Wealth Enhancement & Preservation of GA, LLC 13F Filings Explorer

CIK: 0001803919

Long-term holder

Total reported value

$104.2M

Reporting period: 2023-06-30 · Number of holdings: 48

Wealth Enhancement & Preservation of GA, LLC disclosed 48 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $104.2M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 0
Sizing Uniformity: —

Sector classification currently covers about 17% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	36.58%	—	+198.56%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	11.19%	—	+20.13%
3	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	6.59%	—	+8.86%
4	SPGP	Invesco S&p 500 Garp ETF	ETF-Large Cap & Growth	4.64%	—	+14.01%
5	FTCS	First Trust Capital Strength	ETF-Other	4.63%	—	+14.60%
6	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	3.66%	—	+9.67%
7	AGG	Ishares Core U.s. Aggregate	ETF-Other	3.44%	—	+1.98%
8	FIXD	First Trust Smith Opportunis	ETF-Other	2.87%	—	+1.81%
9	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	2.19%	—	+2.36%
10	SRLN	Ss Blackstone Sr Loan ETF	ETF-Other	2.16%	—	+2.73%
11	NUE	Nucor CORP	Stock-Materials	1.16%	—	+0.38%
12	HD	Home Depot INC	Stock-Consumer Disc	1.11%	—	+6.61%
13	AAPL	Apple INC	Stock-Tech	1.02%	—	+4.96%
14	MSFT	Microsoft CORP	Stock-Tech	1.01%	—	+8.00%
15	LLY	Eli Lilly & Co	Stock-Healthcare	0.96%	—	+3.10%
16	XOM	Exxon Mobil CORP	Stock-Energy	0.82%	—	+10.29%
17	WMT	Walmart INC	Stock-Consumer Staples	0.82%	—	+8.51%
18	WM	Waste Management INC	Stock-Industrials	0.78%	—	+7.73%
19	CSX	Csx CORP	Stock-Industrials	0.78%	—	+5.58%
20	LMT	Lockheed Martin CORP	Stock-Industrials	0.77%	—	+21.73%
21	MRK	Merck & Co. INC.	Stock-Healthcare	0.76%	—	+8.83%
22	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.76%	—	+7.19%
23	V	Visa Inc-class A Shares	Stock-Financials	0.76%	—	+9.61%
24	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.76%	—	+6.91%
25	HSY	Hershey Co/the	Stock-Consumer Staples	0.71%	—	+7.14%
26	RMD	Resmed INC	Stock-Healthcare	0.70%	—	+9.58%
27	ADP	Automatic Data Processing	Stock-Tech	0.69%	—	+12.40%
28	AWK	American Water Works Co INC	Stock-Utilities	0.69%	—	+9.76%
29	DOV	Dover CORP	Stock-Industrials	0.69%	—	+10.37%
30	UNH	Unitedhealth Group INC	Stock-Healthcare	0.66%	—	+9.13%
31	GIS	General Mills INC	Stock-Consumer Staples	0.63%	—	—
32	DFAC	Dimensional US Core Equity 2	ETF-Other	0.53%	—	+0.35%
33	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.50%	—	-66.67%
34	OCCI	Ofs Credit Company INC	Stock-Other	0.49%	—	+1.36%
35	VLRS	Controladora Vuela Cia-adr	Stock-Other	0.48%	—	-0.34%
36	PKST	Peakstone Realty Trust	Stock-Other	0.41%	—	—
37	XBAP	Innovator US Eqy Accel 9 Buf	ETF-Other	0.38%	—	—
38	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.29%	—	+14.66%
39	FMAY	Ft Vest US Equity Buffer ETF	ETF-Other	0.26%	—	-19.16%
40	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.25%	—	—
41	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.25%	—	—
42	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.24%	—	—
43	XJUN	Ft Vest U.s. Equity Enhance	ETF-Other	0.21%	—	—
44	DKNG	Draftkings Inc-cl A	Stock-Consumer Disc	0.20%	—	—
45	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.20%	—	—
46	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.20%	—	—
47	FSCO	Fs Credit Opportunities CORP	Stock-Other	0.13%	—	+90.46%
48	✓	Meta Materials INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+16.6%

