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The Analysis of QP WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, QP WEALTH MANAGEMENT, LLC holds 65 types of securities in its portfolio with a total value $58.4M. In the most recent quarter, they have increased their positions in CW (+1.8K shares, valued at $1.2M), USMV (+12.2K shares, valued at $1.1M), BE (+8.1K shares, valued at $1.1M); decreased their positions in NVDA (-21.5K shares, valued at $3.8M), AAPL (-12.1K shares, valued at $3.1M), LITE (-3.9K shares, valued at $2.7M); initiated new positions in CW (+1.8K shares, valued at $1.2M), USMV (+12.2K shares, valued at $1.1M), BE (+8.1K shares, valued at $1.1M).

1M P&L

-1.0M-1.76%

3M P&L

+413.4K+0.72%

HY P&L

+4.7M+8.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A22.7M

43.0%

2Semiconductors3.8M

7.2%

3Consumer Electronics3.1M

5.9%

Top Industries by Stock Count

1N/A25 stocks

43.1%

2Aerospace & Defense3 stocks

5.2%

3Gold3 stocks

5.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDW SPDR INDEX SHS FDS93.3K shares-29.23%2026-03-312026-04-22

AAPL APPLE INC12.2K shares-49.77%2026-03-312026-04-22

NVDA NVIDIA CORPORATION17.5K shares-55.18%2026-03-312026-04-22

SMMD ISHARES TR34.3K shares-32.95%2026-03-312026-04-22

TSLA TESLA INC6.2K shares-41.36%2026-03-312026-04-22

ALPHABET INC ALPHABET INC7.6K shares-55.33%2026-03-312026-04-22

LITE LUMENTUM HLDGS INC2.8K shares-58.51%2026-03-312026-04-22

FV FIRST TR EXCHANGE TRADED FD27.8K shares-26.61%2026-03-312026-04-22

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HYMB SPDR SERIES TRUST65.6K shares46.88%2026-03-312026-04-22

META META PLATFORMS INC2.6K shares-57.53%2026-03-312026-04-22

AMZN AMAZON COM INC6.8K shares-59.93%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC5.8K shares-50.38%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP4.8K shares277.33%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC8.7K shares-46.53%2026-03-312026-04-22

MSFT MICROSOFT CORP3.4K shares-63.89%2026-03-312026-04-22

CW CURTISS WRIGHT CORP1.8K sharesnew addition2026-03-312026-04-22

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GE AEROSPACE GE AEROSPACE4.2K shares-49.49%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F21.1K shares-31.21%2026-03-312026-04-22

HYLS FIRST TR EXCHANGE-TRADED FD28.0K shares-6.80%2026-03-312026-04-22

USMV ISHARES TR12.2K sharesnew addition2026-03-312026-04-22

WMT WALMART INC9.1K shares-47.93%2026-03-312026-04-22

BE BLOOM ENERGY CORP8.1K sharesnew addition2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II9.1K shares-24.71%2026-03-312026-04-22

FPEI FIRST TR EXCH TRADED FD III51.8K shares-20.51%2026-03-312026-04-22

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INVESCO QQQ TR INVESCO QQQ TR1.6K shares-5.78%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO2.8K shares-51.48%2026-03-312026-04-22

SHM SPDR SERIES TRUST15.1K shares-12.59%2026-03-312026-04-22

KGC KINROSS GOLD CORP21.9K shares-71.21%2026-03-312026-04-22

GLD SPDR GOLD TR1.5K shares-50.64%2026-03-312026-04-22

FMB FIRST TR EXCH TRADED FD III12.4K shares-13.17%2026-03-312026-04-22

COP CONOCOPHILLIPS4.7K shares-8.22%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F10.5K shares-65.16%2026-03-312026-04-22

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VZ VERIZON COMMUNICATIONS INC11.1K shares-30.73%2026-03-312026-04-22

FTSM FIRST TR EXCHANGE-TRADED FD9.3K shares16.95%2026-03-312026-04-22

CB CHUBB LTD SWITZ1.6K shares-10.85%2026-03-312026-04-22

SJNK SPDR SERIES TRUST19.4K shares-7.46%2026-03-312026-04-22

RYLD GLOBAL X FDS30.7K shares-5.68%2026-03-312026-04-22

SHYD VANECK ETF TRUST19.8K shares35.59%2026-03-312026-04-22

FPE FIRST TR EXCH TRADED FD III24.8K shares-8.33%2026-03-312026-04-22

ESE ESCO TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-04-22

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ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-22

HYGW ISHARES TR13.1K shares-29.96%2026-03-312026-04-22

SITM SITIME CORP1.1K shares-46.20%2026-03-312026-04-22

OTF BLUE OWL TECHNOLOGY FIN CORP29.9K shares158.89%2026-03-312026-04-22

LASR NLIGHT INC6.4K sharesnew addition2026-03-312026-04-22

BVN COMPANIA DE MINAS BUENAVENTU10.1K sharesnew addition2026-03-312026-04-22

VSAT VIASAT INC7.9K sharesnew addition2026-03-312026-04-22

WFRD WEATHERFORD INTL PLC3.7K sharesnew addition2026-03-312026-04-22

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KNG FIRST TR EXCHANGE-TRADED FD7.1K shares-29.06%2026-03-312026-04-22

OMAB GRUPO AEROPORTUARIO DEL CENT3.0K sharesnew addition2026-03-312026-04-22

SSRM SSR MINING IN11.5K sharesnew addition2026-03-312026-04-22

NATWEST GROUP PLC NATWEST GROUP PLC22.6K shares-34.20%2026-03-312026-04-22

EMBJ EMBRAER S.A.5.5K shares-35.77%2026-03-312026-04-22

EFAA INVESCO ACTIVELY MANAGED EXC6.2K shares29.26%2026-03-312026-04-22

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I995 sharesnew addition2026-03-312026-04-22

BCS BARCLAYS PLC15.1K shares-33.31%2026-03-312026-04-22

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UUUU ENERGY FUELS INC17.2K sharesnew addition2026-03-312026-04-22

BROADCOM INC BROADCOM INC1.0K shares-75.93%2026-03-312026-04-22

IGLD FIRST TR EXCHANGE-TRADED FD11.4K shares-4.68%2026-03-312026-04-22

GFI GOLD FIELDS LTD6.4K sharesnew addition2026-03-312026-04-22

PCEF INVESCO EXCH TRADED FD TR II13.5K shares-9.08%2026-03-312026-04-22

XMPT VANECK ETF TRUST11.7K shares27.30%2026-03-312026-04-22

TOTL SSGA ACTIVE ETF TR5.8K shares-80.38%2026-03-312026-04-22

LLY ELI LILLY & CO231 shares-67.28%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON832 shares-63.15%2026-03-312026-04-22

SPDW

SPDR INDEX SHS FDS

-29.23%

Shares93.3K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-49.77%

Shares12.2K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-55.18%

Shares17.5K

Event2026-03-31

Filed2026-04-22

SMMD

ISHARES TR

-32.95%

Shares34.3K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

-41.36%

Shares6.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-55.33%

Shares7.6K

Event2026-03-31

Filed2026-04-22

LITE

LUMENTUM HLDGS INC

-58.51%

Shares2.8K

Event2026-03-31

Filed2026-04-22

FIRST TR EXCHANGE TRADED FD

-26.61%

Shares27.8K

Event2026-03-31

Filed2026-04-22

HYMB

SPDR SERIES TRUST

46.88%

Shares65.6K

Event2026-03-31

Filed2026-04-22