Wealthcare Advisory Partners LLC Reduced Holdings in Q1 2025

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-194
- 7.5%
$161.27 - $192.3 $31.3K - $37.3K
2.39K $386K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-152
- 1.91%
$47.79 - $59.89 $7.26K - $9.1K
7.81K $392K
FVRR
Fiverr International Ltd.

Communication Services
-50
- 0.47%
$23.68 - $34.44 $1.18K - $1.72K
10.6K $251K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-9.53K
- 41.44%
$9.55 - $10.42 $91K - $99.3K
13.5K $134K
SHEL
Shell PLC

Energy
-2.79K
- 23.78%
$62.84 - $73.29 $175K - $205K
8.94K $650K
VOE
Vanguard Mid Cap Value Index F

ETFs
-196
- 0.99%
$156.61 - $168.02 $30.7K - $32.9K
19.5K $3.11M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.11K
- 5.02%
$28.92 - $29.24 $90.1K - $91.1K
58.9K $1.72M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-807
- 3.11%
$27.52 - $33.6 $22.2K - $27.1K
25.1K $748K
IGF
Ishares Global Infrastructure

ETFs
-1.78K
- 18.36%
$51.96 - $54.84 $92.2K - $97.3K
7.89K $429K
SKYY
First Trust Cloud Computing Et

ETFs
-137
- 3.44%
$102.23 - $131.18 $14K - $18K
3.85K $398K
DOW
Dow Inc.

Basic Materials
-1.06K
- 15.47%
$34.36 - $41.92 $36.5K - $44.5K
5.8K $202K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-2.25K
- 26.91%
$43.6 - $49.84 $98.2K - $112K
6.12K $293K
CDNS
Cadence Design Systems Inc

Technology
-95
- 9.5%
$233.96 - $324.52 $22.2K - $30.8K
905 $230K
OXY
Occidental Petroleum Corp

Energy
-1.39K
- 12.75%
$45.45 - $52.7 $63.1K - $73.1K
9.5K $468K
PPG
Ppg Industries Inc

Basic Materials
-217
- 4.92%
$107.44 - $124.29 $23.3K - $27K
4.19K $458K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-873
- 4.22%
$46.77 - $52.97 $40.8K - $46.2K
19.8K $943K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-2.33K
- 19.7%
$34.14 - $37.91 $79.4K - $88.2K
9.48K $341K
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.68K
- 7.91%
$8.22 - $12.02 $22K - $32.2K
31.1K $255K
NEE
Nextera Energy Inc

Utilities
-609
- 2.79%
$66.96 - $76.16 $40.8K - $46.4K
21.2K $1.51M
FICO
Fair Isaac Corp

Technology
-7
- 2.15%
$1695.35 - $2030.47 $11.9K - $14.2K
319 $588K
INTU
Intuit Inc

Technology
-79
- 11.95%
$555.63 - $630.23 $43.9K - $49.8K
582 $357K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.42K
- 5.76%
$42.5 - $46.71 $103K - $113K
39.6K $1.8M
IYF
Ishares Tr

ETFs
-527
- 8.79%
$107.69 - $119.37 $56.8K - $62.9K
5.47K $610K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-114
- 8.39%
$221.78 - $273.45 $25.3K - $31.2K
1.24K $283K
MET
Metlife Inc

Financial Services
-531
- 8.97%
$77.7 - $87.0 $41.3K - $46.2K
5.39K $432K
CFLT
Confluent, Inc.

Technology
-162
- 1.59%
$23.44 - $37.65 $3.8K - $6.1K
10K $234K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-2.01K
- 18.01%
$37.42 - $41.14 $75.1K - $82.6K
9.14K $372K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-815
- 5.12%
$20.76 - $29.81 $16.9K - $24.3K
15.1K $325K
CRPT
First Tr ETF Fd Viii Skybridge
-400
- 3.81%
$12.23 - $20.06 $4.89K - $8.02K
10.1K $127K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-4.21K
- 11.92%
$29.06 - $32.62 $122K - $137K
31.1K $988K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-864
- 4.9%
$16.57 - $18.85 $14.3K - $16.3K
16.8K $278K
SCHW
Schwab Charles Corp

Financial Services
-1.07K
- 11.2%
$71.24 - $83.64 $76.5K - $89.8K
8.52K $666K
HYG
Ishares Tr

ETFs
-583
- 3.24%
$78.51 - $80.11 $45.8K - $46.7K
17.4K $1.37M
WSM
Williams Sonoma Inc

Consumer Cyclical
-32
- 2.3%
$158.1 - $217.71 $5.06K - $6.97K
1.36K $215K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.07K
- 18.26%
$39.18 - $43.52 $41.8K - $46.5K
4.78K $198K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-1.46K
- 12.2%
$5.62 - $10.15 $8.21K - $14.8K
10.5K $66K
FAST
Fastenal CO

Industrials
-1.32K
- 11.36%
$71.11 - $79.98 $93.9K - $106K
10.3K $799K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-71
- 2.85%
$96.3 - $112.23 $6.84K - $7.97K
2.42K $235K
FTNT
Fortinet, Inc.

Technology
-513
- 5.85%
$92.49 - $114.57 $47.4K - $58.8K
8.26K $795K
DLY
Double Line Yield Opportunities Fund

N/A
-2.38K
- 13.73%
$15.8 - $16.38 $37.6K - $39K
15K $240K
FCX
Freeport Mcmoran Inc

Basic Materials
-800
- 8.06%
$34.5 - $43.01 $27.6K - $34.4K
9.13K $345K
BLDR
Builders First Source, Inc.

Industrials
-15
- 0.92%
$122.8 - $173.51 $1.84K - $2.6K
1.61K $201K
NSC
Norfolk Southern Corp

Industrials
-151
- 5.92%
$227.69 - $259.76 $34.4K - $39.2K
2.4K $568K
TIP
Ishares Tr Tips Bd ETF

ETFs
-747
- 5.91%
$106.22 - $111.09 $79.3K - $83K
11.9K $1.32M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-48
- 1.28%
$117.4 - $131.02 $5.64K - $6.29K
3.71K $441K
RWT
Redwood Trust Inc

Real Estate
-3.08K
- 17.26%
$6.01 - $6.72 $18.5K - $20.7K
14.7K $89K
PEG
Public Service Enterprise Group Inc

Utilities
-149
- 2.25%
$78.2 - $90.39 $11.7K - $13.5K
6.48K $533K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-298
- 8.32%
$75.99 - $81.58 $22.6K - $24.3K
3.28K $252K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-978
- 8.74%
$13.21 - $14.63 $12.9K - $14.3K
10.2K $134K
Activity Summary
Buys All Purchases 535 New Holdings 70 Increased Positions 465 Sells All Sells 330 Reductions 330 Sold out 0 Options Calls 0 Puts 0
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