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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.46K
+ 13.2%
$20.7 - $21.15 $50.9K - $52K
21.1K $437M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.33K
+ 7.1%
$48.02 - $53.02 $64K - $70.7K
20.1K $996M
KO
Coca Cola CO

Consumer Defensive
13
+ 0.33%
$60.81 - $72.32 $791 - $940
3.92K $280M
WMT
Walmart Inc.

Consumer Defensive
575
+ 8.77%
$84.5 - $105.05 $48.6K - $60.4K
7.13K $626M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
145
+ 2.04%
$97.38 - $104.52 $14.1K - $15.2K
7.27K $743M
CPK
Chesapeake Utilities Corp

Utilities
15
+ 0.34%
$116.55 - $130.37 $1.75K - $1.96K
4.48K $576M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 4.08%
$890.62 - $1076.86 $14.2K - $17.2K
408 $386M
VO
Vanguard Mid Cap ETF

ETFs
113
+ 8.04%
$251.87 - $277.95 $28.5K - $31.4K
1.52K $393M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16
+ 0.32%
$48.65 - $53.06 $778 - $849
4.98K $258M
XLF
Financial Sector Spdr

ETFs
37
+ 0.33%
$47.32 - $52.19 $1.75K - $1.93K
11.4K $567M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7
+ 0.22%
$68.32 - $75.06 $478 - $525
3.26K $244M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
185
+ 2.81%
$47.33 - $47.92 $8.76K - $8.87K
6.77K $322M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
176
+ 4.37%
$50.48 - $51.04 $8.88K - $8.98K
4.2K $213M
ZTS
Zoetis Inc.

Healthcare
32
+ 1.69%
$156.48 - $175.67 $5.01K - $5.62K
1.92K $316M
DVY
Ishares Tr

ETFs
15
+ 0.81%
$128.58 - $138.1 $1.93K - $2.07K
1.87K $251M
SPY
Spdr S&P 500 ETF Trust

ETFs
131
+ 5.15%
$551.42 - $612.93 $72.2K - $80.3K
2.68K $1.5B
HSY
Hershey CO

Consumer Defensive
11
+ 0.77%
$144.74 - $186.36 $1.59K - $2.05K
1.44K $246M
XFOR
X4 Pharmaceuticals, Inc

Healthcare
17.8K
New
$0.24 - $0.81 $4.28K - $14.5K
17.8K $4.22M
Te Connectivity PLC
36
+ 1.88%
N/A
1.95K $275M
VUG
Vanguard Growth ETF

ETFs
83
+ 10.67%
$369.1 - $427.61 $30.6K - $35.5K
861 $319M
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 5.79%
$347.25 - $424.87 $14.6K - $17.8K
768 $281M
BAC
Bank Of America Corp

Financial Services
364
+ 4.99%
$39.61 - $47.74 $14.4K - $17.4K
7.66K $320M
PH
Parker Hannifin Corp

Industrials
26
+ 4.17%
$591.65 - $707.05 $15.4K - $18.4K
649 $394M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.61K
+ 10.06%
$40.03 - $46.81 $184K - $216K
50.4K $2.05B
GS
Goldman Sachs Group Inc

Financial Services
46
+ 4.22%
$524.81 - $672.19 $24.1K - $30.9K
1.14K $621M
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.25%
$243.63 - $273.99 $487 - $548
813 $201M
ITOT
Ishares Core S&P Total U.S. St

ETFs
76
+ 3.13%
$120.29 - $134.6 $9.14K - $10.2K
2.5K $305M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
32
+ 0.18%
$44.81 - $46.22 $1.43K - $1.48K
17.8K $801M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
874
+ 4.22%
$67.03 - $74.61 $58.6K - $65.2K
21.6K $1.47B
CAT
Caterpillar Inc

Industrials
2
+ 0.33%
$326.75 - $407.63 $654 - $815
616 $203M
HLI
Houlihan Lokey, Inc.

Financial Services
8
+ 0.35%
$154.43 - $187.4 $1.24K - $1.5K
2.3K $372M
LOW
Lowes Companies Inc

Consumer Cyclical
42
+ 1.57%
$222.66 - $268.42 $9.35K - $11.3K
2.72K $635M
GOOG
Alphabet Inc.

Communication Services
137
+ 7.52%
$156.06 - $207.71 $21.4K - $28.5K
1.96K $306M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
161
+ 7.07%
$165.25 - $224.62 $26.6K - $36.2K
2.44K $405M
AVGO
Broadcom Inc.

Technology
560
+ 24.39%
$167.43 - $244.7 $93.8K - $137K
2.86K $478M
NVDA
Nvidia Corp

Technology
1.1K
+ 13.5%
$106.98 - $149.43 $118K - $165K
9.27K $1B
CEG
Constellation Energy Corp

Utilities
8
+ 0.17%
$201.63 - $347.44 $1.61K - $2.78K
4.8K $967M
AMZN
Amazon Com Inc

Consumer Cyclical
57
+ 1.01%
$190.26 - $242.06 $10.8K - $13.8K
5.69K $1.08B
TROW
Price T Rowe Group Inc

Financial Services
115
+ 1.23%
$91.57 - $116.93 $10.5K - $13.4K
9.43K $866M
MSFT
Microsoft Corp

Technology
134
+ 2.52%
$375.39 - $447.2 $50.3K - $59.9K
5.46K $2.05B
BX
Blackstone Inc.

Financial Services
640
+ 5.25%
$136.53 - $186.74 $87.4K - $120K
12.8K $1.79B
AAPL
Apple Inc.

Technology
107
+ 0.68%
$209.68 - $247.1 $22.4K - $26.4K
15.9K $3.53B
VTI
Vanguard Total Stock Market Et

ETFs
968
+ 1.38%
$271.18 - $303.12 $263K - $293K
71.3K $19.6B
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
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