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  Name: WPWealth LLP
  City: FORT WORTH
  State: TX
  Zip: 76102
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $323,118,000
  Total Value Change : $61,690,000
  Securities Held Change : 1
   
All Securities Held : 61
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 24
  Unchanged Positions : 13
  Decreased Positions : 22

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged 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
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 15 - $0.00 $2,857,000 80,218 0.88% 170,000 0 0.18    N/A
   (BMAR)1 Year Chart         BMAR Innovator S&p 500 Buffer Et... 19 - $0.00 $1,743,000 44,012 0.54% 144,000 0 0.489    N/A
   (BOCT)1 Year Chart         BOCT Boulder Capital Opportuniti... 29 - $0.00 $831,000 21,591 0.26% 65,000 0 0.24    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 31 - $91.39 $775,000 7,834 0.24% 80,000 0 0.001    Closed - End Fund - E...
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 34 - $0.00 $580,000 16,034 0.18% 40,000 0 0.018    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 37 - $399.95 $541,000 1,436 0.17% 60,000 0 0.002    Closed - End Fund - E...
   (BAPR)1 Year Chart         BAPR Innovator S&p 500 Buffer Etf 38 - $0.00 $539,000 14,100 0.17% 46,000 0 0.39    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 43 - $132.74 $463,000 3,947 0.14% -37,000 0 0.007    Closed - End Fund - E...
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index 47 - $92.65 $371,000 4,610 0.11% 33,000 0 0.01    Closed - End Fund - E...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 48 - $93.11 $367,000 3,808 0.11% 18,000 0 0.001    Closed - End Fund - E...
   (WTTR)1 Year Chart         WTTR Select Energy Services Inc 53 - $10.01 $246,000 32,397 0.08% -12,000 0 0.037    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 54 - $76.65 $234,000 3,335 0.07% 22,000 0 0.003    N/A
   (QUBT)1 Year Chart         QUBT Quantum Computing Inc. 60 - $0.79 $91,000 100,000 0.03% -17,000 0 0.343    N/A
      13 Records Found
  1    
Page 1 of 1
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