Wealthcare Advisory Partners LLC Incresed Positions in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
210K
+ 6.18%
$66.77 - $71.52 $14M - $15M
3.61M $249M
MUB
Ishares National Muni Bond ETF

ETFs
105K
+ 22.9%
$105.78 - $108.7 $11.1M - $11.5M
565K $60.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
68.3K
+ 8.23%
$100.24 - $101.35 $6.85M - $6.93M
899K $90.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
43.2K
+ 2.01%
$69.3 - $74.3 $2.99M - $3.21M
2.19M $157M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
205K
+ 34.02%
$22.71 - $23.47 $4.66M - $4.81M
808K $18.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
78.2K
+ 20.14%
$50.23 - $50.46 $3.93M - $3.95M
466K $23.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
47.9K
+ 5.57%
$34.49 - $39.24 $1.65M - $1.88M
908K $33.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
92.1K
+ 7.45%
$44.33 - $49.55 $4.08M - $4.56M
1.33M $59.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.43K
+ 2.61%
$481.22 - $538.17 $1.17M - $1.31M
95.4K $48.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
37.3K
+ 61.31%
$80.93 - $85.66 $3.02M - $3.19M
98.1K $7.94M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
65.2K
+ 13.13%
$47.26 - $48.18 $3.08M - $3.14M
562K $26.6M
AVGO
Broadcom Inc.

Technology
170
+ 0.39%
$159.67 - $250.0 $27.1K - $42.5K
43.5K $10.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
51.9K
+ 29.28%
$50.62 - $50.97 $2.63M - $2.64M
229K $11.6M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
68.6K
+ 11.22%
$40.97 - $42.66 $2.81M - $2.93M
680K $28.1M
CGCP
Capital Group Core Plus Income

ETFs
120K
+ 55.35%
$22.13 - $23.17 $2.66M - $2.78M
337K $7.47M
PULS
Pgim ETF Tr

ETFs
47.5K
+ 65.95%
$49.51 - $49.79 $2.35M - $2.36M
119K $5.92M
SPMD
Spdr Portfolio

ETFs
41.2K
+ 4.83%
$54.13 - $59.56 $2.23M - $2.45M
893K $48.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
186K
+ 8.35%
$24.94 - $26.14 $4.63M - $4.85M
2.41M $60.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
138K
+ 17.93%
$34.13 - $37.35 $4.71M - $5.15M
907K $31M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
29.4K
+ 53.94%
$66.67 - $74.08 $1.96M - $2.18M
83.9K $5.71M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
49.3K
+ 34.25%
$35.45 - $40.33 $1.75M - $1.99M
193K $6.92M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41K
+ 6.15%
$33.92 - $36.6 $1.39M - $1.5M
707K $24.5M
V
Visa Inc.

Financial Services
386
+ 1.07%
$273.87 - $320.91 $106K - $124K
36.3K $11.5M
RWL
Invesco Exchange Traded Fd Tr

ETFs
16.3K
+ 38.85%
$97.11 - $104.1 $1.58M - $1.69M
58.1K $5.69M
IEF
Ishares Barclays

ETFs
47.3K
+ 9.09%
$92.08 - $98.18 $4.36M - $4.64M
568K $52.5M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
27.9K
+ 36.1%
$50.0 - $50.27 $1.4M - $1.4M
105K $5.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22K
+ 32.95%
$53.94 - $58.15 $1.19M - $1.28M
88.7K $5M
VUG
Vanguard Growth ETF

ETFs
1.25K
+ 4.67%
$378.79 - $428.11 $474K - $536K
28.1K $11.5M
IFRA
Ishares Tr

ETFs
27.2K
+ 18.23%
$45.94 - $51.71 $1.25M - $1.41M
176K $8.17M
SCHO
Schwab Short Term Us Treasury

ETFs
90K
+ 216.64%
$24.06 - $48.88 $2.17M - $4.4M
132K $3.16M
CGDV
Capital Group Divid Value ETF

ETFs
46.5K
+ 10.46%
$35.16 - $37.12 $1.64M - $1.73M
491K $17.3M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
40.4K
+ 44.12%
$28.24 - $29.18 $1.14M - $1.18M
132K $3.74M
AVUV
American Centy ETF Tr Avantis

ETFs
10.5K
+ 8.66%
$94.37 - $106.41 $993K - $1.12M
132K $12.7M
BALT
Innovator Etfs Tr
26.3K
+ 6.49%
$30.76 - $31.55 $810K - $831K
432K $13.6M
GLD
Spdr Gold Trust

ETFs
4.19K
+ 28.91%
$236.59 - $257.5 $992K - $1.08M
18.7K $4.53M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
12.3K
+ 22.2%
$98.47 - $109.35 $1.21M - $1.34M
67.5K $6.64M
AVLV
American Centy ETF Tr Avantis
14.3K
+ 74.26%
$65.51 - $71.22 $938K - $1.02M
33.6K $2.24M
GNR
Spdr S&P Global Natural Resour

ETFs
20.2K
+ 422.91%
$48.67 - $58.43 $981K - $1.18M
24.9K $1.24M
CTA
Simplify Exch Traded Fds Simpl

ETFs
32.5K
+ 110.75%
$25.8 - $28.97 $839K - $942K
61.9K $1.73M
NOW
Service Now, Inc.

Technology
44
+ 0.8%
$867.18 - $1148.42 $38.2K - $50.5K
5.55K $5.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.95K
+ 7.09%
$126.68 - $134.74 $1.01M - $1.07M
120K $15.3M
RDVY
First Trust Rising Dividend Ac

ETFs
15.6K
+ 21.69%
$58.65 - $64.37 $914K - $1M
87.4K $5.17M
FTSD
Franklin ETF Tr Liberty Short

ETFs
12K
+ 5.07%
$89.95 - $90.89 $1.08M - $1.09M
249K $22.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 8.33%
$198.04 - $221.51 $506K - $566K
33.2K $6.99M
MSTR
Microstrategy Inc

Technology
1.22K
+ 31.58%
$162.69 - $473.83 $198K - $576K
5.07K $1.47M
HYG
Ishares Tr

ETFs
10.2K
+ 131.39%
$78.09 - $80.04 $797K - $817K
18K $1.41M
UPS
United Parcel Service Inc

Industrials
10K
+ 20.94%
$122.65 - $138.35 $1.23M - $1.39M
58K $7.31M
HON
Honeywell International Inc

Industrials
2.93K
+ 50.27%
$202.84 - $236.0 $594K - $691K
8.76K $1.98M
GOOG
Alphabet Inc.

Communication Services
58
+ 0.18%
$163.08 - $198.16 $9.46K - $11.5K
31.9K $6.08M
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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