Wealthcare Advisory Partners LLC Incresed Positions in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PBDC
Putnam ETF Tr Bdc Income Etf(D
486
+ 1.7%
N/A
29.1K $0
Morgan Stanley ETF Trust
9.38K
+ 34.51%
N/A
36.6K $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
27
+ 1.39%
$105.45 - $117.99 $2.85K - $3.19K
1.97K $208K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
545
+ 3.92%
$21.43 - $22.55 $11.7K - $12.3K
14.5K $311K
DGRO
Ishares Core Dividend Growth E

ETFs
1.15K
+ 2.09%
$60.73 - $64.94 $70K - $74.8K
56.2K $3.45M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.1%
$90.66 - $99.46 $363 - $398
3.92K $356K
TER
Teradyne, Inc

Technology
132
+ 5.4%
$102.58 - $133.62 $13.5K - $17.6K
2.58K $324K
DLY
Double Line Yield Opportunities Fund

N/A
615
+ 3.68%
$15.64 - $16.56 $9.62K - $10.2K
17.3K $274K
IHDG
Wisdomtree Tr

ETFs
467
+ 4.55%
$43.38 - $46.0 $20.3K - $21.5K
10.7K $466K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
458
+ 3.97%
$8.36 - $9.06 $3.83K - $4.15K
12K $100K
NJR
New Jersey Resources Corp

Utilities
154
+ 0.76%
$45.17 - $51.61 $6.96K - $7.95K
20.4K $951K
PWZ
Invesco California Amt Free Mu

ETFs
99
+ 0.57%
$24.49 - $25.25 $2.42K - $2.5K
17.5K $432K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
410
+ 1.51%
$12.65 - $13.62 $5.19K - $5.58K
27.5K $348K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
93
+ 1.12%
$42.8 - $44.98 $3.98K - $4.18K
8.37K $366K
XT
Ishares Tr Exponential Technol

ETFs
3.19K
+ 1.95%
$58.7 - $62.72 $187K - $200K
167K $9.98M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
581
+ 3.59%
$19.51 - $21.41 $11.3K - $12.4K
16.8K $328K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
393
+ 2.22%
$27.8 - $29.05 $10.9K - $11.4K
18.1K $505K
TSCO
Tractor Supply CO

Consumer Cyclical
5.13K
+ 431.12%
$52.59 - $303.74 $270K - $1.56M
6.32K $335K
IBM
International Business Machines Corp

Technology
61
+ 0.33%
$204.9 - $238.04 $12.5K - $14.5K
18.6K $4.09M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
176
+ 2.11%
$26.01 - $28.19 $4.58K - $4.96K
8.53K $223K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
492
+ 6.48%
$28.76 - $32.28 $14.1K - $15.9K
8.08K $234K
HNDL
Strategy Shs

ETFs
43
+ 0.31%
$21.25 - $22.4 $914 - $963
14.1K $300K
ROP
Roper Technologies Inc

Industrials
4
+ 1.0%
$519.85 - $575.95 $2.08K - $2.3K
406 $211K
MU
Micron Technology Inc

Technology
3.22K
+ 22.11%
$84.16 - $113.41 $271K - $365K
17.8K $1.5M
AVIG
American Centy ETF Tr Avantis

ETFs
138
+ 1.45%
$40.48 - $42.48 $5.59K - $5.86K
9.67K $392K
QDEF
Flexshares Quality Div Defensi

ETFs
11
+ 0.1%
$70.22 - $73.73 $772 - $811
11.5K $807K
A
Agilent Technologies, Inc.

Healthcare
49
+ 3.23%
$125.69 - $146.56 $6.16K - $7.18K
1.57K $210K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.45K
+ 4.68%
$31.23 - $33.51 $76.5K - $82.1K
54.8K $1.72M
PFFA
Etfis Ser Tr I

ETFs
842
+ 2.21%
$21.82 - $23.21 $18.4K - $19.5K
38.9K $851K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
43
+ 0.25%
$20.38 - $21.75 $876 - $935
17.5K $359K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28
+ 0.11%
$40.38 - $44.35 $1.13K - $1.24K
24.7K $1.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.22K
+ 7.68%
$67.29 - $73.38 $284K - $310K
59.2K $4.02M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9
+ 0.22%
$56.61 - $61.63 $509 - $555
4.11K $233K
RACE
Ferrari N.V.

Consumer Cyclical
6
+ 1.23%
$422.83 - $490.34 $2.54K - $2.94K
492 $209K
VABK
Virginia National Bankshares Corp

Financial Services
37
+ 0.62%
$37.91 - $44.0 $1.4K - $1.63K
6.01K $229K
VLO
Valero Energy Corp

Energy
201
+ 5.54%
$118.59 - $144.02 $23.8K - $28.9K
3.83K $469K
IYR
Ishares Tr

ETFs
3
+ 0.13%
$90.74 - $102.87 $272 - $309
2.29K $213K
DFAX
Dimensional ETF Tr
360
+ 2.65%
$24.76 - $27.04 $8.91K - $9.73K
13.9K $346K
RWT
Redwood Trust Inc

Real Estate
74
+ 0.42%
$6.44 - $7.7 $477 - $570
17.8K $116K
ARKG
Ark Genomic Revolution ETF (De

ETFs
435
+ 2.81%
$22.66 - $27.11 $9.86K - $11.8K
15.9K $374K
FTCS
First Trust Capital Strength E

ETFs
100
+ 1.0%
$87.62 - $94.03 $8.76K - $9.4K
10.1K $887K
XCEM
Columbia ETF Tr Ii

ETFs
12.2K
+ 9.76%
$29.6 - $32.67 $362K - $400K
138K $4.08M
DD
Du Pont De Nemours, Inc.

Basic Materials
156
+ 5.49%
$75.95 - $88.05 $11.8K - $13.7K
3K $228K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
781
+ 1.05%
$23.29 - $23.93 $18.2K - $18.7K
74.9K $1.76M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
123
+ 0.68%
$10.44 - $11.67 $1.28K - $1.44K
18.2K $193K
EBND
Spdr Bloomberg Emerging Market

ETFs
223
+ 1.27%
$19.53 - $21.1 $4.36K - $4.71K
17.8K $346K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
41
+ 1.54%
$114.08 - $125.68 $4.68K - $5.15K
2.71K $309K
CELH
Celsius Holdings, Inc.

Consumer Defensive
586
+ 6.64%
$25.66 - $34.91 $15K - $20.5K
9.42K $248K
JPIN
Jp Morgan Diversified Return I

ETFs
39
+ 0.81%
$53.56 - $59.9 $2.09K - $2.34K
4.88K $261K
Activity Summary
Buys All Purchases 486 New Holdings 70 Increased Positions 416 Sells All Sells 378 Reductions 378 Sold out 0 Options Calls 0 Puts 0
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