Wealthcare Capital Partners, LLC Incresed Positions in Q2 2025

Wealthcare Capital Partners, LLC

  • $199 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.84K
+ 5.77%
$58.41 - $72.69 $458K - $570K
144K $10.4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.19K
+ 42.42%
$114.78 - $133.31 $940K - $1.09M
27.5K $3.67B
VEU
Vanguard Ftse All World Ex Us

ETFs
6.56K
+ 14.76%
$54.19 - $67.22 $355K - $441K
51K $3.43B
NVDA
Nvidia Corp

Technology
1.18K
+ 12.74%
$94.31 - $157.99 $111K - $187K
10.5K $1.65B
CEG
Constellation Energy Corp

Utilities
6
+ 0.13%
$170.96 - $322.76 $1.03K - $1.94K
4.8K $1.55B
CGDV
Capital Group Divid Value ETF

ETFs
13.7K
+ 129.97%
$31.93 - $39.49 $437K - $541K
24.2K $957M
CGGR
Capital Group Growth ETF Shs C

ETFs
9K
+ 119.52%
$30.53 - $40.65 $275K - $366K
16.5K $672M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.45K
+ 14.78%
$35.35 - $42.68 $263K - $318K
57.9K $2.46B
PLTR
Palantir Technologies Inc.

Technology
1.56K
+ 56.16%
$74.01 - $144.25 $116K - $226K
4.35K $593M
AVGO
Broadcom Inc.

Technology
150
+ 5.25%
$146.29 - $275.65 $21.9K - $41.3K
3.01K $829M
SPMD
Spdr Portfolio

ETFs
1.93K
+ 4.91%
$44.89 - $54.38 $86.8K - $105K
41.3K $2.24B
VEA
Vanguard Ftse Developed Market

ETFs
1.3K
+ 5.14%
$45.65 - $57.01 $59.2K - $73.9K
26.5K $1.51B
BX
Blackstone Inc.

Financial Services
685
+ 5.34%
$120.07 - $151.11 $82.2K - $104K
13.5K $2.02B
IFRA
Ishares Tr

ETFs
2.88K
+ 15.38%
$40.97 - $49.19 $118K - $142K
21.6K $1.06B
WMT
Walmart Inc.

Consumer Defensive
1.47K
+ 20.57%
$81.79 - $99.98 $120K - $147K
8.6K $841M
JPM
Jpmorgan Chase & CO

Financial Services
174
+ 5.0%
$210.28 - $289.91 $36.6K - $50.4K
3.66K $1.06B
GS
Goldman Sachs Group Inc

Financial Services
24
+ 2.11%
$462.22 - $707.75 $11.1K - $17K
1.16K $821M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.83K
+ 5.72%
$96.84 - $99.46 $177K - $182K
33.8K $3.36B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.22K
+ 9.22%
$50.08 - $63.14 $61K - $76.9K
14.4K $911M
CGXU
Capital Group Intl Focus Equit

ETFs
4.7K
+ 24.22%
$21.44 - $27.35 $101K - $128K
24.1K $654M
DTH
Wisdomtree Tr

ETFs
2.26K
+ 12.93%
$37.84 - $46.83 $85.5K - $106K
19.7K $915M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
99
+ 4.06%
$141.37 - $228.57 $14K - $22.6K
2.54K $575M
TSLA
Tesla, Inc.

Consumer Cyclical
282
+ 22.67%
$221.86 - $362.89 $62.6K - $102K
1.53K $485M
GE
General Electric CO

Industrials
235
+ 13.7%
$166.81 - $257.39 $39.2K - $60.5K
1.95K $502M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.68K
+ 13.34%
$43.28 - $50.37 $116K - $135K
22.8K $1.14B
VFH
Vanguard Financial ETF

ETFs
405
+ 3.67%
$104.87 - $127.3 $42.5K - $51.6K
11.4K $1.46B
TDVG
T Rowe Price Exchange Traded F

Technology
2.81K
+ 44.05%
$36.12 - $42.38 $102K - $119K
9.2K $390M
VIG
Vanguard Dividend Appreciation

ETFs
65
+ 0.6%
N/A
10.8K $2.21B
GUNR
Flexshares Tr Morningstar Glob

ETFs
2.35K
+ 10.99%
$33.77 - $41.16 $79.3K - $96.7K
23.7K $952M
ITOT
Ishares Core S&P Total U.S. St

ETFs
581
+ 23.22%
$108.12 - $135.04 $62.8K - $78.5K
3.08K $416M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.77K
+ 26.13%
$47.02 - $47.83 $83.2K - $84.6K
8.54K $408M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.78K
+ 15.92%
$28.02 - $32.37 $77.8K - $89.9K
20.2K $642M
BAC
Bank Of America Corp

Financial Services
714
+ 9.32%
$34.39 - $47.46 $24.6K - $33.9K
8.37K $396M
TROW
Price T Rowe Group Inc

Financial Services
332
+ 3.52%
$80.27 - $98.06 $26.6K - $32.6K
9.76K $942M
VNQ
Vanguard Specialized Funds Van

ETFs
1.26K
+ 4.57%
$79.79 - $91.42 $101K - $115K
28.8K $2.57B
RSP
Invesco S&P 500 Equal Weight E

ETFs
244
+ 9.71%
$152.93 - $181.74 $37.3K - $44.3K
2.76K $501M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.15K
+ 27.42%
$49.79 - $50.75 $57.4K - $58.5K
5.35K $272M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.01K
+ 9.54%
$20.12 - $21.0 $40.5K - $42.3K
23.1K $483M
RTX
Raytheon Technologies Corp

Industrials
35
+ 1.16%
$113.75 - $148.48 $3.98K - $5.2K
3.05K $445M
HLI
Houlihan Lokey, Inc.

Financial Services
8
+ 0.35%
$141.59 - $182.75 $1.13K - $1.46K
2.31K $416M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
418
+ 19.58%
$100.35 - $100.71 $41.9K - $42.1K
2.55K $257M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 5.15%
$908.13 - $1056.85 $19.1K - $22.2K
429 $424M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
295
+ 3.76%
$29.12 - $35.84 $8.59K - $10.6K
8.13K $291M
XLF
Financial Sector Spdr

ETFs
37
+ 0.33%
$43.92 - $52.37 $1.63K - $1.94K
11.4K $598M
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.25%
$220.04 - $280.07 $440 - $560
815 $228M
V
Visa Inc.

Financial Services
46
+ 3.55%
$308.27 - $373.31 $14.2K - $17.2K
1.34K $476M
KO
Coca Cola CO

Consumer Defensive
356
+ 9.09%
$68.37 - $73.9 $24.3K - $26.3K
4.27K $302M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
1.85K
+ 5.75%
$25.36 - $27.19 $47K - $50.4K
34.1K $900M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
273
+ 3.76%
$90.85 - $102.31 $24.8K - $27.9K
7.54K $759M
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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