Wealthcare Advisory Partners LLC Incresed Positions in Q3 2024

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
537
+ 5.18%
$104.51 - $133.23 $56.1K - $71.5K
10.9K $1.42M
CTA
Simplify Exch Traded Fds Simpl

ETFs
13K
+ 79.07%
$25.73 - $27.07 $334K - $351K
29.4K $763K
FIW
First Trust Water ETF

ETFs
436
+ 1.54%
$98.0 - $109.33 $42.7K - $47.7K
28.8K $3.15M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.55K
+ 95.62%
$31.97 - $37.3 $273K - $319K
17.5K $626K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.41K
+ 30.13%
$107.56 - $136.78 $151K - $192K
6.07K $816K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.08K
+ 10.66%
$28.25 - $31.7 $172K - $193K
63.2K $1.95M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
5.87K
+ 13.72%
$26.19 - $29.26 $154K - $172K
48.7K $1.42M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.81K
+ 102.78%
$38.04 - $45.36 $221K - $263K
11.5K $511K
AXP
American Express CO

Financial Services
435
+ 9.97%
$225.92 - $271.17 $98.3K - $118K
4.8K $1.3M
ITB
Ishares Tr

ETFs
1.63K
+ 54.29%
$97.52 - $128.64 $159K - $210K
4.64K $589K
OKE
Oneok Inc

Energy
1.55K
+ 10.3%
$78.62 - $95.27 $122K - $147K
16.6K $1.51M
UBSI
United Bankshares Inc

Financial Services
77
+ 0.13%
$31.56 - $39.32 $2.43K - $3.03K
57.2K $2.12M
HYG
Ishares Tr

ETFs
3.19K
+ 69.66%
$76.72 - $80.36 $245K - $256K
7.77K $623K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
806
+ 4.74%
$95.1 - $106.76 $76.7K - $86K
17.8K $1.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.93K
+ 109.92%
$51.02 - $52.74 $252K - $260K
9.42K $495K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.87K
+ 10.08%
$50.61 - $50.96 $246K - $248K
53.1K $2.71M
RF
Regions Financial Corp

Financial Services
633
+ 0.91%
$19.51 - $23.42 $12.3K - $14.8K
70.3K $1.64M
FAST
Fastenal CO

Industrials
1.97K
+ 19.25%
$62.09 - $71.83 $122K - $141K
12.2K $869K
ISRG
Intuitive Surgical Inc

Healthcare
84
+ 2.2%
$416.14 - $494.01 $35K - $41.5K
3.91K $1.92M
WCN
Waste Connections, Inc.

Industrials
678
+ 2.35%
$173.92 - $186.5 $118K - $126K
29.5K $5.27M
CB
Chubb LTD

Financial Services
136
+ 2.52%
$252.51 - $292.2 $34.3K - $39.7K
5.54K $1.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
650
+ 2.88%
$79.92 - $88.19 $51.9K - $57.3K
23.2K $2.05M
FTC
First Tr Lge Cap Growth

ETFs
1.4K
+ 50.51%
$115.51 - $131.45 $161K - $184K
4.16K $547K
CTAS
Cintas Corp

Industrials
4.95K
+ 299.46%
$201.38 - $819.83 $997K - $4.06M
6.61K $1.36M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
312
+ 3.01%
$125.95 - $142.04 $39.3K - $44.3K
10.7K $1.51M
MELI
Mercadolibre Inc

Consumer Cyclical
63
+ 37.06%
$1591.44 - $2140.1 $100K - $135K
233 $477K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.23K
+ 6.77%
$49.7 - $56.11 $210K - $237K
66.7K $3.66M
EBAY
Ebay Inc

Consumer Cyclical
34
+ 0.2%
$52.61 - $65.44 $1.79K - $2.22K
16.9K $1.1M
IAU
Ishares Gold Trust

ETFs
1.63K
+ 8.34%
$44.06 - $50.5 $71.9K - $82.4K
21.2K $1.05M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.42K
+ 1.55%
$17.02 - $18.39 $41.2K - $44.5K
159K $2.9M
AMGN
Amgen Inc

Healthcare
211
+ 1.66%
$309.38 - $337.38 $65.3K - $71.2K
12.9K $4.16M
AVLV
American Centy ETF Tr Avantis
2.15K
+ 12.51%
$60.05 - $65.83 $129K - $141K
19.3K $1.27M
UBER
Uber Technologies, Inc

Technology
2.04K
+ 14.34%
$58.48 - $77.47 $119K - $158K
16.2K $1.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
276
+ 2.76%
$210.25 - $231.86 $58K - $64K
10.3K $2.29M
PEG
Public Service Enterprise Group Inc

Utilities
1.02K
+ 18.19%
$73.58 - $89.21 $75.3K - $91.4K
6.65K $593K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.02K
+ 11.26%
$50.15 - $51.27 $151K - $155K
29.8K $1.53M
ACN
Accenture PLC

Technology
4
+ 0.11%
$295.44 - $355.81 $1.18K - $1.42K
3.49K $1.24M
RKT
Rocket Companies, Inc.

Financial Services
6.04K
+ 59.06%
$13.16 - $20.81 $79.5K - $126K
16.3K $312K
XCEM
Columbia ETF Tr Ii

ETFs
2.3K
+ 1.87%
$30.17 - $33.79 $69.5K - $77.9K
125K $4.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.65K
+ 19.84%
$100.09 - $100.69 $165K - $166K
9.97K $1M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2.16K
+ 4.56%
$33.58 - $35.96 $72.4K - $77.5K
49.5K $1.76M
GRMN
Garmin LTD

Technology
438
+ 7.1%
$161.1 - $183.29 $70.6K - $80.3K
6.61K $1.16M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.97K
+ 8.65%
$28.09 - $30.4 $111K - $121K
49.9K $1.51M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
4.91K
+ 2.74%
N/A
184K $5.79M
JPRE
J P Morgan Exchange Traded Fd

ETFs
938
+ 5.95%
$43.9 - $51.94 $41.2K - $48.7K
16.7K $850K
DKNG
Draft Kings Inc.

Consumer Cyclical
3.19K
+ 11.0%
$29.85 - $41.1 $95.1K - $131K
32.1K $1.26M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.59K
+ 3.33%
$30.74 - $34.07 $48.8K - $54K
49.2K $1.68M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
11.3K
+ 44.54%
$12.19 - $12.73 $138K - $144K
36.8K $463K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
777
+ 3.8%
$33.89 - $41.64 $26.3K - $32.4K
21.2K $844K
Activity Summary
Buys All Purchases 472 New Holdings 85 Increased Positions 387 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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