Stdev: +11.5%
Beta: +0.87
Alpha: -1.1%
Max Drawdown: -7.1%
Annualized Perf: +15.3%
Batting Avg vs S&P: +38.9%
Sortino: +2.55
Stutzer: +0.38
Treynor: +0.17
Sterling: +0.95
Calmar: +2.14
Information Ratio: -1.53
Tracking Error: +2.3%
Stdev Down: +5.9%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +31.3%
Worst 12 Months: +6.4%
Efficiency Ratio: +0.52
Sharpe: +1.3
Stdev Sectors: +5.7%
Skewness: +0.03
Kurtosis: -0.21
Upside Potential: +4.18

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	48	$104.2M	0	1SPY 2SPYM 3QQQM Top holdings2023-06-30 1.SPY 2.SPYM 3.QQQM 4.SPGP 5.FTCS 6.DIA 7.AGG 8.FIXD 9.JEPI 10.SRLN
2023-03-31	41	$83.5M	0	1SPY 2RSP 3SPYM Top holdings2023-03-31 1.SPY 2.RSP 3.SPYM 4.QQQM 5.CCOR 6.FTCS 7.SPGP 8.AGG 9.DIA 10.FIXD
2022-12-31	46	$61.3M	0	1CCOR 2SPYM 3JEPI Top holdings2022-12-31 1.CCOR 2.SPYM 3.JEPI 4.SRLN 5.FTCS 6.DBMF 7.SPGP 8.QQQM 9.DIA 10.RSP
2022-09-30	53	$62.3M	0	1CCOR 2FMB 3SPYM Top holdings2022-09-30 1.CCOR 2.FMB 3.SPYM 4.PFF 5.FTCS 6.SPGP 7.QQQM 8.BRK-A 9.DIA 10.RSP
2022-06-30	53	$94.5M	0	1FTGC 2SPYM 3QTEC Top holdings2022-06-30 1.FTGC 2.SPYM 3.QTEC 4.FTCS 5.SPGP 6.DIA 7.FXG 8.IVV 9.CCOR 10.STIP
2022-03-31	48	$129.7M	0	1IVV 2SPYM 3QTEC Top holdings2022-03-31 1.IVV 2.SPYM 3.QTEC 4.SPGP 5.FTCS 6.DIA 7.RSPM 8.LDSF 9.VOO 10.870297
2021-12-31	49	$148.3M	0	1XHB 2IWB 3SPYM Top holdings2021-12-31 1.XHB 2.IWB 3.SPYM 4.QTEC 5.IVV 6.FTCS 7.SPGP 8.DIA 9.OEF 10.RSP
2021-09-30	49	$129.9M	0	1IVV 2SPYG 3SPYM Top holdings2021-09-30 1.IVV 2.SPYG 3.SPYM 4.VOO 5.QTEC 6.SPGP 7.FTCS 8.DIA 9.QQQ 10.NUE
2021-06-30	52	$135.8M	98	1XRT 2SPYM 3QTEC Top holdings2021-06-30 1.XRT 2.SPYM 3.QTEC 4.IVV 5.SPGP 6.FTCS 7.DIA 8.LBEUR 9.FCX 10.NUE
2021-03-31	51	$129.8M	74	1IYW 2SPYM 3QTEC Top holdings2021-03-31 1.IYW 2.SPYM 3.QTEC 4.IVV 5.SPGP 6.FTCS 7.DIA 8.LBEUR 9.FCX 10.TPR
2020-12-31	50	$115.9M	78	1XSD 2SPYM 3QTEC Top holdings2020-12-31 1.XSD 2.SPYM 3.QTEC 4.SPGP 5.FTCS 6.IVV 7.VOO 8.DIA 9.FCX 10.ALGN
2020-09-30	49	$96.9M	77	1SPYM 2VOO 3ARKK Top holdings2020-09-30 1.SPYM 2.VOO 3.ARKK 4.QTEC 5.SPGP 6.IVV 7.FTCS 8.AGG 9.LQD 10.DIA
2020-06-30	47	$80.6M	89	1VOO 2SPYM 3SPTM Top holdings2020-06-30 1.VOO 2.SPYM 3.SPTM 4.QTEC 5.FTSM 6.SPGP 7.FTCS 8.AGG 9.DIA 10.USMV
2020-03-31	41	$105.3M	100	1FTSM 2SPTM 3SPYM Top holdings2020-03-31 1.FTSM 2.SPTM 3.SPYM 4.QTEC 5.FTCS 6.SPGP 7.DIA 8.USMV 9.JPST 10.HD
2019-12-31	51	$195.7M	0	1SPYM 2SPTM 3SYE1EUR Top holdings2019-12-31 1.SPYM 2.SPTM 3.SYE1EUR 4.FTCS 5.DIA 6.QTEC 7.FV 8.IFV 9.SPAB 10.AAPL

