Wealthcare Capital Management LLC Closed Holding Positions

Wealthcare Capital Management LLC

  • $962 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
33
$152.95 - $173.41 $5.05K - $5.72K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2021 Filed on Aug 16, 2021
757
$61.91 - $67.42 $46.9K - $51K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
54
$605.5 - $721.45 $32.7K - $39K
ENB
Enbridge Inc

Energy
Q2 2021 Filed on Aug 16, 2021
135
$36.73 - $40.78 $4.96K - $5.51K
EPR
Epr Properties

Real Estate
Q2 2021 Filed on Aug 16, 2021
84
$45.38 - $55.03 $3.81K - $4.62K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
269
$152.86 - $162.4 $41.1K - $43.7K
PANW
Palo Alto Networks Inc

Technology
Q2 2021 Filed on Aug 16, 2021
125
$323.88 - $378.47 $40.5K - $47.3K
SLV
I Shares Silver Trust

ETFs
Q2 2021 Filed on Aug 16, 2021
100
$23.04 - $26.19 $2.3K - $2.62K
SNAP
Snap Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
68
$50.96 - $68.14 $3.47K - $4.63K
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
110
$150.59 - $185.2 $16.6K - $20.4K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
40
$58.47 - $69.4 $2.34K - $2.78K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2021 Filed on Aug 16, 2021
331
$31.27 - $33.51 $10.4K - $11.1K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2021 Filed on Aug 16, 2021
273
$40.83 - $43.68 $11.1K - $11.9K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,716
$11.56 - $12.38 $31.4K - $33.6K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2021 Filed on Aug 16, 2021
770
$37.96 - $39.34 $29.2K - $30.3K
VRTV
Veritiv Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
1
$40.76 - $66.47 $40.8 - $66.5
ADSK
Autodesk, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
31
$269.54 - $300.16 $8.36K - $9.3K
AFL
Aflac Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
104
$51.42 - $57.48 $5.35K - $5.98K
ALL
Allstate Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
25
$116.03 - $139.26 $2.9K - $3.48K
AMGN
Amgen Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
152
$233.58 - $259.14 $35.5K - $39.4K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
17
$134.37 - $159.75 $2.28K - $2.72K
BATRK
Liberty Media Corp Del

Communication Services
Q2 2021 Filed on Aug 16, 2021
43
$25.87 - $29.4 $1.11K - $1.26K
CCI
Crown Castle International Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
228
$174.46 - $200.24 $39.8K - $45.7K
CFG
Citizens Financial Group Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
66
$42.71 - $50.74 $2.82K - $3.35K
COF
Capital One Financial Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
139
$129.78 - $166.29 $18K - $23.1K
DLB
Dolby Laboratories, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
21
$92.17 - $103.53 $1.94K - $2.17K
EMN
Eastman Chemical CO

Basic Materials
Q2 2021 Filed on Aug 16, 2021
110
$110.03 - $130.03 $12.1K - $14.3K
EOG
Eog Resources Inc

Energy
Q2 2021 Filed on Aug 16, 2021
166
$68.35 - $87.65 $11.3K - $14.5K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
21
$95.76 - $111.96 $2.01K - $2.35K
GLW
Corning Inc

Technology
Q2 2021 Filed on Aug 16, 2021
375
$38.7 - $46.25 $14.5K - $17.3K
KLAC
Kla Corp

Technology
Q2 2021 Filed on Aug 16, 2021
6
$286.74 - $355.08 $1.72K - $2.13K
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
63
$143.1 - $168.17 $9.02K - $10.6K
LBRDK
Liberty Broadband Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
18
$148.18 - $173.66 $2.67K - $3.13K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
81
$100.35 - $117.86 $8.13K - $9.55K
MDT
Medtronic PLC

Healthcare
Q2 2021 Filed on Aug 16, 2021
297
$118.19 - $131.5 $35.1K - $39.1K
MSGS
Madison Square Garden Sports Corp.

Communication Services
Q2 2021 Filed on Aug 16, 2021
8
$169.81 - $192.03 $1.36K - $1.54K
NEE
Nextera Energy Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
610
$71.54 - $80.94 $43.6K - $49.4K
OXY
Occidental Petroleum Corp

Energy
Q2 2021 Filed on Aug 16, 2021
202
$23.2 - $32.91 $4.69K - $6.65K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
101
$171.73 - $199.38 $17.3K - $20.1K
STM
St Microelectronics N.V.

Technology
Q2 2021 Filed on Aug 16, 2021
249
$34.33 - $39.88 $8.55K - $9.93K
TEL
Te Connectivity Ltd.

Technology
Q2 2021 Filed on Aug 16, 2021
58
$128.39 - $139.36 $7.45K - $8.08K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
24
$72.76 - $80.69 $1.75K - $1.94K
UNP
Union Pacific Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
151
$214.81 - $229.48 $32.4K - $34.7K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
41
$187.49 - $221.1 $7.69K - $9.07K
CAT
Caterpillar Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
278
$208.86 - $244.79 $58.1K - $68.1K
EMR
Emerson Electric CO

Industrials
Q2 2021 Filed on Aug 16, 2021
806
$90.41 - $98.61 $72.9K - $79.5K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2021 Filed on Aug 16, 2021
1,173
$33.67 - $44.8 $39.5K - $52.6K
RDS-A
Shell PLC

Energy
Q2 2021 Filed on Aug 16, 2021
830
$36.61 - $41.42 $30.4K - $34.4K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
554
$71.8 - $99.25 $39.8K - $55K
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