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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

QP WEALTH MANAGEMENT, LLC

Quarter ended Q1 2023 · Filed January 17, 2023 · Accession 0001802496-23-000001

Total Value
$64.2M
Positions
68
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33738D101149,315$4.0M6.21%
2APPLE INCAAPL29,124$3.8M5.89%
3FIRST TR EXCHANGE-TRADED FD33738R60570,792$3.3M5.13%
4FIRST TR EXCH TRADED FD III33739P855141,586$2.5M3.93%
5AMAZON COM INCAMZN26,725$2.2M3.50%
6MICROSOFT CORPMSFT8,949$2.1M3.34%
7UNITEDHEALTH GROUP INCUNH3,616$1.9M2.99%
8ISHARES TR46428868762,200$1.9M2.96%
9ALPHABET INCGOOG21,493$1.9M2.95%
10TESLA INCTSLA14,586$1.8M2.80%
11DANAHER CORPORATION2358511026,726$1.8M2.78%
12WALMART INCWMT12,432$1.8M2.75%
13SPDR INDEX SHS FDS78463X84869,842$1.7M2.62%
14GOLDMAN SACHS BDC INCGSBD120,130$1.6M2.57%
15VISA INCV7,490$1.6M2.42%
16J & J SNACK FOODS CORPJJSF10,000$1.5M2.33%
17PROCTER AND GAMBLE CO7427181098,674$1.3M2.05%
18SPDR GOLD TRGLD7,255$1.2M1.92%
19DEVON ENERGY CORP NEW25179M10319,729$1.2M1.89%
20VANECK ETF TRUST92189F46051,378$1.1M1.72%
21INVESCO QQQ TRIVZ4,129$1.1M1.71%
22ABBOTT LABSABLZF9,716$1.1M1.66%
23SPDR SER TR78468R73922,480$1.1M1.65%
24JPMORGAN CHASE & COVYLD7,760$1.0M1.62%
25VANECK ETF TRUST92189H40920,575$1.0M1.62%
26INVESCO EXCH TRADED FD TR IIIVZ23,664$1.0M1.61%
27PACER FDS TR69374H88122,118$1.0M1.59%
28SPDR INDEX SHS FDS78463X88933,567$996,6041.55%
29CHICAGO ATLANTIC REAL ESTATEREFI58,738$885,1821.38%
30MOSAIC CO NEWMOS19,929$874,2851.36%
31ISHARES TR4642871923,735$797,6091.24%
32FIRST TR EXCH TRADED FD III33739E10846,342$778,5461.21%
33ISHARES TR4642884147,110$750,2471.17%
34GLOBAL X FDS37954Y47517,165$675,7861.05%
35ISHARES TR4642874658,720$572,3810.89%
36SPDR S&P MIDCAP 400 ETF TRMDY1,150$509,2090.79%
37UBER TECHNOLOGIES INCUBER18,496$457,4060.71%
38INVESCO EXCHANGE TRADED FD TIVZ9,770$446,8800.70%
39SPDR S&P 500 ETF TRSPY1,111$424,8800.66%
40SPDR SER TR78468R85310,934$404,2300.63%
41SPDR SER TR78464A8479,281$394,4430.61%
42ISHARES TR4642876552,245$391,4380.61%
43ISHARES TR46429B6975,378$387,7540.60%
44VANGUARD WORLD FDS92204A8844,675$384,5190.60%
45PEPSICO INCPEP2,101$379,5670.59%
46DISNEY WALT CO2546871064,206$365,4170.57%
47KRANESHARES TR50076782712,905$363,1470.57%
48CHUBB LIMITEDCB1,585$349,6510.54%
49INVESCO EXCHANGE TRADED FD TIVZ3,773$342,3240.53%
50JOHNSON & JOHNSONJNJ1,931$341,1110.53%
51META PLATFORMS INCMETA2,652$319,1420.50%
52MERCK & CO INCMRK2,802$310,8820.48%
53FIRST TR EXCHANGE-TRADED FD33738D4087,661$298,3190.46%
54CREDIT SUISSE AG NASSAU BRHUSOI1,930$283,8450.44%
55EATON VANCE TX ADV GLBL DIVETN18,472$278,9270.43%
56VERIZON COMMUNICATIONS INCVZ6,514$256,6520.40%
57MCDONALDS CORPMCD955$251,6710.39%
58COCA-COLA FEMSA SAB DE CVCOCSF3,619$245,6580.38%
59GLOBAL X FDS37954Y48315,074$239,8270.37%
60SELECT SECTOR SPDR TR81369Y8524,755$228,1920.36%
61SPDR SER TR78464A2844,533$221,9810.35%
62GLOBAL X FDS37954Y45911,336$213,2300.33%
63SENDAS DISTRIBUIDORA S A81689T10411,514$210,8210.33%
64SSGA ACTIVE ETF TR78467V8485,194$207,9680.32%
65INVESCO EXCH TRADED FD TR IIIVZ11,218$203,2700.32%
66FORD MTR CO DEL34537086016,345$190,0920.30%
67FIRST TR EXCHANGE-TRADED FD33738R10011,465$171,6310.27%
68AMBEV SAABEV56,265$153,0410.24%