Wealthcare Capital Partners, LLC Purchases in Q4 2024

Wealthcare Capital Partners, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
11.3K
New
$44.89 - $51.34 $509K - $583K
11.3K $548M
CPK
Chesapeake Utilities Corp

Utilities
4.47K
New
$116.24 - $133.18 $519K - $595K
4.47K $542M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
6.16K
New
$81.87 - $97.04 $504K - $598K
6.16K $537M
CVX
Chevron Corp

Energy
3.69K
New
$141.15 - $162.53 $521K - $600K
3.69K $534M
AVGO
Broadcom Inc.

Technology
2.3K
New
$159.67 - $250.0 $367K - $574K
2.3K $532M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.83K
New
$131.66 - $144.0 $504K - $551K
3.83K $505M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
14.4K
New
$33.7 - $37.69 $485K - $543K
14.4K $495M
XOM
Exxon Mobil Corp

Energy
4.54K
New
$105.51 - $125.37 $479K - $569K
4.54K $488M
DTH
Wisdomtree Tr

ETFs
12.8K
New
$37.38 - $41.11 $480K - $527K
12.8K $485M
JNJ
Johnson & Johnson

Healthcare
3.32K
New
$143.34 - $165.86 $475K - $550K
3.32K $480M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.54K
New
$61.68 - $67.87 $465K - $512K
7.54K $470M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
8.27K
New
$55.73 - $61.23 $461K - $506K
8.27K $467M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
9.05K
New
$50.34 - $56.61 $456K - $513K
9.05K $464M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.3K
New
$55.45 - $61.08 $460K - $507K
8.3K $460M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.28K
New
$172.07 - $207.36 $392K - $472K
2.28K $450M
QQQ
Invesco Qqq Trust, Series 1

ETFs
870
New
$481.22 - $538.17 $419K - $468K
870 $445M
LDOS
Leidos Holdings, Inc.

Technology
3.04K
New
$143.17 - $201.39 $436K - $613K
3.04K $439M
XLE
Energy Sector Spdr

ETFs
5.12K
New
$83.32 - $97.27 $426K - $498K
5.12K $438M
GLDM
World Gold Trust

ETFs
8.25K
New
$50.76 - $55.23 $419K - $456K
8.25K $429M
HYD
Vaneck High Yield Muni ETF

ETFs
7.98K
New
$51.09 - $53.06 $407K - $423K
7.98K $414M
PLTR
Palantir Technologies Inc.

Technology
5.41K
New
$36.46 - $82.38 $197K - $446K
5.41K $409M
REG
Regency Centers Corp

Real Estate
5.52K
New
$69.77 - $75.91 $385K - $419K
5.52K $408M
SUB
Ishares Short Term National Mu

ETFs
3.8K
New
$104.94 - $106.2 $398K - $403K
3.8K $400M
HLI
Houlihan Lokey, Inc.

Financial Services
2.29K
New
$158.81 - $190.49 $364K - $437K
2.29K $398M
PH
Parker Hannifin Corp

Industrials
623
New
$621.74 - $709.46 $387K - $442K
623 $396M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
18.6K
New
$20.98 - $21.19 $391K - $395K
18.6K $393M
CGXU
Capital Group Intl Focus Equit

ETFs
15.9K
New
$24.67 - $26.94 $392K - $428K
15.9K $392M
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.7K
New
$22.4 - $68.28 $375K - $1.14M
16.7K $388M
MCD
Mcdonalds Corp

Consumer Cyclical
1.33K
New
$288.47 - $316.54 $383K - $420K
1.33K $385M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.15K
New
$174.22 - $187.62 $374K - $403K
2.15K $376M
IWM
Ishares Russell 2000 ETF

ETFs
1.68K
New
$216.13 - $242.4 $364K - $408K
1.68K $372M
VO
Vanguard Mid Cap ETF

ETFs
1.41K
New
$261.5 - $284.63 $368K - $400K
1.41K $371M
BOTZ
Global X Fds

ETFs
11.5K
New
$31.11 - $34.18 $357K - $392K
11.5K $367M
COST
Costco Wholesale Corp

Consumer Defensive
392
New
$873.59 - $994.69 $342K - $390K
392 $359M
V
Visa Inc.

Financial Services
1.13K
New
$273.87 - $320.91 $309K - $362K
1.13K $356M
RTX
Raytheon Technologies Corp

Industrials
3.01K
New
$114.45 - $127.21 $345K - $383K
3.01K $349M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.88K
New
$183.23 - $199.79 $344K - $375K
1.88K $347M
GOOG
Alphabet Inc.

Communication Services
1.82K
New
$163.08 - $198.16 $297K - $361K
1.82K $347M
FLRN
Spdr Bloomberg Investment Grad

ETFs
11.2K
New
$30.67 - $30.84 $344K - $346K
11.2K $344M
MA
Mastercard Inc

Financial Services
642
New
$491.3 - $536.15 $315K - $344K
642 $338M
BAC
Bank Of America Corp

Financial Services
7.3K
New
$39.22 - $47.77 $286K - $348K
7.3K $321M
VUG
Vanguard Growth ETF

ETFs
778
New
$378.79 - $428.11 $295K - $333K
778 $319M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.59K
New
$47.26 - $48.18 $311K - $317K
6.59K $312M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.43K
New
$124.26 - $134.12 $301K - $325K
2.43K $312M
ZTS
Zoetis Inc.

Healthcare
1.89K
New
$162.24 - $194.42 $306K - $367K
1.89K $308M
DUK
Duke Energy Corp

Utilities
2.75K
New
$105.76 - $120.76 $291K - $332K
2.75K $296M
GE
General Electric CO

Industrials
1.71K
New
$159.95 - $194.23 $273K - $331K
1.71K $285M
HD
Home Depot, Inc.

Consumer Cyclical
726
New
$385.02 - $431.37 $280K - $313K
726 $282M
DIS
Walt Disney CO

Communication Services
2.46K
New
$92.39 - $117.6 $228K - $290K
2.46K $274M
Activity Summary
Buys All Purchases 118 New Holdings 118 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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