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
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
10.1K
New
$18.46 - $25.37 $187K - $257K
10.1K $247K
RF
Regions Financial Corp

Financial Services
633
+ 0.91%
$19.51 - $23.42 $12.3K - $14.8K
70.3K $1.64M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.99K
New
$24.06 - $26.97 $216K - $242K
8.99K $241K
AVAV
Aero Vironment Inc

Industrials
1.18K
New
$164.14 - $204.5 $193K - $240K
1.18K $235K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.52K
New
$109.16 - $155.35 $166K - $236K
1.52K $234K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.56K
New
$58.37 - $65.4 $208K - $233K
3.56K $232K
WAT
Waters Corp

Healthcare
639
New
$282.7 - $359.89 $181K - $230K
639 $229K
FAST
Fastenal CO

Industrials
1.97K
+ 19.25%
$62.09 - $71.83 $122K - $141K
12.2K $869K
HCA
Hca Healthcare, Inc.

Healthcare
562
New
$315.12 - $406.43 $177K - $228K
562 $228K
RACE
Ferrari N.V.

Consumer Cyclical
486
New
$405.92 - $496.79 $197K - $241K
486 $228K
WCN
Waste Connections, Inc.

Industrials
678
+ 2.35%
$173.92 - $186.5 $118K - $126K
29.5K $5.27M
ISRG
Intuitive Surgical Inc

Healthcare
84
+ 2.2%
$416.14 - $494.01 $35K - $41.5K
3.91K $1.92M
CB
Chubb LTD

Financial Services
136
+ 2.52%
$252.51 - $292.2 $34.3K - $39.7K
5.54K $1.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
650
+ 2.88%
$79.92 - $88.19 $51.9K - $57.3K
23.2K $2.05M
UTG
Reaves Utility Income Fund

Financial Services
6.62K
New
$27.16 - $32.8 $180K - $217K
6.62K $217K
FNDF
Schwab Fundamental Intl Large

ETFs
5.81K
New
$33.67 - $37.71 $196K - $219K
5.81K $217K
HTGC
Hercules Capital, Inc.

Financial Services
10.9K
New
$17.71 - $21.67 $193K - $237K
10.9K $214K
LEN
Lennar Corp

Consumer Cyclical
1.14K
New
$142.5 - $192.45 $162K - $219K
1.14K $213K
CLX
Clorox CO

Consumer Defensive
1.3K
New
$131.73 - $166.97 $171K - $217K
1.3K $211K
ALL
Allstate Corp

Financial Services
1.12K
New
$158.43 - $192.86 $177K - $215K
1.12K $211K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.94K
New
$97.19 - $109.09 $189K - $212K
1.94K $209K
VST
Vistra Corp.

Utilities
1.76K
New
$69.0 - $119.06 $122K - $210K
1.76K $209K
FTC
First Tr Lge Cap Growth

ETFs
1.4K
+ 50.51%
$115.51 - $131.45 $161K - $184K
4.16K $547K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.96K
New
$72.18 - $107.33 $141K - $210K
1.96K $207K
AVRE
American Centy ETF Tr Avantis
4.41K
New
$40.95 - $48.28 $180K - $213K
4.41K $207K
SYY
Sysco Corp

Consumer Defensive
2.66K
New
$69.16 - $78.98 $184K - $210K
2.66K $207K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.37K
New
$54.75 - $61.2 $185K - $206K
3.37K $206K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.59K
New
$39.43 - $44.82 $181K - $206K
4.59K $205K
HEQT
Simplify Exchange Traded Fds H
7.1K
New
$26.73 - $28.88 $190K - $205K
7.1K $205K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.49K
New
$39.95 - $45.86 $180K - $206K
4.49K $205K
DYLD
Two Rds Shared Tr Leadershares

ETFs
8.92K
New
$22.42 - $23.04 $200K - $205K
8.92K $204K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.33K
New
$34.35 - $39.16 $183K - $209K
5.33K $204K
CTAS
Cintas Corp

Industrials
4.95K
+ 299.46%
$201.38 - $819.83 $997K - $4.06M
6.61K $1.36M
EQAL
Invesco ETF

ETFs
4.15K
New
$44.26 - $48.66 $184K - $202K
4.15K $201K
IP
International Paper CO

Consumer Cyclical
4.12K
New
$42.55 - $49.98 $175K - $206K
4.12K $201K
CSL
Carlisle Companies Inc

Industrials
447
New
$376.5 - $449.34 $168K - $201K
447 $200K
VKQ
Invesco Municipal Trust

Financial Services
19.5K
New
$9.81 - $10.44 $191K - $203K
19.5K $199K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
312
+ 3.01%
$125.95 - $142.04 $39.3K - $44.3K
10.7K $1.51M
MELI
Mercadolibre Inc

Consumer Cyclical
63
+ 37.06%
$1591.44 - $2140.1 $100K - $135K
233 $477K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.23K
+ 6.77%
$49.7 - $56.11 $210K - $237K
66.7K $3.66M
ADSK
Autodesk, Inc.

Technology
798
New
$245.83 - $245.83 $196K - $196K
798 $196K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
11.9K
New
$15.5 - $16.99 $184K - $202K
11.9K $196K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.42K
+ 1.55%
$17.02 - $18.39 $41.2K - $44.5K
159K $2.9M
EBAY
Ebay Inc

Consumer Cyclical
34
+ 0.2%
$52.61 - $65.44 $1.79K - $2.22K
16.9K $1.1M
IAU
Ishares Gold Trust

ETFs
1.63K
+ 8.34%
$44.06 - $50.5 $71.9K - $82.4K
21.2K $1.05M
AVLV
American Centy ETF Tr Avantis
2.15K
+ 12.51%
$60.05 - $65.83 $129K - $141K
19.3K $1.27M
AMGN
Amgen Inc

Healthcare
211
+ 1.66%
$309.38 - $337.38 $65.3K - $71.2K
12.9K $4.16M
UBER
Uber Technologies, Inc

Technology
2.04K
+ 14.34%
$58.48 - $77.47 $119K - $158K
16.2K $1.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
276
+ 2.76%
$210.25 - $231.86 $58K - $64K
10.3K $2.29M
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