Wealthcare Capital Partners, LLC Incresed Positions in Q1 2025

Wealthcare Capital Partners, LLC

  • $194 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.6K
+ 507.58%
$33.84 - $37.77 $1.1M - $1.23M
39K $1.42B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 0.71%
$442.66 - $534.52 $22.1K - $26.7K
7.14K $3.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.25K
+ 20.25%
$126.11 - $135.06 $410K - $439K
19.3K $2.49B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.91K
+ 59.23%
$54.25 - $57.64 $267K - $283K
13.2K $728M
DTH
Wisdomtree Tr

ETFs
4.65K
+ 36.28%
$37.33 - $43.33 $174K - $202K
17.5K $742M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.82K
+ 6.04%
$95.85 - $99.25 $175K - $181K
32K $3.16B
VEA
Vanguard Ftse Developed Market

ETFs
1.67K
+ 7.11%
$47.4 - $52.99 $79.3K - $88.7K
25.2K $1.28B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.43K
+ 6.62%
$64.88 - $72.1 $547K - $608K
136K $8.92B
EXC
Exelon Corp

Utilities
123
+ 0.79%
$37.3 - $46.08 $4.59K - $5.67K
15.8K $726M
IEF
Ishares Barclays

ETFs
179
+ 0.49%
$91.17 - $95.39 $16.3K - $17.1K
37.1K $3.54B
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.71K
+ 8.7%
$36.6 - $39.56 $62.6K - $67.7K
21.4K $830M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.16K
+ 3.58%
$41.61 - $44.72 $48.2K - $51.8K
33.5K $1.45B
XOM
Exxon Mobil Corp

Energy
393
+ 8.66%
$105.44 - $118.93 $41.4K - $46.7K
4.93K $586M
V
Visa Inc.

Financial Services
169
+ 15.0%
$306.92 - $362.71 $51.9K - $61.3K
1.3K $454M
CVX
Chevron Corp

Energy
17
+ 0.46%
$146.71 - $167.97 $2.49K - $2.86K
3.71K $620M
CGXU
Capital Group Intl Focus Equit

ETFs
3.52K
+ 22.17%
$24.48 - $26.59 $86.2K - $93.6K
19.4K $475M
VTV
Vanguard Value ETF

ETFs
286
+ 4.25%
$167.73 - $179.21 $48K - $51.3K
7.02K $1.21B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
563
+ 5.07%
$59.28 - $66.1 $33.4K - $37.2K
11.7K $742M
QQQ
Invesco Qqq Trust, Series 1

ETFs
218
+ 25.06%
$468.34 - $539.52 $102K - $118K
1.09K $510M
XLE
Energy Sector Spdr

ETFs
258
+ 5.04%
$85.7 - $93.96 $22.1K - $24.2K
5.38K $502M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
509
+ 12.49%
$63.07 - $73.5 $32.1K - $37.4K
4.58K $322M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.04K
+ 21.13%
$31.63 - $35.22 $96.3K - $107K
17.4K $558M
SPMD
Spdr Portfolio

ETFs
3.61K
+ 10.11%
$50.21 - $57.73 $181K - $209K
39.3K $2.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
368
+ 17.15%
$169.43 - $182.84 $62.4K - $67.3K
2.51K $435M
GE
General Electric CO

Industrials
9
+ 0.53%
$168.59 - $212.13 $1.52K - $1.91K
1.72K $343M
TDVG
T Rowe Price Exchange Traded F

Technology
1.27K
+ 24.69%
$39.23 - $42.13 $49.6K - $53.3K
6.39K $258M
VFH
Vanguard Financial ETF

ETFs
336
+ 3.14%
$114.07 - $127.34 $38.3K - $42.8K
11K $1.32B
VIG
Vanguard Dividend Appreciation

ETFs
372
+ 3.58%
N/A
10.8K $2.09B
IFRA
Ishares Tr

ETFs
1.63K
+ 9.55%
$44.8 - $49.25 $73.1K - $80.4K
18.7K $844M
META
Meta Platforms, Inc.

Communication Services
116
+ 6.26%
$576.36 - $736.67 $66.9K - $85.5K
1.97K $1.14B
CASY
Caseys General Stores Inc

Consumer Cyclical
53
+ 8.1%
$378.71 - $442.54 $20.1K - $23.5K
707 $307M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 3.42%
$225.19 - $279.95 $25.9K - $32.2K
3.48K $854M
DUK
Duke Energy Corp

Utilities
64
+ 2.33%
$105.87 - $121.97 $6.78K - $7.81K
2.81K $343M
USFR
Wisdomtree Floating Rate Treas

ETFs
752
+ 0.1%
$50.29 - $50.5 $37.8K - $38K
775K $39B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.46K
+ 13.2%
$20.7 - $21.15 $50.9K - $52K
21.1K $437M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.33K
+ 7.1%
$48.02 - $53.02 $64K - $70.7K
20.1K $996M
KO
Coca Cola CO

Consumer Defensive
13
+ 0.33%
$60.81 - $72.32 $791 - $940
3.92K $280M
WMT
Walmart Inc.

Consumer Defensive
575
+ 8.77%
$84.5 - $105.05 $48.6K - $60.4K
7.13K $626M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
145
+ 2.04%
$97.38 - $104.52 $14.1K - $15.2K
7.27K $743M
CPK
Chesapeake Utilities Corp

Utilities
15
+ 0.34%
$116.55 - $130.37 $1.75K - $1.96K
4.48K $576M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 4.08%
$890.62 - $1076.86 $14.2K - $17.2K
408 $386M
VO
Vanguard Mid Cap ETF

ETFs
113
+ 8.04%
$251.87 - $277.95 $28.5K - $31.4K
1.52K $393M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16
+ 0.32%
$48.65 - $53.06 $778 - $849
4.98K $258M
XLF
Financial Sector Spdr

ETFs
37
+ 0.33%
$47.32 - $52.19 $1.75K - $1.93K
11.4K $567M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
19
+ 0.5%
$128.74 - $138.67 $2.45K - $2.63K
3.84K $522M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7
+ 0.22%
$68.32 - $75.06 $478 - $525
3.26K $244M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
185
+ 2.81%
$47.33 - $47.92 $8.76K - $8.87K
6.77K $322M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
176
+ 4.37%
$50.48 - $51.04 $8.88K - $8.98K
4.2K $213M
ZTS
Zoetis Inc.

Healthcare
32
+ 1.69%
$156.48 - $175.67 $5.01K - $5.62K
1.92K $316M
Activity Summary
Buys All Purchases 94 New Holdings 16 Increased Positions 78 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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