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
HQL
Tekla Life Sciences Investors

Financial Services
10.3K
New
$12.69 - $14.36 $131K - $148K
10.3K $130K
MELI
Mercadolibre Inc

Consumer Cyclical
37
+ 16.74%
$1739.0 - $2260.0 $64.3K - $83.6K
258 $503K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
19
+ 0.38%
$88.0 - $115.5 $1.67K - $2.19K
5.05K $576K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.75K
+ 25.68%
$119.38 - $161.42 $209K - $283K
8.58K $1.02M
AMT
American Tower Corp

Real Estate
143
+ 5.13%
$173.46 - $217.6 $24.8K - $31.1K
2.93K $638K
PVAL
Putnam ETF Tr Putnam Focused L
2.88K
+ 8.97%
$36.8 - $39.59 $106K - $114K
34.9K $1.32M
SNAP
Snap Inc

Communication Services
14.1K
New
$8.37 - $12.57 $118K - $177K
14.1K $122K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.06K
+ 2.44%
$99.16 - $99.52 $105K - $105K
44.3K $4.41M
PAVE
Global X Fds Us Infrastructure

ETFs
11.9K
+ 10.09%
$37.31 - $43.82 $443K - $520K
129K $4.87M
PPL
Ppl Corp

Utilities
486
+ 1.78%
$31.68 - $36.11 $15.4K - $17.5K
27.8K $1.01M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
773
+ 0.78%
$25.21 - $26.38 $19.5K - $20.4K
99.5K $2.61M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.63K
+ 20.47%
$32.74 - $36.2 $86.1K - $95.2K
15.5K $542K
PVI
Invesco Vrdo Tax Free ETF

ETFs
4.33K
+ 10.09%
$24.73 - $24.89 $107K - $108K
47.2K $1.17M
ALL
Allstate Corp

Financial Services
439
+ 30.15%
$180.99 - $210.18 $79.5K - $92.3K
1.9K $392K
RACE
Ferrari N.V.

Consumer Cyclical
256
+ 52.03%
$413.73 - $508.15 $106K - $130K
748 $320K
VRT
Vertiv Holdings CO

Industrials
1.27K
+ 7.35%
N/A
18.6K $1.61M
BSX
Boston Scientific Corp

Healthcare
754
+ 25.81%
$89.38 - $106.18 $67.4K - $80.1K
3.68K $370K
GRMN
Garmin LTD

Technology
122
+ 1.64%
$204.55 - $241.93 $25K - $29.5K
7.55K $1.64M
OKE
Oneok Inc

Energy
1.28K
+ 6.98%
$89.57 - $109.85 $115K - $140K
19.6K $1.95M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
591
+ 5.5%
$128.74 - $138.67 $76.1K - $82K
11.3K $1.52M
UGI
Ugi Corp

Utilities
267
+ 1.36%
$28.0 - $34.16 $7.48K - $9.12K
19.9K $656K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
8.77K
+ 23.86%
$11.12 - $11.83 $97.5K - $104K
45.5K $510K
HEFA
Ishares Currency Hedged Msci E

ETFs
997
+ 2.94%
$34.83 - $37.52 $34.7K - $37.4K
34.9K $1.28M
CELH
Celsius Holdings, Inc.

Consumer Defensive
301
+ 3.2%
$21.28 - $35.62 $6.41K - $10.7K
9.72K $346K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.17%
$3193.96 - $3828.11 $9.58K - $11.5K
141 $537K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.12K
+ 7.52%
$30.73 - $32.26 $127K - $133K
58.9K $1.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
573
+ 8.32%
$56.12 - $68.15 $32.2K - $39K
7.46K $506K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.2K
+ 6.04%
$26.09 - $30.21 $31.3K - $36.2K
21K $620K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
3.86K
+ 19.98%
$21.49 - $22.24 $82.9K - $85.8K
23.2K $512K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.07K
+ 21.11%
$76.77 - $82.22 $82.3K - $88.1K
6.15K $483K
CI
Cigna Corp

Healthcare
5
+ 0.3%
$274.49 - $329.0 $1.37K - $1.65K
1.65K $541K
CLX
Clorox CO

Consumer Defensive
760
+ 47.8%
$141.76 - $162.89 $108K - $124K
2.35K $346K
EDOW
First Tr Exchange Traded Fd

ETFs
3.24K
+ 5.12%
$35.58 - $38.24 $115K - $124K
66.5K $2.38M
IEMG
Ishares Inc

ETFs
1.57K
+ 1.61%
N/A
99K $5.31M
PLD
Prologis, Inc.

Real Estate
605
+ 24.18%
$103.59 - $124.04 $62.7K - $75K
3.11K $347K
BOND
Pimco Active Bond Exchange Tra

ETFs
543
+ 3.17%
$89.27 - $92.9 $48.5K - $50.4K
17.7K $1.63M
IVE
Ishares S&P 500 Value ETF

ETFs
526
+ 6.28%
$185.78 - $198.58 $97.7K - $104K
8.91K $1.68M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.95K
+ 36.1%
$42.38 - $43.28 $82.7K - $84.4K
7.36K $312K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.78K
+ 16.51%
$92.71 - $107.38 $258K - $299K
19.6K $1.82M
ICE
Intercontinental Exchange, Inc.

Financial Services
182
+ 9.17%
$142.8 - $176.36 $26K - $32.1K
2.17K $373K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
554
+ 3.55%
$97.38 - $104.52 $53.9K - $57.9K
16.2K $1.63M
KMB
Kimberly Clark Corp

Consumer Defensive
229
+ 6.06%
$124.46 - $147.4 $28.5K - $33.8K
4.01K $569K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.38K
+ 8.52%
$32.57 - $35.82 $110K - $121K
43K $1.41M
CCI
Crown Castle International Corp

Real Estate
163
+ 3.81%
$84.33 - $106.39 $13.7K - $17.3K
4.44K $462K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.19K
+ 21.46%
$95.35 - $107.82 $114K - $129K
6.75K $645K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.49K
+ 13.87%
$24.27 - $26.2 $60.3K - $65.1K
20.4K $516K
NOC
Northrop Grumman Corp

Industrials
36
+ 2.81%
$433.45 - $513.82 $15.6K - $18.5K
1.32K $675K
EEM
Ishares Msci Emerging Markets

ETFs
116
+ 0.36%
$40.81 - $45.34 $4.73K - $5.26K
32.8K $1.43M
EFG
Msci Eafe Growth ETF

ETFs
477
+ 9.7%
$96.1 - $106.37 $45.8K - $50.7K
5.4K $544K
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
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