Qp Wealth Management, Llc Buys iShares U.S.

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Investment company Qp Wealth Management, Llc (Current Portfolio) buys iShares U.S. Transportation ETF, Devon Energy Corp, The Mosaic Co, Invesco Water Resources ETF, Alerian MLP ETF, sells Uber Technologies Inc, First Trust International IPO ETF, Goldman Sachs BDC Inc, Dow Inc, AdvisorShares Pure US Cannabis ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Qp Wealth Management, Llc. As of 2021Q4, Qp Wealth Management, Llc owns 72 stocks with a total value of $94 million. These are the details of the buys and sells.

  • New Purchases: IYT, DVN, MOS, PHO, AMLP, XSLV, XMLV, GOOG,

  • Added Positions: SPDW, DHR, SPMD, SPSM, CXH, ABT, HYMB, TOTL, CIK,

  • Reduced Positions: UBER, FPXI, GSBD, EMLP, ARKK, TSLA, V, GOOGL, FB, AMZN, USMV, AAPL, PML, VZ, IFV, DAVA, QQQ, NID, EFA, SPHD, MCEF, WNS, KT, ERJ, VLRS, NVDA, INFY, QYLD, MT,

  • Sold Out: DOW, MSOS, FCX, GDX, SE, GDXJ, VWO, VALE,

For the details of QP WEALTH MANAGEMENT, LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/qp+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of QP WEALTH MANAGEMENT, LLC

  1. Tesla Inc (TSLA) – 5,336 shares, 5.98% of the total portfolio. Shares reduced by 7.09%

  2. First Trust Institutional Preferred Securities and (FPEI) – 241,239 shares, 5.22% of the total portfolio. Shares added by 0.15%

  3. Apple Inc (AAPL) – 27,597 shares, 5.20% of the total portfolio. Shares reduced by 2.55%

  4. Amazon.com Inc (AMZN) – 1,451 shares, 5.13% of the total portfolio. Shares reduced by 3.72%

  5. SPDR Portfolio Developed World ex-US ETF (SPDW) – 104,167 shares, 4.03% of the total portfolio. Shares added by 14.19%

New Purchase: iShares U.S. Transportation ETF (IYT)

Qp Wealth Management, Llc initiated holding in iShares U.S. Transportation ETF. The purchase prices were between $247 and $278.8, with an estimated average price of $267.21. The stock is now traded at around $273.120000. The impact to a portfolio due to this purchase was 1.7%. The holding were 5,815 shares as of 2021-12-31.

New Purchase: Devon Energy Corp (DVN)

Qp Wealth Management, Llc initiated holding in Devon Energy Corp. The purchase prices were between $38.26 and $45.12, with an estimated average price of $41.72. The stock is now traded at around $50.070000. The impact to a portfolio due to this purchase was 1.08%. The holding were 23,095 shares as of 2021-12-31.

New Purchase: The Mosaic Co (MOS)

Qp Wealth Management, Llc initiated holding in The Mosaic Co. The purchase prices were between $33.62 and $42.47, with an estimated average price of $38.28. The stock is now traded at around $42.080000. The impact to a portfolio due to this purchase was 0.82%. The holding were 19,805 shares as of 2021-12-31.

New Purchase: Invesco Water Resources ETF (PHO)

Qp Wealth Management, Llc initiated holding in Invesco Water Resources ETF. The purchase prices were between $54.68 and $60.84, with an estimated average price of $58.15. The stock is now traded at around $56.580000. The impact to a portfolio due to this purchase was 0.69%. The holding were 10,675 shares as of 2021-12-31.

New Purchase: Alerian MLP ETF (AMLP)

Qp Wealth Management, Llc initiated holding in Alerian MLP ETF. The purchase prices were between $30.56 and $36.4, with an estimated average price of $33.55. The stock is now traded at around $36.190000. The impact to a portfolio due to this purchase was 0.57%. The holding were 16,515 shares as of 2021-12-31.

New Purchase: Invesco S&P SmallCap Low Volatility ETF (XSLV)

Qp Wealth Management, Llc initiated holding in Invesco S&P SmallCap Low Volatility ETF. The purchase prices were between $47.7 and $52.28, with an estimated average price of $50. The stock is now traded at around $51.449000. The impact to a portfolio due to this purchase was 0.38%. The holding were 6,925 shares as of 2021-12-31.

Sold Out: Dow Inc (DOW)

Qp Wealth Management, Llc sold out a holding in Dow Inc. The sale prices were between $52.76 and $60.06, with an estimated average price of $56.99.

Sold Out: AdvisorShares Pure US Cannabis ETF (MSOS)

Qp Wealth Management, Llc sold out a holding in AdvisorShares Pure US Cannabis ETF. The sale prices were between $23.27 and $32.08, with an estimated average price of $27.56.

Sold Out: Freeport-McMoRan Inc (FCX)

Qp Wealth Management, Llc sold out a holding in Freeport-McMoRan Inc. The sale prices were between $31.71 and $41.99, with an estimated average price of $38.14.

Sold Out: VanEck Gold Miners ETF (GDX)

Qp Wealth Management, Llc sold out a holding in VanEck Gold Miners ETF. The sale prices were between $29.16 and $34.3, with an estimated average price of $31.49.

Sold Out: Sea Ltd (SE)

Qp Wealth Management, Llc sold out a holding in Sea Ltd. The sale prices were between $205.68 and $366.99, with an estimated average price of $296.89.

Sold Out: VanEck Junior Gold Miners ETF (GDXJ)

Qp Wealth Management, Llc sold out a holding in VanEck Junior Gold Miners ETF. The sale prices were between $38.05 and $47.11, with an estimated average price of $42.21.

Here is the complete portfolio of QP WEALTH MANAGEMENT, LLC. Also check out:

1. QP WEALTH MANAGEMENT, LLC’s Undervalued Stocks

2. QP WEALTH MANAGEMENT, LLC’s Top Growth Companies, and

3. QP WEALTH MANAGEMENT, LLC’s High Yield stocks

4. Stocks that QP WEALTH MANAGEMENT, LLC keeps buyingThis article first appeared on GuruFocus.

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