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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.45K
+ 58.17%
$55.54 - $69.09 $414K - $514K
20.2K $1.4M
EMR
Emerson Electric CO

Industrials
869
+ 4.29%
$94.15 - $133.33 $81.8K - $116K
21.1K $2.82M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.17K
+ 31.53%
$376.48 - $440.65 $442K - $517K
4.9K $2.16M
DFSV
Dimensional ETF Tr Dimensional

ETFs
15.1K
+ 13.31%
$24.21 - $29.47 $365K - $445K
128K $3.78M
O
Realty Income Corp

Real Estate
10.1K
+ 45.38%
$52.27 - $58.52 $528K - $591K
32.4K $1.87M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.7K
+ 1.55%
$38.18 - $45.52 $410K - $489K
704K $30.8M
SYK
Stryker Corp

Healthcare
1.37K
+ 112.99%
$337.37 - $395.63 $464K - $544K
2.59K $1.02M
KOMP
Spdr S&P Kensho New Economies

ETFs
5.01K
+ 12.68%
$40.86 - $54.38 $205K - $273K
44.6K $2.42M
SO
Southern CO

Utilities
6.16K
+ 11.63%
$84.91 - $92.56 $523K - $570K
59.1K $5.42M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
34.8K
+ 167.6%
$13.96 - $16.51 $486K - $574K
55.6K $904K
BX
Blackstone Inc.

Financial Services
1.84K
+ 6.53%
$120.07 - $151.11 $221K - $278K
30K $4.49M
TROW
Price T Rowe Group Inc

Financial Services
5.39K
+ 126.19%
$80.27 - $98.06 $433K - $529K
9.66K $932K
V
Visa Inc.

Financial Services
1.04K
+ 2.84%
$308.27 - $373.31 $320K - $387K
37.6K $13.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.42K
+ 3.88%
$335.24 - $380.78 $476K - $541K
38K $13.9M
TT
Trane Technologies PLC

Industrials
104
+ 2.19%
$315.21 - $437.41 $32.8K - $45.5K
4.86K $2.13M
PFE
Pfizer Inc

Healthcare
27.3K
+ 21.46%
$21.59 - $24.84 $590K - $679K
155K $3.75M
PULS
Pgim ETF Tr

ETFs
10.1K
+ 4.39%
$49.39 - $49.76 $501K - $504K
241K $12M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
26.1K
+ 235.3%
$19.49 - $19.66 $509K - $513K
37.2K $731K
MS
Morgan Stanley

Financial Services
1.16K
+ 8.05%
$99.83 - $140.86 $116K - $163K
15.5K $2.19M
UBSI
United Bankshares Inc

Financial Services
11.6K
+ 24.41%
$31.5 - $37.32 $364K - $431K
58.9K $2.15M
TTD
Trade Desk, Inc.

Technology
9
+ 0.03%
$45.27 - $79.4 $407 - $715
28.9K $2.08M
PM
Philip Morris International Inc.

Consumer Defensive
553
+ 3.29%
$149.23 - $184.95 $82.5K - $102K
17.4K $3.16M
DTH
Wisdomtree Tr

ETFs
4.17K
+ 5.17%
$37.84 - $46.83 $158K - $195K
84.9K $3.93M
QCOM
Qualcomm Inc

Technology
2.37K
+ 12.48%
$124.66 - $159.48 $296K - $378K
21.4K $3.4M
MRVL
Marvell Technology, Inc.

Technology
5.05K
+ 95.0%
$49.38 - $79.97 $249K - $404K
10.4K $802K
NEE
Nextera Energy Inc

Utilities
7.26K
+ 34.18%
$64.11 - $75.0 $466K - $545K
28.5K $1.98M
PSCT
Invesco S&P Smallcap Informati

ETFs
8.22K
+ 53.9%
$34.03 - $46.24 $280K - $380K
23.5K $1.09M
CADE
Cadence Bank

Financial Services
13.6K
+ 64.42%
$26.42 - $32.41 $359K - $440K
34.7K $1.11M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.94K
+ 81.26%
$139.8 - $197.22 $272K - $383K
4.33K $854K
HOOD
Robinhood Markets, Inc.

Technology
1.23K
+ 18.47%
$34.17 - $93.63 $41.9K - $115K
7.87K $736K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.68K
+ 8.3%
$28.98 - $37.18 $136K - $174K
61.1K $2.27M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 0.89%
$462.22 - $707.75 $11.1K - $17K
2.73K $1.93M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
494
+ 1.45%
$57.46 - $75.58 $28.4K - $37.3K
34.5K $2.61M
IWM
Ishares Russell 2000 ETF

ETFs
601
+ 2.88%
$174.82 - $215.79 $105K - $130K
21.5K $4.64M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.33K
+ 11.8%
$32.0 - $39.87 $235K - $292K
69.5K $2.77M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.35K
+ 138.24%
$134.25 - $172.52 $315K - $405K
4.04K $697K
FTC
First Tr Lge Cap Growth

ETFs
2.23K
+ 45.32%
$116.97 - $150.97 $261K - $337K
7.16K $1.08M
IWV
Ishares Russell 3000 ETF

ETFs
813
+ 23.45%
$281.67 - $351.0 $229K - $285K
4.28K $1.5M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
20.9K
+ 10.81%
$15.52 - $17.13 $325K - $359K
215K $3.67M
IYW
Ishares Dj Us Tech ETF

ETFs
1.23K
+ 21.5%
$122.57 - $173.27 $151K - $214K
6.97K $1.21M
ITA
Ishares Tr

ETFs
1.3K
+ 29.44%
$135.31 - $188.64 $175K - $244K
5.7K $1.07M
IAU
Ishares Gold Trust

ETFs
5.05K
+ 20.39%
$56.1 - $64.74 $283K - $327K
29.8K $1.86M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
19.1K
+ 39.14%
$18.94 - $21.67 $361K - $413K
67.7K $1.43M
XLY
Select Sector Spdr Consumer Di

ETFs
1.49K
+ 46.61%
$176.34 - $218.59 $263K - $326K
4.69K $1.02M
IRBO
Ishares Robotics & Artificial

ETFs
12.1K
+ 12.6%
N/A
108K $3.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
202
+ 0.97%
$82.96 - $110.1 $16.8K - $22.2K
21.1K $2.32M
PDI
Pimco Dynamic Income Fund

Financial Services
36.3K
+ 10.01%
$17.02 - $19.87 $618K - $721K
399K $7.57M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
427
+ 0.37%
$26.33 - $33.39 $11.2K - $14.3K
117K $3.88M
IXN
Ishares Global Information Tec

ETFs
33
+ 0.15%
$65.81 - $92.34 $2.17K - $3.05K
22.8K $2.1M
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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