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
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.56K
+ 79.17%
$43.02 - $47.32 $153K - $168K
8.05K $348K
CB
Chubb LTD

Financial Services
757
+ 13.67%
$271.57 - $301.89 $206K - $229K
6.3K $1.74M
COP
Conocophillips

Energy
2.04K
+ 20.34%
$95.12 - $114.72 $194K - $234K
12.1K $1.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
403
+ 4.35%
$116.4 - $138.52 $46.9K - $55.8K
9.66K $1.22M
SUB
Ishares Short Term National Mu

ETFs
1.76K
+ 2.47%
$104.94 - $106.2 $185K - $187K
73.1K $7.71M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
11.1K
New
$12.1 - $13.76 $135K - $153K
11.1K $134K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.26K
+ 10.81%
$73.49 - $86.09 $92.5K - $108K
12.9K $993K
PPL
Ppl Corp

Utilities
4.22K
+ 18.26%
$31.47 - $35.0 $133K - $148K
27.4K $888K
NKE
Nike, Inc.

Consumer Cyclical
4.11K
+ 27.14%
$73.36 - $89.13 $302K - $366K
19.3K $1.46M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7.11K
+ 59.93%
$15.9 - $17.05 $113K - $121K
19K $315K
TJX
Tjx Companies Inc

Consumer Cyclical
134
+ 0.44%
$112.15 - $127.2 $15K - $17K
30.7K $3.71M
ETR
Entergy Corp

Utilities
5.6K
+ 99.4%
$73.19 - $156.4 $410K - $876K
11.2K $852K
MS
Morgan Stanley

Financial Services
416
+ 15.88%
$104.42 - $134.99 $43.4K - $56.2K
3.04K $381K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1K
+ 2.87%
$78.43 - $87.17 $78.7K - $87.5K
36K $2.89M
CRNC
Cerence Inc.

Technology
13.4K
New
$2.64 - $8.95 $35.4K - $120K
13.4K $105K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
12K
New
$4.34 - $10.57 $51.9K - $126K
12K $104K
VO
Vanguard Mid Cap ETF

ETFs
342
+ 0.84%
$261.5 - $284.63 $89.4K - $97.3K
40.9K $10.8M
FVRR
Fiverr International Ltd.

Communication Services
1.43K
+ 15.41%
$21.53 - $35.45 $30.7K - $50.5K
10.7K $338K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
207
+ 1.17%
$19.44 - $28.35 $4.02K - $5.87K
17.9K $461K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.15K
+ 7.04%
$41.09 - $45.94 $88.3K - $98.7K
32.6K $1.37M
SBUX
Starbucks Corp

Consumer Cyclical
1.76K
+ 17.81%
$87.44 - $102.5 $154K - $180K
11.6K $1.06M
UNP
Union Pacific Corp

Industrials
659
+ 21.83%
$223.15 - $249.32 $147K - $164K
3.68K $838K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.98K
+ 6.9%
$25.3 - $26.31 $151K - $157K
92.6K $2.37M
XLP
Consumer Staples Sector Spdr

ETFs
1.22K
+ 3.78%
N/A
33.6K $2.55M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.06K
+ 2.13%
$30.04 - $32.01 $31.9K - $34K
50.9K $1.6M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
14.2K
+ 8.98%
$17.21 - $18.41 $245K - $262K
173K $2.98M
VRT
Vertiv Holdings CO

Industrials
986
+ 6.05%
N/A
17.3K $1.5M
CDNS
Cadence Design Systems Inc

Technology
200
+ 25.0%
$249.1 - $324.54 $49.8K - $64.9K
1K $300K
TXN
Texas Instruments Inc

Technology
418
+ 6.63%
N/A
6.72K $1.31M
PVI
Invesco Vrdo Tax Free ETF

ETFs
3.53K
+ 8.96%
$24.71 - $25.05 $87.1K - $88.3K
42.9K $1.06M
DJD
Invesco Exchange Traded Fd Tr

ETFs
2.35K
+ 11.38%
$50.65 - $54.19 $119K - $127K
23K $1.17M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.6K
+ 10.97%
$55.45 - $61.08 $1.14M - $1.26M
208K $11.5M
CADE
Cadence Bank

Financial Services
715
+ 3.53%
$30.54 - $39.29 $21.8K - $28.1K
21K $722K
UBER
Uber Technologies, Inc

Technology
5.28K
+ 32.47%
$59.93 - $86.34 $316K - $455K
21.5K $1.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
47
+ 1.64%
$340.59 - $380.5 $16K - $17.9K
2.92K $1.07M
SNSR
Global X Fds Internet Of Thing

ETFs
1.92K
+ 3.26%
$34.03 - $36.88 $65.5K - $71K
60.9K $2.13M
AVUS
American Centy ETF Tr Avantis

ETFs
512
+ 3.45%
$94.36 - $102.06 $48.3K - $52.3K
15.3K $1.49M
USB
Us Bancorp \De\

Financial Services
6
+ 0.02%
$43.98 - $53.66 $264 - $322
34.5K $1.65M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.01K
+ 21.96%
$37.15 - $41.12 $74.6K - $82.6K
11.2K $422K
ILMN
Illumina, Inc.

Healthcare
436
+ 11.54%
$128.99 - $155.15 $56.2K - $67.6K
4.21K $563K
TRV
Travelers Companies, Inc.

Financial Services
254
+ 19.03%
$225.97 - $266.66 $57.4K - $67.7K
1.59K $382K
JPRE
J P Morgan Exchange Traded Fd

ETFs
2.76K
+ 16.51%
$46.45 - $51.64 $128K - $142K
19.5K $919K
ALL
Allstate Corp

Financial Services
340
+ 30.47%
$181.25 - $208.2 $61.6K - $70.8K
1.46K $280K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
862
+ 2.03%
$99.0 - $99.5 $85.3K - $85.8K
43.2K $4.29M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
750
+ 10.88%
$94.79 - $95.69 $71.1K - $71.8K
7.64K $725K
TMUS
T Mobile Us, Inc.

Communication Services
105
+ 3.67%
$206.1 - $246.94 $21.6K - $25.9K
2.97K $654K
VGIT
Vanguard Intermediate Term Tre

ETFs
9.31K
+ 4.64%
$57.78 - $60.4 $538K - $562K
210K $12.2M
FV
First Trust Dorsey Wright Focu

ETFs
812
+ 12.94%
$57.47 - $62.82 $46.7K - $51K
7.09K $418K
FTC
First Tr Lge Cap Growth

ETFs
200
+ 4.8%
$130.13 - $149.09 $26K - $29.8K
4.36K $600K
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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