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
ALLY
Ally Financial Inc.

Financial Services
67
+ 0.52%
$32.99 - $40.09 $2.21K - $2.69K
12.9K $468K
ZTS
Zoetis Inc.

Healthcare
9
+ 0.21%
$156.48 - $175.67 $1.41K - $1.58K
4.31K $708K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
563
+ 0.75%
$23.32 - $23.84 $13.1K - $13.4K
75.5K $1.77M
CRNC
Cerence Inc.

Technology
944
+ 7.03%
$7.9 - $20.18 $7.46K - $19K
14.4K $113K
UMH
Umh Properties, Inc.

Real Estate
559
+ 3.51%
$17.49 - $19.0 $9.78K - $10.6K
16.5K $308K
HON
Honeywell International Inc

Industrials
616
+ 7.03%
$202.75 - $226.52 $125K - $140K
9.38K $1.99M
COF
Capital One Financial Corp

Financial Services
35
+ 2.69%
$163.87 - $209.82 $5.74K - $7.34K
1.34K $239K
NRZ
New Residential Investment Corp.

Real Estate
991
+ 4.3%
N/A
24K $174K
AWR
American States Water CO

Utilities
1
+ 0.01%
$70.84 - $80.98 $70.8 - $81
7.4K $582K
CHK
Chesapeake Energy Corp

Energy
68
+ 2.23%
N/A
3.12K $267K
ORCC
Owl Rock Capital Corp

Financial Services
343
+ 1.85%
N/A
18.9K $253K
IYR
Ishares Tr

ETFs
1
+ 0.04%
$89.49 - $98.98 $89.5 - $99
2.3K $217K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 9.8%
$4295.4 - $5141.88 $21.5K - $25.7K
56 $257K
IAUX
I 80 Gold Corp.
897
+ 5.03%
$0.53 - $0.83 $475 - $745
18.7K $11K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
341
+ 2.84%
$8.38 - $8.86 $2.86K - $3.02K
12.3K $103K
FANG
Diamondback Energy, Inc.

Energy
53
+ 2.78%
$139.9 - $180.18 $7.41K - $9.55K
1.96K $313K
Rubrik Inc.
100
+ 0.96%
N/A
10.6K $0
RDFI
Collaborative Invt Ser Tr Rare
13K
+ 11.05%
N/A
130K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
6.31K
+ 21.7%
N/A
35.4K $0
Dimensional ETF Trust
9.72K
+ 53.51%
N/A
27.9K $0
Ge Healthcare Technologies I
102
+ 2.65%
N/A
3.95K $0
Ge Vernova Inc
83
+ 2.58%
N/A
3.3K $0
Astera Labs Inc
320
+ 1.12%
N/A
28.9K $0
CGMS
Capital Grp Core Plus Income E
85
+ 0.39%
N/A
21.9K $0
Tidal Tr Ii
41.3K
+ 64.36%
N/A
106K $0
Rbb Fd Inc
11.5K
+ 67.27%
N/A
28.7K $0
Ark 21 Shares Bitcoin ETF
3.79K
+ 16.56%
N/A
26.7K $0
FSCO
Fs Cr Opportunities Corp Com
262
+ 0.26%
N/A
101K $0
Dimensional ETF Trust
50.5K
+ 303.08%
N/A
67.1K $0
Doubleline ETF Trust
11.4K
+ 37.26%
N/A
42K $0
Ea Series Trust
2.76K
+ 5.56%
N/A
52.5K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.95K
+ 18.37%
N/A
31.9K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
6.36K
+ 22.89%
N/A
34.1K $0
Simplify Exchange Traded Fun
15.1K
+ 14.52%
N/A
119K $0
BNDX
Vanguard Total International B

ETFs
383
+ 0.47%
$48.33 - $49.5 $18.5K - $19K
82K $4M
Fidelity Wise Origin Bitcoin
21.1K
+ 488.65%
N/A
25.4K $0
CGMU
Capital Group Core Plus Income
4.91K
+ 2.51%
N/A
200K $0
Blackrock ETF Trust Ii
340
+ 5.74%
N/A
6.27K $0
Blackrock ETF Trust Ii
641
+ 4.04%
N/A
16.5K $0
RSEE
Collaborative Invt Ser Tr Rare
181
+ 2.14%
N/A
8.63K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
4.02K
+ 13.95%
N/A
32.9K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
265
+ 1.82%
N/A
14.8K $0
JGRO
J P Morgan Exchange Traded Fd
2.9K
+ 7.98%
N/A
39.2K $0
Amplify ETF Tr
115
+ 2.2%
N/A
5.33K $0
Morgan Stanley ETF Trust
700K
+ 1915.01%
N/A
737K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
130
+ 2.74%
N/A
4.88K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
223
+ 4.47%
N/A
5.21K $0
American Healthcare Reit Inc
3.99K
+ 40.97%
N/A
13.7K $0
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
156
+ 1.42%
$23.58 - $24.02 $3.68K - $3.75K
11.1K $262K
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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