Holding changes this quarter

Position changes disclosed by Wealth Enhancement & Preservation of GA, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-07-18	13F-HR	View on EDGAR
2023-03-31	2023-04-11	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR
2022-09-30	2022-10-19	13F-HR	View on EDGAR
2022-06-30	2022-09-22	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-02	13F-HR	View on EDGAR
2021-09-30	2021-10-19	13F-HR	View on EDGAR
2021-06-30	2021-07-22	13F-HR	View on EDGAR
2021-03-31	2021-04-21	13F-HR	View on EDGAR
2020-12-31	2021-02-02	13F-HR	View on EDGAR
2020-09-30	2020-10-13	13F-HR	View on EDGAR
2020-06-30	2020-09-08	13F-HR	View on EDGAR
2020-03-31	2020-04-27	13F-HR	View on EDGAR
2019-12-31	2020-02-27	13F-HR	View on EDGAR

FAQ

What is Wealth Enhancement & Preservation of GA, LLC and what type of investor is it?

Wealth Enhancement & Preservation of GA, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-06-30), the firm manages a tracked equity portfolio valued at approximately $104.2M, spread across 48 disclosed positions.

What are Wealth Enhancement & Preservation of GA, LLC's largest equity positions?

Based on the latest 13F filing, Wealth Enhancement & Preservation of GA, LLC's top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $38.1M (36.6%) 2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $11.7M (11.2%) 3. Invesco Nasdaq 100 ETF (QQQM) — $6.9M (6.6%) 4. Invesco S&p 500 Garp ETF (SPGP) — $4.8M (4.6%) 5. First Trust Capital Strength (FTCS) — $4.8M (4.6%)

What changes did Wealth Enhancement & Preservation of GA, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Wealth Enhancement & Preservation of GA, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Wealth Enhancement & Preservation of GA, LLC focus on?

Wealth Enhancement & Preservation of GA, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 17.7% • Industrials: 17.3% • Consumer Staples: 16.7% • Information Technology: 15.7% • Consumer Discretionary: 13.0% • Materials: 6.6%

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Wealth Enhancement & Preservation of GA, LLC 13F Filings Explorer

