Wealth Care Investment Partners, LLC Purchases in Q4 2024

Wealth Care Investment Partners, LLC

  • $218 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MLPX
Global X Mlp & Energy Infrastr

ETFs
19.8K
New
$54.89 - $64.32 $1.08M - $1.27M
19.8K $1.19M
IYF
Ishares Tr

ETFs
10K
New
$102.7 - $119.05 $1.03M - $1.19M
10K $1.11M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.42K
+ 9.93%
$89.97 - $98.59 $307K - $337K
37.8K $3.59M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
17.3K
+ 45.7%
$24.19 - $24.63 $420K - $427K
55.3K $1.34M
IDU
Ishares Tr U S Utils ETF

ETFs
4.07K
+ 113.12%
$94.65 - $105.73 $385K - $430K
7.67K $737K
FLJH
Franklin Templeton ETF Tr

ETFs
8.64K
+ 7.28%
$30.35 - $32.37 $262K - $280K
127K $3.99M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.04K
+ 3.62%
$58.39 - $67.04 $119K - $137K
58.4K $3.71M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.75K
+ 108.03%
$77.23 - $82.11 $367K - $390K
9.15K $711K
FNDX
Schwab Fundamental U S Large C

ETFs
81.5K
+ 247.16%
$23.49 - $71.77 $1.91M - $5.85M
114K $2.71M
IYW
Ishares Dj Us Tech ETF

ETFs
1.61K
+ 17.75%
$148.14 - $166.23 $239K - $268K
10.7K $1.7M
ITA
Ishares Tr

ETFs
3.15K
+ 7.88%
$144.31 - $157.31 $454K - $495K
43.1K $6.27M
FITE
Spdr S&P Kensho Future Securit

ETFs
4.2K
New
$61.03 - $69.48 $257K - $292K
4.2K $281K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.8K
+ 9.37%
$98.47 - $109.35 $473K - $525K
56K $5.52M
WMT
Walmart Inc.

Consumer Defensive
2.81K
New
$79.1 - $95.7 $222K - $269K
2.81K $253K
AVGO
Broadcom Inc.

Technology
1.04K
New
$159.67 - $250.0 $167K - $261K
1.04K $241K
LPLA
Lpl Financial Holdings Inc.

Financial Services
677
New
$229.85 - $335.91 $156K - $227K
677 $221K
JPM
Jpmorgan Chase & CO

Financial Services
912
New
$205.18 - $250.29 $187K - $228K
912 $218K
V
Visa Inc.

Financial Services
658
New
$273.87 - $320.91 $180K - $211K
658 $207K
SKYY
First Trust Cloud Computing Et

ETFs
1.69K
New
$99.98 - $130.46 $169K - $221K
1.69K $201K
PAVE
Global X Fds Us Infrastructure

ETFs
5.72K
+ 10.76%
$40.41 - $45.95 $231K - $263K
58.8K $2.38M
NVDA
Nvidia Corp

Technology
739
+ 12.86%
$117.0 - $148.88 $86.5K - $110K
6.49K $871K
AMZN
Amazon Com Inc

Consumer Cyclical
271
+ 8.63%
$180.88 - $232.93 $49K - $63.1K
3.41K $748K
VUG
Vanguard Growth ETF

ETFs
142
+ 4.5%
$378.79 - $428.11 $53.8K - $60.8K
3.3K $1.35M
GOOGL
Alphabet Inc.

Communication Services
211
+ 6.0%
$161.86 - $196.66 $34.2K - $41.5K
3.73K $705K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.24K
+ 8.68%
$66.77 - $71.52 $83.1K - $89K
15.6K $1.07M
MSFT
Microsoft Corp

Technology
349
+ 5.27%
$406.35 - $454.46 $142K - $159K
6.97K $2.94M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.14%
$571.78 - $647.97 $1.72K - $1.94K
2.1K $1.31M
CGGR
Capital Group Growth ETF Shs C

ETFs
54
+ 0.18%
$34.49 - $39.24 $1.86K - $2.12K
30.5K $1.13M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
8.53K
+ 22.16%
$64.28 - $76.45 $548K - $652K
47K $3.03M
T
At&T Inc.

Communication Services
2.09K
+ 9.63%
$21.22 - $23.88 $44.4K - $50K
23.8K $542K
BAC
Bank Of America Corp

Financial Services
211
+ 1.64%
$39.22 - $47.77 $8.28K - $10.1K
13.1K $575K
IEMG
Ishares Inc

ETFs
1.14K
+ 4.92%
N/A
24.2K $1.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.95K
+ 4.35%
$22.39 - $23.45 $111K - $116K
119K $2.72M
CSCO
Cisco Systems, Inc.

Technology
58
+ 0.69%
$52.45 - $60.02 $3.04K - $3.48K
8.46K $500K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
195
+ 7.16%
$129.96 - $144.97 $25.3K - $28.3K
2.92K $406K
DIS
Walt Disney CO

Communication Services
97
+ 4.1%
$92.39 - $117.6 $8.96K - $11.4K
2.46K $273K
MO
Altria Group, Inc.

Consumer Defensive
400
+ 2.05%
$49.06 - $57.74 $19.6K - $23.1K
19.9K $1.04M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.2K
+ 5.34%
$36.54 - $37.53 $80.2K - $82.4K
43.3K $1.59M
RECS
Columbia ETF Tr I

ETFs
1.03K
+ 8.19%
$33.61 - $36.42 $34.6K - $37.4K
13.6K $470K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.64%
$163.08 - $198.16 $1.63K - $1.98K
1.58K $300K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 297.33%
$25.93 - $105.3 $356K - $1.44M
18.3K $511K
CGUS
Capital Group Core Equity ETF
110
+ 0.31%
$33.96 - $36.24 $3.74K - $3.99K
36.1K $1.26M
MTB
M&T Bank Corp

Financial Services
23
+ 1.16%
$172.48 - $221.95 $3.97K - $5.1K
2.01K $377K
ACM
Aecom

Industrials
11
+ 0.2%
$101.97 - $116.97 $1.12K - $1.29K
5.45K $582K
BNDX
Vanguard Total International B

ETFs
1.7K
+ 3.26%
$48.91 - $50.61 $83.1K - $86K
53.8K $2.64M
RDVY
First Trust Rising Dividend Ac

ETFs
344
+ 0.58%
$58.65 - $64.37 $20.2K - $22.1K
59.7K $3.53M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.12%
$94.43 - $105.47 $283 - $316
2.42K $245K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
9
+ 0.22%
$72.18 - $81.41 $650 - $733
4.05K $305K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
9
+ 0.32%
$108.0 - $116.52 $972 - $1.05K
2.84K $318K
Activity Summary
Buys All Purchases 95 New Holdings 10 Increased Positions 85 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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