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
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.7K
+ 93.4%
$15.97 - $18.5 $187K - $216K
24.2K $391K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
888
+ 57.74%
$196.12 - $229.48 $174K - $204K
2.43K $487K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.06K
+ 66.27%
$29.82 - $30.1 $151K - $152K
12.7K $381K
WTRG
Essential Utilities, Inc.

Utilities
1.87K
+ 7.98%
$33.49 - $40.57 $62.5K - $75.7K
25.3K $998K
RJF
Raymond James Financial Inc

Financial Services
1.35K
+ 55.61%
$137.62 - $172.64 $186K - $233K
3.78K $525K
HMOP
Hartford Fds Exchange Traded T

ETFs
5.71K
+ 2.18%
$38.25 - $39.12 $218K - $223K
268K $10.3M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
7.52K
+ 20.94%
$18.55 - $18.81 $140K - $141K
43.4K $813K
ECL
Ecolab Inc.

Basic Materials
480
+ 40.44%
$229.72 - $269.82 $110K - $130K
1.67K $422K
TFLO
Ishares Treasury Floating Rate

ETFs
2.81K
+ 27.38%
$50.48 - $50.68 $142K - $142K
13.1K $661K
UNH
Unitedhealth Group Inc

Healthcare
82
+ 1.6%
$461.52 - $548.18 $37.8K - $45K
5.22K $2.73M
COIN
Coinbase Global, Inc.

Technology
1.56K
+ 87.01%
$172.23 - $301.3 $269K - $470K
3.36K $577K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
725
+ 6.4%
$75.32 - $84.77 $54.6K - $61.5K
12K $993K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.84K
+ 10.1%
$33.63 - $37.64 $61.9K - $69.3K
20.1K $745K
MELI
Mercadolibre Inc

Consumer Cyclical
37
+ 16.74%
$1739.0 - $2260.0 $64.3K - $83.6K
258 $503K
AMT
American Tower Corp

Real Estate
143
+ 5.13%
$173.46 - $217.6 $24.8K - $31.1K
2.93K $638K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.75K
+ 25.68%
$119.38 - $161.42 $209K - $283K
8.58K $1.02M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
19
+ 0.38%
$88.0 - $115.5 $1.67K - $2.19K
5.05K $576K
PVAL
Putnam ETF Tr Putnam Focused L
2.88K
+ 8.97%
$36.8 - $39.59 $106K - $114K
34.9K $1.32M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.06K
+ 2.44%
$99.16 - $99.52 $105K - $105K
44.3K $4.41M
PPL
Ppl Corp

Utilities
486
+ 1.78%
$31.68 - $36.11 $15.4K - $17.5K
27.8K $1.01M
PAVE
Global X Fds Us Infrastructure

ETFs
11.9K
+ 10.09%
$37.31 - $43.82 $443K - $520K
129K $4.87M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
773
+ 0.78%
$25.21 - $26.38 $19.5K - $20.4K
99.5K $2.61M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.02K
+ 7.1%
$35.35 - $42.74 $36K - $43.6K
15.4K $636K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.63K
+ 20.47%
$32.74 - $36.2 $86.1K - $95.2K
15.5K $542K
PVI
Invesco Vrdo Tax Free ETF

ETFs
4.33K
+ 10.09%
$24.73 - $24.89 $107K - $108K
47.2K $1.17M
ALL
Allstate Corp

Financial Services
439
+ 30.15%
$180.99 - $210.18 $79.5K - $92.3K
1.9K $392K
RACE
Ferrari N.V.

Consumer Cyclical
256
+ 52.03%
$413.73 - $508.15 $106K - $130K
748 $320K
BSX
Boston Scientific Corp

Healthcare
754
+ 25.81%
$89.38 - $106.18 $67.4K - $80.1K
3.68K $370K
VRT
Vertiv Holdings CO

Industrials
1.27K
+ 7.35%
N/A
18.6K $1.61M
GRMN
Garmin LTD

Technology
122
+ 1.64%
$204.55 - $241.93 $25K - $29.5K
7.55K $1.64M
OKE
Oneok Inc

Energy
1.28K
+ 6.98%
$89.57 - $109.85 $115K - $140K
19.6K $1.95M
UGI
Ugi Corp

Utilities
267
+ 1.36%
$28.0 - $34.16 $7.48K - $9.12K
19.9K $656K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
591
+ 5.5%
$128.74 - $138.67 $76.1K - $82K
11.3K $1.52M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
8.77K
+ 23.86%
$11.12 - $11.83 $97.5K - $104K
45.5K $510K
CELH
Celsius Holdings, Inc.

Consumer Defensive
301
+ 3.2%
$21.28 - $35.62 $6.41K - $10.7K
9.72K $346K
HEFA
Ishares Currency Hedged Msci E

ETFs
997
+ 2.94%
$34.83 - $37.52 $34.7K - $37.4K
34.9K $1.28M
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.17%
$3193.96 - $3828.11 $9.58K - $11.5K
141 $537K
MDLZ
Mondelez International, Inc.

Consumer Defensive
573
+ 8.32%
$56.12 - $68.15 $32.2K - $39K
7.46K $506K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.12K
+ 7.52%
$30.73 - $32.26 $127K - $133K
58.9K $1.82M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.2K
+ 6.04%
$26.09 - $30.21 $31.3K - $36.2K
21K $620K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
3.86K
+ 19.98%
$21.49 - $22.24 $82.9K - $85.8K
23.2K $512K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.07K
+ 21.11%
$76.77 - $82.22 $82.3K - $88.1K
6.15K $483K
CLX
Clorox CO

Consumer Defensive
760
+ 47.8%
$141.76 - $162.89 $108K - $124K
2.35K $346K
CI
Cigna Corp

Healthcare
5
+ 0.3%
$274.49 - $329.0 $1.37K - $1.65K
1.65K $541K
EDOW
First Tr Exchange Traded Fd

ETFs
3.24K
+ 5.12%
$35.58 - $38.24 $115K - $124K
66.5K $2.38M
IEMG
Ishares Inc

ETFs
1.57K
+ 1.61%
N/A
99K $5.31M
BOND
Pimco Active Bond Exchange Tra

ETFs
543
+ 3.17%
$89.27 - $92.9 $48.5K - $50.4K
17.7K $1.63M
PLD
Prologis, Inc.

Real Estate
605
+ 24.18%
$103.59 - $124.04 $62.7K - $75K
3.11K $347K
IVE
Ishares S&P 500 Value ETF

ETFs
526
+ 6.28%
$185.78 - $198.58 $97.7K - $104K
8.91K $1.68M
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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email