CIK: 0001803919

Long-term holder

Total reported value

$104.2M

Reporting period: 2023-06-30 · Number of holdings: 48

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 0
Sizing Uniformity: —

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	36.58%	—	+198.56%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	11.19%	—	+20.13%
3	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	6.59%	—	+8.86%
4	SPGP	Invesco S&p 500 Garp ETF	ETF-Large Cap & Growth	4.64%	—	+14.01%
5	FTCS	First Trust Capital Strength	ETF-Other	4.63%	—	+14.60%
6	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	3.66%	—	+9.67%
7	AGG	Ishares Core U.s. Aggregate	ETF-Other	3.44%	—	+1.98%
8	FIXD	First Trust Smith Opportunis	ETF-Other	2.87%	—	+1.81%
9	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	2.19%	—	+2.36%
10	SRLN	Ss Blackstone Sr Loan ETF	ETF-Other	2.16%	—	+2.73%
11	NUE	Nucor CORP	Stock-Materials	1.16%	—	+0.38%
12	HD	Home Depot INC	Stock-Consumer Disc	1.11%	—	+6.61%
13	AAPL	Apple INC	Stock-Tech	1.02%	—	+4.96%
14	MSFT	Microsoft CORP	Stock-Tech	1.01%	—	+8.00%
15	LLY	Eli Lilly & Co	Stock-Healthcare	0.96%	—	+3.10%
16	XOM	Exxon Mobil CORP	Stock-Energy	0.82%	—	+10.29%
17	WMT	Walmart INC	Stock-Consumer Staples	0.82%	—	+8.51%
18	WM	Waste Management INC	Stock-Industrials	0.78%	—	+7.73%
19	CSX	Csx CORP	Stock-Industrials	0.78%	—	+5.58%
20	LMT	Lockheed Martin CORP	Stock-Industrials	0.77%	—	+21.73%
21	MRK	Merck & Co. INC.	Stock-Healthcare	0.76%	—	+8.83%
22	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.76%	—	+7.19%
23	V	Visa Inc-class A Shares	Stock-Financials	0.76%	—	+9.61%
24	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.76%	—	+6.91%
25	HSY	Hershey Co/the	Stock-Consumer Staples	0.71%	—	+7.14%
26	RMD	Resmed INC	Stock-Healthcare	0.70%	—	+9.58%
27	ADP	Automatic Data Processing	Stock-Tech	0.69%	—	+12.40%
28	AWK	American Water Works Co INC	Stock-Utilities	0.69%	—	+9.76%
29	DOV	Dover CORP	Stock-Industrials	0.69%	—	+10.37%
30	UNH	Unitedhealth Group INC	Stock-Healthcare	0.66%	—	+9.13%
31	GIS	General Mills INC	Stock-Consumer Staples	0.63%	—	—
32	DFAC	Dimensional US Core Equity 2	ETF-Other	0.53%	—	+0.35%
33	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.50%	—	-66.67%
34	OCCI	Ofs Credit Company INC	Stock-Other	0.49%	—	+1.36%
35	VLRS	Controladora Vuela Cia-adr	Stock-Other	0.48%	—	-0.34%
36	PKST	Peakstone Realty Trust	Stock-Other	0.41%	—	—
37	XBAP	Innovator US Eqy Accel 9 Buf	ETF-Other	0.38%	—	—
38	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.29%	—	+14.66%
39	FMAY	Ft Vest US Equity Buffer ETF	ETF-Other	0.26%	—	-19.16%
40	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.25%	—	—
41	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.25%	—	—
42	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.24%	—	—
43	XJUN	Ft Vest U.s. Equity Enhance	ETF-Other	0.21%	—	—
44	DKNG	Draftkings Inc-cl A	Stock-Consumer Disc	0.20%	—	—
45	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.20%	—	—
46	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.20%	—	—
47	FSCO	Fs Credit Opportunities CORP	Stock-Other	0.13%	—	+90.46%
48	✓	Meta Materials INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+16.6%

Stdev: +11.5%
Beta: +0.87
Alpha: -1.1%
Max Drawdown: -7.1%
Annualized Perf: +15.3%
Batting Avg vs S&P: +38.9%
Sortino: +2.55
Stutzer: +0.38
Treynor: +0.17
Sterling: +0.95
Calmar: +2.14
Information Ratio: -1.53
Tracking Error: +2.3%
Stdev Down: +5.9%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +31.3%
Worst 12 Months: +6.4%
Efficiency Ratio: +0.52
Sharpe: +1.3
Stdev Sectors: +5.7%
Skewness: +0.03
Kurtosis: -0.21
Upside Potential: +4.18

