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
PGF
Invesco Exchange Traded Fd Tr

ETFs
3.95K
+ 14.76%
$14.7 - $15.89 $58.1K - $62.8K
30.7K $480K
DLY
Double Line Yield Opportunities Fund

N/A
4.61K
+ 38.03%
$15.67 - $16.79 $72.2K - $77.3K
16.7K $277K
VGT
Vanguard Information Technolog

ETFs
10
+ 0.13%
$514.43 - $606.85 $5.14K - $6.07K
7.59K $4.45M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.59K
+ 2.52%
$28.75 - $29.46 $45.6K - $46.8K
64.5K $1.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
225
+ 12.14%
$136.93 - $162.81 $30.8K - $36.6K
2.08K $333K
VIS
Vanguard Industrial ETF

ETFs
61
+ 2.43%
$232.12 - $260.07 $14.2K - $15.9K
2.57K $669K
D
Dominion Energy, Inc

Utilities
32
+ 0.38%
$48.01 - $58.53 $1.54K - $1.87K
8.44K $487K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.19K
+ 3.73%
$7.45 - $8.23 $23.7K - $26.2K
88.7K $714K
CADE
Cadence Bank

Financial Services
160
+ 0.8%
$27.64 - $33.58 $4.42K - $5.37K
20.3K $644K
IYF
Ishares Tr

ETFs
169
+ 2.9%
$93.83 - $105.05 $15.9K - $17.8K
5.99K $622K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.33K
+ 15.48%
$47.0 - $47.84 $62.5K - $63.6K
9.92K $473K
STZ
Constellation Brands, Inc.

Consumer Defensive
266
+ 5.79%
$236.42 - $259.82 $62.9K - $69.1K
4.86K $1.25M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
2.33K
+ 9.41%
$11.37 - $13.03 $26.5K - $30.4K
27.1K $353K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.11K
+ 16.19%
$11.72 - $12.38 $48.2K - $50.9K
29.5K $365K
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.05%
$176.32 - $215.7 $176 - $216
2.02K $434K
PKW
Invesco Exchange Traded Fd Tr

ETFs
241
+ 6.83%
$102.34 - $114.52 $24.7K - $27.6K
3.77K $431K
GD
General Dynamics Corp

Industrials
88
+ 2.84%
$279.51 - $308.09 $24.6K - $27.1K
3.18K $961K
PLD
Prologis, Inc.

Real Estate
236
+ 9.59%
$111.95 - $132.43 $26.4K - $31.3K
2.7K $340K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
4.12K
+ 29.44%
$10.79 - $12.29 $44.5K - $50.6K
18.1K $218K
TD
Toronto Dominion Bank

Financial Services
336
+ 7.03%
$54.54 - $64.56 $18.3K - $21.7K
5.12K $323K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.64K
+ 7.9%
$44.66 - $49.15 $73.2K - $80.5K
22.4K $1.05M
IHE
Ishares Tr

ETFs
594
+ 15.2%
$65.61 - $72.86 $39K - $43.3K
4.5K $317K
BOTZ
Global X Fds

ETFs
339
+ 0.95%
$27.68 - $32.27 $9.38K - $10.9K
35.9K $1.15M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
5K
+ 26.72%
$10.21 - $10.93 $51.1K - $54.7K
23.7K $255K
FDX
Fedex Corp

Industrials
416
+ 19.19%
$254.64 - $313.52 $106K - $130K
2.58K $707K
URA
Global X Uranium ETF

ETFs
2.13K
+ 15.25%
$23.18 - $31.26 $49.3K - $66.5K
16.1K $459K
MBB
Ishares Tr

ETFs
125
+ 1.3%
$90.85 - $96.66 $11.4K - $12.1K
9.72K $931K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
432
+ 6.69%
$94.39 - $96.15 $40.8K - $41.5K
6.89K $661K
ENPH
Enphase Energy, Inc.

Technology
28
+ 0.79%
$95.77 - $123.65 $2.68K - $3.46K
3.59K $405K
SAP
Sap Se

Technology
64
+ 5.04%
$197.21 - $231.0 $12.6K - $14.8K
1.34K $305K
NVS
Novartis Ag

Healthcare
218
+ 7.91%
$106.13 - $120.89 $23.1K - $26.4K
2.97K $342K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.36K
+ 13.05%
$25.73 - $28.81 $35K - $39.2K
11.8K $335K
WMB
Williams Companies, Inc.

Energy
686
+ 12.41%
$41.24 - $46.22 $28.3K - $31.7K
6.22K $283K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.09%
$236.92 - $263.4 $711 - $790
3.4K $894K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
138
+ 11.28%
$201.82 - $234.36 $27.9K - $32.3K
1.36K $313K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.55K
+ 2.84%
$22.94 - $23.16 $35.5K - $35.8K
56.1K $1.3M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.41K
+ 13.18%
$24.27 - $27.34 $34.2K - $38.5K
12.1K $325K
SAR
Saratoga Investment Corp.

Financial Services
1.28K
+ 4.18%
$21.91 - $24.21 $28K - $31K
31.9K $740K
KMB
Kimberly Clark Corp

Consumer Defensive
199
+ 5.29%
$135.05 - $148.35 $26.9K - $29.5K
3.96K $563K
ASET
Flexshares Tr Real Assets Allo

ETFs
345
+ 2.89%
$30.04 - $32.89 $10.4K - $11.3K
12.3K $401K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
561
+ 2.92%
$59.61 - $60.15 $33.4K - $33.7K
19.8K $1.18M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
591
+ 3.21%
$40.48 - $45.39 $23.9K - $26.8K
19K $837K
MS
Morgan Stanley

Financial Services
201
+ 8.31%
$92.07 - $106.96 $18.5K - $21.5K
2.62K $273K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
338
+ 8.98%
$55.06 - $62.25 $18.6K - $21K
4.1K $252K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
214
+ 4.23%
$147.95 - $191.05 $31.7K - $40.9K
5.28K $916K
UCBI
United Community Banks Inc

Financial Services
71
+ 0.84%
$24.56 - $31.51 $1.74K - $2.24K
8.47K $248K
VIG
Vanguard Dividend Appreciation

ETFs
365
+ 0.44%
$182.15 - $182.15 $66.5K - $66.5K
83.5K $15.2M
IYR
Ishares Tr

ETFs
2
+ 0.09%
$86.93 - $103.61 $174 - $207
2.29K $233K
LNC
Lincoln National Corp

Financial Services
634
+ 2.25%
$28.71 - $34.05 $18.2K - $21.6K
28.8K $908K
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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