Wealthcare Capital Management LLC Incresed Positions in Q3 2024

Wealthcare Capital Management LLC

  • $978 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
25.4K
+ 1.4%
$92.67 - $99.14 $2.35M - $2.52M
1.84M $181M
PSLV
Sprott Physical Silver Trust

Financial Services
112K
+ 2.9%
$9.17 - $10.84 $1.02M - $1.21M
3.96M $41.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.1K
+ 33.49%
$60.84 - $67.51 $1.47M - $1.63M
96.2K $6.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.22K
+ 0.72%
$98.99 - $101.51 $516K - $529K
728K $73.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
25.4K
+ 1.73%
$50.2 - $50.48 $1.28M - $1.28M
1.5M $75.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.16K
+ 2.59%
$114.73 - $120.23 $247K - $259K
85.4K $10.2M
MUB
Ishares National Muni Bond ETF

ETFs
2.24K
+ 3.25%
$106.13 - $108.7 $238K - $244K
71.4K $7.75M
SPMD
Spdr Portfolio

ETFs
5.79K
+ 34.07%
$50.29 - $54.92 $291K - $318K
22.8K $1.25M
AAPL
Apple Inc.

Technology
362
+ 3.37%
$207.23 - $234.82 $75K - $85K
11.1K $2.58M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.78K
+ 8.06%
$96.25 - $101.98 $171K - $182K
23.9K $2.42M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.41K
+ 9.54%
$47.01 - $48.2 $160K - $164K
39.1K $1.88M
HD
Home Depot, Inc.

Consumer Cyclical
115
+ 5.69%
$333.64 - $405.2 $38.4K - $46.6K
2.14K $865K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
56
+ 2.94%
$405.19 - $478.57 $22.7K - $26.8K
1.96K $901K
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 1.37%
$191.76 - $263.26 $4.41K - $6.05K
1.7K $445K
META
Meta Platforms, Inc.

Communication Services
60
+ 7.17%
$453.41 - $572.44 $27.2K - $34.3K
897 $513K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
146
+ 0.81%
$58.03 - $65.37 $8.47K - $9.54K
18.1K $1.17M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
407
+ 1.44%
$81.31 - $83.29 $33.1K - $33.9K
28.6K $2.38M
IAU
Ishares Gold Trust

ETFs
148
+ 2.46%
$44.06 - $50.5 $6.52K - $7.47K
6.17K $306K
AVGO
Broadcom Inc.

Technology
1.59K
+ 977.3%
$136.27 - $1745.86 $217K - $2.78M
1.76K $302K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 1.01%
$488.01 - $604.18 $2.44K - $3.02K
499 $291K
CGCP
Capital Group Core Plus Income

ETFs
649
+ 2.41%
$22.12 - $23.31 $14.4K - $15.1K
27.5K $636K
NVDA
Nvidia Corp

Technology
492
+ 4.86%
$98.91 - $134.91 $48.7K - $66.4K
10.6K $1.29M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
315
+ 1.05%
$38.33 - $42.48 $12.1K - $13.4K
30.3K $1.27M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
25
+ 0.16%
$56.04 - $62.99 $1.4K - $1.57K
15.3K $931K
XOM
Exxon Mobil Corp

Energy
66
+ 0.78%
$109.72 - $119.0 $7.24K - $7.85K
8.53K $1M
CGGR
Capital Group Growth ETF Shs C

ETFs
248
+ 3.0%
$30.71 - $34.79 $7.62K - $8.63K
8.51K $296K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.19%
$801.83 - $917.05 $802 - $917
518 $459K
CGXU
Capital Group Intl Focus Equit

ETFs
327
+ 3.81%
$24.27 - $27.46 $7.94K - $8.98K
8.91K $240K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
203
+ 2.61%
$91.42 - $91.82 $18.6K - $18.6K
7.98K $732K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.16%
$160.76 - $177.82 $322 - $356
1.22K $211K
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
102
+ 0.02%
N/A
412K $0
GOOG
Alphabet Inc.

Communication Services
40
+ 2.68%
$149.54 - $192.66 $5.98K - $7.71K
1.53K $256K
MSFT
Microsoft Corp

Technology
12
+ 0.47%
$395.15 - $467.56 $4.74K - $5.61K
2.54K $1.09M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.2%
$148.65 - $191.18 $743 - $956
2.46K $407K
Activity Summary
Buys All Purchases 45 New Holdings 10 Increased Positions 35 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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