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Portfolio (Quarterly) Guide ↗

QP WEALTH MANAGEMENT, LLC

· CIK 0001802496
13F Portfolio $113M AUM 105 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2023 · All 65 New 17 Added 23 Reduced 31 Exited
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLE SELECT SECTOR SPDR TR 6,795.0 $304K 0.27% NEW $44.71 +31.6%
42 AXP AMERICAN EXPRESS CO Financial Services 821.0 $304K 0.27% NEW $369.95 -15.8%
43 BLK BLACKROCK INC Financial Services 283.0 $303K 0.27% NEW $1070.34 +1.1%
44 HD HOME DEPOT INC Consumer Cyclical 820.0 $282K 0.25% NEW $344.10 -13.2%
45 KO COCA COLA CO Consumer Defensive 3,802.0 $266K 0.23% NEW $69.91 +15.1%
46 CVX CHEVRON CORP NEW Energy 1,729.0 $264K 0.23% NEW $152.41 +24.3%
47 APH AMPHENOL CORP NEW Technology 1,929.0 $261K 0.23% NEW $135.14 -9.4%
48 EFAA INVESCO ACTIVELY MANAGED EXC 4,771.0 $258K 0.23% NEW $54.05 +0.7%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 860.0 $255K 0.22% NEW $296.21 -26.1%
50 MS MORGAN STANLEY Financial Services 1,403.0 $249K 0.22% NEW $177.53 +8.7%
51 NFLX NETFLIX INC Communication Services 2,650.0 $248K 0.22% NEW $93.76 -6.8%
52 COF CAPITAL ONE FINL CORP Financial Services 1,005.0 $244K 0.21% NEW $242.36 -23.1%
53 REGN REGENERON PHARMACEUTICALS Healthcare 310.0 $239K 0.21% NEW $771.87 -20.7%
54 RTX RTX CORPORATION Industrials 1,300.0 $238K 0.21% NEW $183.40 -6.4%
55 AGX ARGAN INC Industrials 760.0 $238K 0.21% NEW $313.32 +123.0%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 1,435.0 $230K 0.20% NEW $160.40 +17.5%
57 TLT ISHARES TR 2,557.0 $223K 0.20% NEW $87.16 -4.0%
58 WDC WESTERN DIGITAL CORP Technology 1,279.0 $220K 0.19% NEW $172.27 +177.6%
59 PH PARKER-HANNIFIN CORP Industrials 249.0 $219K 0.19% NEW $878.96 -1.9%
60 AGG ISHARES TR 2,165.0 $216K 0.19% NEW $99.88 -1.8%
Page 3 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%