Wealth Care Investment Partners, LLC Portfolio Holdings
Wealth Care Investment Partners, LLC
- $206 Million
- Q2 2024
Wealth Care Investment Partners, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $206 Million distributed in 136 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 $20.8M, Fidelity Merrimack Str Tr Tota with a value of $10.3M, First Tr Value Line Divid Inde with a value of $10M, Ishares U.S. Consumer Staples with a value of $6.45M, and Schwab Strategic Tr Us Dividen with a value of $5.92M.
Examining the 13F form we can see an increase of $8.51M in the current position value, from $198M to 206M.
Below you can find more details about Wealth Care Investment Partners, LLC portfolio as well as his latest detailed transactions.