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
ENB
Enbridge Inc

Energy
9.11K
+ 108.1%
$35.27 - $41.18 $321K - $375K
17.5K $711K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
12K
+ 24.84%
$21.72 - $25.05 $260K - $300K
60.2K $1.47M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.7K
+ 53.81%
$89.91 - $101.33 $332K - $375K
10.6K $1.04M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.87K
+ 67.14%
$65.04 - $84.24 $252K - $326K
9.64K $776K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.55K
+ 1.7%
$36.02 - $41.68 $55.9K - $64.7K
93K $3.84M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
20.4K
+ 143.92%
$18.19 - $18.81 $371K - $384K
34.6K $650K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.87K
+ 3.58%
$28.1 - $29.89 $193K - $205K
199K $5.94M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2.35K
+ 1.85%
$26.74 - $30.37 $62.8K - $71.3K
130K $3.93M
IWN
Ishares Russell2000 Val ETF

ETFs
1.19K
+ 9.32%
$150.05 - $171.34 $179K - $204K
14K $2.33M
IRM
Iron Mountain Inc

Real Estate
213
+ 1.74%
$89.69 - $119.32 $19.1K - $25.4K
12.4K $1.48M
FPE
First Tr Pfd Secs & Income ETF

ETFs
20.7K
New
$17.35 - $18.22 $359K - $377K
20.7K $374K
EBND
Spdr Bloomberg Emerging Market

ETFs
17.5K
New
$19.74 - $21.39 $346K - $375K
17.5K $372K
HYMU
Blackrock ETF Tr Ii High Yield
15.7K
New
$22.51 - $23.25 $354K - $366K
15.7K $364K
VAW
Vanguard Materials ETF

ETFs
298
+ 1.89%
$189.89 - $213.71 $56.6K - $63.7K
16.1K $3.4M
DUK
Duke Energy Corp

Utilities
1.28K
+ 9.35%
$99.35 - $117.71 $127K - $151K
15K $1.73M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5.3K
+ 20.92%
$25.91 - $34.55 $137K - $183K
30.6K $1.05M
HSY
Hershey CO

Consumer Defensive
1.83K
New
$182.45 - $203.25 $334K - $372K
1.83K $350K
GILD
Gilead Sciences, Inc.

Healthcare
1.45K
+ 9.9%
$66.59 - $83.99 $96.2K - $121K
16K $1.34M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
336
+ 0.56%
$75.88 - $83.21 $25.5K - $28K
60.8K $5.06M
DJD
Invesco Exchange Traded Fd Tr

ETFs
4.85K
+ 30.68%
$47.17 - $52.59 $229K - $255K
20.7K $1.09M
MSTR
Microstrategy Inc

Technology
3.62K
+ 1596.48%
$114.3 - $1800.09 $414K - $6.52M
3.85K $649K
ACI
Albertsons Companies, Inc.

Consumer Defensive
18.2K
New
$17.94 - $20.93 $326K - $380K
18.2K $335K
KKR
Kkr & Co. Inc.

Financial Services
537
+ 5.18%
$104.51 - $133.23 $56.1K - $71.5K
10.9K $1.42M
EMB
Ishares Tr

ETFs
3.53K
New
$87.75 - $93.74 $310K - $331K
3.53K $330K
SECT
Sector 10, Inc.

ETFs
6.11K
New
$48.64 - $53.77 $297K - $328K
6.11K $328K
CTA
Simplify Exch Traded Fds Simpl

ETFs
13K
+ 79.07%
$25.73 - $27.07 $334K - $351K
29.4K $763K
FIW
First Trust Water ETF

ETFs
436
+ 1.54%
$98.0 - $109.33 $42.7K - $47.7K
28.8K $3.15M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.55K
+ 95.62%
$31.97 - $37.3 $273K - $319K
17.5K $626K
PHM
Pultegroup Inc

Consumer Cyclical
2.15K
New
$103.95 - $144.98 $223K - $312K
2.15K $308K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.41K
+ 30.13%
$107.56 - $136.78 $151K - $192K
6.07K $816K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.08K
+ 10.66%
$28.25 - $31.7 $172K - $193K
63.2K $1.95M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
5.87K
+ 13.72%
$26.19 - $29.26 $154K - $172K
48.7K $1.42M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.55K
New
$69.77 - $85.51 $247K - $303K
3.55K $296K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.81K
+ 102.78%
$38.04 - $45.36 $221K - $263K
11.5K $511K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.82K
New
$69.31 - $77.34 $265K - $295K
3.82K $292K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.75K
New
$41.95 - $43.42 $283K - $293K
6.75K $292K
AXP
American Express CO

Financial Services
435
+ 9.97%
$225.92 - $271.17 $98.3K - $118K
4.8K $1.3M
ITB
Ishares Tr

ETFs
1.63K
+ 54.29%
$97.52 - $128.64 $159K - $210K
4.64K $589K
AFL
Aflac Inc

Financial Services
533
+ 5.31%
$88.52 - $111.8 $47.2K - $59.6K
10.6K $1.18M
OKE
Oneok Inc

Energy
1.55K
+ 10.3%
$78.62 - $95.27 $122K - $147K
16.6K $1.51M
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.83K
New
$31.02 - $58.9 $274K - $520K
8.83K $276K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.44K
New
$26.69 - $29.87 $252K - $282K
9.44K $274K
UBSI
United Bankshares Inc

Financial Services
77
+ 0.13%
$31.56 - $39.32 $2.43K - $3.03K
57.2K $2.12M
HYG
Ishares Tr

ETFs
3.19K
+ 69.66%
$76.72 - $80.36 $245K - $256K
7.77K $623K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
806
+ 4.74%
$95.1 - $106.76 $76.7K - $86K
17.8K $1.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.93K
+ 109.92%
$51.02 - $52.74 $252K - $260K
9.42K $495K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.87K
+ 10.08%
$50.61 - $50.96 $246K - $248K
53.1K $2.71M
VABK
Virginia National Bankshares Corp

Financial Services
5.97K
New
$30.39 - $41.8 $182K - $250K
5.97K $248K
DELL
Dell Technologies Inc.

Technology
2.09K
New
$87.89 - $145.97 $183K - $304K
2.09K $247K
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
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