Wealth Care Investment Partners, LLC Purchases in Q1 2025

Wealth Care Investment Partners, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
260K
+ 851.79%
$33.98 - $39.84 $8.83M - $10.4M
290K $9.95M
LVHI
Franklin International Low Vol

ETFs
52.4K
New
$30.53 - $32.85 $1.6M - $1.72M
52.4K $1.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
14.8K
+ 39.02%
$91.76 - $103.26 $1.35M - $1.52M
52.6K $4.86M
MLPX
Global X Mlp & Energy Infrastr

ETFs
17.8K
+ 90.25%
$59.6 - $67.2 $1.06M - $1.2M
37.6K $2.4M
IYF
Ishares Tr

ETFs
10K
+ 100.08%
$107.69 - $119.37 $1.08M - $1.2M
20.1K $2.27M
FVD
First Tr Value Line Divid Inde

ETFs
15.1K
+ 5.89%
$42.61 - $45.51 $641K - $685K
271K $12.1M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
7.57K
New
$113.13 - $127.79 $856K - $967K
7.57K $856K
ITA
Ishares Tr

ETFs
3.16K
+ 7.32%
$144.84 - $159.5 $457K - $503K
46.3K $7.09M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
32.9K
+ 27.74%
$22.25 - $23.0 $732K - $757K
151K $3.48M
SLV
I Shares Silver Trust

ETFs
22.7K
New
$26.93 - $31.32 $612K - $712K
22.7K $704K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.03K
+ 15.45%
$62.72 - $71.92 $566K - $649K
67.4K $4.25M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.45K
New
$114.9 - $139.6 $511K - $621K
4.45K $522K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.13K
+ 56.04%
$76.77 - $82.22 $394K - $422K
14.3K $1.13M
CGDV
Capital Group Divid Value ETF

ETFs
11.1K
+ 21.26%
$34.95 - $37.36 $389K - $415K
63.4K $2.26M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
6.29K
+ 18.37%
$51.6 - $53.93 $325K - $339K
40.6K $2.19M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.56K
+ 21.8%
$42.4 - $44.11 $363K - $378K
47.8K $2.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
12.8K
New
$28.11 - $32.0 $359K - $409K
12.8K $393K
FNDX
Schwab Fundamental U S Large C

ETFs
14.9K
+ 12.98%
$23.03 - $25.01 $342K - $372K
129K $3.05M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.12K
+ 21.04%
$36.63 - $37.45 $334K - $341K
52.5K $1.93M
XLI
Industrial Sector Spdr

ETFs
2.5K
New
$128.78 - $141.67 $321K - $354K
2.5K $327K
BNDX
Vanguard Total International B

ETFs
6.8K
+ 12.64%
$48.33 - $49.5 $329K - $337K
60.6K $2.96M
SKYY
First Trust Cloud Computing Et

ETFs
3.39K
+ 200.24%
$102.23 - $131.18 $347K - $445K
5.08K $519K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.05K
+ 34.98%
$41.61 - $44.72 $252K - $270K
23.3K $1.01M
XLV
Select Sector Spdr Fund Health

ETFs
260
+ 0.95%
$137.61 - $149.68 $35.8K - $38.9K
27.8K $4.05M
IEMG
Ishares Inc

ETFs
4.87K
+ 20.09%
N/A
29.1K $1.56M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.23K
+ 52.19%
$73.78 - $76.59 $238K - $247K
9.4K $720K
FIW
First Trust Water ETF

ETFs
2.39K
New
$99.48 - $106.74 $238K - $255K
2.39K $240K
FITE
Spdr S&P Kensho Future Securit

ETFs
3.69K
+ 87.89%
$62.08 - $72.57 $229K - $268K
7.9K $495K
RECS
Columbia ETF Tr I

ETFs
7.01K
+ 51.62%
$32.64 - $36.08 $229K - $253K
20.6K $683K
MO
Altria Group, Inc.

Consumer Defensive
823
+ 4.13%
$50.81 - $60.02 $41.8K - $49.4K
20.7K $1.24M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.11K
+ 7.71%
$49.69 - $50.76 $204K - $209K
57.4K $2.87M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
7.8K
+ 14.1%
$24.07 - $24.5 $188K - $191K
63.1K $1.53M
IBB
Ishares Biotechnology ETF

ETFs
1.66K
+ 16.08%
$127.9 - $140.56 $213K - $234K
12K $1.54M
T
At&T Inc.

Communication Services
437
+ 1.83%
$21.56 - $28.28 $9.42K - $12.4K
24.3K $685K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
2.96K
+ 10.28%
$46.53 - $53.12 $138K - $157K
31.8K $1.5M
CGUS
Capital Group Core Equity ETF
5.6K
+ 15.52%
$33.08 - $36.62 $185K - $205K
41.7K $1.39M
F
Ford Motor CO

Consumer Cyclical
11.9K
+ 61.45%
$9.12 - $10.43 $108K - $124K
31.1K $312K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1.1K
+ 7.66%
$83.91 - $90.87 $92.2K - $99.9K
15.4K $1.31M
BND
Vanguard Bd Index Fd Inc Total

ETFs
423
+ 2.39%
$71.17 - $73.66 $30.1K - $31.2K
18.1K $1.33M
VUG
Vanguard Growth ETF

ETFs
491
+ 14.9%
$369.1 - $427.61 $181K - $210K
3.79K $1.4M
SPH
Suburban Propane Partners LP

Utilities
179
+ 1.54%
$17.64 - $22.2 $3.16K - $3.97K
11.8K $248K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.42%
$433.45 - $513.82 $1.73K - $2.06K
962 $492K
KOMP
Spdr S&P Kensho New Economies

ETFs
2.71K
+ 14.18%
$46.49 - $54.36 $126K - $147K
21.8K $1.01M
VO
Vanguard Mid Cap ETF

ETFs
182
+ 20.99%
$251.87 - $277.95 $45.8K - $50.6K
1.05K $271K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
956
+ 11.19%
$53.6 - $58.97 $51.2K - $56.4K
9.5K $520K
LEGR
First Tr ETF Indxx Innovation

ETFs
215
+ 2.06%
$45.84 - $50.21 $9.86K - $10.8K
10.6K $518K
SOXX
Ishares Semiconductor ETF

ETFs
753
+ 18.29%
$188.17 - $235.81 $142K - $178K
4.87K $916K
HYMU
Blackrock ETF Tr Ii High Yield
1.07K
+ 12.03%
$22.43 - $23.19 $24K - $24.8K
9.94K $228K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
148
+ 3.11%
$65.44 - $70.64 $9.69K - $10.5K
4.91K $335K
Activity Summary
Buys All Purchases 89 New Holdings 8 Increased Positions 81 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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