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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.4K
New
$44.68 - $46.49 $241K - $251K
5.4K $250K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
3.38K
+ 2.99%
$27.84 - $31.03 $94.2K - $105K
116K $3.49M
CTAS
Cintas Corp

Industrials
382
+ 5.13%
$182.09 - $208.14 $69.6K - $79.5K
7.83K $1.61M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.19K
+ 5.01%
$182.82 - $196.21 $217K - $233K
24.9K $4.63M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.7K
New
$42.36 - $43.8 $241K - $250K
5.7K $246K
CB
Chubb LTD

Financial Services
265
+ 4.21%
$257.71 - $301.99 $68.3K - $80K
6.56K $1.98M
DFIV
Dimensional ETF Tr

ETFs
5.97K
New
$35.33 - $40.77 $211K - $243K
5.97K $236K
AVLV
American Centy ETF Tr Avantis
4.63K
+ 13.76%
$63.51 - $70.42 $294K - $326K
38.2K $2.47M
WELL
Welltower Inc.

Real Estate
1.5K
New
$124.05 - $156.86 $186K - $235K
1.5K $229K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.22K
+ 23.56%
$100.34 - $100.68 $222K - $223K
11.6K $1.17M
EVRG
Evergy, Inc.

Utilities
2.41K
+ 32.94%
$59.9 - $69.52 $144K - $168K
9.73K $671K
ETR
Entergy Corp

Utilities
1.31K
+ 11.66%
$75.26 - $87.89 $98.6K - $115K
12.5K $1.07M
ASA
Asa Gold & Precious Metals LTD

Financial Services
7.3K
New
$20.8 - $30.14 $152K - $220K
7.3K $219K
SRLN
Ssga Active Trust

ETFs
5.42K
+ 83.09%
$41.02 - $41.99 $222K - $227K
11.9K $490K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.52K
+ 26.11%
$37.84 - $44.02 $322K - $375K
41.2K $1.59M
MWA
Mueller Water Products, Inc.

Industrials
8.39K
New
$21.65 - $28.24 $182K - $237K
8.39K $213K
O
Realty Income Corp

Real Estate
2.07K
+ 10.23%
$51.67 - $58.49 $107K - $121K
22.3K $1.29M
LRN
Stride, Inc.

Consumer Defensive
1.67K
New
$106.34 - $142.28 $177K - $237K
1.67K $210K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
6.83K
New
$26.05 - $30.88 $178K - $211K
6.83K $208K
DGRO
Ishares Core Dividend Growth E

ETFs
3.56K
+ 6.33%
$60.46 - $64.42 $215K - $229K
59.8K $3.66M
STAG
Stag Industrial, Inc.

Real Estate
5.71K
New
$32.39 - $37.07 $185K - $212K
5.71K $206K
GPC
Genuine Parts CO

Consumer Cyclical
1.45K
+ 10.92%
$115.91 - $129.02 $168K - $187K
14.7K $1.76M
DSL
Double Line Income Solutions Fund

Financial Services
15.9K
+ 14.87%
$12.53 - $12.88 $200K - $205K
123K $1.55M
MSTR
Microstrategy Inc

Technology
734
+ 14.49%
$239.27 - $396.5 $176K - $291K
5.8K $1.67M
DOV
Dover Corp

Industrials
1.16K
New
$174.65 - $206.43 $202K - $239K
1.16K $203K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.1K
+ 44.55%
$46.74 - $47.55 $192K - $195K
13.3K $632K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
751
+ 5.32%
$34.58 - $45.97 $26K - $34.5K
14.9K $677K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.49K
+ 13.91%
$65.27 - $71.18 $228K - $248K
28.6K $1.88M
IRBO
Ishares Robotics & Artificial

ETFs
5.86K
+ 6.51%
N/A
95.9K $3.08M
AFL
Aflac Inc

Financial Services
937
+ 8.65%
$100.99 - $111.19 $94.6K - $104K
11.8K $1.31M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
21.7K
New
$8.29 - $8.97 $180K - $194K
21.7K $186K
XLC
Select Sector Spdr Tr Communic

ETFs
2.1K
+ 15.4%
$94.84 - $105.31 $199K - $221K
15.7K $1.51M
GS
Goldman Sachs Group Inc

Financial Services
442
+ 19.51%
$524.81 - $672.19 $232K - $297K
2.71K $1.48M
ET
Energy Transfer LP

Energy
15.9K
+ 13.38%
$17.26 - $21.08 $275K - $336K
135K $2.51M
ED
Consolidated Edison Inc

Utilities
1.04K
+ 38.54%
$88.0 - $110.59 $91.8K - $115K
3.75K $414K
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.7K
+ 93.4%
$15.97 - $18.5 $187K - $216K
24.2K $391K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
888
+ 57.74%
$196.12 - $229.48 $174K - $204K
2.43K $487K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.06K
+ 66.27%
$29.82 - $30.1 $151K - $152K
12.7K $381K
WTRG
Essential Utilities, Inc.

Utilities
1.87K
+ 7.98%
$33.49 - $40.57 $62.5K - $75.7K
25.3K $998K
RJF
Raymond James Financial Inc

Financial Services
1.35K
+ 55.61%
$137.62 - $172.64 $186K - $233K
3.78K $525K
HMOP
Hartford Fds Exchange Traded T

ETFs
5.71K
+ 2.18%
$38.25 - $39.12 $218K - $223K
268K $10.3M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
7.52K
+ 20.94%
$18.55 - $18.81 $140K - $141K
43.4K $813K
ECL
Ecolab Inc.

Basic Materials
480
+ 40.44%
$229.72 - $269.82 $110K - $130K
1.67K $422K
TFLO
Ishares Treasury Floating Rate

ETFs
2.81K
+ 27.38%
$50.48 - $50.68 $142K - $142K
13.1K $661K
UNH
Unitedhealth Group Inc

Healthcare
82
+ 1.6%
$461.52 - $548.18 $37.8K - $45K
5.22K $2.73M
DJD
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 7.98%
$50.21 - $54.3 $92.1K - $99.6K
24.8K $1.3M
COIN
Coinbase Global, Inc.

Technology
1.56K
+ 87.01%
$172.23 - $301.3 $269K - $470K
3.36K $577K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
725
+ 6.4%
$75.32 - $84.77 $54.6K - $61.5K
12K $993K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.84K
+ 10.1%
$33.63 - $37.64 $61.9K - $69.3K
20.1K $745K
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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