Wealthcare Advisory Partners LLC Purchases in Q2 2025

Wealthcare Advisory Partners LLC

  • $4.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
746
+ 3.8%
$9.19 - $10.76 $6.86K - $8.03K
20.4K $213K
DLY
Double Line Yield Opportunities Fund

N/A
315
+ 2.11%
$14.45 - $16.11 $4.55K - $5.07K
15.3K $237K
PFFA
Etfis Ser Tr I

ETFs
865
+ 2.02%
$19.49 - $21.31 $16.9K - $18.4K
43.7K $911K
MAS
Masco Corp

Industrials
250
+ 6.71%
$58.73 - $71.06 $14.7K - $17.8K
3.98K $255K
SHEL
Shell PLC

Energy
196
+ 2.19%
$59.75 - $73.05 $11.7K - $14.3K
9.14K $643K
PGF
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.08%
$13.7 - $14.31 $343 - $358
30K $423K
VKQ
Invesco Municipal Trust

Financial Services
122
+ 0.65%
$9.02 - $9.76 $1.1K - $1.19K
19K $174K
PSEC
Prospect Capital Corp

Financial Services
438
+ 4.21%
$3.14 - $4.06 $1.38K - $1.78K
10.9K $34K
MWA
Mueller Water Products, Inc.

Industrials
12
+ 0.14%
$22.82 - $27.21 $274 - $327
8.41K $202K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
217
+ 0.64%
$11.35 - $12.45 $2.46K - $2.7K
34.3K $409K
PECO
Phillips Edison & Company, Inc.

Real Estate
32
+ 0.3%
$33.53 - $37.33 $1.07K - $1.19K
10.8K $379K
AWR
American States Water CO

Utilities
5
+ 0.07%
$75.1 - $81.3 $376 - $407
7.41K $567K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
417
+ 1.5%
$10.82 - $11.98 $4.51K - $5K
28.2K $317K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
350
+ 1.05%
$19.12 - $22.36 $6.69K - $7.83K
33.8K $721K
PSX
Phillips 66

Energy
160
+ 1.65%
$92.87 - $125.73 $14.9K - $20.1K
9.89K $1.18M
STZ
Constellation Brands, Inc.

Consumer Defensive
112
+ 5.95%
$160.0 - $195.62 $17.9K - $21.9K
1.99K $324K
WM
Waste Management Inc

Industrials
134
+ 0.63%
$216.47 - $242.1 $29K - $32.4K
21.3K $4.88M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
32
+ 0.63%
$107.83 - $119.94 $3.45K - $3.84K
5.08K $548K
BP
Bp PLC

Energy
12
+ 0.16%
$26.11 - $33.81 $313 - $406
7.65K $229K
BKR
Baker Hughes CO

Energy
91
+ 1.54%
$35.0 - $44.92 $3.19K - $4.09K
6.02K $230K
GRMN
Garmin LTD

Technology
121
+ 1.6%
$173.63 - $218.07 $21K - $26.4K
7.67K $1.6M
SUN
Sunoco LP

Energy
56
+ 0.56%
$50.38 - $59.13 $2.82K - $3.31K
10.1K $539K
WTRG
Essential Utilities, Inc.

Utilities
469
+ 1.86%
$36.92 - $41.39 $17.3K - $19.4K
25.7K $955K
DUK
Duke Energy Corp

Utilities
130
+ 0.83%
$112.46 - $124.05 $14.6K - $16.1K
15.8K $1.87M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
106
+ 0.29%
$18.94 - $22.97 $2.01K - $2.43K
36.6K $782K
EXC
Exelon Corp

Utilities
362
+ 1.44%
$42.2 - $47.37 $15.3K - $17.1K
25.5K $1.11M
ACN
Accenture PLC

Technology
38
+ 0.78%
$279.23 - $323.21 $10.6K - $12.3K
4.9K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
3.32K
+ 63.66%
$274.35 - $599.47 $911K - $1.99M
8.54K $2.66M
NJR
New Jersey Resources Corp

Utilities
153
+ 0.75%
$44.23 - $49.97 $6.77K - $7.65K
20.6K $923K
ELV
Elevance Health, Inc.

Healthcare
67
+ 2.28%
$372.27 - $452.69 $24.9K - $30.3K
3.01K $1.17M
MRK
Merck & Co., Inc.

Healthcare
3.11K
+ 9.29%
$73.47 - $87.12 $229K - $271K
36.6K $2.9M
OMC
Omnicom Group Inc.

Communication Services
45
+ 0.43%
$69.22 - $79.77 $3.11K - $3.59K
10.6K $764K
COP
Conocophillips

Energy
431
+ 3.78%
$82.66 - $106.1 $35.6K - $45.7K
11.8K $1.06M
PAYX
Paychex Inc

Industrials
22
+ 0.12%
$137.01 - $159.78 $3.01K - $3.52K
18.7K $2.72M
OKE
Oneok Inc

Energy
2.18K
+ 11.12%
$78.71 - $100.37 $172K - $219K
21.8K $1.78M
PGR
Progressive Corp

Financial Services
212
+ 1.53%
$255.27 - $288.74 $54.1K - $61.2K
14.1K $3.75M
PG
Procter & Gamble CO

Consumer Defensive
1.17K
+ 3.39%
$157.66 - $172.39 $185K - $202K
35.7K $5.69M
CTA
Simplify Exch Traded Fds Simpl

ETFs
931
+ 0.77%
$26.61 - $29.9 $24.8K - $27.8K
121K $3.24M
ABBV
Abb Vie Inc.

Healthcare
2.1K
+ 4.79%
$170.16 - $206.27 $358K - $434K
46K $8.54M
BMY
Bristol Myers Squibb CO

Healthcare
546
+ 1.16%
$44.12 - $59.6 $24.1K - $32.5K
47.5K $2.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
550
+ 2.19%
$483.48 - $539.8 $266K - $297K
25.7K $12.5M
XOM
Exxon Mobil Corp

Energy
3.82K
+ 3.65%
$99.93 - $119.04 $382K - $455K
108K $11.7M
JNJ
Johnson & Johnson

Healthcare
396
+ 0.56%
$146.36 - $159.82 $58K - $63.3K
71.5K $10.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.1K
+ 0.76%
$24.32 - $27.87 $271K - $310K
1.48M $39.2M
AAPL
Apple Inc.

Technology
9.28K
+ 4.3%
$172.42 - $223.89 $1.6M - $2.08M
225K $46.2M
Activity Summary
Buys All Purchases 646 New Holdings 106 Increased Positions 540 Sells All Sells 299 Reductions 299 Sold out 0 Options Calls 0 Puts 0
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