Wealthcare Capital Partners, LLC Reduced Holdings in Q4 2025

Wealthcare Capital Partners, LLC

  • $213 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-37.6K
- 94.28%
$320.52 - $369.92 $12M - $13.9M
2.28K $753M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.26K
- 28.6%
$88.13 - $92.69 $816K - $859K
23.1K $2.05B
MSFT
Microsoft Corp

Technology
-216
- 4.44%
$496.82 - $542.07 $107K - $117K
4.65K $2.25B
BX
Blackstone Inc.

Financial Services
-107
- 0.79%
$138.42 - $168.45 $14.8K - $18K
13.5K $2.08B
EXC
Exelon Corp

Utilities
-4.38K
- 27.42%
$44.97 - $48.24 $197K - $211K
11.6K $505M
ORCL
Oracle Corp

Technology
-15
- 0.99%
$217.57 - $313.0 $3.26K - $4.7K
1.5K $293M
XT
Ishares Tr Exponential Technol

ETFs
-666
- 2.09%
$71.46 - $75.47 $47.6K - $50.3K
31.2K $2.18B
COST
Costco Wholesale Corp

Consumer Defensive
-78
- 18.18%
$910.94 - $954.99 $71.1K - $74.5K
351 $303M
LDOS
Leidos Holdings, Inc.

Technology
-369
- 15.79%
$184.41 - $199.55 $68K - $73.6K
1.97K $355M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-169
- 2.33%
$475.68 - $513.11 $80.4K - $86.7K
7.09K $3.57B
KO
Coca Cola CO

Consumer Defensive
-1.26K
- 29.9%
$66.1 - $71.61 $83.5K - $90.4K
2.96K $207M
Amplify ETF Tr
-145
- 1.76%
N/A
8.1K $651M
CGCP
Capital Group Core Plus Income

ETFs
-2.7K
- 9.58%
$22.64 - $22.98 $61.2K - $62.1K
25.5K $577M
ABBV
Abb Vie Inc.

Healthcare
-244
- 17.91%
$211.96 - $244.38 $51.7K - $59.6K
1.12K $255M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-1.25K
- 21.52%
$59.5 - $69.58 $74.3K - $86.8K
4.55K $321M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.1K
- 7.05%
$45.48 - $45.92 $49.9K - $50.4K
14.5K $662M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-378
- 12.42%
$142.79 - $150.05 $54K - $56.7K
2.67K $396M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.55K
- 14.85%
$29.23 - $29.39 $45.3K - $45.6K
8.89K $260M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.86K
- 15.68%
$24.31 - $24.46 $45.2K - $45.5K
10K $244M
MCD
Mcdonalds Corp

Consumer Cyclical
-138
- 10.49%
$293.81 - $310.11 $40.5K - $42.8K
1.18K $360M
ZTS
Zoetis Inc.

Healthcare
-12
- 0.67%
$118.8 - $147.53 $1.43K - $1.77K
1.78K $224M
TROW
Price T Rowe Group Inc

Financial Services
-325
- 3.31%
$101.07 - $106.13 $32.8K - $34.5K
9.49K $971M
PLTR
Palantir Technologies Inc.

Technology
-81
- 1.94%
$172.14 - $207.18 $13.9K - $16.8K
4.1K $729M
VUG
Vanguard Growth ETF

ETFs
-78
- 12.77%
$470.44 - $504.26 $36.7K - $39.3K
533 $260M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-193
- 5.12%
$136.06 - $140.64 $26.3K - $27.1K
3.58K $498M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-240
- 6.99%
$70.3 - $73.05 $16.9K - $17.5K
3.19K $228M
IEF
Ishares Barclays

ETFs
-125
- 0.32%
$96.12 - $97.72 $12K - $12.2K
39.6K $3.8B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-295
- 3.88%
$100.8 - $103.83 $29.7K - $30.6K
7.31K $761M
REG
Regency Centers Corp

Real Estate
-5
- 0.09%
$68.72 - $73.18 $344 - $366
5.52K $381M
AGCO
Agco Corp

Industrials
-135
- 6.32%
$103.16 - $110.38 $13.9K - $14.9K
2K $209M
CVX
Chevron Corp

Energy
-54
- 1.4%
$148.9 - $157.72 $8.04K - $8.52K
3.81K $580M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.61K
- 2.51%
$76.84 - $80.86 $277K - $292K
140K $11.2B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-324
- 3.22%
$47.86 - $48.14 $15.5K - $15.6K
9.73K $467M
Ea Series Trust
-141
- 1.67%
N/A
8.29K $744M
CASY
Caseys General Stores Inc

Consumer Cyclical
-2
- 0.28%
$513.19 - $567.48 $1.03K - $1.13K
705 $390M
PAVE
Global X Fds Us Infrastructure

ETFs
-271
- 1.21%
$46.42 - $48.56 $12.6K - $13.2K
22K $1.05B
ITA
Ishares Tr

ETFs
-67
- 6.64%
$205.04 - $218.9 $13.7K - $14.7K
942 $202M
VO
Vanguard Mid Cap ETF

ETFs
-2
- 0.14%
$286.27 - $296.23 $573 - $592
1.46K $423M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-37
- 1.41%
$185.12 - $192.11 $6.85K - $7.11K
2.59K $496M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-141
- 1.24%
$75.19 - $77.98 $10.6K - $11K
11.2K $870M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 2.53%
$589.5 - $635.77 $13.6K - $14.6K
887 $545M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-12
- 0.23%
$44.68 - $47.47 $536 - $570
5.11K $240M
JPM
Jpmorgan Chase & CO

Financial Services
-66
- 1.79%
$294.11 - $320.41 $19.4K - $21.1K
3.63K $1.17B
QCOM
Qualcomm Inc

Technology
-6
- 0.49%
$153.59 - $187.68 $922 - $1.13K
1.22K $209M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2
- 0.26%
$358.39 - $376.54 $717 - $753
764 $285M
V
Visa Inc.

Financial Services
-4
- 0.3%
$325.75 - $352.42 $1.3K - $1.41K
1.34K $471M
PSCT
Invesco S&P Smallcap Informati

ETFs
-2
- 0.05%
$51.84 - $60.61 $104 - $121
4.32K $245M
Ge Vernova Inc
-1
- 0.2%
N/A
507 $331M
BAC
Bank Of America Corp

Financial Services
-164
- 1.96%
$48.65 - $54.11 $7.98K - $8.87K
8.19K $451M
Activity Summary
Buys All Purchases 88 New Holdings 11 Increased Positions 77 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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