Wealth Care Investment Partners, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $198 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $19.2M, First Tr Value Line Divid Inde with a value of $10.2M, Fidelity Merrimack Str Tr Tota with a value of $9.98M, Ishares U.S. Consumer Staples with a value of $6.75M, and Schwab Strategic Tr Us Dividen with a value of $6.73M.

Examining the 13F form we can see an increase of $14.9M in the current position value, from $183M to 198M.

Below you can find more details about Wealth Care Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Million
ETFs: $179 Million
Technology: $8.26 Million
Industrials: $2.05 Million
Communication Services: $1.78 Million
Consumer Cyclical: $1.12 Million
Healthcare: $896,000
Financial Services: $844,000
Consumer Defensive: $816,000
Other: $488,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 130
  • Current Value $198 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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