Wealthcare Capital Management LLC Closed Holding Positions

Wealthcare Capital Management LLC

  • $962 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MCHP
Microchip Technology Inc

Technology
Q2 2021 Filed on Aug 16, 2021
31
$69.57 - $81.91 $2.16K - $2.54K
MU
Micron Technology Inc

Technology
Q2 2021 Filed on Aug 16, 2021
216
$76.8 - $95.59 $16.6K - $20.6K
MCO
Moodys Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
58
$306.31 - $366.34 $17.8K - $21.2K
MSI
Motorola Solutions, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
12
$185.27 - $217.01 $2.22K - $2.6K
MSCI
Msci Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
10
$428.55 - $542.17 $4.29K - $5.42K
NGG
National Grid PLC

Utilities
Q2 2021 Filed on Aug 16, 2021
262
$59.64 - $68.16 $15.6K - $17.9K
NEM
Newmont Corp

Basic Materials
Q2 2021 Filed on Aug 16, 2021
162
$60.61 - $74.38 $9.82K - $12K
NUE
Nucor Corp

Basic Materials
Q2 2021 Filed on Aug 16, 2021
36
$76.09 - $110.74 $2.74K - $3.99K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
6
$507.82 - $566.21 $3.05K - $3.4K
OKTA
Okta, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
8
$210.72 - $285.35 $1.69K - $2.28K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
12
$243.4 - $270.23 $2.92K - $3.24K
ON
On Semiconductor Corp

Technology
Q2 2021 Filed on Aug 16, 2021
204
$35.67 - $44.03 $7.28K - $8.98K
OKE
Oneok Inc

Energy
Q2 2021 Filed on Aug 16, 2021
19
$50.46 - $57.02 $959 - $1.08K
PH
Parker Hannifin Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
34
$280.99 - $321.84 $9.55K - $10.9K
PAYX
Paychex Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
64
$94.81 - $107.54 $6.07K - $6.88K
PKI
Perkinelmer Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
30
$127.81 - $155.84 $3.83K - $4.68K
PPL
Ppl Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
47
$27.61 - $29.5 $1.3K - $1.39K
PGR
Progressive Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
68
$91.84 - $107.1 $6.25K - $7.28K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
28
$59.19 - $63.65 $1.66K - $1.78K
PSA
Public Storage

Real Estate
Q2 2021 Filed on Aug 16, 2021
82
$251.94 - $304.75 $20.7K - $25K
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
27
$52.51 - $62.35 $1.42K - $1.68K
QRVO
Qorvo, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
8
$165.35 - $199.54 $1.32K - $1.6K
QCOM
Qualcomm Inc

Technology
Q2 2021 Filed on Aug 16, 2021
194
$124.62 - $142.93 $24.2K - $27.7K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
3
$472.8 - $558.54 $1.42K - $1.68K
RMD
Resmed Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
24
$187.97 - $247.09 $4.51K - $5.93K
RNG
Ring Central, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
7
$235.53 - $330.51 $1.65K - $2.31K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
13
$284.18 - $459.25 $3.69K - $5.97K
ROP
Roper Technologies Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
11
$410.35 - $470.2 $4.51K - $5.17K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
39
$115.26 - $132.96 $4.5K - $5.19K
SPGI
S&P Global Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
104
$361.2 - $412.36 $37.6K - $42.9K
CRM
Salesforce, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
146
$210.54 - $246.26 $30.7K - $36K
SCHW
Schwab Charles Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
200
$63.69 - $76.01 $12.7K - $15.2K
SRE
Sempra Energy

Utilities
Q2 2021 Filed on Aug 16, 2021
43
$131.8 - $144.06 $5.67K - $6.19K
SPG
Simon Property Group Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
96
$113.38 - $135.71 $10.9K - $13K
SQ
Block, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
42
$197.13 - $273.23 $8.28K - $11.5K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q2 2021 Filed on Aug 16, 2021
56
$71.01 - $74.97 $3.98K - $4.2K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
33
$194.92 - $220.69 $6.43K - $7.28K
STT
State Street Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
28
$78.6 - $87.98 $2.2K - $2.46K
SYK
Stryker Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
37
$242.95 - $267.0 $8.99K - $9.88K
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
24
$152.43 - $177.6 $3.66K - $4.26K
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 16, 2021
19
$483.33 - $606.83 $9.18K - $11.5K
SNPS
Synopsys Inc

Technology
Q2 2021 Filed on Aug 16, 2021
29
$228.54 - $276.18 $6.63K - $8.01K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
15
$173.96 - $197.97 $2.61K - $2.97K
TGT
Target Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
68
$200.72 - $241.85 $13.6K - $16.4K
TDY
Teledyne Technologies Inc

Technology
Q2 2021 Filed on Aug 16, 2021
6
$402.58 - $452.22 $2.42K - $2.71K
TXN
Texas Instruments Inc

Technology
Q2 2021 Filed on Aug 16, 2021
310
$176.6 - $196.93 $54.7K - $61K
BX
Blackstone Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
41
$74.62 - $99.62 $3.06K - $4.08K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
115
$441.0 - $508.24 $50.7K - $58.4K
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
61
$127.65 - $147.27 $7.79K - $8.98K
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