Wealthcare Advisory Partners LLC Purchases in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
700
+ 8.31%
$138.14 - $180.72 $96.7K - $127K
9.12K $1.61M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
14.5K
New
$22.83 - $23.36 $331K - $339K
14.5K $332K
OKE
Oneok Inc

Energy
1.78K
+ 10.74%
$92.28 - $117.05 $164K - $208K
18.3K $1.84M
CCL
Carnival Corp

Consumer Cyclical
521
+ 1.07%
$17.34 - $26.8 $9.03K - $14K
49.1K $1.22M
IWS
Ishares Russell Midcap Value E

ETFs
2.61K
+ 53.24%
$128.08 - $140.32 $335K - $367K
7.52K $973K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.3K
+ 50.67%
$125.36 - $147.37 $288K - $338K
6.83K $897K
AES
Aes Corp

Utilities
24.4K
New
$12.44 - $20.24 $303K - $493K
24.4K $313K
FANG
Diamondback Energy, Inc.

Energy
1.91K
New
$153.06 - $199.5 $292K - $380K
1.91K $312K
GTLB
Gitlab Inc.

Technology
5.51K
New
$48.76 - $67.19 $269K - $370K
5.51K $310K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.6K
New
$119.34 - $127.78 $311K - $333K
2.6K $310K
RZV
Invesco Fd Tr

ETFs
1.77K
+ 3.31%
$105.77 - $119.36 $188K - $212K
55.5K $6.18M
ARES
Ares Management Corp

Financial Services
684
+ 7.82%
$153.38 - $183.7 $105K - $126K
9.43K $1.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.85K
+ 9.44%
$94.43 - $105.47 $175K - $195K
21.5K $2.18M
CME
Cme Group Inc.

Financial Services
1.3K
New
$221.17 - $246.02 $286K - $319K
1.3K $300K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
6.5K
New
$42.05 - $48.31 $273K - $314K
6.5K $300K
PANW
Palo Alto Networks Inc

Technology
8.55K
+ 108.81%
$181.96 - $405.9 $1.56M - $3.47M
16.4K $2.99M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
37K
+ 15.27%
$35.09 - $39.06 $1.3M - $1.45M
280K $9.81M
IWM
Ishares Russell 2000 ETF

ETFs
1.32K
+ 5.68%
$216.13 - $242.4 $286K - $321K
24.6K $5.44M
VOT
Vanguard Mid Cap Growth Index

ETFs
709
+ 6.5%
$241.48 - $274.89 $171K - $195K
11.6K $2.95M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.78K
+ 61.35%
$51.54 - $52.55 $298K - $304K
15.2K $785K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.28K
+ 50.2%
$46.94 - $51.62 $248K - $272K
15.8K $788K
VBK
Vanguard Small Cap Growth ETF

ETFs
427
+ 3.21%
$264.18 - $304.19 $113K - $130K
13.7K $3.85M
CGUS
Capital Group Core Equity ETF
3.59K
+ 1.56%
$33.96 - $36.24 $122K - $130K
234K $8.17M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
7.6K
New
$29.11 - $41.59 $221K - $316K
7.6K $281K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.58K
New
$76.21 - $82.24 $273K - $295K
3.58K $279K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.46K
New
$182.19 - $195.69 $266K - $286K
1.46K $268K
BKR
Baker Hughes CO

Energy
6.5K
New
$35.98 - $44.88 $234K - $292K
6.5K $266K
CHK
Chesapeake Energy Corp

Energy
3.05K
New
$81.46 - $87.57 $249K - $267K
3.05K $261K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.39K
New
$129.13 - $198.21 $180K - $276K
1.39K $257K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.73K
+ 24.85%
$45.39 - $62.98 $124K - $172K
13.7K $778K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.94K
New
$51.33 - $53.74 $254K - $266K
4.94K $254K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.85K
New
$43.44 - $45.05 $254K - $264K
5.85K $254K
GH
Guardant Health, Inc.

Healthcare
8.26K
New
$20.2 - $38.11 $167K - $315K
8.26K $252K
HTAB
Hartford Fds Exchange Traded

ETFs
22.5K
+ 5.43%
$19.26 - $19.88 $434K - $448K
438K $8.47M
GLW
Corning Inc

Technology
3.72K
+ 12.26%
$44.11 - $49.76 $164K - $185K
34K $1.62M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.71K
+ 4.25%
$107.41 - $115.71 $183K - $198K
41.9K $4.62M
TCHP
T Rowe Price Exchange Traded F

Technology
5.78K
New
$39.17 - $43.9 $226K - $254K
5.78K $243K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.46K
+ 4.17%
$58.39 - $67.04 $85.4K - $98K
36.5K $2.31M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.7K
New
$50.06 - $55.0 $235K - $259K
4.7K $236K
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.87K
New
$47.9 - $53.39 $233K - $260K
4.87K $235K
BLDR
Builders First Source, Inc.

Industrials
1.63K
New
$142.93 - $198.25 $233K - $323K
1.63K $232K
COF
Capital One Financial Corp

Financial Services
1.3K
New
$145.19 - $192.01 $189K - $250K
1.3K $232K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.55K
New
$57.27 - $71.33 $203K - $253K
3.55K $231K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.9K
New
$19.42 - $19.76 $231K - $235K
11.9K $231K
FTHI
First Trust Exchange Traded Fd

ETFs
9.96K
New
$22.89 - $24.02 $228K - $239K
9.96K $231K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.63K
New
$29.77 - $30.19 $227K - $230K
7.63K $227K
OC
Owens Corning

Industrials
1.33K
New
$169.41 - $210.81 $225K - $280K
1.33K $226K
CVX
Chevron Corp

Energy
1.97K
+ 7.96%
$141.15 - $162.53 $278K - $320K
26.7K $3.86M
OEF
Ishares S&P 100 ETF

ETFs
843
+ 57.98%
N/A
2.3K $611K
Activity Summary
Buys All Purchases 486 New Holdings 70 Increased Positions 416 Sells All Sells 378 Reductions 378 Sold out 0 Options Calls 0 Puts 0
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