Wealth Care Investment Partners, LLC Purchases in Q1 2025

Wealth Care Investment Partners, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
17
+ 0.87%
$105.44 - $118.93 $1.79K - $2.02K
1.97K $234K
V
Visa Inc.

Financial Services
1
+ 0.15%
$306.92 - $362.71 $307 - $363
659 $230K
CSCO
Cisco Systems, Inc.

Technology
15
+ 0.18%
$58.74 - $64.87 $881 - $973
8.48K $523K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
672
+ 6.67%
N/A
10.8K $274K
CGCP
Capital Group Core Plus Income

ETFs
261
+ 1.15%
$21.94 - $22.64 $5.73K - $5.91K
23K $517K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.37K
+ 7.81%
$89.18 - $104.04 $390K - $455K
60.4K $5.53M
FMB
First Tr Exchange Traded Fd Ii

ETFs
712
+ 1.46%
$50.17 - $51.45 $35.7K - $36.6K
49.5K $2.5M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.44%
$225.19 - $279.95 $901 - $1.12K
916 $224K
GTO
Invesco Actively Managed ETF T

ETFs
67
+ 1.24%
$45.9 - $47.37 $3.08K - $3.17K
5.46K $256K
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 0.43%
N/A
5.57K $1.01M
VV
Vanguard Large Cap ETF

ETFs
59
+ 6.17%
$253.32 - $282.66 $14.9K - $16.7K
1.02K $261K
Grayscale Ethereum Mini Tr E
2.74K
+ 17.03%
N/A
18.8K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
675
+ 1.5%
N/A
45.7K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
4.41K
+ 8.44%
N/A
56.6K $0
Capital Group Dividend Growe
147K
New
N/A
147K $0
META
Meta Platforms, Inc.

Communication Services
11
+ 2.04%
$576.36 - $736.67 $6.34K - $8.1K
549 $316K
DSTL
ETF Ser Solution Distillate Us

ETFs
38
+ 0.39%
$53.28 - $57.28 $2.02K - $2.18K
9.88K $536K
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.39%
$84.5 - $105.05 $930 - $1.16K
2.82K $247K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
262
+ 3.85%
$57.21 - $65.8 $15K - $17.2K
7.08K $412K
VB
Vanguard Small Cap ETF

ETFs
100
+ 5.38%
$217.89 - $252.64 $21.8K - $25.3K
1.96K $434K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
7
+ 0.17%
$69.69 - $79.99 $488 - $560
4.06K $289K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 1.22%
$554.06 - $615.85 $5.54K - $6.16K
830 $466K
MTB
M&T Bank Corp

Financial Services
15
+ 0.75%
$170.47 - $201.98 $2.56K - $3.03K
2.02K $361K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
9
+ 0.32%
$105.24 - $117.4 $947 - $1.06K
2.85K $302K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.12%
$92.45 - $106.69 $277 - $320
2.42K $224K
DIS
Walt Disney CO

Communication Services
6
+ 0.24%
$96.87 - $114.0 $581 - $684
2.47K $243K
SCHG
Schwab Strategic Tr Us Large C

ETFs
630
+ 3.44%
$24.91 - $29.02 $15.7K - $18.3K
19K $474K
IYW
Ishares Dj Us Tech ETF

ETFs
1.13K
+ 10.59%
$140.44 - $166.79 $159K - $189K
11.8K $1.66M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
38
+ 2.08%
$211.47 - $267.17 $8.04K - $10.2K
1.87K $395K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.13%
$156.06 - $207.71 $312 - $415
1.58K $247K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
8
+ 0.38%
$333.37 - $384.99 $2.67K - $3.08K
2.12K $709K
ACM
Aecom

Industrials
28
+ 0.51%
$92.54 - $111.05 $2.59K - $3.11K
5.48K $508K
PAVE
Global X Fds Us Infrastructure

ETFs
1.02K
+ 1.74%
$37.31 - $43.82 $38.1K - $44.7K
59.9K $2.26M
VGT
Vanguard Information Technolog

ETFs
46
+ 2.19%
$542.38 - $646.34 $24.9K - $29.7K
2.15K $1.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
995
+ 3.81%
$102.49 - $119.96 $102K - $119K
27.1K $2.84M
AAPL
Apple Inc.

Technology
87
+ 0.92%
$209.68 - $247.1 $18.2K - $21.5K
9.51K $2.11M
MSFT
Microsoft Corp

Technology
17
+ 0.24%
$375.39 - $447.2 $6.38K - $7.6K
6.98K $2.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.8K
+ 6.53%
$468.34 - $539.52 $1.31M - $1.51M
45.6K $21.4M
Activity Summary
Buys All Purchases 89 New Holdings 8 Increased Positions 81 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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