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
MO
Altria Group, Inc.

Consumer Defensive
4.63K
+ 9.88%
$55.56 - $60.91 $257K - $282K
51.4K $3.02M
LMT
Lockheed Martin Corp

Industrials
58
+ 0.54%
$430.82 - $486.45 $25K - $28.2K
10.9K $5.04M
KKR
Kkr & Co. Inc.

Financial Services
91
+ 0.83%
$92.79 - $134.29 $8.44K - $12.2K
11.1K $1.48M
PSLV
Sprott Physical Silver Trust

Financial Services
1.97K
+ 0.71%
$9.98 - $12.51 $19.7K - $24.7K
281K $3.43M
RTX
Raytheon Technologies Corp

Industrials
127
+ 0.94%
$113.75 - $148.48 $14.4K - $18.9K
13.6K $1.99M
F
Ford Motor CO

Consumer Cyclical
15.7K
+ 41.8%
$8.69 - $10.85 $136K - $170K
53.1K $576K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.19K
+ 79.43%
$35.62 - $39.64 $185K - $206K
11.7K $456K
LVHD
Franklin U.S. Low Volatility H

ETFs
5.71K
+ 9.83%
$37.37 - $40.85 $213K - $233K
63.8K $2.54M
URA
Global X Uranium ETF

ETFs
316
+ 2.68%
$20.26 - $38.81 $6.4K - $12.3K
12.1K $469K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 3.88%
$1794.73 - $2613.63 $17.9K - $26.1K
268 $700K
VCR
Vanguard Consumer Discretionar

ETFs
106
+ 2.45%
$290.42 - $364.35 $30.8K - $38.6K
4.43K $1.61M
IWS
Ishares Russell Midcap Value E

ETFs
1.02K
+ 12.83%
$110.58 - $132.14 $113K - $135K
8.98K $1.19M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
1.49K
+ 6.53%
$8.01 - $16.55 $12K - $24.7K
24.3K $402K
VST
Vistra Corp.

Utilities
187
+ 9.57%
$98.07 - $195.04 $18.3K - $36.5K
2.14K $415K
GD
General Dynamics Corp

Industrials
472
+ 18.71%
$247.68 - $291.66 $117K - $138K
3K $873K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.02%
$468.22 - $566.51 $468 - $567
5.57K $3.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.54K
+ 20.23%
$57.41 - $74.81 $88.5K - $115K
9.16K $680K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
244
+ 0.43%
$23.4 - $29.68 $5.71K - $7.24K
56.4K $1.67M
KLAC
Kla Corp

Technology
9
+ 1.13%
$576.53 - $902.94 $5.19K - $8.13K
803 $719K
DE
Deere & CO

Industrials
64
+ 1.71%
$412.99 - $531.48 $26.4K - $34K
3.8K $1.93M
CVX
Chevron Corp

Energy
5.99K
+ 21.16%
$133.73 - $168.51 $801K - $1.01M
34.3K $4.91M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.68K
+ 3.91%
$29.36 - $35.56 $49.4K - $59.8K
44.7K $1.59M
HYG
Ishares Tr

ETFs
1.78K
+ 10.21%
$75.75 - $80.65 $135K - $143K
19.2K $1.55M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 5.98%
$40.94 - $52.1 $45.3K - $57.7K
19.6K $1.02M
WFC
Wells Fargo & Company

Financial Services
912
+ 7.66%
$60.98 - $80.12 $55.6K - $73.1K
12.8K $1.03M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
786
+ 11.64%
$86.12 - $108.35 $67.7K - $85.2K
7.54K $816K
NKE
Nike, Inc.

Consumer Cyclical
343
+ 1.78%
$53.27 - $72.04 $18.3K - $24.7K
19.6K $1.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.61K
+ 9.52%
$29.0 - $30.68 $163K - $172K
64.5K $1.98M
SAR
Saratoga Investment Corp.

Financial Services
7.04K
+ 21.41%
$21.46 - $25.35 $151K - $178K
39.9K $990K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.04%
$299.15 - $396.54 $299 - $397
2.48K $985K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3.58K
+ 17.52%
$22.25 - $28.0 $79.6K - $100K
24K $671K
COF
Capital One Financial Corp

Financial Services
505
+ 37.74%
$150.57 - $212.76 $76K - $107K
1.84K $392K
SKYY
First Trust Cloud Computing Et

ETFs
661
+ 17.18%
$89.46 - $121.64 $59.1K - $80.4K
4.51K $548K
CMF
Ishares California Muni Bond E

ETFs
2.72K
+ 13.6%
$54.52 - $56.7 $148K - $154K
22.7K $1.27M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.94K
+ 12.98%
$44.8 - $53.97 $86.7K - $104K
16.8K $909K
AVES
American Centy ETF Tr Avantis

ETFs
1.82K
+ 32.2%
$42.02 - $53.63 $76.5K - $97.6K
7.47K $400K
CB
Chubb LTD

Financial Services
732
+ 11.16%
$274.32 - $302.46 $201K - $221K
7.29K $2.11M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
4.14K
+ 1.94%
N/A
217K $6.85M
VV
Vanguard Large Cap ETF

ETFs
53
+ 1.44%
$228.25 - $285.3 $12.1K - $15.1K
3.73K $1.06M
MA
Mastercard Inc

Financial Services
53
+ 0.78%
$479.92 - $590.74 $25.4K - $31.3K
6.87K $3.86M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.4K
+ 18.06%
$47.09 - $48.01 $113K - $115K
15.7K $754K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
158
+ 0.38%
$33.46 - $41.33 $5.29K - $6.53K
41.3K $1.71M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.21K
+ 3.22%
$59.8 - $60.07 $132K - $133K
71K $4.25M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 12.82%
$58.13 - $69.92 $62.6K - $75.3K
9.48K $661K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.99K
+ 2.0%
$47.55 - $50.44 $94.8K - $101K
102K $5.11M
USB
Us Bancorp \De\

Financial Services
362
+ 1.05%
$36.4 - $45.76 $13.2K - $16.6K
34.8K $1.57M
VIS
Vanguard Industrial ETF

ETFs
114
+ 4.45%
$220.04 - $280.07 $25.1K - $31.9K
2.68K $749K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.31K
+ 4.58%
$48.5 - $49.35 $112K - $114K
52.8K $2.6M
GTLS
Chart Industries Inc

Industrials
226
+ 5.67%
$115.08 - $175.5 $26K - $39.7K
4.21K $693K
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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