Wealthcare Advisory Partners LLC New Holdings in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
52.2K
New
$48.82 - $49.11 $2.55M - $2.56M
52.2K $2.55M
PNW
Pinnacle West Capital Corp

Utilities
10.9K
New
$84.03 - $94.52 $916K - $1.03M
10.9K $924K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
30.8K
New
$23.55 - $23.9 $726K - $737K
30.8K $728K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
28.4K
New
$23.26 - $23.6 $662K - $671K
28.4K $663K
IAI
Ishares Tr Us Broker Dealers &

ETFs
3.49K
New
$127.59 - $153.41 $446K - $536K
3.49K $503K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
23.8K
New
$20.17 - $21.84 $480K - $520K
23.8K $481K
ALLY
Ally Financial Inc.

Financial Services
12.8K
New
$34.12 - $39.98 $436K - $511K
12.8K $460K
APP
App Lovin Corp

Technology
1.39K
New
$130.67 - $401.5 $182K - $559K
1.39K $451K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.08K
New
$77.23 - $82.11 $392K - $417K
5.08K $395K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
16.7K
New
$23.48 - $23.73 $392K - $396K
16.7K $393K
RJF
Raymond James Financial Inc

Financial Services
2.43K
New
$123.0 - $170.1 $299K - $414K
2.43K $377K
GM
General Motors CO

Consumer Cyclical
6.49K
New
$44.82 - $60.2 $291K - $391K
6.49K $345K
AIQ
Global X Funds Global X Artifi

ETFs
8.91K
New
$36.57 - $40.57 $326K - $361K
8.91K $344K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.9K
New
$26.63 - $30.23 $343K - $389K
12.9K $342K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
14.5K
New
$22.83 - $23.36 $331K - $339K
14.5K $332K
AES
Aes Corp

Utilities
24.4K
New
$12.44 - $20.24 $303K - $493K
24.4K $313K
FANG
Diamondback Energy, Inc.

Energy
1.91K
New
$153.06 - $199.5 $292K - $380K
1.91K $312K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.6K
New
$119.34 - $127.78 $311K - $333K
2.6K $310K
GTLB
Gitlab Inc.

Technology
5.51K
New
$48.76 - $67.19 $269K - $370K
5.51K $310K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
6.5K
New
$42.05 - $48.31 $273K - $314K
6.5K $300K
CME
Cme Group Inc.

Financial Services
1.3K
New
$221.17 - $246.02 $286K - $319K
1.3K $300K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
7.6K
New
$29.11 - $41.59 $221K - $316K
7.6K $281K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.58K
New
$76.21 - $82.24 $273K - $295K
3.58K $279K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.46K
New
$182.19 - $195.69 $266K - $286K
1.46K $268K
BKR
Baker Hughes CO

Energy
6.5K
New
$35.98 - $44.88 $234K - $292K
6.5K $266K
CHK
Chesapeake Energy Corp

Energy
3.05K
New
$81.46 - $87.57 $249K - $267K
3.05K $261K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.39K
New
$129.13 - $198.21 $180K - $276K
1.39K $257K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.94K
New
$51.33 - $53.74 $254K - $266K
4.94K $254K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.85K
New
$43.44 - $45.05 $254K - $264K
5.85K $254K
GH
Guardant Health, Inc.

Healthcare
8.26K
New
$20.2 - $38.11 $167K - $315K
8.26K $252K
TCHP
T Rowe Price Exchange Traded F

Technology
5.78K
New
$39.17 - $43.9 $226K - $254K
5.78K $243K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.7K
New
$50.06 - $55.0 $235K - $259K
4.7K $236K
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.87K
New
$47.9 - $53.39 $233K - $260K
4.87K $235K
COF
Capital One Financial Corp

Financial Services
1.3K
New
$145.19 - $192.01 $189K - $250K
1.3K $232K
BLDR
Builders First Source, Inc.

Industrials
1.63K
New
$142.93 - $198.25 $233K - $323K
1.63K $232K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.55K
New
$57.27 - $71.33 $203K - $253K
3.55K $231K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.9K
New
$19.42 - $19.76 $231K - $235K
11.9K $231K
FTHI
First Trust Exchange Traded Fd

ETFs
9.96K
New
$22.89 - $24.02 $228K - $239K
9.96K $231K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.63K
New
$29.77 - $30.19 $227K - $230K
7.63K $227K
OC
Owens Corning

Industrials
1.33K
New
$169.41 - $210.81 $225K - $280K
1.33K $226K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.36K
New
$159.11 - $178.39 $216K - $242K
1.36K $223K
TRGP
Targa Resources Corp.

Energy
1.25K
New
$150.58 - $207.69 $188K - $259K
1.25K $222K
UPST
Upstart Holdings, Inc.

Financial Services
3.55K
New
$37.78 - $84.46 $134K - $300K
3.55K $218K
APH
Amphenol Corp

Technology
3.13K
New
$62.07 - $75.35 $194K - $236K
3.13K $217K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
6.89K
New
$30.58 - $33.39 $211K - $230K
6.89K $215K
IONQ
Ion Q, Inc.

Technology
5.14K
New
$8.17 - $48.24 $42K - $248K
5.14K $214K
NEP
Nextera Energy Partners, LP

Utilities
11.8K
New
$15.87 - $26.96 $188K - $319K
11.8K $210K
BDX
Becton Dickinson & CO

Healthcare
918
New
$220.02 - $243.75 $202K - $224K
918 $208K
MFC
Manulife Financial Corp

Financial Services
6.76K
New
$29.21 - $32.87 $197K - $222K
6.76K $207K
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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