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
HON
Honeywell International Inc

Industrials
2.93K
+ 50.27%
$202.84 - $236.0 $594K - $691K
8.76K $1.98M
GOOG
Alphabet Inc.

Communication Services
58
+ 0.18%
$163.08 - $198.16 $9.46K - $11.5K
31.9K $6.08M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
30.8K
New
$23.55 - $23.9 $726K - $737K
30.8K $728K
SPTL
Spdr Portfolio Long Term Treas

ETFs
28.8K
+ 305.21%
$26.05 - $29.17 $750K - $840K
38.2K $1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
11.7K
+ 59.21%
$59.74 - $60.03 $699K - $703K
31.5K $1.88M
BX
Blackstone Inc.

Financial Services
959
+ 3.58%
$148.45 - $199.05 $142K - $191K
27.8K $4.79M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
28.4K
New
$23.26 - $23.6 $662K - $671K
28.4K $663K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
8.82K
+ 28.52%
N/A
39.7K $2.97M
RWR
Spdr Dow Jones Reit ETF

ETFs
6.94K
+ 194.95%
$97.84 - $108.61 $679K - $754K
10.5K $1.04M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
19.7K
+ 2.22%
$45.85 - $49.28 $902K - $969K
905K $42.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
27.4K
+ 4.1%
$20.98 - $21.19 $574K - $580K
696K $14.7M
CSCO
Cisco Systems, Inc.

Technology
2.15K
+ 2.96%
$52.45 - $60.02 $113K - $129K
74.7K $4.42M
META
Meta Platforms, Inc.

Communication Services
530
+ 3.89%
$554.08 - $632.68 $294K - $335K
14.2K $8.36M
XLY
Select Sector Spdr Consumer Di

ETFs
2.16K
+ 116.65%
$194.8 - $239.43 $420K - $517K
4.01K $899K
SNOW
Snowflake Inc.

Technology
241
+ 1.98%
$109.65 - $186.51 $26.4K - $44.9K
12.4K $1.92M
IGV
Ishares Expanded Tech Software

ETFs
2.06K
+ 7.27%
$87.5 - $110.17 $180K - $226K
30.3K $3.04M
PBP
Invesco Exchange Traded Fd Tr

ETFs
21.4K
+ 244.26%
$22.51 - $23.75 $481K - $508K
30.1K $710K
JXN
Jackson Financial Inc.

Financial Services
6.19K
+ 79.93%
$84.91 - $113.74 $525K - $704K
13.9K $1.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
960K
+ 213.51%
$26.93 - $84.95 $25.9M - $81.6M
1.41M $38.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
53.9K
+ 5.26%
$44.87 - $46.86 $2.42M - $2.53M
1.08M $48.4M
IAI
Ishares Tr Us Broker Dealers &

ETFs
3.49K
New
$127.59 - $153.41 $446K - $536K
3.49K $503K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
23.8K
New
$20.17 - $21.84 $480K - $520K
23.8K $481K
IWF
Ishares Russell 1000 Gr ETF

ETFs
183
+ 1.2%
$370.24 - $418.94 $67.8K - $76.7K
15.4K $6.19M
ALLY
Ally Financial Inc.

Financial Services
12.8K
New
$34.12 - $39.98 $436K - $511K
12.8K $460K
NVO
Novo Nordisk A S

Healthcare
10.8K
+ 74.31%
$85.0 - $120.04 $921K - $1.3M
25.4K $2.19M
APP
App Lovin Corp

Technology
1.39K
New
$130.67 - $401.5 $182K - $559K
1.39K $451K
CRWD
Crowd Strike Holdings, Inc.

Technology
259
+ 4.5%
$275.15 - $388.2 $71.3K - $101K
6.02K $2.06M
VGT
Vanguard Information Technolog

ETFs
278
+ 3.66%
$571.78 - $647.97 $159K - $180K
7.87K $4.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.4K
+ 9.7%
$49.79 - $51.14 $518K - $532K
118K $5.9M
ZS
Zscaler, Inc.

Technology
2.1K
+ 88.93%
$166.99 - $211.99 $351K - $446K
4.47K $806K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.08K
New
$77.23 - $82.11 $392K - $417K
5.08K $395K
SOUN
Soundhound Ai, Inc.

Technology
8.33K
+ 55.31%
$4.51 - $24.23 $37.6K - $202K
23.4K $464K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
16.7K
New
$23.48 - $23.73 $392K - $396K
16.7K $393K
CCI
Crown Castle International Corp

Real Estate
4.28K
New
$89.78 - $119.11 $384K - $509K
4.28K $388K
RJF
Raymond James Financial Inc

Financial Services
2.43K
New
$123.0 - $170.1 $299K - $414K
2.43K $377K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
862
+ 22.18%
$417.69 - $450.94 $360K - $389K
4.75K $2.02M
EMR
Emerson Electric CO

Industrials
674
+ 3.41%
$108.13 - $134.33 $72.9K - $90.5K
20.5K $2.54M
GRMN
Garmin LTD

Technology
819
+ 12.39%
$161.91 - $220.77 $133K - $181K
7.43K $1.53M
MA
Mastercard Inc

Financial Services
286
+ 4.52%
$491.3 - $536.15 $141K - $153K
6.61K $3.48M
JPIE
J P Morgan Exchange Traded Fd
11.1K
+ 5.63%
$45.59 - $46.25 $506K - $513K
208K $9.5M
XLE
Energy Sector Spdr

ETFs
5.71K
+ 8.88%
$83.32 - $97.27 $476K - $555K
70K $5.99M
D
Dominion Energy, Inc

Utilities
7.07K
+ 83.84%
$52.63 - $60.92 $372K - $431K
15.5K $835K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
11K
+ 6.0%
N/A
195K $6.14M
GTLS
Chart Industries Inc

Industrials
681
+ 21.05%
$119.65 - $202.35 $81.5K - $138K
3.92K $747K
GM
General Motors CO

Consumer Cyclical
6.49K
New
$44.82 - $60.2 $291K - $391K
6.49K $345K
AIQ
Global X Funds Global X Artifi

ETFs
8.91K
New
$36.57 - $40.57 $326K - $361K
8.91K $344K
GILD
Gilead Sciences, Inc.

Healthcare
2.23K
+ 13.9%
$83.95 - $97.9 $187K - $218K
18.3K $1.69M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.9K
New
$26.63 - $30.23 $343K - $389K
12.9K $342K
PAVE
Global X Fds Us Infrastructure

ETFs
10.4K
+ 9.69%
$40.41 - $45.95 $420K - $477K
118K $4.75M
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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email