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
MDLZ
Mondelez International, Inc.

Consumer Defensive
349
+ 4.68%
$63.54 - $68.5 $22.2K - $23.9K
7.81K $526K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
3K
+ 16.81%
N/A
20.9K $142K
GILD
Gilead Sciences, Inc.

Healthcare
352
+ 1.94%
$96.91 - $113.0 $34.1K - $39.8K
18.5K $2.05M
SRE
Sempra Energy

Utilities
42
+ 1.21%
$63.78 - $78.91 $2.68K - $3.31K
3.51K $265K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4
+ 0.11%
$103.88 - $123.68 $416 - $495
3.71K $458K
SQ
Block, Inc.

Technology
309
+ 7.96%
N/A
4.19K $239K
CFLT
Confluent, Inc.

Technology
40
+ 0.4%
$19.44 - $24.93 $778 - $997
10.1K $250K
KMB
Kimberly Clark Corp

Consumer Defensive
529
+ 13.21%
$126.84 - $145.22 $67.1K - $76.8K
4.53K $584K
AOM
Ishares Tr Core Moderate Alloc

ETFs
45
+ 0.77%
$41.55 - $46.04 $1.87K - $2.07K
5.9K $271K
ADSK
Autodesk, Inc.

Technology
59
+ 3.27%
N/A
1.86K $457K
FTHI
First Trust Exchange Traded Fd

ETFs
8
+ 0.08%
$19.66 - $22.85 $157 - $183
10.3K $235K
HNDL
Strategy Shs

ETFs
44
+ 0.33%
$19.2 - $21.66 $845 - $953
13.5K $292K
PEP
Pepsico Inc

Consumer Defensive
2.05K
+ 14.07%
$128.02 - $151.37 $262K - $310K
16.6K $2.19M
NRZ
New Residential Investment Corp.

Real Estate
1.41K
+ 5.89%
N/A
25.4K $184K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
180
+ 2.91%
$50.34 - $51.86 $9.06K - $9.33K
6.36K $326K
CMBS
Ishares Cmbs ETF

ETFs
105
+ 1.8%
$47.54 - $48.72 $4.99K - $5.12K
5.93K $289K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
7
+ 0.06%
$20.46 - $21.89 $143 - $153
12.3K $268K
WY
Weyerhaeuser CO

Real Estate
1.66K
+ 17.18%
$24.69 - $29.48 $41K - $49K
11.3K $291K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
350
+ 2.09%
$14.97 - $16.79 $5.24K - $5.88K
17.1K $286K
AVIG
American Centy ETF Tr Avantis

ETFs
105
+ 1.15%
$40.41 - $41.62 $4.24K - $4.37K
9.25K $385K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
24
+ 0.24%
$11.53 - $13.87 $277 - $333
10.2K $141K
MFC
Manulife Financial Corp

Financial Services
50
+ 0.7%
$26.93 - $32.44 $1.35K - $1.62K
7.15K $228K
WELL
Welltower Inc.

Real Estate
29
+ 1.93%
$136.49 - $155.22 $3.96K - $4.5K
1.53K $235K
PRU
Prudential Financial Inc

Financial Services
207
+ 4.77%
$95.12 - $112.71 $19.7K - $23.3K
4.55K $488K
HQL
Tekla Life Sciences Investors

Financial Services
196
+ 1.9%
$10.87 - $13.02 $2.13K - $2.55K
10.5K $134K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
214
+ 1.93%
$23.03 - $23.59 $4.93K - $5.05K
11.3K $266K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
116
+ 0.81%
$46.77 - $47.89 $5.43K - $5.56K
14.5K $686K
LOW
Lowes Companies Inc

Consumer Cyclical
440
+ 5.28%
$210.83 - $235.28 $92.8K - $104K
8.78K $1.95M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
34
+ 0.22%
$21.55 - $22.2 $733 - $755
15.2K $336K
UCBI
United Community Banks Inc

Financial Services
79
+ 0.89%
N/A
8.97K $262K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
155
+ 1.73%
$35.4 - $41.9 $5.49K - $6.49K
9.1K $370K
CBSH
Commerce Bancshares Inc

Financial Services
5
+ 0.14%
$55.42 - $65.63 $277 - $328
3.65K $227K
NEAR
Blackrock Short Maturity Bond

ETFs
3
+ 0.05%
$50.41 - $51.17 $151 - $154
6.16K $314K
STAG
Stag Industrial, Inc.

Real Estate
15
+ 0.26%
$30.08 - $37.02 $451 - $555
5.73K $207K
Ark 21 Shares Bitcoin ETF
52.7K
+ 197.56%
N/A
79.4K $0
J P Morgan Exchange Traded F
1.54K
+ 6.66%
N/A
24.7K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
4.78K
+ 12.69%
N/A
42.4K $0
Annaly Capital Management In
1.44K
+ 13.77%
N/A
11.9K $0
Janus Detroit Str Tr
704
+ 1.27%
N/A
56K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
53.6K
+ 1004.21%
N/A
59K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
2.26K
+ 6.89%
N/A
35.1K $0
Goldman Sachs ETF Tr
3.81K
+ 5.4%
N/A
74.4K $0
UTES
Virtus Reaves Utilities ETF
952
+ 19.48%
N/A
5.84K $0
Net Lease Office Properties
184
+ 1.49%
N/A
12.5K $0
CGMS
Capital Grp Core Plus Income E
978
+ 4.46%
N/A
22.9K $0
CGMU
Capital Group Core Plus Income
16K
+ 8.01%
N/A
216K $0
Ea Series Trust
112K
+ 214.25%
N/A
165K $0
Ishares Bitcoin Trust ETF
22.4K
+ 66.45%
N/A
56.1K $0
BUCK
Simplify Exchange Traded Fds S
941
+ 3.58%
N/A
27.2K $0
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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