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
JCI
Johnson Controls International PLC

Industrials
143
+ 3.59%
$71.14 - $105.62 $10.2K - $15.1K
4.13K $435K
TJX
Tjx Companies Inc

Consumer Cyclical
503
+ 1.64%
$119.13 - $135.03 $59.9K - $67.9K
31.1K $3.84M
EFG
Msci Eafe Growth ETF

ETFs
452
+ 8.38%
$89.8 - $112.0 $40.6K - $50.6K
5.85K $654K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.47K
+ 6.55%
N/A
23.9K $1.79M
CMI
Cummins Inc

Industrials
171
+ 4.49%
$267.12 - $336.65 $45.7K - $57.6K
3.98K $1.3M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.56K
+ 9.25%
$32.86 - $40.05 $51.3K - $62.6K
18.5K $731K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
684
+ 0.16%
$5.32 - $6.56 $3.64K - $4.49K
418K $2.63M
ORCC
Owl Rock Capital Corp

Financial Services
7.92K
+ 41.86%
N/A
26.8K $359K
QWLD
Spdr Index Shs Fds

ETFs
34
+ 0.27%
$114.78 - $134.88 $3.9K - $4.59K
12.7K $1.71M
CSQ
Calamos Strategic Total Return Fund

Financial Services
2.76K
+ 11.4%
$13.86 - $18.24 $38.2K - $50.3K
27K $491K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.08K
+ 12.02%
$79.56 - $82.92 $85.8K - $89.4K
10K $832K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.64K
+ 3.59%
$28.02 - $32.37 $102K - $118K
105K $3.34M
PNC
Pnc Financial Services Group, Inc.

Financial Services
217
+ 4.14%
$149.76 - $186.42 $32.5K - $40.5K
5.46K $1.02M
MDT
Medtronic PLC

Healthcare
1.34K
+ 17.33%
$80.68 - $88.86 $108K - $119K
9.09K $792K
IVE
Ishares S&P 500 Value ETF

ETFs
184
+ 2.07%
$168.34 - $195.42 $31K - $36K
9.09K $1.78M
VXF
Vanguard Extended Market ETF

ETFs
47
+ 1.09%
$150.43 - $192.71 $7.07K - $9.06K
4.34K $836K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
3.65K
+ 13.64%
$18.53 - $20.98 $67.6K - $76.6K
30.4K $638K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
986
+ 12.72%
$94.78 - $95.97 $93.5K - $94.6K
8.74K $837K
PKW
Invesco Exchange Traded Fd Tr

ETFs
375
+ 9.83%
$98.58 - $123.6 $37K - $46.4K
4.19K $517K
LQD
Ishares Iboxx $ Investment Gra

ETFs
760
+ 12.31%
$105.23 - $109.61 $80K - $83.3K
6.93K $760K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
95
+ 1.2%
$108.87 - $133.04 $10.3K - $12.6K
8K $1.06M
NSC
Norfolk Southern Corp

Industrials
164
+ 6.84%
$206.34 - $257.46 $33.8K - $42.2K
2.56K $656K
DISV
Dimensional ETF Tr Dimensional

ETFs
444
+ 2.11%
$25.93 - $32.91 $11.5K - $14.6K
21.5K $707K
LHX
L3 Harris Technologies, Inc.

Industrials
131
+ 10.05%
$200.21 - $256.99 $26.2K - $33.7K
1.43K $359K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.93K
+ 13.42%
$46.79 - $48.56 $90.4K - $93.8K
16.3K $786K
ENVX
Enovix Corp

Industrials
1.71K
+ 8.19%
$5.46 - $10.53 $9.36K - $18K
22.6K $234K
FCX
Freeport Mcmoran Inc

Basic Materials
704
+ 7.71%
$29.15 - $44.46 $20.5K - $31.3K
9.83K $426K
CDW
Cdw Corp

Technology
34
+ 0.85%
$144.49 - $190.68 $4.91K - $6.48K
4.05K $723K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
450
+ 6.38%
$35.12 - $48.24 $15.8K - $21.7K
7.5K $361K
ENB
Enbridge Inc

Energy
1.46K
+ 11.59%
$41.09 - $47.16 $60.1K - $69K
14.1K $638K
GH
Guardant Health, Inc.

Healthcare
7
+ 0.09%
$37.05 - $52.04 $259 - $364
8.23K $428K
FAST
Fastenal CO

Industrials
10.6K
+ 102.6%
$40.65 - $83.16 $430K - $879K
20.9K $876K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
762
+ 18.89%
$52.84 - $65.52 $40.3K - $49.9K
4.8K $314K
LNC
Lincoln National Corp

Financial Services
3.14K
+ 11.67%
$28.95 - $37.27 $90.9K - $117K
30K $1.04M
EVRG
Evergy, Inc.

Utilities
1.06K
+ 10.89%
$64.06 - $69.64 $67.9K - $73.8K
10.8K $744K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
827
+ 12.25%
$75.05 - $77.34 $62.1K - $64K
7.58K $585K
VRT
Vertiv Holdings CO

Industrials
796
+ 4.29%
N/A
19.4K $1.68M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.51K
+ 26.44%
$42.51 - $43.7 $64.1K - $65.9K
7.21K $314K
CION
Cion Investment Corp

Financial Services
8.4K
+ 40.83%
$8.68 - $10.48 $72.9K - $88.1K
29K $277K
D
Dominion Energy, Inc

Utilities
1K
+ 6.52%
$49.66 - $58.0 $49.8K - $58.2K
16.4K $925K
HEI
Heico Corp

Industrials
16
+ 1.72%
$236.44 - $328.0 $3.78K - $5.25K
945 $309K
FVRR
Fiverr International Ltd.

Communication Services
20
+ 0.19%
$22.2 - $33.78 $444 - $676
10.6K $312K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
234
+ 14.9%
$162.34 - $192.15 $38K - $45K
1.8K $346K
VLO
Valero Energy Corp

Energy
371
+ 9.76%
$104.69 - $141.77 $38.8K - $52.6K
4.17K $560K
IYF
Ishares Tr

ETFs
50
+ 0.91%
$99.23 - $120.99 $4.96K - $6.05K
5.52K $667K
ARKG
Ark Genomic Revolution ETF (De

ETFs
590
+ 3.91%
$18.34 - $24.56 $10.8K - $14.5K
15.7K $381K
WPC
W. P. Carey Inc.

Real Estate
1.31K
+ 3.79%
$56.12 - $64.53 $73.3K - $84.3K
35.8K $2.23M
ECL
Ecolab Inc.

Basic Materials
107
+ 6.42%
$225.65 - $270.95 $24.1K - $29K
1.77K $477K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.37K
+ 7.69%
$23.03 - $23.64 $54.6K - $56.1K
33.2K $779K
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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