Wealthcare Advisory Partners LLC Purchases in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
28
+ 0.13%
$201.79 - $228.46 $5.65K - $6.4K
20.9K $4.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
172
+ 5.57%
$396.64 - $516.74 $68.2K - $88.9K
3.26K $1.31M
ORCL
Oracle Corp

Technology
18
+ 0.05%
$165.41 - $192.43 $2.98K - $3.46K
35.1K $5.84M
AMT
American Tower Corp

Real Estate
18
+ 0.65%
$179.4 - $232.01 $3.23K - $4.18K
2.79K $511K
OMC
Omnicom Group Inc.

Communication Services
447
+ 4.43%
$85.82 - $105.47 $38.4K - $47.1K
10.5K $906K
BBY
Best Buy CO Inc

Consumer Cyclical
29
+ 0.36%
$85.2 - $101.35 $2.47K - $2.94K
8.16K $700K
IRM
Iron Mountain Inc

Real Estate
280
+ 2.25%
$101.62 - $128.14 $28.5K - $35.9K
12.7K $1.34M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.17K
+ 2.07%
$30.93 - $33.94 $36.1K - $39.6K
57.6K $1.79M
AMAT
Applied Materials Inc

Technology
131
+ 3.11%
$161.44 - $213.89 $21.1K - $28K
4.35K $706K
FIW
First Trust Water ETF

ETFs
585
+ 2.03%
$102.02 - $110.91 $59.7K - $64.9K
29.4K $3M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.95K
+ 8.06%
$55.1 - $61.74 $438K - $491K
107K $5.9M
DTH
Wisdomtree Tr

ETFs
2.31K
+ 2.91%
$37.38 - $41.11 $86.4K - $95K
81.8K $3.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.76K
+ 0.68%
$113.92 - $127.38 $200K - $224K
260K $29.9M
URI
United Rentals, Inc.

Industrials
10
+ 0.42%
$704.44 - $880.32 $7.04K - $8.8K
2.41K $1.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
36K
+ 78.34%
$25.33 - $51.16 $912K - $1.84M
82K $2.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.26K
+ 6.4%
$75.1 - $82.99 $395K - $437K
87.5K $6.61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.93K
+ 0.91%
$51.09 - $55.27 $98.8K - $107K
215K $11M
VAW
Vanguard Materials ETF

ETFs
395
+ 2.46%
$186.91 - $215.32 $73.8K - $85.1K
16.5K $3.09M
PFE
Pfizer Inc

Healthcare
2.32K
+ 1.52%
$24.8 - $30.19 $57.6K - $70.2K
155K $4.11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
419K
+ 266.41%
$25.93 - $105.3 $10.9M - $44.1M
577K $16.1M
CAT
Caterpillar Inc

Industrials
214
+ 1.46%
$360.37 - $416.88 $77.1K - $89.2K
14.8K $5.38M
DHR
Danaher Corp

Healthcare
100
+ 1.3%
$226.16 - $274.52 $22.6K - $27.5K
7.79K $1.79M
KO
Coca Cola CO

Consumer Defensive
423
+ 1.01%
$61.74 - $71.71 $26.1K - $30.3K
42.3K $2.64M
ODFL
Old Dominion Freight Line, Inc.

Industrials
161
+ 0.85%
$176.4 - $231.84 $28.4K - $37.3K
19.1K $3.36M
SCHP
Schwab Strategic Us Tips ETF

ETFs
532K
+ 103.85%
$25.74 - $53.78 $13.7M - $28.6M
1.04M $27M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
42.3K
+ 139.57%
$27.54 - $83.04 $1.16M - $3.51M
72.6K $2.01M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
24.5K
+ 8.23%
$60.13 - $67.31 $1.47M - $1.65M
322K $19.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.13K
+ 0.54%
$71.75 - $75.11 $81.1K - $84.9K
210K $15.1M
AMGN
Amgen Inc

Healthcare
416
+ 3.23%
$258.78 - $328.31 $108K - $137K
13.3K $3.47M
SCHV
Schwab Strategic Tr Us Large C

ETFs
357K
+ 193.21%
$25.79 - $80.4 $9.2M - $28.7M
541K $14.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.31K
+ 1.61%
$64.18 - $70.42 $148K - $163K
146K $9.43M
LMT
Lockheed Martin Corp

Industrials
139
+ 1.34%
$479.66 - $614.62 $66.7K - $85.4K
10.5K $5.11M
XOM
Exxon Mobil Corp

Energy
16
+ 0.02%
$105.51 - $125.37 $1.69K - $2.01K
102K $11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
207K
+ 140.16%
$22.4 - $68.28 $4.63M - $14.1M
354K $8.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.18K
+ 0.6%
$57.29 - $63.1 $125K - $138K
363K $20.9M
Activity Summary
Buys All Purchases 486 New Holdings 70 Increased Positions 416 Sells All Sells 378 Reductions 378 Sold out 0 Options Calls 0 Puts 0
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