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
VBK
Vanguard Small Cap Growth ETF

ETFs
427
+ 3.21%
$264.18 - $304.19 $113K - $130K
13.7K $3.85M
CGUS
Capital Group Core Equity ETF
3.59K
+ 1.56%
$33.96 - $36.24 $122K - $130K
234K $8.17M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.73K
+ 24.85%
$45.39 - $62.98 $124K - $172K
13.7K $778K
HTAB
Hartford Fds Exchange Traded

ETFs
22.5K
+ 5.43%
$19.26 - $19.88 $434K - $448K
438K $8.47M
GLW
Corning Inc

Technology
3.72K
+ 12.26%
$44.11 - $49.76 $164K - $185K
34K $1.62M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.71K
+ 4.25%
$107.41 - $115.71 $183K - $198K
41.9K $4.62M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.46K
+ 4.17%
$58.39 - $67.04 $85.4K - $98K
36.5K $2.31M
CVX
Chevron Corp

Energy
1.97K
+ 7.96%
$141.15 - $162.53 $278K - $320K
26.7K $3.86M
OEF
Ishares S&P 100 ETF

ETFs
843
+ 57.98%
N/A
2.3K $611K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.66K
+ 30.47%
$43.97 - $45.33 $205K - $211K
20K $896K
OXY
Occidental Petroleum Corp

Energy
4.58K
+ 72.66%
$45.36 - $55.91 $208K - $256K
10.9K $537K
VBR
Vanguard Small Cap Value ETF

ETFs
1.49K
+ 4.61%
$197.36 - $217.3 $293K - $323K
33.7K $6.68M
IYW
Ishares Dj Us Tech ETF

ETFs
1.01K
+ 18.17%
$148.14 - $166.23 $149K - $167K
6.54K $1.04M
KKR
Kkr & Co. Inc.

Financial Services
73
+ 0.67%
$129.87 - $162.87 $9.48K - $11.9K
11K $1.62M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
9.25K
+ 31.73%
$23.79 - $24.6 $220K - $228K
38.4K $915K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.2K
+ 13.09%
$38.37 - $42.82 $467K - $521K
105K $4.03M
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.69K
+ 73.74%
$33.93 - $38.37 $227K - $257K
15.8K $541K
SQ
Block, Inc.

Technology
717
+ 9.76%
$65.06 - $98.92 $46.6K - $70.9K
8.07K $685K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.93K
+ 58.11%
$55.73 - $66.16 $163K - $194K
7.96K $480K
FSK
Fs Kkr Capital Corp

Financial Services
4.15K
+ 8.46%
$19.71 - $22.22 $81.8K - $92.2K
53.2K $1.16M
WFC
Wells Fargo & Company

Financial Services
311
+ 2.62%
$54.98 - $77.35 $17.1K - $24.1K
12.2K $854K
KEY
Keycorp

Financial Services
8.07K
+ 6.48%
$16.21 - $19.97 $131K - $161K
132K $2.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.9K
+ 4.88%
$57.53 - $60.83 $628K - $664K
234K $13.5M
HYD
Vaneck High Yield Muni ETF

ETFs
5.18K
+ 6.97%
$51.09 - $53.06 $265K - $275K
79.5K $4.12M
TFC
Truist Financial Corp

Financial Services
535
+ 0.21%
$41.51 - $48.1 $22.2K - $25.7K
253K $11M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.27K
+ 14.3%
$50.02 - $51.24 $213K - $219K
34.1K $1.71M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.73K
+ 7.01%
$50.67 - $50.9 $189K - $190K
56.9K $2.88M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
254
+ 4.81%
$172.07 - $207.36 $43.7K - $52.7K
5.53K $1.09M
HBAN
Huntington Bancshares Inc

Financial Services
9.44K
+ 75.04%
$14.18 - $18.2 $134K - $172K
22K $358K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3.45K
+ 2.66%
$29.46 - $32.64 $101K - $112K
133K $4.11M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19.8K
+ 3.69%
$28.6 - $29.27 $567K - $581K
557K $16M
ICLN
Ishares

ETFs
25.6K
+ 70.23%
$11.35 - $14.51 $290K - $371K
62K $705K
SHEL
Shell PLC

Energy
3.16K
+ 36.84%
$60.63 - $70.23 $192K - $222K
11.7K $735K
XLC
Select Sector Spdr Tr Communic

ETFs
915
+ 7.2%
$89.66 - $102.16 $82K - $93.5K
13.6K $1.32M
ISRG
Intuitive Surgical Inc

Healthcare
97
+ 2.48%
$471.27 - $550.62 $45.7K - $53.4K
4K $2.09M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.25K
+ 25.45%
$54.6 - $68.9 $123K - $155K
11.1K $669K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.41K
+ 57.98%
$74.5 - $78.37 $179K - $189K
6.56K $490K
AXP
American Express CO

Financial Services
133
+ 2.77%
$267.35 - $305.57 $35.6K - $40.6K
4.93K $1.46M
SKYY
First Trust Cloud Computing Et

ETFs
899
+ 29.14%
$99.98 - $130.46 $89.9K - $117K
3.98K $474K
MCK
Mckesson Corp

Healthcare
15
+ 0.75%
$482.27 - $628.5 $7.23K - $9.43K
2.01K $1.14M
PECO
Phillips Edison & Company, Inc.

Real Estate
4.23K
+ 63.36%
$35.96 - $39.8 $152K - $168K
10.9K $408K
ETN
Eaton Corp PLC

Industrials
446
+ 8.55%
$326.96 - $377.52 $146K - $168K
5.66K $1.88M
COIN
Coinbase Global, Inc.

Technology
135
+ 8.14%
$163.17 - $343.62 $22K - $46.4K
1.79K $445K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.46K
+ 32.46%
$26.16 - $28.82 $195K - $215K
30.4K $797K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.56K
+ 79.17%
$43.02 - $47.32 $153K - $168K
8.05K $348K
CB
Chubb LTD

Financial Services
757
+ 13.67%
$271.57 - $301.89 $206K - $229K
6.3K $1.74M
COP
Conocophillips

Energy
2.04K
+ 20.34%
$95.12 - $114.72 $194K - $234K
12.1K $1.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
403
+ 4.35%
$116.4 - $138.52 $46.9K - $55.8K
9.66K $1.22M
SUB
Ishares Short Term National Mu

ETFs
1.76K
+ 2.47%
$104.94 - $106.2 $185K - $187K
73.1K $7.71M
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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