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
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.36K
New
$159.11 - $178.39 $216K - $242K
1.36K $223K
TRGP
Targa Resources Corp.

Energy
1.25K
New
$150.58 - $207.69 $188K - $259K
1.25K $222K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.66K
+ 30.47%
$43.97 - $45.33 $205K - $211K
20K $896K
UPST
Upstart Holdings, Inc.

Financial Services
3.55K
New
$37.78 - $84.46 $134K - $300K
3.55K $218K
APH
Amphenol Corp

Technology
3.13K
New
$62.07 - $75.35 $194K - $236K
3.13K $217K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
6.89K
New
$30.58 - $33.39 $211K - $230K
6.89K $215K
IRBO
Ishares Robotics & Artificial

ETFs
6.68K
+ 8.02%
N/A
90.1K $2.89M
IONQ
Ion Q, Inc.

Technology
5.14K
New
$8.17 - $48.24 $42K - $248K
5.14K $214K
OXY
Occidental Petroleum Corp

Energy
4.58K
+ 72.66%
$45.36 - $55.91 $208K - $256K
10.9K $537K
VBR
Vanguard Small Cap Value ETF

ETFs
1.49K
+ 4.61%
$197.36 - $217.3 $293K - $323K
33.7K $6.68M
BDX
Becton Dickinson & CO

Healthcare
918
New
$220.02 - $243.75 $202K - $224K
918 $208K
MFC
Manulife Financial Corp

Financial Services
6.76K
New
$29.21 - $32.87 $197K - $222K
6.76K $207K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.11K
New
$146.47 - $191.01 $163K - $212K
1.11K $207K
IYW
Ishares Dj Us Tech ETF

ETFs
1.01K
+ 18.17%
$148.14 - $166.23 $149K - $167K
6.54K $1.04M
AJG
Arthur J. Gallagher & Co.

Financial Services
722
New
$278.49 - $315.16 $201K - $228K
722 $204K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
12K
New
$12.71 - $22.33 $153K - $269K
12K $203K
BK
Bank Of New York Mellon Corp

Financial Services
2.64K
New
$70.82 - $81.87 $187K - $216K
2.64K $202K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.59K
New
$60.57 - $82.2 $157K - $213K
2.59K $200K
KKR
Kkr & Co. Inc.

Financial Services
73
+ 0.67%
$129.87 - $162.87 $9.48K - $11.9K
11K $1.62M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
9.25K
+ 31.73%
$23.79 - $24.6 $220K - $228K
38.4K $915K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.2K
+ 13.09%
$38.37 - $42.82 $467K - $521K
105K $4.03M
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.69K
+ 73.74%
$33.93 - $38.37 $227K - $257K
15.8K $541K
SQ
Block, Inc.

Technology
717
+ 9.76%
$65.06 - $98.92 $46.6K - $70.9K
8.07K $685K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.93K
+ 58.11%
$55.73 - $66.16 $163K - $194K
7.96K $480K
FSK
Fs Kkr Capital Corp

Financial Services
4.15K
+ 8.46%
$19.71 - $22.22 $81.8K - $92.2K
53.2K $1.16M
WFC
Wells Fargo & Company

Financial Services
311
+ 2.62%
$54.98 - $77.35 $17.1K - $24.1K
12.2K $854K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.9K
+ 4.88%
$57.53 - $60.83 $628K - $664K
234K $13.5M
KEY
Keycorp

Financial Services
8.07K
+ 6.48%
$16.21 - $19.97 $131K - $161K
132K $2.27M
HYD
Vaneck High Yield Muni ETF

ETFs
5.18K
+ 6.97%
$51.09 - $53.06 $265K - $275K
79.5K $4.12M
TFC
Truist Financial Corp

Financial Services
535
+ 0.21%
$41.51 - $48.1 $22.2K - $25.7K
253K $11M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.27K
+ 14.3%
$50.02 - $51.24 $213K - $219K
34.1K $1.71M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.73K
+ 7.01%
$50.67 - $50.9 $189K - $190K
56.9K $2.88M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
254
+ 4.81%
$172.07 - $207.36 $43.7K - $52.7K
5.53K $1.09M
HBAN
Huntington Bancshares Inc

Financial Services
9.44K
+ 75.04%
$14.18 - $18.2 $134K - $172K
22K $358K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19.8K
+ 3.69%
$28.6 - $29.27 $567K - $581K
557K $16M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3.45K
+ 2.66%
$29.46 - $32.64 $101K - $112K
133K $4.11M
ICLN
Ishares

ETFs
25.6K
+ 70.23%
$11.35 - $14.51 $290K - $371K
62K $705K
XLC
Select Sector Spdr Tr Communic

ETFs
915
+ 7.2%
$89.66 - $102.16 $82K - $93.5K
13.6K $1.32M
ISRG
Intuitive Surgical Inc

Healthcare
97
+ 2.48%
$471.27 - $550.62 $45.7K - $53.4K
4K $2.09M
SHEL
Shell PLC

Energy
3.16K
+ 36.84%
$60.63 - $70.23 $192K - $222K
11.7K $735K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.25K
+ 25.45%
$54.6 - $68.9 $123K - $155K
11.1K $669K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.41K
+ 57.98%
$74.5 - $78.37 $179K - $189K
6.56K $490K
AXP
American Express CO

Financial Services
133
+ 2.77%
$267.35 - $305.57 $35.6K - $40.6K
4.93K $1.46M
MCK
Mckesson Corp

Healthcare
15
+ 0.75%
$482.27 - $628.5 $7.23K - $9.43K
2.01K $1.14M
SKYY
First Trust Cloud Computing Et

ETFs
899
+ 29.14%
$99.98 - $130.46 $89.9K - $117K
3.98K $474K
PECO
Phillips Edison & Company, Inc.

Real Estate
4.23K
+ 63.36%
$35.96 - $39.8 $152K - $168K
10.9K $408K
ETN
Eaton Corp PLC

Industrials
446
+ 8.55%
$326.96 - $377.52 $146K - $168K
5.66K $1.88M
COIN
Coinbase Global, Inc.

Technology
135
+ 8.14%
$163.17 - $343.62 $22K - $46.4K
1.79K $445K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.46K
+ 32.46%
$26.16 - $28.82 $195K - $215K
30.4K $797K
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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