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  Name: Wealth Enhancement & Preservation of GA LLC
  City: Alpharetta
  State: GA
  Zip: 30022
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $104,167,000
  Total Value Change : $20,713,000
  Securities Held Change : 7
   
All Securities Held : 48
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 35
  Unchanged Positions : 1
  Decreased Positions : 3

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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 33 - $629,375.00 $518,000 1 0.5% -879,000 -2 0    Property & Casualty I...
   (VLRS)1 Year Chart         VLRS Volaris Aviation Holding 35 - $8.75 $496,000 35,578 0.48% 52,000 -122 0.004    N/A
   (FMAY)1 Year Chart         FMAY Ft Cboe Vest Us Equity Buff... 39 - $0.00 $275,000 7,045 0.26% -46,000 -1,670 0.078    N/A

      3 Records Found
  1    
Page 1 of 1
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