Wealthcare Advisory Partners LLC Sells in Q4 2025

Wealthcare Advisory Partners LLC

  • $4.81 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-713K
- 45.59%
$26.44 - $27.53 $18.9M - $19.6M
851K $23.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
-357K
- 36.85%
$43.04 - $45.68 $15.4M - $16.3M
612K $26.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-85.2K
- 45.35%
$110.02 - $115.23 $9.38M - $9.82M
103K $11.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-58.3K
- 23.51%
$114.27 - $121.15 $6.67M - $7.07M
190K $22.2M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-134K
- 72.45%
$42.74 - $44.85 $5.72M - $6M
50.8K $2.27M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-83.4K
- 3.18%
$78.97 - $83.03 $6.59M - $6.93M
2.54M $206M
CGUS
Capital Group Core Equity ETF
-113K
- 41.67%
$38.81 - $40.67 $4.39M - $4.6M
158K $6.29M
VNQ
Vanguard Specialized Funds Van

ETFs
-40.6K
- 24.27%
$88.13 - $92.69 $3.58M - $3.76M
127K $11.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-32.4K
- 7.74%
$99.87 - $101.27 $3.24M - $3.28M
386K $38.6M
BXSL
Blackstone Secured Lending Fund

Financial Services
-117K
- 88.89%
$25.02 - $27.16 $2.93M - $3.18M
14.6K $389K
FSK
Fs Kkr Capital Corp

Financial Services
-180K
- 67.48%
$14.16 - $15.65 $2.55M - $2.82M
86.8K $1.35M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-47.2K
- 8.04%
$45.48 - $45.92 $2.15M - $2.17M
540K $24.7M
BX
Blackstone Inc.

Financial Services
-7.43K
- 24.19%
$138.42 - $168.45 $1.03M - $1.25M
23.3K $3.22M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-37.2K
- 5.67%
$47.86 - $48.14 $1.78M - $1.79M
617K $29.6M
VT
Vanguard Total World Stk Index

ETFs
-9.96K
- 28.56%
$135.16 - $141.78 $1.35M - $1.41M
24.9K $3.47M
BRO
Brown & Brown, Inc.

Financial Services
-11.9K
- 46.57%
$76.42 - $95.96 $906K - $1.14M
13.6K $1.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-13.4K
- 19.44%
$91.46 - $91.76 $1.22M - $1.23M
55.4K $5.08M
PM
Philip Morris International Inc.

Consumer Defensive
-6.79K
- 33.42%
$144.33 - $160.86 $980K - $1.09M
13.5K $2.07M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.78K
- 32.12%
$577.77 - $604.78 $1.03M - $1.08M
3.76K $2.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.47K
- 0.85%
$653.02 - $687.39 $960K - $1.01M
172K $115M
VEA
Vanguard Ftse Developed Market

ETFs
-30.9K
- 5.08%
$59.18 - $62.09 $1.83M - $1.92M
577K $35.4M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
-19.4K
- 12.51%
$56.35 - $64.61 $1.09M - $1.25M
136K $7.87M
OKE
Oneok Inc

Energy
-13.6K
- 59.75%
$64.31 - $72.98 $875K - $993K
9.17K $646K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-12.8K
- 16.3%
$71.0 - $74.64 $911K - $958K
65.9K $4.81M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5.42K
- 13.23%
$161.21 - $171.97 $873K - $931K
35.5K $5.86M
MO
Altria Group, Inc.

Consumer Defensive
-7.92K
- 15.24%
$56.38 - $66.65 $446K - $528K
44K $2.56M
NVDA
Nvidia Corp

Technology
-4.48K
- 1.05%
$179.83 - $207.04 $805K - $927K
422K $78.7M
GLW
Corning Inc

Technology
-10K
- 29.25%
$82.06 - $90.29 $825K - $907K
24.3K $1.99M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-262
- 2.48%
$252.87 - $320.26 $66.3K - $83.9K
10.3K $2.6M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-8.08K
- 15.14%
$99.21 - $99.52 $802K - $804K
45.3K $4.5M
TFC
Truist Financial Corp

Financial Services
-13.9K
- 6.4%
$41.09 - $45.64 $570K - $633K
203K $9.1M
PDI
Pimco Dynamic Income Fund

Financial Services
-3.81K
- 0.92%
$18.04 - $19.91 $68.7K - $75.8K
412K $7.44M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.97K
- 7.31%
$100.68 - $106.15 $501K - $528K
63.1K $6.35M
VO
Vanguard Mid Cap ETF

ETFs
-1.38K
- 2.49%
$286.27 - $296.23 $396K - $410K
54.1K $15.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 12.5%
$712170.0 - $770185.0 $712K - $770K
7 $5.29M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-22.8K
- 35.31%
$36.51 - $41.12 $832K - $937K
41.8K $1.63M
MGV
Vanguard Mega Cap Value

ETFs
-6.15K
- 4.01%
$135.26 - $140.13 $831K - $861K
147K $20.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-34.4K
- 3.19%
$20.77 - $20.97 $714K - $721K
1.04M $21.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
-18.7K
- 22.43%
$30.84 - $31.79 $577K - $595K
64.7K $2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.33K
- 2.77%
$185.12 - $192.11 $432K - $448K
81.9K $15.3M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-5.71K
- 27.57%
$76.92 - $92.53 $439K - $528K
15K $1.15M
VZ
Verizon Communications Inc

Communication Services
-8.95K
- 10.45%
$38.4 - $43.83 $344K - $392K
76.7K $3.14M
ZS
Zscaler, Inc.

Technology
-2.06K
- 52.29%
$292.75 - $336.27 $602K - $691K
1.88K $561K
KKR
Kkr & Co. Inc.

Financial Services
-4.09K
- 36.46%
$117.52 - $127.65 $481K - $522K
7.13K $855K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-20K
- 19.72%
$27.17 - $28.65 $544K - $574K
81.5K $2.24M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-18.3K
- 15.38%
$28.9 - $30.17 $530K - $553K
101K $2.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.52K
- 1.54%
$589.5 - $635.77 $894K - $964K
96.6K $58.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.72K
- 35.83%
$100.8 - $103.83 $577K - $594K
10.3K $1.05M
HMOP
Hartford Fds Exchange Traded T

ETFs
-15.3K
- 9.97%
$38.92 - $39.33 $597K - $603K
138K $5.42M
Activity Summary
Buys All Purchases 639 New Holdings 106 Increased Positions 533 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
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