Wealthcare Advisory Partners LLC Incresed Positions in Q1 2025

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
10.2K
+ 17.2%
$67.08 - $76.14 $683K - $776K
69.4K $5.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14K
+ 100.0%
$68.32 - $75.06 $958K - $1.05M
28K $2.07M
CGCP
Capital Group Core Plus Income

ETFs
44.8K
+ 13.32%
$21.94 - $22.64 $984K - $1.02M
382K $8.55M
VO
Vanguard Mid Cap ETF

ETFs
5.17K
+ 12.63%
$251.87 - $277.95 $1.3M - $1.44M
46.1K $11.8M
VAW
Vanguard Materials ETF

ETFs
5.55K
+ 33.71%
$185.71 - $202.46 $1.03M - $1.12M
22K $4.12M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
3.63K
+ 1.3%
$34.52 - $39.32 $125K - $143K
283K $10.8M
PDI
Pimco Dynamic Income Fund

Financial Services
24.5K
+ 7.24%
$18.51 - $20.05 $454K - $491K
363K $7.18M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13.7K
+ 14.01%
$78.0 - $84.37 $1.07M - $1.16M
112K $8.84M
CVX
Chevron Corp

Energy
1.64K
+ 6.17%
$146.71 - $167.97 $241K - $276K
28.3K $4.73M
UBER
Uber Technologies, Inc

Technology
6.68K
+ 31.06%
$63.17 - $81.49 $422K - $545K
28.2K $2.06M
VIG
Vanguard Dividend Appreciation

ETFs
3.93K
+ 4.87%
N/A
84.5K $15.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
25.7K
+ 84.52%
$25.35 - $27.46 $652K - $707K
56.2K $1.49M
WM
Waste Management Inc

Industrials
243
+ 1.16%
$200.54 - $233.78 $48.7K - $56.8K
21.2K $4.9M
PM
Philip Morris International Inc.

Consumer Defensive
203
+ 1.22%
$117.15 - $158.79 $23.8K - $32.2K
16.8K $2.67M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.22K
+ 7.72%
$53.99 - $58.43 $444K - $480K
115K $6.56M
CGXU
Capital Group Intl Focus Equit

ETFs
25.2K
+ 11.5%
$24.48 - $26.59 $617K - $670K
244K $6.06M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.3K
+ 81.16%
$51.52 - $52.37 $635K - $646K
27.5K $1.44M
RWR
Spdr Dow Jones Reit ETF

ETFs
6.67K
+ 63.45%
$95.15 - $104.06 $634K - $694K
17.2K $1.69M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.55K
+ 4.13%
N/A
190K $16.4M
SLV
I Shares Silver Trust

ETFs
9.53K
+ 12.68%
$26.93 - $31.32 $257K - $299K
84.7K $2.63M
IBM
International Business Machines Corp

Technology
422
+ 2.27%
$217.4 - $264.74 $91.7K - $112K
19K $4.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
366
+ 0.42%
$74.85 - $84.89 $27.4K - $31.1K
87.8K $7.24M
PSLV
Sprott Physical Silver Trust

Financial Services
7.88K
+ 2.91%
$9.86 - $11.68 $77.7K - $92K
279K $3.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.3K
+ 6.67%
$49.78 - $53.19 $713K - $762K
229K $11.6M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
18.5K
+ 9.51%
N/A
213K $6.72M
INTC
Intel Corp

Technology
21.1K
+ 56.66%
$19.1 - $27.39 $403K - $578K
58.4K $1.33M
DFIS
Dimensional ETF Tr Dimensional

ETFs
20.4K
+ 232.73%
$23.92 - $26.89 $487K - $547K
29.1K $761K
GE
General Electric CO

Industrials
335
+ 2.35%
$168.59 - $212.13 $56.5K - $71.1K
14.6K $2.93M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.81K
+ 25.52%
$120.29 - $134.6 $699K - $782K
28.6K $3.47M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.9K
+ 31.86%
$49.69 - $50.76 $540K - $552K
45K $2.24M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.15K
+ 3.46%
$126.11 - $135.06 $524K - $561K
124K $15.8M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
13.9K
+ 135.43%
$32.66 - $36.43 $454K - $507K
24.2K $849K
VTI
Vanguard Total Stock Market Et

ETFs
22.6K
+ 6.5%
$271.18 - $303.12 $6.13M - $6.86M
371K $101M
CSCO
Cisco Systems, Inc.

Technology
4.74K
+ 6.35%
$58.74 - $64.87 $279K - $308K
79.5K $4.9M
ELV
Elevance Health, Inc.

Healthcare
801
+ 37.46%
$365.9 - $436.25 $293K - $349K
2.94K $1.27M
MMM
3 M CO

Industrials
509
+ 2.38%
$129.7 - $155.12 $66K - $79K
21.9K $3.22M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.81K
+ 21.12%
$48.31 - $49.23 $426K - $434K
50.5K $2.48M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
17.8K
+ 18.2%
N/A
115K $2.94M
KO
Coca Cola CO

Consumer Defensive
584
+ 1.38%
$60.81 - $72.32 $35.5K - $42.2K
42.9K $3.07M
VTV
Vanguard Value ETF

ETFs
1.32K
+ 0.97%
$167.73 - $179.21 $221K - $236K
136K $23.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.1K
+ 53.49%
$25.1 - $27.85 $355K - $394K
40.6K $1.1M
WPC
W. P. Carey Inc.

Real Estate
2.31K
+ 7.19%
$53.5 - $65.05 $124K - $150K
34.5K $2.17M
ISRG
Intuitive Surgical Inc

Healthcare
1.06K
+ 26.37%
$476.63 - $610.45 $503K - $645K
5.06K $2.51M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.6K
+ 17.59%
$51.45 - $58.51 $803K - $913K
104K $5.4M
IAU
Ishares Gold Trust

ETFs
3.23K
+ 15.0%
$49.74 - $58.96 $161K - $191K
24.8K $1.46M
BMY
Bristol Myers Squibb CO

Healthcare
3.04K
+ 6.93%
$53.9 - $63.11 $164K - $192K
46.9K $2.86M
ABT
Abbott Laboratories

Healthcare
1.02K
+ 8.35%
$111.1 - $140.22 $114K - $144K
13.3K $1.76M
MPC
Marathon Petroleum Corp

Energy
2.25K
+ 57.29%
$134.72 - $159.03 $303K - $358K
6.18K $900K
DUK
Duke Energy Corp

Utilities
1.11K
+ 7.61%
$105.87 - $121.97 $117K - $135K
15.7K $1.91M
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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