Wealthcare Advisory Partners LLC Purchases in Q1 2025

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISMD
Northern Lts Fd Tr Iv

ETFs
168
+ 2.92%
$33.87 - $38.9 $5.69K - $6.54K
5.92K $202K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
695
+ 10.87%
$254.58 - $302.92 $177K - $211K
7.09K $1.83M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
216
+ 0.78%
$11.94 - $12.73 $2.58K - $2.75K
27.8K $333K
XYLD
Global X Fds S&P 500 Covered C

ETFs
56
+ 0.86%
$39.02 - $42.89 $2.19K - $2.4K
6.53K $256K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.02%
$45.21 - $50.33 $45.2 - $50.3
5.93K $269K
IJK
Ishares S&P Midcap 400 Growth

ETFs
158
+ 4.03%
$81.62 - $96.63 $12.9K - $15.3K
4.08K $339K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
558
+ 8.59%
$39.97 - $48.7 $22.3K - $27.2K
7.05K $282K
HBAN
Huntington Bancshares Inc

Financial Services
563
+ 2.56%
$14.28 - $17.39 $8.04K - $9.79K
22.6K $339K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$46.78 - $57.72 $46.8 - $57.7
5.28K $256K
CMF
Ishares California Muni Bond E

ETFs
39
+ 0.2%
$55.93 - $57.47 $2.18K - $2.24K
20K $1.12M
RFG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.06%
$43.07 - $51.51 $129 - $155
4.87K $213K
GLW
Corning Inc

Technology
785
+ 2.31%
$44.91 - $54.25 $35.3K - $42.6K
34.8K $1.59M
VTHR
Vanguard Russell 3000 ETF

ETFs
1
+ 0.06%
$243.2 - $272.04 $243 - $272
1.76K $433K
VXF
Vanguard Extended Market ETF

ETFs
247
+ 6.1%
$170.36 - $201.04 $42.1K - $49.7K
4.29K $742K
PEP
Pepsico Inc

Consumer Defensive
35
+ 0.24%
$142.64 - $156.42 $4.99K - $5.47K
14.5K $2.18M
INCY
Incyte Corp

Healthcare
32
+ 0.94%
$60.0 - $75.26 $1.92K - $2.41K
3.43K $207K
OMC
Omnicom Group Inc.

Communication Services
47
+ 0.45%
$79.43 - $88.34 $3.73K - $4.15K
10.6K $877K
URA
Global X Uranium ETF

ETFs
478
+ 4.23%
$22.92 - $30.98 $11K - $14.8K
11.8K $272K
JXN
Jackson Financial Inc.

Financial Services
166
+ 1.19%
$79.36 - $97.88 $13.2K - $16.2K
14.1K $1.18M
APP
App Lovin Corp

Technology
181
+ 12.99%
$238.08 - $510.13 $43.1K - $92.3K
1.57K $417K
VTWV
Vanguard Russell 2000 Value Et

ETFs
33
+ 0.95%
$131.51 - $149.24 $4.34K - $4.92K
3.52K $469K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11
+ 0.22%
$120.24 - $134.3 $1.32K - $1.48K
4.96K $600K
ADI
Analog Devices Inc

Technology
48
+ 1.1%
$201.56 - $243.82 $9.67K - $11.7K
4.4K $887K
GM
General Motors CO

Consumer Cyclical
28
+ 0.43%
$45.22 - $54.92 $1.27K - $1.54K
6.52K $306K
ADBE
Adobe Inc.

Technology
788
+ 14.14%
$377.84 - $464.11 $298K - $366K
6.36K $2.44M
IVZ
Invesco Ltd.

Financial Services
2.56K
+ 7.42%
$14.82 - $19.34 $38K - $49.6K
37.1K $562K
CMI
Cummins Inc

Industrials
255
+ 7.18%
$312.92 - $386.07 $79.8K - $98.4K
3.81K $1.19M
IWP
Ishares Russell Mid Cap Growth

ETFs
367
+ 3.8%
$114.9 - $139.6 $42.2K - $51.2K
10K $1.18M
SRE
Sempra Energy

Utilities
110
+ 3.28%
$67.85 - $87.67 $7.46K - $9.64K
3.47K $247K
LOW
Lowes Companies Inc

Consumer Cyclical
257
+ 3.18%
$222.66 - $268.42 $57.2K - $69K
8.34K $1.94M
PKG
Packaging Corp Of America

Consumer Cyclical
8
+ 0.39%
$192.03 - $242.13 $1.54K - $1.94K
2.05K $406K
DFAT
Dimensional ETF Tr U S Target

ETFs
110
+ 0.74%
$50.44 - $58.1 $5.55K - $6.39K
14.9K $767K
PNC
Pnc Financial Services Group, Inc.

Financial Services
167
+ 3.29%
$168.84 - $202.89 $28.2K - $33.9K
5.24K $920K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
66
+ 0.23%
$50.25 - $55.9 $3.32K - $3.69K
29K $1.49M
ILMN
Illumina, Inc.

Healthcare
2.1K
+ 49.93%
$79.34 - $144.22 $167K - $303K
6.32K $501K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.09K
+ 7.58%
$126.86 - $146.45 $265K - $305K
29.6K $3.76M
AVUS
American Centy ETF Tr Avantis

ETFs
34
+ 0.22%
$90.7 - $101.57 $3.08K - $3.45K
15.4K $1.41M
SNSR
Global X Fds Internet Of Thing

ETFs
1.38K
+ 2.27%
$32.89 - $38.12 $45.4K - $52.6K
62.3K $2.05M
TT
Trane Technologies PLC

Industrials
209
+ 4.59%
$332.0 - $400.86 $69.4K - $83.8K
4.76K $1.6M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
2.37K
+ 11.56%
$9.03 - $17.11 $21.4K - $40.5K
22.9K $213K
CADE
Cadence Bank

Financial Services
123
+ 0.59%
$29.1 - $35.93 $3.58K - $4.42K
21.1K $640K
VONE
Vanguard Russell 1000 ETF

ETFs
95
+ 1.26%
$250.16 - $278.79 $23.8K - $26.5K
7.66K $1.93M
SNOW
Snowflake Inc.

Technology
27
+ 0.22%
$146.16 - $192.78 $3.95K - $5.21K
12.4K $1.82M
TER
Teradyne, Inc

Technology
5
+ 0.19%
$82.6 - $140.0 $413 - $700
2.58K $213K
RF
Regions Financial Corp

Financial Services
438
+ 0.62%
$20.84 - $24.77 $9.13K - $10.8K
71.3K $1.55M
KEY
Keycorp

Financial Services
2.15K
+ 1.62%
$15.15 - $18.3 $32.6K - $39.3K
135K $2.15M
BAC
Bank Of America Corp

Financial Services
170
+ 0.28%
$39.61 - $47.74 $6.73K - $8.12K
61.7K $2.57M
CEG
Constellation Energy Corp

Utilities
44
+ 0.57%
$201.63 - $347.44 $8.87K - $15.3K
7.71K $1.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.29K
+ 8.34%
$360.07 - $417.26 $463K - $537K
16.7K $6.02M
Activity Summary
Buys All Purchases 535 New Holdings 70 Increased Positions 465 Sells All Sells 330 Reductions 330 Sold out 0 Options Calls 0 Puts 0
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