Wealth Care Investment Partners, LLC Sells in Q3 2024

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-9.22K
- 38.76%
$92.67 - $99.14 $854K - $914K
14.6K $1.43M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-16.1K
- 24.47%
$48.4 - $50.91 $778K - $819K
49.7K $2.51M
SJNK
Spdr Bloomberg Short Term High

ETFs
-28.6K
- 25.0%
$24.8 - $25.75 $709K - $737K
85.8K $2.21M
MSFT
Microsoft Corp

Technology
-999
- 13.12%
$395.15 - $467.56 $395K - $467K
6.62K $2.85M
JETS
ETF Ser Solutions U S Global J

ETFs
-29K
- 51.51%
$16.76 - $20.84 $486K - $604K
27.3K $565K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.9K
- 15.69%
$77.02 - $85.06 $920K - $1.02M
64.2K $5.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.06K
- 18.25%
$50.25 - $50.74 $254K - $257K
22.7K $1.15M
XLE
Energy Sector Spdr

ETFs
-408
- 0.67%
$84.35 - $93.39 $34.4K - $38.1K
60.6K $5.32M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-2.83K
- 45.17%
$54.3 - $62.38 $154K - $177K
3.44K $214K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-6.74K
- 23.67%
$28.68 - $32.0 $193K - $216K
21.7K $682K
NVDA
Nvidia Corp

Technology
-761
- 11.69%
$98.91 - $134.91 $75.3K - $103K
5.75K $697K
GOOGL
Alphabet Inc.

Communication Services
-196
- 5.28%
$148.65 - $191.18 $29.1K - $37.5K
3.52K $583K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
-5.1K
- 28.83%
$23.2 - $25.96 $118K - $132K
12.6K $322K
SRLN
Ssga Active Trust

ETFs
-2.07K
- 27.56%
$40.93 - $41.85 $84.5K - $86.4K
5.43K $226K
AMZN
Amazon Com Inc

Consumer Cyclical
-333
- 9.59%
$161.02 - $200.0 $53.6K - $66.6K
3.14K $584K
FTSL
First Trust Senior Ln Fund

ETFs
-1.91K
- 7.78%
$45.51 - $46.26 $87K - $88.4K
22.7K $1.04M
CVS
Cvs Health Corp

Healthcare
-1.65K
- 29.46%
$55.81 - $63.18 $92K - $104K
3.95K $247K
USO
United States Oil Fund, LP

ETFs
-68
- 0.84%
$66.96 - $81.54 $4.55K - $5.54K
8.01K $560K
F
Ford Motor CO

Consumer Cyclical
-928
- 4.2%
$9.71 - $14.55 $9.01K - $13.5K
21.1K $223K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-3.6K
- 6.0%
$52.1 - $59.66 $188K - $215K
56.4K $3.34M
AMGN
Amgen Inc

Healthcare
-143
- 15.61%
$309.38 - $337.38 $44.2K - $48.2K
773 $249K
DIS
Walt Disney CO

Communication Services
-291
- 10.96%
$85.6 - $98.61 $24.9K - $28.7K
2.36K $227K
MTB
M&T Bank Corp

Financial Services
-537
- 21.31%
$146.49 - $179.85 $78.7K - $96.6K
1.98K $353K
XOM
Exxon Mobil Corp

Energy
-236
- 12.03%
$109.72 - $119.0 $25.9K - $28.1K
1.73K $202K
AAPL
Apple Inc.

Technology
-1.09K
- 10.26%
$207.23 - $234.82 $225K - $255K
9.49K $2.21M
ENFR
Alerian Energy Infrastructure

ETFs
-987
- 11.79%
$26.22 - $28.65 $25.9K - $28.3K
7.38K $208K
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
-500
- 5.76%
$31.7 - $36.98 $15.9K - $18.5K
8.17K $294K
UPS
United Parcel Service Inc

Industrials
-87
- 5.25%
$123.32 - $147.38 $10.7K - $12.8K
1.57K $213K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-269
- 5.51%
$92.63 - $105.69 $24.9K - $28.4K
4.62K $480K
JHMM
John Hancock Multifactor Mid C

ETFs
-889
- 10.61%
$54.25 - $60.2 $48.2K - $53.5K
7.49K $450K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.48K
- 9.05%
$57.47 - $62.76 $85K - $92.8K
14.9K $931K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-439
- 10.59%
$116.88 - $129.79 $51.3K - $57K
3.71K $481K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-105
- 4.31%
$305.34 - $350.41 $32.1K - $36.8K
2.33K $805K
IYK
Ishares U.S. Consumer Staples

ETFs
-6.78K
- 6.91%
$65.27 - $72.12 $443K - $489K
91.3K $6.45M
BAC
Bank Of America Corp

Financial Services
-74
- 0.57%
$36.65 - $44.13 $2.71K - $3.27K
12.9K $511K
VGT
Vanguard Information Technolog

ETFs
-41
- 1.91%
$514.43 - $606.85 $21.1K - $24.9K
2.1K $1.23M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.75K
- 6.82%
$33.74 - $37.96 $59K - $66.4K
23.9K $897K
RYU
Invesco S&P 500 Equal Weight U

ETFs
-4.69K
- 9.45%
N/A
44.9K $0
VO
Vanguard Mid Cap ETF

ETFs
-75
- 7.79%
$237.84 - $263.83 $17.8K - $19.8K
888 $234K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-1
- 0.01%
$25.49 - $25.49 $25.5 - $25.5
10.1K $256K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-30
- 0.59%
$48.06 - $49.39 $1.44K - $1.48K
5.06K $249K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-75
- 2.68%
$116.79 - $133.54 $8.76K - $10K
2.72K $359K
GD
General Dynamics Corp

Industrials
-25
- 3.0%
$279.51 - $308.09 $6.99K - $7.7K
809 $244K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-649
- 4.33%
$60.84 - $67.51 $39.5K - $43.8K
14.3K $967K
EMLP
First Tr Exchange Traded Iv

ETFs
-4.5K
- 8.56%
$30.38 - $34.0 $137K - $153K
48K $1.61M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-101
- 2.12%
$67.43 - $74.23 $6.81K - $7.5K
4.67K $340K
FBT
First Trust Nyse Arca Biotechn

ETFs
-77
- 4.97%
$152.39 - $172.91 $11.7K - $13.3K
1.47K $252K
T
At&T Inc.

Communication Services
-2.41K
- 9.99%
$18.21 - $22.28 $43.9K - $53.7K
21.7K $477K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-59
- 1.44%
$65.15 - $72.97 $3.84K - $4.31K
4.04K $294K
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Care Investment Partners, LLC Portfolio

Follow Wealth Care Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email