Wealthcare Advisory Partners LLC Purchases in Q1 2025

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
682K
+ 96.46%
$32.42 - $36.13 $22.1M - $24.6M
1.39M $45.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
615K
+ 513.83%
$25.54 - $28.79 $15.7M - $17.7M
735K $20.6M
PHYS
Sprott Physical Gold Trust

Financial Services
418K
+ 338.87%
$20.25 - $24.06 $8.47M - $10.1M
542K $13M
JPIE
J P Morgan Exchange Traded Fd
223K
+ 106.91%
$45.46 - $46.18 $10.1M - $10.3M
431K $19.8M
IVV
Ishares Core S&P 500 ETF

ETFs
18.6K
+ 45.13%
$554.06 - $615.85 $10.3M - $11.4M
59.7K $33.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
179K
+ 19.75%
$33.84 - $37.77 $6.06M - $6.77M
1.09M $39.9M
IEF
Ishares Barclays

ETFs
50.3K
+ 8.85%
$91.17 - $95.39 $4.58M - $4.8M
618K $58.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
34.8K
+ 3.87%
$100.59 - $103.47 $3.5M - $3.6M
934K $96.5M
PULS
Pgim ETF Tr

ETFs
111K
+ 93.12%
$49.56 - $49.78 $5.51M - $5.54M
231K $11.5M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
123K
+ 41.73%
$44.81 - $46.22 $5.49M - $5.67M
416K $18.7M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
74.9K
+ 2112.21%
$60.05 - $72.21 $4.5M - $5.41M
78.4K $4.86M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
226K
+ 32.52%
$20.7 - $21.15 $4.68M - $4.79M
922K $19.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
172K
+ 21.3%
$22.61 - $23.14 $3.89M - $3.98M
980K $22.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
69.1K
+ 6.41%
$44.41 - $45.98 $3.07M - $3.18M
1.15M $52.2M
AVRE
American Centy ETF Tr Avantis
86K
New
$40.62 - $44.31 $3.49M - $3.81M
86K $3.68M
IWB
Ishares Tr Russell 1000 ETF

ETFs
12.9K
+ 48.23%
$302.31 - $337.54 $3.89M - $4.34M
39.5K $12.1M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
39.6K
New
$70.96 - $92.65 $2.81M - $3.67M
39.6K $3.42M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
26.2K
+ 1005.41%
$113.13 - $127.79 $2.96M - $3.35M
28.8K $3.29M
FSK
Fs Kkr Capital Corp

Financial Services
126K
+ 236.51%
$20.47 - $24.06 $2.58M - $3.03M
179K $3.75M
BXSL
Blackstone Secured Lending Fund

Financial Services
75.7K
New
$31.3 - $34.5 $2.37M - $2.61M
75.7K $2.45M
DFUS
Dimensional ETF Tr U S Equity

ETFs
39.5K
New
$59.61 - $66.71 $2.36M - $2.64M
39.5K $2.38M
ARCC
Ares Capital Corp

Financial Services
107K
+ 799.89%
$21.28 - $23.81 $2.27M - $2.54M
120K $2.66M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
55.6K
+ 125.99%
$40.79 - $42.32 $2.27M - $2.35M
99.8K $4.19M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
18.4K
+ 5.71%
$59.28 - $66.1 $1.09M - $1.21M
340K $21.9M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
37.3K
+ 118.59%
$59.78 - $60.03 $2.23M - $2.24M
68.8K $4.13M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
38K
New
$52.16 - $56.68 $1.98M - $2.16M
38K $2.12M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13K
+ 1.91%
$41.61 - $44.72 $540K - $580K
693K $30.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
41K
+ 17.89%
$50.48 - $51.04 $2.07M - $2.09M
270K $13.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
58.2K
+ 4.13%
$27.01 - $28.54 $1.57M - $1.66M
1.47M $40.5M
CTA
Simplify Exch Traded Fds Simpl

ETFs
58.3K
+ 94.3%
$27.81 - $30.21 $1.62M - $1.76M
120K $3.54M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
67.9K
+ 35.17%
$32.49 - $37.99 $2.21M - $2.58M
261K $8.72M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 12.5%
$663000.0 - $801950.0 $663K - $802K
9 $7.19M
DFSV
Dimensional ETF Tr Dimensional

ETFs
66.3K
+ 140.71%
$27.56 - $32.1 $1.83M - $2.13M
113K $3.19M
CGDV
Capital Group Divid Value ETF

ETFs
45.3K
+ 9.22%
$34.95 - $37.36 $1.58M - $1.69M
536K $19M
USFR
Wisdomtree Floating Rate Treas

ETFs
32.9K
+ 7.05%
$50.29 - $50.5 $1.65M - $1.66M
499K $25.1M
MLPX
Global X Mlp & Energy Infrastr

ETFs
25.7K
New
$59.6 - $67.2 $1.53M - $1.72M
25.7K $1.64M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
51.1K
+ 9.16%
$28.55 - $29.09 $1.46M - $1.49M
608K $17.5M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
30.6K
+ 29.08%
$50.03 - $50.27 $1.53M - $1.54M
136K $6.81M
ABBV
Abb Vie Inc.

Healthcare
664
+ 1.54%
$169.2 - $216.66 $112K - $144K
43.9K $9.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.3K
+ 12.72%
$169.43 - $182.84 $1.74M - $1.88M
91.1K $15.6M
XOM
Exxon Mobil Corp

Energy
2.46K
+ 2.4%
$105.44 - $118.93 $259K - $292K
105K $12.4M
XCEM
Columbia ETF Tr Ii

ETFs
48.8K
+ 35.4%
$29.18 - $30.72 $1.42M - $1.5M
186K $5.52M
DFAS
Dimensional ETF Tr U S Small C

ETFs
24.4K
+ 189.22%
$58.81 - $68.2 $1.44M - $1.67M
37.4K $2.23M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
27.4K
+ 4.87%
$47.33 - $47.92 $1.3M - $1.31M
590K $28M
RDVY
First Trust Rising Dividend Ac

ETFs
24.9K
+ 28.44%
$57.22 - $63.39 $1.42M - $1.58M
112K $6.51M
V
Visa Inc.

Financial Services
263
+ 0.72%
$306.92 - $362.71 $80.7K - $95.4K
36.6K $12.8M
GLD
Spdr Gold Trust

ETFs
1.63K
+ 8.71%
$243.19 - $288.14 $396K - $469K
20.3K $5.86M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.7K
+ 58.47%
$81.83 - $82.73 $1.29M - $1.3M
42.6K $3.52M
MS
Morgan Stanley

Financial Services
11.3K
+ 373.57%
$111.68 - $141.08 $1.27M - $1.6M
14.4K $1.68M
Activity Summary
Buys All Purchases 535 New Holdings 70 Increased Positions 465 Sells All Sells 330 Reductions 330 Sold out 0 Options Calls 0 Puts 0
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