Wealthcare Advisory Partners LLC Incresed Positions in Q3 2024

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.07K
+ 7.57%
$332.02 - $382.76 $356K - $410K
15.2K $5.72M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.74K
+ 19.03%
$218.05 - $243.47 $380K - $425K
10.9K $2.66M
EDOW
First Tr Exchange Traded Fd

ETFs
11.6K
+ 22.73%
$32.74 - $36.1 $381K - $420K
62.9K $2.26M
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 10.02%
$25.36 - $28.37 $297K - $332K
128K $3.62M
CMF
Ishares California Muni Bond E

ETFs
8.93K
+ 86.47%
$56.65 - $58.17 $506K - $520K
19.3K $1.12M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.91K
+ 1.11%
$96.3 - $106.49 $184K - $203K
174K $18.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.89K
+ 22.11%
$41.9 - $48.26 $331K - $381K
43.6K $2.09M
AVGO
Broadcom Inc.

Technology
39K
+ 899.77%
$136.27 - $1745.86 $5.31M - $68M
43.3K $7.47M
COST
Costco Wholesale Corp

Consumer Defensive
279
+ 3.94%
$801.83 - $917.05 $224K - $256K
7.36K $6.53M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.97K
+ 43.95%
$106.11 - $113.72 $421K - $451K
13K $1.47M
BMY
Bristol Myers Squibb CO

Healthcare
395
+ 0.89%
$39.66 - $51.75 $15.7K - $20.4K
45K $2.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.7K
+ 18.84%
$138.85 - $182.81 $237K - $312K
10.7K $1.91M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.08K
+ 3.8%
$85.84 - $85.84 $608K - $608K
193K $16.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
670
+ 3.29%
$149.02 - $167.67 $99.8K - $112K
21K $3.52M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.54K
+ 6.46%
$90.36 - $98.07 $230K - $249K
41.9K $4.11M
GIS
General Mills Inc

Consumer Defensive
5.2K
+ 73.76%
$62.5 - $75.15 $325K - $391K
12.3K $904K
EFA
Ishares Tr Msci Eafe ETF

ETFs
294
+ 0.36%
$75.32 - $84.37 $22.1K - $24.8K
82.2K $6.88M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
12.2K
+ 22.04%
$29.08 - $31.84 $353K - $387K
67.3K $2.13M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.98K
+ 36.39%
$64.57 - $71.76 $322K - $357K
18.7K $1.34M
TT
Trane Technologies PLC

Industrials
582
+ 16.07%
$314.21 - $388.71 $183K - $226K
4.2K $1.63M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.1K
+ 18.51%
$256.4 - $289.78 $283K - $319K
7.06K $2M
PHYS
Sprott Physical Gold Trust

Financial Services
7.88K
+ 6.59%
$18.12 - $20.72 $143K - $163K
127K $2.6M
KO
Coca Cola CO

Consumer Defensive
1.48K
+ 3.66%
$62.69 - $73.01 $92.8K - $108K
41.9K $3.01M
CEG
Constellation Energy Corp

Utilities
135
+ 2.02%
$167.08 - $262.86 $22.6K - $35.5K
6.83K $1.78M
ONON
On Holding Ag

Consumer Cyclical
492
+ 1.38%
$36.63 - $51.57 $18K - $25.4K
36.1K $1.81M
ODFL
Old Dominion Freight Line, Inc.

Industrials
80
+ 0.43%
$178.41 - $210.18 $14.3K - $16.8K
18.9K $3.75M
IWD
Ishares Russell 1000 Val ETF

ETFs
328
+ 1.38%
$173.36 - $189.8 $56.9K - $62.3K
24.1K $4.56M
INTC
Intel Corp

Technology
37.9K
+ 61.19%
$18.9 - $34.87 $717K - $1.32M
100K $2.34M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.61K
+ 0.26%
$38.33 - $42.48 $61.7K - $68.4K
611K $25.7M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
4.62K
+ 4.67%
$28.65 - $32.83 $132K - $152K
103K $3.33M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.39K
+ 1.07%
$52.31 - $58.18 $72.4K - $80.6K
131K $7.63M
ENB
Enbridge Inc

Energy
9.11K
+ 108.1%
$35.27 - $41.18 $321K - $375K
17.5K $711K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
12K
+ 24.84%
$21.72 - $25.05 $260K - $300K
60.2K $1.47M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.7K
+ 53.81%
$89.91 - $101.33 $332K - $375K
10.6K $1.04M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.87K
+ 67.14%
$65.04 - $84.24 $252K - $326K
9.64K $776K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.55K
+ 1.7%
$36.02 - $41.68 $55.9K - $64.7K
93K $3.84M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
20.4K
+ 143.92%
$18.19 - $18.81 $371K - $384K
34.6K $650K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.87K
+ 3.58%
$28.1 - $29.89 $193K - $205K
199K $5.94M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2.35K
+ 1.85%
$26.74 - $30.37 $62.8K - $71.3K
130K $3.93M
IWN
Ishares Russell2000 Val ETF

ETFs
1.19K
+ 9.32%
$150.05 - $171.34 $179K - $204K
14K $2.33M
IRM
Iron Mountain Inc

Real Estate
213
+ 1.74%
$89.69 - $119.32 $19.1K - $25.4K
12.4K $1.48M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.43K
+ 21.85%
$41.34 - $43.55 $307K - $324K
41.5K $1.79M
VAW
Vanguard Materials ETF

ETFs
298
+ 1.89%
$189.89 - $213.71 $56.6K - $63.7K
16.1K $3.4M
DUK
Duke Energy Corp

Utilities
1.28K
+ 9.35%
$99.35 - $117.71 $127K - $151K
15K $1.73M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5.3K
+ 20.92%
$25.91 - $34.55 $137K - $183K
30.6K $1.05M
GILD
Gilead Sciences, Inc.

Healthcare
1.45K
+ 9.9%
$66.59 - $83.99 $96.2K - $121K
16K $1.34M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
336
+ 0.56%
$75.88 - $83.21 $25.5K - $28K
60.8K $5.06M
DJD
Invesco Exchange Traded Fd Tr

ETFs
4.85K
+ 30.68%
$47.17 - $52.59 $229K - $255K
20.7K $1.09M
MSTR
Microstrategy Inc

Technology
3.62K
+ 1596.48%
$114.3 - $1800.09 $414K - $6.52M
3.85K $649K
Activity Summary
Buys All Purchases 472 New Holdings 85 Increased Positions 387 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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