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.

Portfolio value $220 Million
ETFs: $200 Million
Technology: $8.45 Million
Industrials: $2.14 Million
Communication Services: $1.86 Million
Consumer Defensive: $995,000
Financial Services: $864,000
Healthcare: $824,000
Consumer Cyclical: $807,000
Other: $407,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $220 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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