% | SOLD |
| 48 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 310 | $239K | 0.21% | SOLD |
| 49 | RTX | RTX CORPORATION | Industrials | 1,300 | $238K | 0.21% | SOLD |
| 50 | AGX | ARGAN INC | Industrials | 760 | $238K | 0.21% | SOLD |
| 51 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,435 | $230K | 0.20% | SOLD |
| 52 | TLT | ISHARES TR | — | 2,557 | $223K | 0.20% | SOLD |
| 53 | PH | PARKER-HANNIFIN CORP | Industrials | 249 | $219K | 0.19% | SOLD |
| 54 | AGG | ISHARES TR | — | 2,165 | $216K | 0.19% | SOLD |
| 55 | WFC | WELLS FARGO CO NEW | Financial Services | 2,268 | $211K | 0.19% | SOLD |
| 56 | CSCO | CISCO SYS INC | Technology | 2,680 | $206K | 0.18% | SOLD |
| 57 | MUB | ISHARES TR | — | 1,920 | $206K | 0.18% | SOLD |
Sector Allocation
Technology
44.5%
Industrials
14.9%
Communication Services
12.2%
Consumer Cyclical
11.0%
Financial Services
7.6%
Healthcare
3.1%
Energy
2.6%
Consumer Defensive
2.3%
Basic Materials
1.9%