Wealthcare Capital Partners, LLC Purchases in Q1 2025

Wealthcare Capital Partners, LLC

  • $194 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.6K
+ 507.58%
$33.84 - $37.77 $1.1M - $1.23M
39K $1.42B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.44K
New
$113.13 - $127.79 $616K - $696K
5.44K $616M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 0.71%
$442.66 - $534.52 $22.1K - $26.7K
7.14K $3.8B
ARCC
Ares Capital Corp

Financial Services
24.7K
New
$21.28 - $23.81 $525K - $587K
24.7K $547M
FSK
Fs Kkr Capital Corp

Financial Services
25.2K
New
$20.47 - $24.06 $517K - $607K
25.2K $529M
BXSL
Blackstone Secured Lending Fund

Financial Services
15.8K
New
$31.3 - $34.5 $494K - $545K
15.8K $511M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.25K
+ 20.25%
$126.11 - $135.06 $410K - $439K
19.3K $2.49B
CGDV
Capital Group Divid Value ETF

ETFs
10.5K
New
$34.95 - $37.36 $368K - $394K
10.5K $376M
CGCP
Capital Group Core Plus Income

ETFs
13.9K
New
$21.94 - $22.64 $304K - $314K
13.9K $311M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.91K
+ 59.23%
$54.25 - $57.64 $267K - $283K
13.2K $728M
GLD
Spdr Gold Trust

ETFs
896
New
$243.19 - $288.14 $218K - $258K
896 $258M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.53K
New
$33.98 - $39.84 $256K - $300K
7.53K $258M
DTH
Wisdomtree Tr

ETFs
4.65K
+ 36.28%
$37.33 - $43.33 $174K - $202K
17.5K $742M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.82K
+ 6.04%
$95.85 - $99.25 $175K - $181K
32K $3.16B
PSX
Phillips 66

Energy
1.78K
New
$113.93 - $131.55 $203K - $235K
1.78K $220M
IWF
Ishares Russell 1000 Gr ETF

ETFs
606
New
$360.07 - $417.26 $218K - $253K
606 $219M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.14K
New
$100.34 - $100.68 $214K - $215K
2.14K $215M
QCOM
Qualcomm Inc

Technology
1.35K
New
$151.94 - $175.86 $204K - $237K
1.35K $207M
MDT
Medtronic PLC

Healthcare
2.29K
New
$79.84 - $94.5 $183K - $216K
2.29K $205M
CNP
Centerpoint Energy Inc

Utilities
5.54K
New
$30.87 - $36.25 $171K - $201K
5.54K $201M
VEA
Vanguard Ftse Developed Market

ETFs
1.67K
+ 7.11%
$47.4 - $52.99 $79.3K - $88.7K
25.2K $1.28B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.43K
+ 6.62%
$64.88 - $72.1 $547K - $608K
136K $8.92B
EXC
Exelon Corp

Utilities
123
+ 0.79%
$37.3 - $46.08 $4.59K - $5.67K
15.8K $726M
IEF
Ishares Barclays

ETFs
179
+ 0.49%
$91.17 - $95.39 $16.3K - $17.1K
37.1K $3.54B
IWD
Ishares Russell 1000 Val ETF

ETFs
620
+ 33.05%
$182.82 - $196.21 $113K - $122K
2.5K $470M
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.71K
+ 8.7%
$36.6 - $39.56 $62.6K - $67.7K
21.4K $830M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.16K
+ 3.58%
$41.61 - $44.72 $48.2K - $51.8K
33.5K $1.45B
XOM
Exxon Mobil Corp

Energy
393
+ 8.66%
$105.44 - $118.93 $41.4K - $46.7K
4.93K $586M
V
Visa Inc.

Financial Services
169
+ 15.0%
$306.92 - $362.71 $51.9K - $61.3K
1.3K $454M
CVX
Chevron Corp

Energy
17
+ 0.46%
$146.71 - $167.97 $2.49K - $2.86K
3.71K $620M
CGXU
Capital Group Intl Focus Equit

ETFs
3.52K
+ 22.17%
$24.48 - $26.59 $86.2K - $93.6K
19.4K $475M
VTV
Vanguard Value ETF

ETFs
286
+ 4.25%
$167.73 - $179.21 $48K - $51.3K
7.02K $1.21B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
563
+ 5.07%
$59.28 - $66.1 $33.4K - $37.2K
11.7K $742M
QQQ
Invesco Qqq Trust, Series 1

ETFs
218
+ 25.06%
$468.34 - $539.52 $102K - $118K
1.09K $510M
XLE
Energy Sector Spdr

ETFs
258
+ 5.04%
$85.7 - $93.96 $22.1K - $24.2K
5.38K $502M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
509
+ 12.49%
$63.07 - $73.5 $32.1K - $37.4K
4.58K $322M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.04K
+ 21.13%
$31.63 - $35.22 $96.3K - $107K
17.4K $558M
SPMD
Spdr Portfolio

ETFs
3.61K
+ 10.11%
$50.21 - $57.73 $181K - $209K
39.3K $2.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
368
+ 17.15%
$169.43 - $182.84 $62.4K - $67.3K
2.51K $435M
GE
General Electric CO

Industrials
9
+ 0.53%
$168.59 - $212.13 $1.52K - $1.91K
1.72K $343M
TDVG
T Rowe Price Exchange Traded F

Technology
1.27K
+ 24.69%
$39.23 - $42.13 $49.6K - $53.3K
6.39K $258M
VFH
Vanguard Financial ETF

ETFs
336
+ 3.14%
$114.07 - $127.34 $38.3K - $42.8K
11K $1.32B
VIG
Vanguard Dividend Appreciation

ETFs
372
+ 3.58%
N/A
10.8K $2.09B
IFRA
Ishares Tr

ETFs
1.63K
+ 9.55%
$44.8 - $49.25 $73.1K - $80.4K
18.7K $844M
META
Meta Platforms, Inc.

Communication Services
116
+ 6.26%
$576.36 - $736.67 $66.9K - $85.5K
1.97K $1.14B
CASY
Caseys General Stores Inc

Consumer Cyclical
53
+ 8.1%
$378.71 - $442.54 $20.1K - $23.5K
707 $307M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 3.42%
$225.19 - $279.95 $25.9K - $32.2K
3.48K $854M
DUK
Duke Energy Corp

Utilities
64
+ 2.33%
$105.87 - $121.97 $6.78K - $7.81K
2.81K $343M
USFR
Wisdomtree Floating Rate Treas

ETFs
752
+ 0.1%
$50.29 - $50.5 $37.8K - $38K
775K $39B
Activity Summary
Buys All Purchases 94 New Holdings 16 Increased Positions 78 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthcare Capital Partners, LLC Portfolio

Follow Wealthcare Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email