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	48	$104.2M	0	1SPY 2SPYM 3QQQM Top holdings2023-06-30 1.SPY 2.SPYM 3.QQQM 4.SPGP 5.FTCS 6.DIA 7.AGG 8.FIXD 9.JEPI 10.SRLN
2023-03-31	41	$83.5M	0	1SPY 2RSP 3SPYM Top holdings2023-03-31 1.SPY 2.RSP 3.SPYM 4.QQQM 5.CCOR 6.FTCS 7.SPGP 8.AGG 9.DIA 10.FIXD
2022-12-31	46	$61.3M	0	1CCOR 2SPYM 3JEPI Top holdings2022-12-31 1.CCOR 2.SPYM 3.JEPI 4.SRLN 5.FTCS 6.DBMF 7.SPGP 8.QQQM 9.DIA 10.RSP
2022-09-30	53	$62.3M	0	1CCOR 2FMB 3SPYM Top holdings2022-09-30 1.CCOR 2.FMB 3.SPYM 4.PFF 5.FTCS 6.SPGP 7.QQQM 8.BRK-A 9.DIA 10.RSP
2022-06-30	53	$94.5M	0	1FTGC 2SPYM 3QTEC Top holdings2022-06-30 1.FTGC 2.SPYM 3.QTEC 4.FTCS 5.SPGP 6.DIA 7.FXG 8.IVV 9.CCOR 10.STIP
2022-03-31	48	$129.7M	0	1IVV 2SPYM 3QTEC Top holdings2022-03-31 1.IVV 2.SPYM 3.QTEC 4.SPGP 5.FTCS 6.DIA 7.RSPM 8.LDSF 9.VOO 10.870297
2021-12-31	49	$148.3M	0	1XHB 2IWB 3SPYM Top holdings2021-12-31 1.XHB 2.IWB 3.SPYM 4.QTEC 5.IVV 6.FTCS 7.SPGP 8.DIA 9.OEF 10.RSP
2021-09-30	49	$129.9M	0	1IVV 2SPYG 3SPYM Top holdings2021-09-30 1.IVV 2.SPYG 3.SPYM 4.VOO 5.QTEC 6.SPGP 7.FTCS 8.DIA 9.QQQ 10.NUE
2021-06-30	52	$135.8M	98	1XRT 2SPYM 3QTEC Top holdings2021-06-30 1.XRT 2.SPYM 3.QTEC 4.IVV 5.SPGP 6.FTCS 7.DIA 8.LBEUR 9.FCX 10.NUE
2021-03-31	51	$129.8M	74	1IYW 2SPYM 3QTEC Top holdings2021-03-31 1.IYW 2.SPYM 3.QTEC 4.IVV 5.SPGP 6.FTCS 7.DIA 8.LBEUR 9.FCX 10.TPR
2020-12-31	50	$115.9M	78	1XSD 2SPYM 3QTEC Top holdings2020-12-31 1.XSD 2.SPYM 3.QTEC 4.SPGP 5.FTCS 6.IVV 7.VOO 8.DIA 9.FCX 10.ALGN
2020-09-30	49	$96.9M	77	1SPYM 2VOO 3ARKK Top holdings2020-09-30 1.SPYM 2.VOO 3.ARKK 4.QTEC 5.SPGP 6.IVV 7.FTCS 8.AGG 9.LQD 10.DIA
2020-06-30	47	$80.6M	89	1VOO 2SPYM 3SPTM Top holdings2020-06-30 1.VOO 2.SPYM 3.SPTM 4.QTEC 5.FTSM 6.SPGP 7.FTCS 8.AGG 9.DIA 10.USMV
2020-03-31	41	$105.3M	100	1FTSM 2SPTM 3SPYM Top holdings2020-03-31 1.FTSM 2.SPTM 3.SPYM 4.QTEC 5.FTCS 6.SPGP 7.DIA 8.USMV 9.JPST 10.HD
2019-12-31	51	$195.7M	0	1SPYM 2SPTM 3SYE1EUR Top holdings2019-12-31 1.SPYM 2.SPTM 3.SYE1EUR 4.FTCS 5.DIA 6.QTEC 7.FV 8.IFV 9.SPAB 10.AAPL

Holding changes this quarter

Position changes disclosed by Wealth Enhancement & Preservation of GA, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-07-18	13F-HR	View on EDGAR
2023-03-31	2023-04-11	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR
2022-09-30	2022-10-19	13F-HR	View on EDGAR
2022-06-30	2022-09-22	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-02	13F-HR	View on EDGAR
2021-09-30	2021-10-19	13F-HR	View on EDGAR
2021-06-30	2021-07-22	13F-HR	View on EDGAR
2021-03-31	2021-04-21	13F-HR	View on EDGAR
2020-12-31	2021-02-02	13F-HR	View on EDGAR
2020-09-30	2020-10-13	13F-HR	View on EDGAR
2020-06-30	2020-09-08	13F-HR	View on EDGAR
2020-03-31	2020-04-27	13F-HR	View on EDGAR
2019-12-31	2020-02-27	13F-HR	View on EDGAR

FAQ

What is Wealth Enhancement & Preservation of GA, LLC and what type of investor is it?

What are Wealth Enhancement & Preservation of GA, LLC's largest equity positions?

What changes did Wealth Enhancement & Preservation of GA, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Wealth Enhancement & Preservation of GA, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Wealth Enhancement & Preservation of GA, LLC focus on?