Wealthcare Capital Partners, LLC New Holdings in Q4 2024

Wealthcare Capital Partners, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
774K
New
$50.23 - $50.46 $38.9M - $39.1M
774K $39B
VTI
Vanguard Total Stock Market Et

ETFs
70.4K
New
$280.04 - $302.45 $19.7M - $21.3M
70.4K $20.4B
UNH
Unitedhealth Group Inc

Healthcare
40.2K
New
$485.52 - $625.25 $19.5M - $25.2M
40.2K $20.4B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
127K
New
$66.77 - $71.52 $8.5M - $9.1M
127K $8.78B
SCHP
Schwab Strategic Us Tips ETF

ETFs
239K
New
$25.74 - $53.78 $6.16M - $12.9M
239K $6.18B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
56.2K
New
$100.24 - $101.35 $5.63M - $5.7M
56.2K $5.65B
AAPL
Apple Inc.

Technology
15.8K
New
$221.69 - $259.02 $3.5M - $4.09M
15.8K $3.96B
VEU
Vanguard Ftse All World Ex Us

ETFs
66.9K
New
$57.29 - $63.1 $3.83M - $4.22M
66.9K $3.84B
IEF
Ishares Barclays

ETFs
36.9K
New
$92.08 - $98.18 $3.4M - $3.62M
36.9K $3.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.09K
New
$442.29 - $483.08 $3.13M - $3.42M
7.09K $3.21B
VNQ
Vanguard Specialized Funds Van

ETFs
28.7K
New
$87.85 - $98.6 $2.52M - $2.83M
28.7K $2.55B
MGV
Vanguard Mega Cap Value

ETFs
18.8K
New
$124.06 - $133.48 $2.33M - $2.5M
18.8K $2.34B
MSFT
Microsoft Corp

Technology
5.32K
New
$406.35 - $454.46 $2.16M - $2.42M
5.32K $2.24B
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
78.5K
New
$27.51 - $29.16 $2.16M - $2.29M
78.5K $2.2B
BX
Blackstone Inc.

Financial Services
12.2K
New
$148.45 - $199.05 $1.81M - $2.43M
12.2K $2.1B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
45.8K
New
$44.33 - $49.55 $2.03M - $2.27M
45.8K $2.06B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.1K
New
$126.68 - $134.74 $2.03M - $2.16M
16.1K $2.05B
VIG
Vanguard Dividend Appreciation

ETFs
10.4K
New
N/A
10.4K $2.03B
XT
Ishares Tr Exponential Technol

ETFs
33.8K
New
$58.7 - $62.72 $1.98M - $2.12M
33.8K $2.02B
JEPI
J P Morgan Exchange Traded Fd

ETFs
34.8K
New
$57.53 - $60.83 $2M - $2.11M
34.8K $2B
SPMD
Spdr Portfolio

ETFs
35.7K
New
$54.13 - $59.56 $1.93M - $2.13M
35.7K $1.95B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.55K
New
$567.81 - $607.81 $1.45M - $1.55M
2.55K $1.49B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
20.7K
New
$69.3 - $74.3 $1.44M - $1.54M
20.7K $1.48B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
32.4K
New
$40.97 - $42.66 $1.33M - $1.38M
32.4K $1.34B
VFH
Vanguard Financial ETF

ETFs
10.7K
New
$108.87 - $126.2 $1.17M - $1.35M
10.7K $1.26B
AMZN
Amazon Com Inc

Consumer Cyclical
5.64K
New
$180.88 - $232.93 $1.02M - $1.31M
5.64K $1.24B
MUB
Ishares National Muni Bond ETF

ETFs
11K
New
$105.78 - $108.7 $1.16M - $1.19M
11K $1.17B
VTV
Vanguard Value ETF

ETFs
6.73K
New
$168.32 - $181.87 $1.13M - $1.22M
6.73K $1.14B
VEA
Vanguard Ftse Developed Market

ETFs
23.5K
New
$47.57 - $52.44 $1.12M - $1.23M
23.5K $1.13B
NVDA
Nvidia Corp

Technology
8.17K
New
$117.0 - $148.88 $956K - $1.22M
8.17K $1.1B
META
Meta Platforms, Inc.

Communication Services
1.85K
New
$554.08 - $632.68 $1.03M - $1.17M
1.85K $1.08B
CEG
Constellation Energy Corp

Utilities
4.79K
New
$224.28 - $285.52 $1.07M - $1.37M
4.79K $1.07B
TROW
Price T Rowe Group Inc

Financial Services
9.31K
New
$106.48 - $124.69 $992K - $1.16M
9.31K $1.05B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.5K
New
$91.29 - $91.8 $957K - $963K
10.5K $959M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
18.8K
New
$50.53 - $55.55 $949K - $1.04M
18.8K $957M
PAVE
Global X Fds Us Infrastructure

ETFs
23K
New
$40.41 - $45.95 $929K - $1.06M
23K $929M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
17.7K
New
$45.38 - $46.88 $805K - $831K
17.7K $809M
JPM
Jpmorgan Chase & CO

Financial Services
3.37K
New
$205.18 - $250.29 $691K - $842K
3.37K $807M
IFRA
Ishares Tr

ETFs
17.1K
New
$45.94 - $51.71 $785K - $884K
17.1K $791M
GUNR
Flexshares Tr Morningstar Glob

ETFs
19.7K
New
$36.15 - $41.9 $711K - $824K
19.7K $715M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.12K
New
$99.2 - $108.47 $707K - $773K
7.12K $709M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
11.1K
New
$60.13 - $67.31 $668K - $748K
11.1K $675M
PG
Procter & Gamble CO

Consumer Defensive
3.97K
New
$161.05 - $179.7 $639K - $713K
3.97K $665M
LOW
Lowes Companies Inc

Consumer Cyclical
2.68K
New
$244.52 - $284.07 $656K - $762K
2.68K $662M
GS
Goldman Sachs Group Inc

Financial Services
1.09K
New
$486.1 - $608.57 $530K - $664K
1.09K $624M
Amplify ETF Tr
8.35K
New
N/A
8.35K $622M
TSLA
Tesla, Inc.

Consumer Cyclical
1.54K
New
$213.65 - $479.86 $328K - $737K
1.54K $621M
WMT
Walmart Inc.

Consumer Defensive
6.56K
New
$79.1 - $95.7 $519K - $628K
6.56K $592M
EXC
Exelon Corp

Utilities
15.6K
New
$36.22 - $40.97 $566K - $640K
15.6K $588M
Activity Summary
Buys All Purchases 118 New Holdings 118 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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