Portfolio (Quarterly)
Guide ↗
QP WEALTH MANAGEMENT, LLC
· CIK 0001802496| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 595 | $272K | 0.47% | SOLD |
| 22 | KOF | COCA-COLA FEMSA SAB DE CV | Consumer Defensive | 3,210 | $252K | 0.44% | SOLD |
| 23 | USFR | WISDOMTREE TR | — | 4,818 | $242K | 0.42% | SOLD |
| 24 | LI | LI AUTO INC | Consumer Cyclical | 6,780 | $242K | 0.42% | SOLD |
| 25 | MNSO | MINISO GROUP HLDG LTD | Consumer Cyclical | 8,600 | $223K | 0.39% | SOLD |
| 26 | IWM | ISHARES TR | — | 1,225 | $217K | 0.38% | SOLD |
| 27 | PAM | PAMPA ENERGIA S A | Utilities | 5,725 | $214K | 0.37% | SOLD |
| 28 | DXJ | WISDOMTREE TR | — | 2,375 | $210K | 0.37% | SOLD |
| 29 | YPF | YPF SOCIEDAD ANONIMA | Energy | 15,505 | $190K | 0.33% | SOLD |
| 30 | MDIV | FIRST TR EXCHANGE-TRADED FD | — | 11,616 | $170K | 0.30% | SOLD |
| 31 | GGAL | GRUPO FINANCIERO GALICIA S.A | Financial Services | 12,485 | $163K | 0.28% | SOLD |
Sector Allocation
Technology
37.1%
Communication Services
14.8%
Consumer Cyclical
11.9%
Financial Services
11.4%
Industrials
8.8%
Healthcare
4.8%
Basic Materials
4.7%
Consumer Defensive
4.3%
Energy
1.5%
Utilities
0.6%