Wealthcare Advisory Partners LLC New Holdings in Q3 2024

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
603K
New
$22.51 - $23.57 $13.6M - $14.2M
603K $14.2M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
224K
New
$43.5 - $45.75 $9.77M - $10.3M
224K $10.3M
IFRA
Ishares Tr

ETFs
149K
New
$41.55 - $46.97 $6.2M - $7.01M
149K $7.01M
IGLB
Ishares 10+ Year Investment Gr

ETFs
94.2K
New
$49.38 - $54.19 $4.65M - $5.1M
94.2K $5.05M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
54.5K
New
$61.71 - $68.15 $3.36M - $3.72M
54.5K $3.69M
JMBS
Janus Detroit Str Tr Henderson

ETFs
64.2K
New
$44.13 - $47.01 $2.83M - $3.02M
64.2K $2.99M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
105K
New
$25.49 - $25.49 $2.66M - $2.66M
105K $2.66M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
74.1K
New
$23.04 - $24.06 $1.71M - $1.78M
74.1K $1.78M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
17.1K
New
$62.4 - $62.4 $1.07M - $1.07M
17.1K $1.07M
O
Realty Income Corp

Real Estate
16.8K
New
$52.36 - $63.42 $879K - $1.06M
16.8K $1.06M
STX
Seagate Technology Holdings PLC

Technology
5.15K
New
$92.1 - $110.76 $474K - $570K
5.15K $563K
APTV
Aptiv PLC

Consumer Cyclical
7.6K
New
$65.39 - $74.24 $497K - $564K
7.6K $547K
BTI
British American Tobacco P.L.C.

Consumer Defensive
14.1K
New
$31.07 - $39.36 $439K - $556K
14.1K $516K
DLR
Digital Realty Trust, Inc.

Real Estate
3.11K
New
$144.47 - $162.98 $449K - $507K
3.11K $503K
UGI
Ugi Corp

Utilities
19.6K
New
$22.23 - $25.05 $436K - $491K
19.6K $490K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3.79K
New
$104.5 - $114.97 $396K - $436K
3.79K $434K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5.04K
New
$76.83 - $91.38 $387K - $460K
5.04K $415K
FPE
First Tr Pfd Secs & Income ETF

ETFs
20.7K
New
$17.35 - $18.22 $359K - $377K
20.7K $374K
EBND
Spdr Bloomberg Emerging Market

ETFs
17.5K
New
$19.74 - $21.39 $346K - $375K
17.5K $372K
HYMU
Blackrock ETF Tr Ii High Yield
15.7K
New
$22.51 - $23.25 $354K - $366K
15.7K $364K
HSY
Hershey CO

Consumer Defensive
1.83K
New
$182.45 - $203.25 $334K - $372K
1.83K $350K
ACI
Albertsons Companies, Inc.

Consumer Defensive
18.2K
New
$17.94 - $20.93 $326K - $380K
18.2K $335K
EMB
Ishares Tr

ETFs
3.53K
New
$87.75 - $93.74 $310K - $331K
3.53K $330K
SECT
Sector 10, Inc.

ETFs
6.11K
New
$48.64 - $53.77 $297K - $328K
6.11K $328K
PHM
Pultegroup Inc

Consumer Cyclical
2.15K
New
$103.95 - $144.98 $223K - $312K
2.15K $308K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.55K
New
$69.77 - $85.51 $247K - $303K
3.55K $296K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.75K
New
$41.95 - $43.42 $283K - $293K
6.75K $292K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.82K
New
$69.31 - $77.34 $265K - $295K
3.82K $292K
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.83K
New
$31.02 - $58.9 $274K - $520K
8.83K $276K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.44K
New
$26.69 - $29.87 $252K - $282K
9.44K $274K
VABK
Virginia National Bankshares Corp

Financial Services
5.97K
New
$30.39 - $41.8 $182K - $250K
5.97K $248K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
10.1K
New
$18.46 - $25.37 $187K - $257K
10.1K $247K
DELL
Dell Technologies Inc.

Technology
2.09K
New
$87.89 - $145.97 $183K - $304K
2.09K $247K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.99K
New
$24.06 - $26.97 $216K - $242K
8.99K $241K
AVAV
Aero Vironment Inc

Industrials
1.18K
New
$164.14 - $204.5 $193K - $240K
1.18K $235K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.52K
New
$109.16 - $155.35 $166K - $236K
1.52K $234K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.56K
New
$58.37 - $65.4 $208K - $233K
3.56K $232K
WAT
Waters Corp

Healthcare
639
New
$282.7 - $359.89 $181K - $230K
639 $229K
RACE
Ferrari N.V.

Consumer Cyclical
486
New
$405.92 - $496.79 $197K - $241K
486 $228K
HCA
Hca Healthcare, Inc.

Healthcare
562
New
$315.12 - $406.43 $177K - $228K
562 $228K
INCY
Incyte Corp

Healthcare
3.41K
New
$57.33 - $68.61 $196K - $234K
3.41K $225K
FNDF
Schwab Fundamental Intl Large

ETFs
5.81K
New
$33.67 - $37.71 $196K - $219K
5.81K $217K
UTG
Reaves Utility Income Fund

Financial Services
6.62K
New
$27.16 - $32.8 $180K - $217K
6.62K $217K
HTGC
Hercules Capital, Inc.

Financial Services
10.9K
New
$17.71 - $21.67 $193K - $237K
10.9K $214K
LEN
Lennar Corp

Consumer Cyclical
1.14K
New
$142.5 - $192.45 $162K - $219K
1.14K $213K
CLX
Clorox CO

Consumer Defensive
1.3K
New
$131.73 - $166.97 $171K - $217K
1.3K $211K
ALL
Allstate Corp

Financial Services
1.12K
New
$158.43 - $192.86 $177K - $215K
1.12K $211K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.94K
New
$97.19 - $109.09 $189K - $212K
1.94K $209K
VST
Vistra Corp.

Utilities
1.76K
New
$69.0 - $119.06 $122K - $210K
1.76K $209K
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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