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
MMM
3 M CO

Industrials
509
+ 2.38%
$129.7 - $155.12 $66K - $79K
21.9K $3.22M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.81K
+ 21.12%
$48.31 - $49.23 $426K - $434K
50.5K $2.48M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
17.8K
+ 18.2%
N/A
115K $2.94M
KO
Coca Cola CO

Consumer Defensive
584
+ 1.38%
$60.81 - $72.32 $35.5K - $42.2K
42.9K $3.07M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.1K
+ 53.49%
$25.1 - $27.85 $355K - $394K
40.6K $1.1M
VTV
Vanguard Value ETF

ETFs
1.32K
+ 0.97%
$167.73 - $179.21 $221K - $236K
136K $23.3M
HYMU
Blackrock ETF Tr Ii High Yield
18.8K
New
$22.43 - $23.19 $421K - $436K
18.8K $431K
WPC
W. P. Carey Inc.

Real Estate
2.31K
+ 7.19%
$53.5 - $65.05 $124K - $150K
34.5K $2.17M
ISRG
Intuitive Surgical Inc

Healthcare
1.06K
+ 26.37%
$476.63 - $610.45 $503K - $645K
5.06K $2.51M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.6K
+ 17.59%
$51.45 - $58.51 $803K - $913K
104K $5.4M
BMY
Bristol Myers Squibb CO

Healthcare
3.04K
+ 6.93%
$53.9 - $63.11 $164K - $192K
46.9K $2.86M
ABT
Abbott Laboratories

Healthcare
1.02K
+ 8.35%
$111.1 - $140.22 $114K - $144K
13.3K $1.76M
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.83K
New
$94.5 - $110.71 $362K - $424K
3.83K $367K
OSTK
Overstock.Com, Inc

Consumer Cyclical
14.2K
New
N/A
14.2K $362K
MPC
Marathon Petroleum Corp

Energy
2.25K
+ 57.29%
$134.72 - $159.03 $303K - $358K
6.18K $900K
DUK
Duke Energy Corp

Utilities
1.11K
+ 7.61%
$105.87 - $121.97 $117K - $135K
15.7K $1.91M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
8.34K
New
$40.24 - $40.65 $336K - $339K
8.34K $338K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.31K
+ 3.97%
$56.17 - $59.71 $523K - $556K
244K $13.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.29K
+ 11.07%
$50.72 - $50.92 $319K - $320K
63.2K $3.21M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
29.5K
New
$10.47 - $10.92 $309K - $322K
29.5K $315K
PAYX
Paychex Inc

Industrials
366
+ 2.0%
$136.06 - $154.52 $49.8K - $56.6K
18.7K $2.89M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
6.7K
+ 5.07%
$28.37 - $29.61 $190K - $198K
139K $4.05M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.85K
+ 4.89%
$96.9 - $104.39 $276K - $297K
61K $6M
VNLA
Janus Henderson Short Duration

ETFs
6.01K
+ 11.52%
$48.89 - $49.21 $294K - $296K
58.2K $2.86M
ACN
Accenture PLC

Technology
1.42K
+ 41.4%
$300.91 - $398.25 $428K - $567K
4.86K $1.52M
PNW
Pinnacle West Capital Corp

Utilities
2K
+ 18.36%
$81.76 - $95.25 $164K - $191K
12.9K $1.23M
XLP
Consumer Staples Sector Spdr

ETFs
3.94K
+ 11.74%
N/A
37.5K $2.85M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.33K
+ 11.53%
$87.68 - $94.52 $205K - $221K
22.6K $2.09M
RPG
Invesco Exchange Traded Fd Tr

ETFs
7.76K
New
$37.33 - $45.03 $290K - $350K
7.76K $295K
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.28K
+ 14.98%
$101.98 - $115.66 $641K - $726K
48.2K $4.92M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
13K
+ 33.85%
$23.43 - $24.23 $305K - $315K
51.4K $1.21M
XLF
Financial Sector Spdr

ETFs
5.41K
+ 17.08%
$47.32 - $52.19 $256K - $282K
37.1K $1.82M
MCD
Mcdonalds Corp

Consumer Cyclical
256
+ 2.79%
$279.74 - $321.29 $71.6K - $82.3K
9.44K $2.95M
PG
Procter & Gamble CO

Consumer Defensive
1.14K
+ 3.4%
$158.56 - $176.26 $180K - $200K
34.6K $5.89M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
20.6K
+ 11.93%
$16.76 - $17.69 $346K - $365K
194K $3.27M
EXC
Exelon Corp

Utilities
1.95K
+ 8.38%
$37.3 - $46.08 $72.7K - $89.8K
25.2K $1.16M
RTX
Raytheon Technologies Corp

Industrials
518
+ 4.0%
$114.1 - $135.66 $59.1K - $70.3K
13.5K $1.78M
NFLX
Netflix Inc

Communication Services
220
+ 11.41%
$828.4 - $1058.6 $182K - $233K
2.15K $2M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
344
+ 0.59%
$24.11 - $28.41 $8.29K - $9.77K
59.1K $1.68M
WY
Weyerhaeuser CO

Real Estate
9.68K
New
$27.29 - $31.39 $264K - $304K
9.68K $283K
HOOD
Robinhood Markets, Inc.

Technology
6.64K
New
$35.63 - $65.28 $237K - $434K
6.64K $276K
FTA
First Tr Large Cap Value

ETFs
3.57K
New
$74.42 - $80.34 $266K - $287K
3.57K $271K
AVES
American Centy ETF Tr Avantis

ETFs
5.65K
New
$44.71 - $48.65 $253K - $275K
5.65K $267K
MU
Micron Technology Inc

Technology
2.52K
+ 14.16%
$86.89 - $109.38 $219K - $275K
20.3K $1.76M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.43K
+ 15.98%
$48.65 - $53.06 $167K - $182K
24.9K $1.29M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.7K
+ 12.65%
$25.12 - $26.05 $294K - $305K
104K $2.63M
MA
Mastercard Inc

Financial Services
212
+ 3.21%
$504.67 - $576.31 $107K - $122K
6.82K $3.74M
MOH
Molina Healthcare, Inc.

Healthcare
775
New
$266.57 - $333.27 $207K - $258K
775 $255K
ADSK
Autodesk, Inc.

Technology
1.03K
+ 132.05%
N/A
1.8K $443K
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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