Wealthcare Advisory Partners LLC Incresed Positions in Q1 2025

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.31K
+ 3.97%
$56.17 - $59.71 $523K - $556K
244K $13.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.29K
+ 11.07%
$50.72 - $50.92 $319K - $320K
63.2K $3.21M
PAYX
Paychex Inc

Industrials
366
+ 2.0%
$136.06 - $154.52 $49.8K - $56.6K
18.7K $2.89M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
6.7K
+ 5.07%
$28.37 - $29.61 $190K - $198K
139K $4.05M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.85K
+ 4.89%
$96.9 - $104.39 $276K - $297K
61K $6M
VNLA
Janus Henderson Short Duration

ETFs
6.01K
+ 11.52%
$48.89 - $49.21 $294K - $296K
58.2K $2.86M
ACN
Accenture PLC

Technology
1.42K
+ 41.4%
$300.91 - $398.25 $428K - $567K
4.86K $1.52M
PNW
Pinnacle West Capital Corp

Utilities
2K
+ 18.36%
$81.76 - $95.25 $164K - $191K
12.9K $1.23M
XLP
Consumer Staples Sector Spdr

ETFs
3.94K
+ 11.74%
N/A
37.5K $2.85M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.33K
+ 11.53%
$87.68 - $94.52 $205K - $221K
22.6K $2.09M
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.28K
+ 14.98%
$101.98 - $115.66 $641K - $726K
48.2K $4.92M
XLF
Financial Sector Spdr

ETFs
5.41K
+ 17.08%
$47.32 - $52.19 $256K - $282K
37.1K $1.82M
PG
Procter & Gamble CO

Consumer Defensive
1.14K
+ 3.4%
$158.56 - $176.26 $180K - $200K
34.6K $5.89M
MCD
Mcdonalds Corp

Consumer Cyclical
256
+ 2.79%
$279.74 - $321.29 $71.6K - $82.3K
9.44K $2.95M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
20.6K
+ 11.93%
$16.76 - $17.69 $346K - $365K
194K $3.27M
EXC
Exelon Corp

Utilities
1.95K
+ 8.38%
$37.3 - $46.08 $72.7K - $89.8K
25.2K $1.16M
NFLX
Netflix Inc

Communication Services
220
+ 11.41%
$828.4 - $1058.6 $182K - $233K
2.15K $2M
RTX
Raytheon Technologies Corp

Industrials
518
+ 4.0%
$114.1 - $135.66 $59.1K - $70.3K
13.5K $1.78M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
344
+ 0.59%
$24.11 - $28.41 $8.29K - $9.77K
59.1K $1.68M
MU
Micron Technology Inc

Technology
2.52K
+ 14.16%
$86.89 - $109.38 $219K - $275K
20.3K $1.76M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.43K
+ 15.98%
$48.65 - $53.06 $167K - $182K
24.9K $1.29M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.7K
+ 12.65%
$25.12 - $26.05 $294K - $305K
104K $2.63M
MA
Mastercard Inc

Financial Services
212
+ 3.21%
$504.67 - $576.31 $107K - $122K
6.82K $3.74M
ADSK
Autodesk, Inc.

Technology
1.03K
+ 132.05%
N/A
1.8K $443K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
3.38K
+ 2.99%
$27.84 - $31.03 $94.2K - $105K
116K $3.49M
CTAS
Cintas Corp

Industrials
382
+ 5.13%
$182.09 - $208.14 $69.6K - $79.5K
7.83K $1.61M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.19K
+ 5.01%
$182.82 - $196.21 $217K - $233K
24.9K $4.63M
CB
Chubb LTD

Financial Services
265
+ 4.21%
$257.71 - $301.99 $68.3K - $80K
6.56K $1.98M
AVLV
American Centy ETF Tr Avantis
4.63K
+ 13.76%
$63.51 - $70.42 $294K - $326K
38.2K $2.47M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.22K
+ 23.56%
$100.34 - $100.68 $222K - $223K
11.6K $1.17M
VHT
Vanguard Health Care ETF

ETFs
144
+ 0.72%
$254.06 - $273.83 $36.6K - $39.4K
20.2K $5.31M
EVRG
Evergy, Inc.

Utilities
2.41K
+ 32.94%
$59.9 - $69.52 $144K - $168K
9.73K $671K
ETR
Entergy Corp

Utilities
1.31K
+ 11.66%
$75.26 - $87.89 $98.6K - $115K
12.5K $1.07M
SRLN
Ssga Active Trust

ETFs
5.42K
+ 83.09%
$41.02 - $41.99 $222K - $227K
11.9K $490K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.52K
+ 26.11%
$37.84 - $44.02 $322K - $375K
41.2K $1.59M
O
Realty Income Corp

Real Estate
2.07K
+ 10.23%
$51.67 - $58.49 $107K - $121K
22.3K $1.29M
DGRO
Ishares Core Dividend Growth E

ETFs
3.56K
+ 6.33%
$60.46 - $64.42 $215K - $229K
59.8K $3.66M
GPC
Genuine Parts CO

Consumer Cyclical
1.45K
+ 10.92%
$115.91 - $129.02 $168K - $187K
14.7K $1.76M
DSL
Double Line Income Solutions Fund

Financial Services
15.9K
+ 14.87%
$12.53 - $12.88 $200K - $205K
123K $1.55M
MSTR
Microstrategy Inc

Technology
734
+ 14.49%
$239.27 - $396.5 $176K - $291K
5.8K $1.67M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.1K
+ 44.55%
$46.74 - $47.55 $192K - $195K
13.3K $632K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
751
+ 5.32%
$34.58 - $45.97 $26K - $34.5K
14.9K $677K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.49K
+ 13.91%
$65.27 - $71.18 $228K - $248K
28.6K $1.88M
IRBO
Ishares Robotics & Artificial

ETFs
5.86K
+ 6.51%
N/A
95.9K $3.08M
AFL
Aflac Inc

Financial Services
937
+ 8.65%
$100.99 - $111.19 $94.6K - $104K
11.8K $1.31M
XLC
Select Sector Spdr Tr Communic

ETFs
2.1K
+ 15.4%
$94.84 - $105.31 $199K - $221K
15.7K $1.51M
GS
Goldman Sachs Group Inc

Financial Services
442
+ 19.51%
$524.81 - $672.19 $232K - $297K
2.71K $1.48M
ET
Energy Transfer LP

Energy
15.9K
+ 13.38%
$17.26 - $21.08 $275K - $336K
135K $2.51M
ED
Consolidated Edison Inc

Utilities
1.04K
+ 38.54%
$88.0 - $110.59 $91.8K - $115K
3.75K $414K
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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