Wealthcare Capital Management LLC Incresed Positions in Q4 2024

Wealthcare Capital Management LLC

  • $972 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
114K
+ 7.58%
$50.23 - $50.46 $5.71M - $5.73M
1.61M $81.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
44.9K
+ 6.17%
$100.24 - $101.35 $4.5M - $4.55M
773K $77.8M
PHYS
Sprott Physical Gold Trust

Financial Services
148K
+ 8.37%
$19.66 - $21.66 $2.9M - $3.2M
1.91M $38.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.1K
+ 28.12%
$66.77 - $71.52 $1.81M - $1.94M
123K $8.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
21.9K
+ 89.95%
$41.17 - $43.34 $902K - $949K
46.3K $1.91M
IWM
Ishares Russell 2000 ETF

ETFs
2.31K
+ 207.65%
$216.13 - $242.4 $499K - $559K
3.42K $755K
SPMD
Spdr Portfolio

ETFs
8.43K
+ 37.02%
$54.13 - $59.56 $456K - $502K
31.2K $1.71M
AAPL
Apple Inc.

Technology
596
+ 5.37%
$221.69 - $259.02 $132K - $154K
11.7K $2.93M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.33K
+ 11.64%
$81.68 - $82.93 $272K - $276K
31.9K $2.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.69K
+ 11.39%
$44.33 - $49.55 $208K - $232K
45.9K $2.06M
AMZN
Amazon Com Inc

Consumer Cyclical
33
+ 0.94%
$180.88 - $232.93 $5.97K - $7.69K
3.55K $779K
GOOGL
Alphabet Inc.

Communication Services
313
+ 12.74%
$161.86 - $196.66 $50.7K - $61.6K
2.77K $524K
JPM
Jpmorgan Chase & CO

Financial Services
148
+ 15.53%
$205.18 - $250.29 $30.4K - $37K
1.1K $263K
SCHP
Schwab Strategic Us Tips ETF

ETFs
187K
+ 108.45%
$25.74 - $53.78 $4.81M - $10.1M
359K $9.28M
CGCP
Capital Group Core Plus Income

ETFs
2.04K
+ 7.4%
$22.13 - $23.17 $45.1K - $47.2K
29.6K $656K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
768
+ 2.51%
$20.98 - $21.19 $16.1K - $16.3K
31.3K $660K
MSFT
Microsoft Corp

Technology
93
+ 3.66%
$406.35 - $454.46 $37.8K - $42.3K
2.63K $1.11M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
953
+ 2.44%
$47.26 - $48.18 $45K - $45.9K
40.1K $1.9M
PAVE
Global X Fds Us Infrastructure

ETFs
471
+ 5.9%
$40.41 - $45.95 $19K - $21.6K
8.45K $341K
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.6K
+ 194.42%
$22.4 - $68.28 $730K - $2.23M
49.4K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
72
+ 5.89%
$161.05 - $179.7 $11.6K - $12.9K
1.29K $216K
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
74.5K
+ 18.1%
N/A
486K $0
IFRA
Ishares Tr

ETFs
95
+ 0.99%
$45.94 - $51.71 $4.36K - $4.91K
9.65K $446K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
231
+ 3.0%
$44.87 - $46.86 $10.4K - $10.8K
7.94K $356K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.2%
$442.29 - $483.08 $1.77K - $1.93K
1.96K $889K
CGXU
Capital Group Intl Focus Equit

ETFs
292
+ 3.28%
$24.67 - $26.94 $7.2K - $7.87K
9.2K $226K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
839
+ 3.52%
$96.64 - $101.23 $81.1K - $84.9K
24.7K $2.39M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 2.2%
$485.52 - $625.25 $5.34K - $6.88K
510 $257K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.5K
+ 8.25%
$60.13 - $67.31 $90K - $101K
19.6K $1.19M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.64K
+ 100.0%
$18.41 - $40.87 $178K - $394K
19.3K $356K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
777
+ 5.09%
$55.45 - $61.08 $43.1K - $47.5K
16K $888K
XOM
Exxon Mobil Corp

Energy
22
+ 0.26%
$105.51 - $125.37 $2.32K - $2.76K
8.55K $920K
VEA
Vanguard Ftse Developed Market

ETFs
817
+ 3.39%
$47.57 - $52.44 $38.9K - $42.8K
24.9K $1.19M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.2K
+ 1.4%
$115.08 - $119.55 $138K - $143K
86.6K $10M
IEF
Ishares Barclays

ETFs
97.7K
+ 5.31%
$92.08 - $98.18 $9M - $9.6M
1.94M $179M
PSLV
Sprott Physical Silver Trust

Financial Services
148K
+ 3.75%
$9.65 - $11.76 $1.43M - $1.75M
4.11M $39.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
32.5K
+ 3.09%
$57.29 - $63.1 $1.86M - $2.05M
1.08M $62.1M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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