Wealth Care Investment Partners, LLC Portfolio Holdings
Wealth Care Investment Partners, LLC
- $220 Million
- Q3 2024
Wealth Care Investment Partners, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $220 Million distributed in 140 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 $21.1M, First Tr Value Line Divid Inde with a value of $11.5M, Fidelity Merrimack Str Tr Tota with a value of $10.4M, Ishares U.S. Consumer Staples with a value of $6.45M, and Ishares Gold Trust with a value of $6.15M.
Examining the 13F form we can see an increase of $13.4M in the current position value, from $206M to 220M.
Below you can find more details about Wealth Care Investment Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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