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
NVS
Novartis Ag

Healthcare
252
+ 9.04%
$97.14 - $115.57 $24.5K - $29.1K
3.04K $339K
NOK
Nokia Corp

Technology
13K
New
$4.43 - $5.42 $57.7K - $70.6K
13K $68K
APD
Air Products & Chemicals, Inc.

Basic Materials
157
+ 3.65%
$283.24 - $338.07 $44.5K - $53.1K
4.46K $1.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.45K
+ 26.14%
$165.25 - $224.62 $239K - $325K
6.98K $1.16M
PFFA
Etfis Ser Tr I

ETFs
4K
+ 10.28%
$21.21 - $22.3 $84.8K - $89.2K
42.9K $915K
KMI
Kinder Morgan, Inc.

Energy
755
+ 2.06%
$26.1 - $31.22 $19.7K - $23.6K
37.4K $1.07M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
2.95K
+ 12.37%
$20.08 - $21.07 $59.1K - $62.1K
26.8K $544K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.62K
+ 15.66%
$12.18 - $12.91 $56.3K - $59.6K
34.1K $422K
AES
Aes Corp

Utilities
5.83K
+ 23.95%
$9.93 - $13.23 $57.9K - $77.2K
30.2K $374K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 17.34%
$45.72 - $51.73 $125K - $142K
18.5K $849K
GD
General Dynamics Corp

Industrials
133
+ 5.56%
$241.94 - $272.58 $32.2K - $36.3K
2.52K $687K
AZN
Astrazeneca PLC

Healthcare
424
+ 12.85%
$65.37 - $77.96 $27.7K - $33.1K
3.72K $273K
CME
Cme Group Inc.

Financial Services
47
+ 3.63%
$225.82 - $266.54 $10.6K - $12.5K
1.34K $356K
SHW
Sherwin Williams CO

Basic Materials
137
+ 18.39%
$330.16 - $365.55 $45.2K - $50.1K
882 $307K
WEC
Wec Energy Group, Inc.

Utilities
116
+ 4.36%
$92.12 - $108.98 $10.7K - $12.6K
2.77K $302K
VPU
Vanguard Utilities ETF

ETFs
255
+ 16.16%
$161.24 - $173.33 $41.1K - $44.2K
1.83K $309K
NJR
New Jersey Resources Corp

Utilities
46
+ 0.23%
$45.25 - $49.37 $2.08K - $2.27K
20.5K $1M
CL
Colgate Palmolive CO

Consumer Defensive
402
+ 10.03%
$85.68 - $97.5 $34.4K - $39.2K
4.41K $413K
KLAC
Kla Corp

Technology
14
+ 1.79%
$636.62 - $777.63 $8.91K - $10.9K
794 $539K
SAR
Saratoga Investment Corp.

Financial Services
41
+ 0.12%
$23.35 - $26.0 $957 - $1.07K
32.9K $833K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.29K
+ 7.09%
$27.64 - $28.58 $35.5K - $36.7K
19.4K $553K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
444
+ 1.23%
$21.34 - $23.86 $9.47K - $10.6K
36.5K $832K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
7K
+ 64.52%
N/A
17.9K $122K
ROP
Roper Technologies Inc

Industrials
33
+ 8.13%
$502.71 - $593.81 $16.6K - $19.6K
439 $258K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
567
+ 13.97%
$66.9 - $71.57 $37.9K - $40.6K
4.63K $323K
DTE
Dte Energy CO

Utilities
13
+ 0.52%
$117.6 - $138.27 $1.53K - $1.8K
2.53K $349K
ACI
Albertsons Companies, Inc.

Consumer Defensive
77
+ 0.42%
$19.58 - $22.02 $1.51K - $1.7K
18.2K $401K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
940
+ 4.59%
$21.48 - $22.98 $20.2K - $21.6K
21.4K $482K
FTC
First Tr Lge Cap Growth

ETFs
562
+ 12.88%
$127.87 - $148.89 $71.9K - $83.7K
4.93K $644K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
532
+ 1.26%
$22.98 - $24.13 $12.2K - $12.8K
42.7K $1.02M
IYG
Ishares Tr

ETFs
550
+ 17.14%
$74.6 - $84.81 $41K - $46.6K
3.76K $291K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
5K
+ 23.15%
$9.89 - $10.46 $49.5K - $52.3K
26.6K $265K
BFC
Bank First Corp

Financial Services
33
+ 0.14%
$93.72 - $106.76 $3.09K - $3.52K
23.2K $2.34M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
478
+ 20.0%
$90.0 - $96.32 $43K - $46K
2.87K $262K
MBB
Ishares Tr

ETFs
273
+ 3.54%
$90.37 - $94.08 $24.7K - $25.7K
8K $748K
UTG
Reaves Utility Income Fund

Financial Services
993
+ 13.77%
$31.08 - $34.42 $30.9K - $34.2K
8.2K $266K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.18K
+ 9.55%
$192.82 - $222.1 $612K - $705K
36.4K $7.03M
BP
Bp PLC

Energy
123
+ 1.64%
$29.93 - $35.31 $3.68K - $4.34K
7.64K $258K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.79K
+ 9.41%
$16.18 - $17.82 $28.9K - $31.8K
20.8K $350K
FUBO
Fubo Tv Inc.

Communication Services
11.7K
New
$1.41 - $5.46 $16.5K - $63.7K
11.7K $34K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
339
+ 24.96%
$147.38 - $176.39 $50K - $59.8K
1.7K $256K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.91K
+ 21.24%
$47.25 - $67.02 $138K - $195K
16.6K $811K
NEAR
Blackrock Short Maturity Bond

ETFs
580
+ 10.4%
$50.4 - $50.89 $29.2K - $29.5K
6.16K $313K
DELL
Dell Technologies Inc.

Technology
809
+ 44.87%
$90.34 - $124.66 $73.1K - $101K
2.61K $238K
AGNC
Agnc Investment Corp.

Real Estate
2.47K
+ 14.06%
$9.12 - $10.54 $22.5K - $26K
20K $191K
JCI
Johnson Controls International PLC

Industrials
328
+ 8.98%
$76.12 - $90.6 $25K - $29.7K
3.98K $318K
TRGP
Targa Resources Corp.

Energy
7
+ 0.56%
$178.44 - $217.22 $1.25K - $1.52K
1.26K $251K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
459
+ 9.29%
$50.82 - $52.7 $23.3K - $24.2K
5.4K $283K
HEI
Heico Corp

Industrials
7
+ 0.76%
$219.6 - $270.85 $1.54K - $1.9K
929 $247K
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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