Wealth Care Investment Partners, LLC Portfolio Holdings

Wealth Care Investment Partners, LLC

  • $234 Million
  • Q1 2025

Wealth Care Investment Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $234 Million distributed in 148 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 $21.4M, First Tr Value Line Divid Inde with a value of $12.1M, Capital Group Growth ETF Shs C with a value of $9.95M, Fidelity Merrimack Str Tr Tota with a value of $7.99M, and Ishares Gold Trust with a value of $7.27M.

Examining the 13F form we can see an increase of $16M in the current position value, from $218M to 234M.

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

Portfolio value $234 Million
ETFs: $215 Million
Technology: $7.87 Million
Communication Services: $2 Million
Industrials: $1.81 Million
Consumer Defensive: $1.49 Million
Financial Services: $1.36 Million
Consumer Cyclical: $936,000
Healthcare: $520,000
Other: $482,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $234 Million
  • Prior Value $218 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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