Wealthcare Advisory Partners LLC Incresed Positions in Q2 2025

Wealthcare Advisory Partners LLC

  • $4.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
3.08K
+ 5.88%
$210.28 - $289.91 $648K - $893K
55.5K $16.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
14.3K
+ 8.47%
$86.05 - $107.7 $1.23M - $1.53M
182K $19.6M
META
Meta Platforms, Inc.

Communication Services
1K
+ 7.2%
$484.66 - $738.09 $485K - $739K
14.9K $11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.64K
+ 27.77%
$320.42 - $424.58 $1.49M - $1.97M
21.3K $9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
53K
+ 83.91%
$50.52 - $50.92 $2.68M - $2.7M
116K $5.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
74.9K
+ 21.43%
$19.6 - $24.44 $1.47M - $1.83M
424K $10.4M
VB
Vanguard Small Cap ETF

ETFs
9.1K
+ 32.05%
$193.73 - $237.37 $1.76M - $2.16M
37.5K $8.88M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
13.4K
+ 46.55%
$101.69 - $139.02 $1.36M - $1.86M
42.2K $5.86M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.76K
+ 15.82%
$171.4 - $227.1 $987K - $1.31M
42.2K $9.58M
JPIE
J P Morgan Exchange Traded Fd
52.2K
+ 12.11%
$45.12 - $46.32 $2.35M - $2.42M
483K $22.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.2K
+ 6.39%
$50.08 - $63.14 $662K - $835K
220K $13.9M
DFAX
Dimensional ETF Tr
83.1K
+ 610.17%
$23.37 - $29.39 $1.94M - $2.44M
96.7K $2.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.9K
+ 6.09%
$96.84 - $99.46 $2.22M - $2.28M
399K $39.6M
TSLA
Tesla, Inc.

Consumer Cyclical
4.63K
+ 28.64%
$221.86 - $362.89 $1.03M - $1.68M
20.8K $6.6M
RWR
Spdr Dow Jones Reit ETF

ETFs
24.9K
+ 145.09%
$86.33 - $99.71 $2.15M - $2.48M
42.1K $4.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
38.9K
+ 15.96%
$51.14 - $57.0 $1.99M - $2.22M
283K $16.1M
PLTR
Palantir Technologies Inc.

Technology
6.77K
+ 27.99%
$74.01 - $144.25 $501K - $977K
31K $4.22M
IEF
Ishares Barclays

ETFs
17.9K
+ 2.9%
$93.15 - $96.56 $1.67M - $1.73M
636K $60.9M
BFC
Bank First Corp

Financial Services
14.7K
+ 63.4%
$96.02 - $118.47 $1.41M - $1.75M
38K $4.47M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
82.4K
+ 8.41%
$22.7 - $23.33 $1.87M - $1.92M
1.06M $24.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.8K
+ 19.18%
$72.96 - $90.39 $1.23M - $1.52M
105K $9.36M
VGT
Vanguard Information Technolog

ETFs
1.67K
+ 20.97%
$470.37 - $663.28 $784K - $1.11M
9.61K $6.38M
GOOGL
Alphabet Inc.

Communication Services
4.25K
+ 7.47%
$144.7 - $178.6 $614K - $758K
61.1K $10.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.8K
+ 169.99%
$100.35 - $100.71 $1.98M - $1.99M
31.4K $3.16M
CGUS
Capital Group Core Equity ETF
29.9K
+ 12.73%
$29.93 - $36.93 $894K - $1.1M
264K $9.76M
NOW
Service Now, Inc.

Technology
569
+ 9.89%
$721.65 - $1040.18 $411K - $592K
6.33K $6.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.9K
+ 30.21%
$91.43 - $91.74 $1.91M - $1.92M
90K $8.26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28.8K
+ 12.55%
$45.11 - $52.34 $1.3M - $1.5M
258K $13.5M
GOOG
Alphabet Inc.

Communication Services
6.36K
+ 17.72%
$146.58 - $180.01 $932K - $1.14M
42.2K $7.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.14K
+ 5.65%
$152.93 - $181.74 $787K - $935K
96.2K $17.5M
GLD
Spdr Gold Trust

ETFs
4.65K
+ 22.89%
$273.71 - $316.29 $1.27M - $1.47M
25K $7.62M
SPYG
Spdr Portfolio

ETFs
2.39K
+ 2.38%
$71.83 - $95.32 $172K - $228K
103K $9.79M
PWB
Invesco Exchange Traded Fd Tr

ETFs
13.2K
+ 345.66%
$86.24 - $117.44 $1.14M - $1.56M
17.1K $2.01M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
39.6K
+ 475.21%
$40.41 - $40.68 $1.6M - $1.61M
48K $1.95M
IXUS
Ishares Tr

ETFs
16.6K
+ 46.66%
$62.37 - $77.63 $1.03M - $1.29M
52.2K $4.03M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 20.88%
$82.17 - $99.96 $944K - $1.15M
66.5K $6.54M
IBM
International Business Machines Corp

Technology
2.04K
+ 10.73%
$221.03 - $294.78 $451K - $602K
21.1K $6.21M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
47.8K
+ 66.79%
$22.92 - $28.05 $1.1M - $1.34M
119K $3.35M
VONG
Vanguard Russell 1000 Growth E

ETFs
10.1K
+ 51.55%
$82.51 - $109.2 $835K - $1.11M
29.8K $3.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.61K
+ 6.32%
$152.42 - $182.82 $550K - $660K
60.8K $11.1M
FSK
Fs Kkr Capital Corp

Financial Services
68.8K
+ 38.43%
$17.95 - $21.5 $1.23M - $1.48M
248K $5.14M
ETN
Eaton Corp PLC

Industrials
2.42K
+ 41.67%
$246.52 - $356.99 $596K - $863K
8.22K $2.93M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.85K
+ 4.44%
$50.1 - $63.16 $293K - $369K
137K $8.68M
CGCP
Capital Group Core Plus Income

ETFs
55.5K
+ 14.55%
$21.92 - $22.56 $1.22M - $1.25M
437K $9.83M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
14.8K
+ 7.74%
N/A
205K $17.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
613
+ 6.15%
$177.93 - $313.14 $109K - $192K
10.6K $3.31M
SOXX
Ishares Semiconductor ETF

ETFs
3.7K
+ 48.65%
$154.86 - $239.07 $572K - $883K
11.3K $2.69M
ARCC
Ares Capital Corp

Financial Services
58K
+ 48.21%
$18.91 - $22.43 $1.1M - $1.3M
178K $3.91M
COST
Costco Wholesale Corp

Consumer Defensive
941
+ 13.12%
$908.13 - $1056.85 $855K - $994K
8.11K $8.03M
Activity Summary
Buys All Purchases 646 New Holdings 106 Increased Positions 540 Sells All Sells 299 Reductions 299 Sold out 0 Options Calls 0 Puts 0
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