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
VV
Vanguard Large Cap ETF

ETFs
299
+ 8.86%
$253.32 - $282.66 $75.7K - $84.5K
3.68K $938K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
549
+ 6.82%
$42.18 - $45.16 $23.2K - $24.8K
8.6K $376K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
564
+ 11.99%
$49.22 - $51.73 $27.8K - $29.2K
5.27K $263K
USA
Liberty All Star Equity Fund

Financial Services
5.07K
+ 28.93%
$6.41 - $7.32 $32.5K - $37.1K
22.6K $147K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
188
+ 2.87%
$73.78 - $76.59 $13.9K - $14.4K
6.75K $515K
FTCS
First Trust Capital Strength E

ETFs
190
+ 1.88%
$86.39 - $91.35 $16.4K - $17.4K
10.3K $911K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.43K
+ 11.84%
$17.53 - $17.87 $25.1K - $25.6K
13.5K $237K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.54K
+ 7.82%
$19.04 - $20.15 $29.3K - $31K
21.2K $406K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
738
+ 5.11%
$21.23 - $22.14 $15.7K - $16.3K
15.2K $334K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1.4K
+ 7.65%
$10.35 - $11.79 $14.4K - $16.4K
19.6K $216K
RKT
Rocket Companies, Inc.

Financial Services
72
+ 0.25%
$10.28 - $15.77 $740 - $1.14K
28.6K $344K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.75K
+ 2.12%
$7.89 - $8.07 $13.8K - $14.1K
84.3K $671K
IWS
Ishares Russell Midcap Value E

ETFs
435
+ 5.78%
$122.59 - $135.24 $53.3K - $58.8K
7.96K $995K
IAI
Ishares Tr Us Broker Dealers &

ETFs
275
+ 7.88%
$134.68 - $159.3 $37K - $43.8K
3.77K $525K
BK
Bank Of New York Mellon Corp

Financial Services
38
+ 1.44%
$75.42 - $88.95 $2.87K - $3.38K
2.68K $224K
ASET
Flexshares Tr Real Assets Allo

ETFs
149
+ 1.21%
$29.12 - $31.27 $4.34K - $4.66K
12.5K $387K
EW
Edwards Lifesciences Corp

Healthcare
429
+ 5.84%
$67.95 - $76.19 $29.2K - $32.7K
7.77K $563K
EMB
Ishares Tr

ETFs
167
+ 4.86%
$88.64 - $92.03 $14.8K - $15.4K
3.61K $325K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
295
+ 12.89%
$89.89 - $100.28 $26.5K - $29.6K
2.58K $237K
AIQ
Global X Funds Global X Artifi

ETFs
1.05K
+ 11.81%
$36.38 - $42.77 $38.3K - $45K
9.96K $363K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
109
+ 1.43%
$94.87 - $96.11 $10.3K - $10.5K
7.75K $744K
VCIT
Vanguard Intermediate Term Cor

ETFs
69
+ 0.78%
$79.17 - $82.04 $5.46K - $5.66K
8.97K $732K
ASML
Asml Holding Nv

Technology
44
+ 12.29%
$662.63 - $776.99 $29.2K - $34.2K
402 $266K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
786
+ 3.94%
$43.63 - $46.01 $34.3K - $36.2K
20.7K $913K
ITB
Ishares Tr

ETFs
456
+ 15.58%
$93.86 - $111.45 $42.8K - $50.8K
3.38K $319K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
329
+ 3.51%
$25.44 - $27.95 $8.37K - $9.2K
9.69K $262K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
110
+ 7.53%
$178.65 - $194.73 $19.7K - $21.4K
1.57K $285K
DFAI
Dimensional ETF Tr

ETFs
13
+ 0.19%
$28.88 - $32.4 $375 - $421
6.94K $218K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
242
+ 1.42%
N/A
17.3K $1.08M
JPRE
J P Morgan Exchange Traded Fd

ETFs
81
+ 0.42%
$45.34 - $49.96 $3.67K - $4.05K
19.5K $934K
SPGI
S&P Global Inc.

Financial Services
15
+ 2.12%
$478.26 - $543.77 $7.17K - $8.16K
721 $366K
MFC
Manulife Financial Corp

Financial Services
340
+ 5.03%
$28.41 - $31.82 $9.66K - $10.8K
7.1K $221K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
33
+ 0.37%
$38.5 - $43.78 $1.27K - $1.44K
8.95K $368K
TXN
Texas Instruments Inc

Technology
66
+ 0.98%
N/A
6.79K $1.32M
VKQ
Invesco Municipal Trust

Financial Services
1.61K
+ 9.33%
$9.53 - $10.07 $15.4K - $16.2K
18.9K $182K
ATAI
Atai Life Sciences N.V.

Healthcare
10K
New
$1.33 - $2.55 $13.3K - $25.5K
10K $13K
HYD
Vaneck High Yield Muni ETF

ETFs
1.58K
+ 1.99%
$50.79 - $52.53 $80.2K - $82.9K
81K $4.14M
UCBI
United Community Banks Inc

Financial Services
347
+ 4.06%
N/A
8.89K $260K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
251
+ 1.02%
$39.96 - $43.3 $10K - $10.9K
24.9K $1.02M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.98K
+ 5.85%
$29.68 - $32.59 $88.3K - $97K
53.9K $1.61M
UMH
Umh Properties, Inc.

Real Estate
559
+ 3.51%
$17.49 - $19.0 $9.78K - $10.6K
16.5K $308K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
563
+ 0.75%
$23.32 - $23.84 $13.1K - $13.4K
75.5K $1.77M
ZTS
Zoetis Inc.

Healthcare
9
+ 0.21%
$156.48 - $175.67 $1.41K - $1.58K
4.31K $708K
CRNC
Cerence Inc.

Technology
944
+ 7.03%
$7.9 - $20.18 $7.46K - $19K
14.4K $113K
ALLY
Ally Financial Inc.

Financial Services
67
+ 0.52%
$32.99 - $40.09 $2.21K - $2.69K
12.9K $468K
COF
Capital One Financial Corp

Financial Services
35
+ 2.69%
$163.87 - $209.82 $5.74K - $7.34K
1.34K $239K
NRZ
New Residential Investment Corp.

Real Estate
991
+ 4.3%
N/A
24K $174K
HON
Honeywell International Inc

Industrials
616
+ 7.03%
$202.75 - $226.52 $125K - $140K
9.38K $1.99M
AWR
American States Water CO

Utilities
1
+ 0.01%
$70.84 - $80.98 $70.8 - $81
7.4K $582K
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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