• 13F History

QP WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2023 - Oct 5, 2023
Value $
$56.9M
Signature - Title
Lisa K. Heerwagen - Managing Member and Chief Operating Officer
Location
Eatontown, NJ
Summary
This page shows a list of all the recent 13F filings made by QP WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. QP WEALTH MANAGEMENT, LLC reported 70 stock holdings with total value $56.9M as of Q3 2023. Top holdings included AAPL, FV, FPEI, TSLA, and SPDW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 70 $56.9M +$3.63M -$6.58M -$2.95M AAPL, FV, FPEI, TSLA, SPDW 13F-HR 10/5/2023, 04:48 PM
Q2 2023 68 $63.1M +$6.95M -$2.9M +$4.06M AAPL, FV, AMZN, TSLA, FPEI 13F-HR 7/13/2023, 04:16 PM
Q1 2023 64 $61.1M +$7.49M -$8.75M -$1.25M AAPL, EMLP, FV, FPEI, TSLA 13F-HR 4/25/2023, 04:36 PM
Q4 2022 68 $64.2M +$15.3M -$14.6M +$714K EMLP, AAPL, FV, FPEI, AMZN 13F-HR 1/17/2023, 11:24 AM
Q3 2022 63 $69.5M +$8.53M -$1.88M +$6.66M TSLA, FPEI, EMLP, AAPL, AMZN 13F-HR 10/12/2022, 11:16 AM
Q2 2022 71 $72.8M +$5.77M -$2.74M +$3.03M EMLP, FPEI, TSLA, AAPL, FV 13F-HR 7/8/2022, 12:28 PM
Q1 2022 71 $89.5M +$6.97M -$1.54M +$5.43M TSLA, AAPL, AMZN, FPEI, EMLP 13F-HR 4/18/2022, 03:19 PM
Q4 2021 72 $94.3M +$6.34M -$7.09M -$756K TSLA, FPEI, AAPL, AMZN, SPDW 13F-HR 1/13/2022, 10:11 AM
Q3 2021 72 $93.2M +$2.28M -$5.02M -$2.74M FPEI, AMZN, TSLA, ARKK, AAPL 13F-HR 11/5/2021, 02:07 PM
Q2 2021 71 $97.7M +$8.66M -$8.07M +$591K AMZN, ARKK, FPEI, AAPL, TSLA 13F-HR 7/13/2021, 03:45 PM
Q1 2021 68 $91.9M +$9.17M -$8.72M +$444K AMZN, FPEI, AAPL, ARKK, TSLA 13F-HR 4/27/2021, 06:31 PM
Q4 2020 69 $90.6M +$9.68M -$4.66M +$5.02M AMZN, AAPL, EFAV, TSLA, FPEI 13F-HR 1/15/2021, 10:28 AM
Q3 2020 63 $76.9M +$8.95M -$3.6M +$5.35M EFAV, AMZN, AAPL, FPEI, EMLP 13F-HR 10/8/2020, 09:44 AM
Q2 2020 58 $72.3M +$10.7M -$8.01M +$2.66M EFAV, AMZN, FPEI, EMLP, AAPL 13F-HR 7/8/2020, 04:32 PM
Q1 2020 59 $61.4M +$13.8M -$1.35M +$12.5M IFV, FPEI, EMLP, AAPL, UBER 13F-HR 4/29/2020, 02:29 PM
Q4 2019 81 $78.4M IFV, EMLP, AAPL, FPEI, AMZN 13F-HR 2/10/2020, 04:43 PM