Wealth Care Investment Partners, LLC Portfolio Holdings by Sector
Wealth Care Investment Partners, LLC
- $259 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQ FVD CGGR ITA FBND IAU SPMO FNDF 116 stocks |
$234,483
91.69% of portfolio
|
  58  
|
  55  
|
  6  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3,438
1.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW COMP 2 stocks |
$2,197
0.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,006
0.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO TXN 3 stocks |
$1,758
0.69% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX NOC GD 3 stocks |
$1,386
0.54% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$1,342
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1,208
0.47% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,202
0.47% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$871
0.34% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$797
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$760
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$704
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$657
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
ACM 1 stocks |
$618
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
MTB 1 stocks |
$324
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$305
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$276
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$254
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$229
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RGEN 1 stocks |
$223
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
SPH 1 stocks |
$222
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$219
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$204
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
IBRX 1 stocks |
$43
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|