Wealthcare Capital Management LLC Portfolio Holdings by Sector

Wealthcare Capital Management LLC

$972 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IEF USFR STIP VEU IEI SCHP SPLG MUB 66 stocks	$497,073 51.14% of portfolio	33	26	7	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$373,321 38.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PSLV PHYS IVZ 3 stocks	$89,167 9.17% of portfolio	2	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,926 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,807 0.19% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1,340 0.14% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,110 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$920 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$889 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$796 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$779 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$656 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$474 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$263 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$257 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$216 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts

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