Wealthcare Capital Partners, LLC Purchases in Q2 2025

Wealthcare Capital Partners, LLC

  • $199 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.77K
+ 26.13%
$47.02 - $47.83 $83.2K - $84.6K
8.54K $408M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.78K
+ 15.92%
$28.02 - $32.37 $77.8K - $89.9K
20.2K $642M
BAC
Bank Of America Corp

Financial Services
714
+ 9.32%
$34.39 - $47.46 $24.6K - $33.9K
8.37K $396M
TROW
Price T Rowe Group Inc

Financial Services
332
+ 3.52%
$80.27 - $98.06 $26.6K - $32.6K
9.76K $942M
VNQ
Vanguard Specialized Funds Van

ETFs
1.26K
+ 4.57%
$79.79 - $91.42 $101K - $115K
28.8K $2.57B
RSP
Invesco S&P 500 Equal Weight E

ETFs
244
+ 9.71%
$152.93 - $181.74 $37.3K - $44.3K
2.76K $501M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.15K
+ 27.42%
$49.79 - $50.75 $57.4K - $58.5K
5.35K $272M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.01K
+ 9.54%
$20.12 - $21.0 $40.5K - $42.3K
23.1K $483M
RTX
Raytheon Technologies Corp

Industrials
35
+ 1.16%
$113.75 - $148.48 $3.98K - $5.2K
3.05K $445M
HLI
Houlihan Lokey, Inc.

Financial Services
8
+ 0.35%
$141.59 - $182.75 $1.13K - $1.46K
2.31K $416M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 5.15%
$908.13 - $1056.85 $19.1K - $22.2K
429 $424M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
295
+ 3.76%
$29.12 - $35.84 $8.59K - $10.6K
8.13K $291M
XLF
Financial Sector Spdr

ETFs
37
+ 0.33%
$43.92 - $52.37 $1.63K - $1.94K
11.4K $598M
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.25%
$220.04 - $280.07 $440 - $560
815 $228M
V
Visa Inc.

Financial Services
46
+ 3.55%
$308.27 - $373.31 $14.2K - $17.2K
1.34K $476M
KO
Coca Cola CO

Consumer Defensive
356
+ 9.09%
$68.37 - $73.9 $24.3K - $26.3K
4.27K $302M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
1.85K
+ 5.75%
$25.36 - $27.19 $47K - $50.4K
34.1K $900M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
273
+ 3.76%
$90.85 - $102.31 $24.8K - $27.9K
7.54K $759M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.04%
$166.82 - $194.23 $167 - $194
2.5K $485M
IEF
Ishares Barclays

ETFs
3
+ 0.01%
$93.15 - $96.56 $279 - $290
37.1K $3.55B
JEPI
J P Morgan Exchange Traded Fd

ETFs
358
+ 1.12%
$51.14 - $57.0 $18.3K - $20.4K
32.2K $1.83B
IAUX
I 80 Gold Corp.
14.2K
New
$0.49 - $0.72 $6.98K - $10.3K
14.2K $8.53M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 2.6%
$335.24 - $380.78 $6.7K - $7.62K
788 $289M
LESL
Leslie'S, Inc.

Consumer Cyclical
10.6K
New
$0.42 - $0.91 $4.45K - $9.64K
10.6K $4.45M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
80
+ 0.96%
$40.64 - $47.27 $3.25K - $3.78K
8.44K $393M
CNP
Centerpoint Energy Inc

Utilities
25
+ 0.45%
$35.5 - $39.05 $888 - $976
5.57K $205M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
123
+ 3.77%
$68.13 - $74.77 $8.38K - $9.2K
3.38K $246M
DVY
Ishares Tr

ETFs
18
+ 0.96%
$118.37 - $134.86 $2.13K - $2.43K
1.89K $251M
HSY
Hershey CO

Consumer Defensive
12
+ 0.83%
$151.29 - $173.13 $1.82K - $2.08K
1.45K $241M
DUK
Duke Energy Corp

Utilities
10
+ 0.36%
$112.46 - $124.05 $1.12K - $1.24K
2.82K $333M
ABBV
Abb Vie Inc.

Healthcare
104
+ 8.29%
$170.16 - $206.27 $17.7K - $21.5K
1.36K $252M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
65
+ 1.31%
$45.07 - $52.57 $2.93K - $3.42K
5.04K $246M
REG
Regency Centers Corp

Real Estate
5
+ 0.09%
$65.48 - $74.74 $327 - $374
5.53K $394M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 1.93%
$285.55 - $321.23 $7.14K - $8.03K
1.32K $385M
XOM
Exxon Mobil Corp

Energy
261
+ 5.29%
$99.93 - $119.04 $26.1K - $31.1K
5.19K $560M
CPK
Chesapeake Utilities Corp

Utilities
13
+ 0.29%
$116.0 - $135.5 $1.51K - $1.76K
4.5K $541M
EXC
Exelon Corp

Utilities
120
+ 0.76%
$42.2 - $47.37 $5.06K - $5.68K
15.9K $689M
XLE
Energy Sector Spdr

ETFs
52
+ 0.97%
$76.44 - $94.13 $3.97K - $4.89K
5.43K $460M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 1.58%
$483.48 - $539.8 $54.6K - $61K
7.25K $3.52B
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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