Wealthcare Advisory Partners LLC Purchases in Q3 2024

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
3.4K
+ 13.99%
$69.9 - $84.97 $237K - $288K
27.7K $2.34M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.56K
+ 4.02%
$32.65 - $36.69 $182K - $204K
144K $5.23M
BBY
Best Buy CO Inc

Consumer Cyclical
5.27K
+ 184.07%
$80.23 - $103.29 $423K - $544K
8.13K $840K
NOW
Service Now, Inc.

Technology
3
+ 0.05%
$730.87 - $937.36 $2.19K - $2.81K
5.51K $4.93M
MO
Altria Group, Inc.

Consumer Defensive
6.99K
+ 16.9%
$45.95 - $54.71 $321K - $383K
48.4K $2.47M
XLV
Select Sector Spdr Fund Health

ETFs
2.56K
+ 11.14%
$143.3 - $157.24 $366K - $402K
25.5K $3.93M
WPC
W. P. Carey Inc.

Real Estate
5.92K
+ 20.81%
$54.63 - $63.96 $323K - $378K
34.4K $2.14M
MCD
Mcdonalds Corp

Consumer Cyclical
361
+ 3.86%
$245.82 - $304.51 $88.7K - $110K
9.71K $2.96M
USB
Us Bancorp \De\

Financial Services
9.12K
+ 35.9%
$39.04 - $47.23 $356K - $431K
34.5K $1.58M
GE
General Electric CO

Industrials
887
+ 6.54%
$156.66 - $189.66 $139K - $168K
14.5K $2.72M
STX
Seagate Technology Holdings PLC

Technology
5.15K
New
$92.1 - $110.76 $474K - $570K
5.15K $563K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.07K
+ 7.57%
$332.02 - $382.76 $356K - $410K
15.2K $5.72M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.74K
+ 19.03%
$218.05 - $243.47 $380K - $425K
10.9K $2.66M
EDOW
First Tr Exchange Traded Fd

ETFs
11.6K
+ 22.73%
$32.74 - $36.1 $381K - $420K
62.9K $2.26M
APTV
Aptiv PLC

Consumer Cyclical
7.6K
New
$65.39 - $74.24 $497K - $564K
7.6K $547K
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 10.02%
$25.36 - $28.37 $297K - $332K
128K $3.62M
CMF
Ishares California Muni Bond E

ETFs
8.93K
+ 86.47%
$56.65 - $58.17 $506K - $520K
19.3K $1.12M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.91K
+ 1.11%
$96.3 - $106.49 $184K - $203K
174K $18.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.89K
+ 22.11%
$41.9 - $48.26 $331K - $381K
43.6K $2.09M
AVGO
Broadcom Inc.

Technology
39K
+ 899.77%
$136.27 - $1745.86 $5.31M - $68M
43.3K $7.47M
BTI
British American Tobacco P.L.C.

Consumer Defensive
14.1K
New
$31.07 - $39.36 $439K - $556K
14.1K $516K
COST
Costco Wholesale Corp

Consumer Defensive
279
+ 3.94%
$801.83 - $917.05 $224K - $256K
7.36K $6.53M
DLR
Digital Realty Trust, Inc.

Real Estate
3.11K
New
$144.47 - $162.98 $449K - $507K
3.11K $503K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.97K
+ 43.95%
$106.11 - $113.72 $421K - $451K
13K $1.47M
KEY
Keycorp

Financial Services
12.4K
+ 11.05%
$13.95 - $17.34 $173K - $215K
124K $2.09M
UGI
Ugi Corp

Utilities
19.6K
New
$22.23 - $25.05 $436K - $491K
19.6K $490K
BMY
Bristol Myers Squibb CO

Healthcare
395
+ 0.89%
$39.66 - $51.75 $15.7K - $20.4K
45K $2.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.7K
+ 18.84%
$138.85 - $182.81 $237K - $312K
10.7K $1.91M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.08K
+ 3.8%
$85.84 - $85.84 $608K - $608K
193K $16.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
670
+ 3.29%
$149.02 - $167.67 $99.8K - $112K
21K $3.52M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.54K
+ 6.46%
$90.36 - $98.07 $230K - $249K
41.9K $4.11M
EFA
Ishares Tr Msci Eafe ETF

ETFs
294
+ 0.36%
$75.32 - $84.37 $22.1K - $24.8K
82.2K $6.88M
GIS
General Mills Inc

Consumer Defensive
5.2K
+ 73.76%
$62.5 - $75.15 $325K - $391K
12.3K $904K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
12.2K
+ 22.04%
$29.08 - $31.84 $353K - $387K
67.3K $2.13M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.98K
+ 36.39%
$64.57 - $71.76 $322K - $357K
18.7K $1.34M
TT
Trane Technologies PLC

Industrials
582
+ 16.07%
$314.21 - $388.71 $183K - $226K
4.2K $1.63M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.1K
+ 18.51%
$256.4 - $289.78 $283K - $319K
7.06K $2M
KO
Coca Cola CO

Consumer Defensive
1.48K
+ 3.66%
$62.69 - $73.01 $92.8K - $108K
41.9K $3.01M
PHYS
Sprott Physical Gold Trust

Financial Services
7.88K
+ 6.59%
$18.12 - $20.72 $143K - $163K
127K $2.6M
CEG
Constellation Energy Corp

Utilities
135
+ 2.02%
$167.08 - $262.86 $22.6K - $35.5K
6.83K $1.78M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3.79K
New
$104.5 - $114.97 $396K - $436K
3.79K $434K
ONON
On Holding Ag

Consumer Cyclical
492
+ 1.38%
$36.63 - $51.57 $18K - $25.4K
36.1K $1.81M
ODFL
Old Dominion Freight Line, Inc.

Industrials
80
+ 0.43%
$178.41 - $210.18 $14.3K - $16.8K
18.9K $3.75M
IWD
Ishares Russell 1000 Val ETF

ETFs
328
+ 1.38%
$173.36 - $189.8 $56.9K - $62.3K
24.1K $4.56M
INTC
Intel Corp

Technology
37.9K
+ 61.19%
$18.9 - $34.87 $717K - $1.32M
100K $2.34M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.61K
+ 0.26%
$38.33 - $42.48 $61.7K - $68.4K
611K $25.7M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
4.62K
+ 4.67%
$28.65 - $32.83 $132K - $152K
103K $3.33M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5.04K
New
$76.83 - $91.38 $387K - $460K
5.04K $415K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.39K
+ 1.07%
$52.31 - $58.18 $72.4K - $80.6K
131K $7.63M
Activity Summary
Buys All Purchases 472 New Holdings 85 Increased Positions 387 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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