Wealthcare Capital Partners, LLC Sells in Q3 2025

Wealthcare Capital Partners, LLC

  • $218 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-53.1K
- 7.49%
$50.23 - $50.48 $2.67M - $2.68M
655K $32.9B
PG
Procter & Gamble CO

Consumer Defensive
-1.05K
- 27.54%
$150.47 - $161.22 $158K - $170K
2.77K $426M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.49K
- 40.4%
$24.46 - $26.5 $134K - $145K
8.1K $213M
DIS
Walt Disney CO

Communication Services
-300
- 14.22%
$112.25 - $124.0 $33.7K - $37.2K
1.81K $207M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-451
- 17.67%
$100.37 - $100.74 $45.3K - $45.4K
2.1K $212M
VUG
Vanguard Growth ETF

ETFs
-109
- 15.14%
$433.97 - $484.08 $47.3K - $52.8K
611 $293M
KO
Coca Cola CO

Consumer Defensive
-47
- 1.1%
$65.67 - $71.67 $3.09K - $3.37K
4.22K $280M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-107
- 10.52%
$546.99 - $602.2 $58.5K - $64.4K
910 $546M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-279
- 4.59%
$62.21 - $69.26 $17.4K - $19.3K
5.8K $373M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.24K
- 5.93%
$39.8 - $42.86 $89K - $95.8K
35.5K $1.52B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-85
- 1.28%
$91.44 - $91.77 $7.77K - $7.8K
6.53K $599M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-132
- 4.79%
$181.56 - $190.33 $24K - $25.1K
2.63K $498M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-294
- 1.85%
$44.22 - $45.74 $13K - $13.4K
15.6K $710M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-50
- 6.13%
$339.37 - $366.46 $17K - $18.3K
766 $280M
IAUX
I 80 Gold Corp.
-1K
- 7.05%
$0.56 - $0.98 $562 - $984
13.2K $12.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-295
- 3.63%
$36.04 - $38.78 $10.6K - $11.4K
7.84K $302M
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.15%
$291.67 - $316.99 $583 - $634
1.32K $400M
XOM
Exxon Mobil Corp

Energy
-77
- 1.48%
$105.83 - $117.22 $8.15K - $9.03K
5.12K $577M
PSCT
Invesco S&P Smallcap Informati

ETFs
-78
- 1.77%
$44.28 - $53.87 $3.45K - $4.2K
4.32K $229M
CEG
Constellation Energy Corp

Utilities
-11
- 0.23%
$298.82 - $354.89 $3.29K - $3.9K
4.79K $1.58B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-39
- 1.27%
$135.0 - $146.02 $5.27K - $5.69K
3.04K $443M
PH
Parker Hannifin Corp

Industrials
-5
- 0.78%
$697.13 - $769.67 $3.49K - $3.85K
638 $484M
BAC
Bank Of America Corp

Financial Services
-17
- 0.2%
$44.92 - $52.42 $764 - $891
8.36K $431M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-69
- 0.6%
$72.04 - $77.35 $4.97K - $5.34K
11.4K $872M
VTV
Vanguard Value ETF

ETFs
-99
- 1.61%
$175.51 - $186.57 $17.4K - $18.5K
6.04K $1.13B
LOW
Lowes Companies Inc

Consumer Cyclical
-76
- 3.06%
$215.01 - $273.02 $16.3K - $20.7K
2.41K $605M
CPK
Chesapeake Utilities Corp

Utilities
-21
- 0.47%
$119.5 - $135.26 $2.51K - $2.84K
4.48K $603M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-694
- 3.38%
$74.93 - $80.73 $52K - $56K
19.8K $1.6B
RTX
Raytheon Technologies Corp

Industrials
-9
- 0.3%
$144.19 - $167.33 $1.3K - $1.51K
3.04K $508M
TSLA
Tesla, Inc.

Consumer Cyclical
-246
- 16.12%
$293.94 - $444.72 $72.3K - $109K
1.28K $569M
SPY
Spdr S&P 500 ETF Trust

ETFs
-42
- 1.78%
$617.65 - $666.84 $25.9K - $28K
2.32K $1.55B
Te Connectivity PLC
-22
- 1.14%
N/A
1.92K $420M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.2K
- 2.36%
$66.38 - $71.68 $79.9K - $86.2K
49.8K $3.55B
AVGO
Broadcom Inc.

Technology
-49
- 1.63%
$264.74 - $369.57 $13K - $18.1K
2.96K $976M
PLTR
Palantir Technologies Inc.

Technology
-168
- 3.86%
$130.68 - $186.97 $22K - $31.4K
4.18K $763M
AAPL
Apple Inc.

Technology
-129
- 0.83%
$202.38 - $256.87 $26.1K - $33.1K
15.4K $3.93B
VTI
Vanguard Total Stock Market Et

ETFs
-1.26K
- 1.78%
$303.93 - $329.86 $384K - $417K
69.8K $22.9B
Activity Summary
Buys All Purchases 97 New Holdings 8 Increased Positions 89 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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