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
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
230
+ 0.79%
$12.1 - $13.52 $2.78K - $3.11K
29.5K $361K
NSC
Norfolk Southern Corp

Industrials
19
+ 0.75%
$230.6 - $277.0 $4.38K - $5.26K
2.55K $598K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.14K
+ 4.52%
$25.15 - $27.57 $28.8K - $31.5K
26.4K $667K
ASET
Flexshares Tr Real Assets Allo

ETFs
53
+ 0.43%
$29.63 - $32.9 $1.57K - $1.74K
12.3K $367K
SOXX
Ishares Semiconductor ETF

ETFs
568
+ 5.47%
$211.27 - $239.8 $120K - $136K
11K $2.36M
CL
Colgate Palmolive CO

Consumer Defensive
162
+ 4.21%
$90.22 - $102.31 $14.6K - $16.6K
4.01K $364K
AWR
American States Water CO

Utilities
10
+ 0.14%
$77.72 - $87.27 $777 - $873
7.4K $575K
PHO
Invesco Exchange Traded Fd Tr

ETFs
125
+ 1.15%
$65.79 - $72.14 $8.22K - $9.02K
11K $725K
EXC
Exelon Corp

Utilities
525
+ 2.31%
$36.22 - $40.97 $19K - $21.5K
23.2K $874K
NXPI
Nxp Semiconductors N.V.

Technology
356
+ 9.21%
$207.27 - $255.58 $73.8K - $91K
4.22K $877K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.75K
+ 4.34%
$23.11 - $25.17 $40.5K - $44.1K
42.2K $974K
PDI
Pimco Dynamic Income Fund

Financial Services
29.2K
+ 9.46%
$18.33 - $20.85 $536K - $610K
338K $6.21M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5.41K
+ 17.68%
$27.34 - $35.73 $148K - $193K
36K $988K
AFL
Aflac Inc

Financial Services
266
+ 2.52%
$100.37 - $115.27 $26.7K - $30.7K
10.8K $1.12M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
10
+ 0.05%
$40.41 - $45.12 $404 - $451
19K $770K
QWLD
Spdr Index Shs Fds

ETFs
6
+ 0.04%
$123.39 - $130.49 $740 - $783
15.3K $1.89M
MDT
Medtronic PLC

Healthcare
11
+ 0.14%
$79.61 - $92.24 $876 - $1.01K
7.88K $629K
CSX
Csx Corp

Industrials
270
+ 0.67%
$31.58 - $36.88 $8.53K - $9.96K
40.3K $1.3M
AEP
American Electric Power CO Inc

Utilities
248
+ 2.4%
$90.91 - $102.21 $22.5K - $25.3K
10.6K $977K
KLAC
Kla Corp

Technology
37
+ 4.98%
$614.46 - $829.55 $22.7K - $30.7K
780 $491K
FCX
Freeport Mcmoran Inc

Basic Materials
631
+ 6.79%
$38.08 - $50.82 $24K - $32.1K
9.93K $378K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
9.6K
+ 9.28%
$28.69 - $32.86 $275K - $315K
113K $3.24M
CARR
Carrier Global Corp

Industrials
96
+ 1.26%
$66.69 - $82.65 $6.4K - $7.93K
7.7K $525K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
74
+ 0.69%
$131.66 - $144.0 $9.74K - $10.7K
10.7K $1.42M
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.84K
+ 6.21%
$49.36 - $53.72 $288K - $314K
100K $4.94M
STX
Seagate Technology Holdings PLC

Technology
142
+ 2.76%
$86.31 - $112.64 $12.3K - $16K
5.29K $456K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.1%
$209.89 - $233.24 $2.1K - $2.33K
10.3K $2.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
122K
+ 185.82%
$22.01 - $66.82 $2.7M - $8.18M
188K $4.28M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.19K
+ 6.79%
$64.29 - $75.41 $76.2K - $89.4K
18.6K $1.2M
WM
Waste Management Inc

Industrials
28
+ 0.13%
$201.79 - $228.46 $5.65K - $6.4K
20.9K $4.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
172
+ 5.57%
$396.64 - $516.74 $68.2K - $88.9K
3.26K $1.31M
ORCL
Oracle Corp

Technology
18
+ 0.05%
$165.41 - $192.43 $2.98K - $3.46K
35.1K $5.84M
AMT
American Tower Corp

Real Estate
18
+ 0.65%
$179.4 - $232.01 $3.23K - $4.18K
2.79K $511K
OMC
Omnicom Group Inc.

Communication Services
447
+ 4.43%
$85.82 - $105.47 $38.4K - $47.1K
10.5K $906K
BBY
Best Buy CO Inc

Consumer Cyclical
29
+ 0.36%
$85.2 - $101.35 $2.47K - $2.94K
8.16K $700K
IRM
Iron Mountain Inc

Real Estate
280
+ 2.25%
$101.62 - $128.14 $28.5K - $35.9K
12.7K $1.34M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.17K
+ 2.07%
$30.93 - $33.94 $36.1K - $39.6K
57.6K $1.79M
AMAT
Applied Materials Inc

Technology
131
+ 3.11%
$161.44 - $213.89 $21.1K - $28K
4.35K $706K
FIW
First Trust Water ETF

ETFs
585
+ 2.03%
$102.02 - $110.91 $59.7K - $64.9K
29.4K $3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.17K
+ 1.25%
$89.9 - $100.66 $105K - $118K
95.1K $8.59M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.95K
+ 8.06%
$55.1 - $61.74 $438K - $491K
107K $5.9M
DTH
Wisdomtree Tr

ETFs
2.31K
+ 2.91%
$37.38 - $41.11 $86.4K - $95K
81.8K $3.09M
URI
United Rentals, Inc.

Industrials
10
+ 0.42%
$704.44 - $880.32 $7.04K - $8.8K
2.41K $1.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.76K
+ 0.68%
$113.92 - $127.38 $200K - $224K
260K $29.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
36K
+ 78.34%
$25.33 - $51.16 $912K - $1.84M
82K $2.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.26K
+ 6.4%
$75.1 - $82.99 $395K - $437K
87.5K $6.61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.93K
+ 0.91%
$51.09 - $55.27 $98.8K - $107K
215K $11M
VAW
Vanguard Materials ETF

ETFs
395
+ 2.46%
$186.91 - $215.32 $73.8K - $85.1K
16.5K $3.09M
PFE
Pfizer Inc

Healthcare
2.32K
+ 1.52%
$24.8 - $30.19 $57.6K - $70.2K
155K $4.11M
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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email