Wealthcare Advisory Partners LLC Incresed Positions in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
28.8K
+ 305.21%
$26.05 - $29.17 $750K - $840K
38.2K $1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
11.7K
+ 59.21%
$59.74 - $60.03 $699K - $703K
31.5K $1.88M
BX
Blackstone Inc.

Financial Services
959
+ 3.58%
$148.45 - $199.05 $142K - $191K
27.8K $4.79M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
8.82K
+ 28.52%
N/A
39.7K $2.97M
RWR
Spdr Dow Jones Reit ETF

ETFs
6.94K
+ 194.95%
$97.84 - $108.61 $679K - $754K
10.5K $1.04M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
19.7K
+ 2.22%
$45.85 - $49.28 $902K - $969K
905K $42.3M
XLF
Financial Sector Spdr

ETFs
11.6K
+ 58.15%
$44.89 - $51.34 $522K - $598K
31.7K $1.53M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
27.4K
+ 4.1%
$20.98 - $21.19 $574K - $580K
696K $14.7M
CSCO
Cisco Systems, Inc.

Technology
2.15K
+ 2.96%
$52.45 - $60.02 $113K - $129K
74.7K $4.42M
META
Meta Platforms, Inc.

Communication Services
530
+ 3.89%
$554.08 - $632.68 $294K - $335K
14.2K $8.36M
SNOW
Snowflake Inc.

Technology
241
+ 1.98%
$109.65 - $186.51 $26.4K - $44.9K
12.4K $1.92M
IGV
Ishares Expanded Tech Software

ETFs
2.06K
+ 7.27%
$87.5 - $110.17 $180K - $226K
30.3K $3.04M
PBP
Invesco Exchange Traded Fd Tr

ETFs
21.4K
+ 244.26%
$22.51 - $23.75 $481K - $508K
30.1K $710K
JXN
Jackson Financial Inc.

Financial Services
6.19K
+ 79.93%
$84.91 - $113.74 $525K - $704K
13.9K $1.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
960K
+ 213.51%
$26.93 - $84.95 $25.9M - $81.6M
1.41M $38.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
53.9K
+ 5.26%
$44.87 - $46.86 $2.42M - $2.53M
1.08M $48.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
183
+ 1.2%
$370.24 - $418.94 $67.8K - $76.7K
15.4K $6.19M
NVO
Novo Nordisk A S

Healthcare
10.8K
+ 74.31%
$85.0 - $120.04 $921K - $1.3M
25.4K $2.19M
CRWD
Crowd Strike Holdings, Inc.

Technology
259
+ 4.5%
$275.15 - $388.2 $71.3K - $101K
6.02K $2.06M
VGT
Vanguard Information Technolog

ETFs
278
+ 3.66%
$571.78 - $647.97 $159K - $180K
7.87K $4.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.4K
+ 9.7%
$49.79 - $51.14 $518K - $532K
118K $5.9M
ZS
Zscaler, Inc.

Technology
2.1K
+ 88.93%
$166.99 - $211.99 $351K - $446K
4.47K $806K
SOUN
Soundhound Ai, Inc.

Technology
8.33K
+ 55.31%
$4.51 - $24.23 $37.6K - $202K
23.4K $464K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
862
+ 22.18%
$417.69 - $450.94 $360K - $389K
4.75K $2.02M
EMR
Emerson Electric CO

Industrials
674
+ 3.41%
$108.13 - $134.33 $72.9K - $90.5K
20.5K $2.54M
GRMN
Garmin LTD

Technology
819
+ 12.39%
$161.91 - $220.77 $133K - $181K
7.43K $1.53M
MA
Mastercard Inc

Financial Services
286
+ 4.52%
$491.3 - $536.15 $141K - $153K
6.61K $3.48M
JPIE
J P Morgan Exchange Traded Fd
11.1K
+ 5.63%
$45.59 - $46.25 $506K - $513K
208K $9.5M
XLE
Energy Sector Spdr

ETFs
5.71K
+ 8.88%
$83.32 - $97.27 $476K - $555K
70K $5.99M
D
Dominion Energy, Inc

Utilities
7.07K
+ 83.84%
$52.63 - $60.92 $372K - $431K
15.5K $835K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
11K
+ 6.0%
N/A
195K $6.14M
GTLS
Chart Industries Inc

Industrials
681
+ 21.05%
$119.65 - $202.35 $81.5K - $138K
3.92K $747K
GILD
Gilead Sciences, Inc.

Healthcare
2.23K
+ 13.9%
$83.95 - $97.9 $187K - $218K
18.3K $1.69M
PAVE
Global X Fds Us Infrastructure

ETFs
10.4K
+ 9.69%
$40.41 - $45.95 $420K - $477K
118K $4.75M
BA
Boeing CO

Industrials
700
+ 8.31%
$138.14 - $180.72 $96.7K - $127K
9.12K $1.61M
OKE
Oneok Inc

Energy
1.78K
+ 10.74%
$92.28 - $117.05 $164K - $208K
18.3K $1.84M
CCL
Carnival Corp

Consumer Cyclical
521
+ 1.07%
$17.34 - $26.8 $9.03K - $14K
49.1K $1.22M
IWS
Ishares Russell Midcap Value E

ETFs
2.61K
+ 53.24%
$128.08 - $140.32 $335K - $367K
7.52K $973K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.3K
+ 50.67%
$125.36 - $147.37 $288K - $338K
6.83K $897K
HMOP
Hartford Fds Exchange Traded T

ETFs
12.7K
+ 5.11%
$38.56 - $39.45 $491K - $502K
262K $10.1M
ARES
Ares Management Corp

Financial Services
684
+ 7.82%
$153.38 - $183.7 $105K - $126K
9.43K $1.67M
RZV
Invesco Fd Tr

ETFs
1.77K
+ 3.31%
$105.77 - $119.36 $188K - $212K
55.5K $6.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.85K
+ 9.44%
$94.43 - $105.47 $175K - $195K
21.5K $2.18M
PANW
Palo Alto Networks Inc

Technology
8.55K
+ 108.81%
$181.96 - $405.9 $1.56M - $3.47M
16.4K $2.99M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
37K
+ 15.27%
$35.09 - $39.06 $1.3M - $1.45M
280K $9.81M
IWM
Ishares Russell 2000 ETF

ETFs
1.32K
+ 5.68%
$216.13 - $242.4 $286K - $321K
24.6K $5.44M
VOT
Vanguard Mid Cap Growth Index

ETFs
709
+ 6.5%
$241.48 - $274.89 $171K - $195K
11.6K $2.95M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.78K
+ 61.35%
$51.54 - $52.55 $298K - $304K
15.2K $785K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.28K
+ 50.2%
$46.94 - $51.62 $248K - $272K
15.8K $788K
Activity Summary
Buys All Purchases 486 New Holdings 70 Increased Positions 416 Sells All Sells 378 Reductions 378 Sold out 0 Options Calls 0 Puts 0
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