QP WEALTH MANAGEMENT, LLC
Top Portfolio Positions
40 positions ·
$35,933,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,174 | $3,089,639 | 8.60% | |
| NVDA |
Nvidia Corp
Technology
|
17,489 | $3,050,081 | 8.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,153 | $2,287,377 | 6.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,577 | $2,178,842 | 6.06% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
2,761 | $1,940,320 | 5.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,592 | $1,482,960 | 4.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,760 | $1,407,905 | 3.92% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
5,784 | $1,332,980 | 3.71% | |
| WDC |
Western Digital Corp
Technology
|
4,826 | $1,305,384 | 3.63% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
8,654 | $1,265,907 | 3.52% |
Portfolio Trend
17 quarters · across all stocks
Holdings in OTF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,064 | 29,868 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $167,747 | 11,537 | Shares | Sole | 2026-01-07 | |
| No 13F history on record for this holder in this stock. | ||||||