Wealth Care Investment Partners, LLC Purchases in Q4 2024

Wealth Care Investment Partners, LLC

  • $218 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
230
+ 13.33%
$105.51 - $125.37 $24.3K - $28.8K
1.96K $210K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.42%
$260.27 - $280.65 $1.04K - $1.12K
957 $258K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
799
+ 7.43%
$24.94 - $26.14 $19.9K - $20.9K
11.6K $288K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.2%
N/A
5.55K $1.01M
TXN
Texas Instruments Inc

Technology
7
+ 0.6%
N/A
1.18K $230K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.43%
$61.68 - $67.87 $1.79K - $1.97K
6.81K $424K
SHV
Ishares Tr

ETFs
22
+ 1.18%
$109.92 - $110.57 $2.42K - $2.43K
1.89K $207K
GTO
Invesco Actively Managed ETF T

ETFs
217
+ 4.19%
$46.33 - $48.41 $10.1K - $10.5K
5.4K $250K
CGMS
Capital Grp Core Plus Income E
354
+ 1.63%
N/A
22.1K $0
DSMC
ETF Ser Solutions Distillate S
30
+ 0.47%
N/A
6.38K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
70
+ 0.16%
N/A
45K $0
Grayscale Ethereum Mini Tr E
16.1K
New
N/A
16.1K $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
56
+ 1.11%
$48.33 - $49.08 $2.71K - $2.75K
5.12K $247K
HYMU
Blackrock ETF Tr Ii High Yield
74
+ 0.84%
$22.59 - $23.2 $1.67K - $1.72K
8.88K $201K
LEGR
First Tr ETF Indxx Innovation

ETFs
49
+ 0.47%
$45.88 - $48.22 $2.25K - $2.36K
10.4K $483K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
155
+ 0.9%
$40.97 - $42.66 $6.35K - $6.61K
17.3K $715K
SPH
Suburban Propane Partners LP

Utilities
197
+ 1.72%
$17.0 - $19.85 $3.35K - $3.91K
11.6K $200K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
224
+ 3.76%
$74.5 - $78.37 $16.7K - $17.6K
6.18K $461K
FBT
First Trust Nyse Arca Biotechn

ETFs
11
+ 0.75%
$161.65 - $178.69 $1.78K - $1.97K
1.48K $246K
UPS
United Parcel Service Inc

Industrials
74
+ 4.72%
$122.65 - $138.35 $9.08K - $10.2K
1.64K $207K
FDVV
Fidelity High Dividend ETF

ETFs
11
+ 0.11%
$49.66 - $52.63 $546 - $579
10.2K $511K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
35
+ 0.41%
$56.06 - $61.35 $1.96K - $2.15K
8.54K $482K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
23
+ 0.21%
$47.98 - $49.47 $1.1K - $1.14K
10.7K $518K
CGCP
Capital Group Core Plus Income

ETFs
311
+ 1.38%
$22.13 - $23.17 $6.88K - $7.21K
22.8K $505K
DSTL
ETF Ser Solution Distillate Us

ETFs
42
+ 0.43%
$54.74 - $58.88 $2.3K - $2.47K
9.85K $540K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
202
+ 0.78%
$113.92 - $127.38 $23K - $25.7K
26.1K $3.01M
SOXX
Ishares Semiconductor ETF

ETFs
153
+ 3.86%
$211.27 - $239.8 $32.3K - $36.7K
4.12K $887K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
85
+ 1.82%
$64.85 - $73.04 $5.51K - $6.21K
4.76K $311K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
85
+ 0.3%
$47.11 - $50.8 $4K - $4.32K
28.8K $1.36M
FMB
First Tr Exchange Traded Fd Ii

ETFs
274
+ 0.56%
$50.62 - $52.07 $13.9K - $14.3K
48.8K $2.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
321
+ 1.85%
$71.75 - $75.11 $23K - $24.1K
17.7K $1.27M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
849
+ 2.54%
$51.82 - $54.2 $44K - $46K
34.3K $1.78M
PVAL
Putnam ETF Tr Putnam Focused L
73
+ 0.17%
$36.85 - $39.99 $2.69K - $2.92K
42.8K $1.59M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.11K
+ 2.9%
$42.84 - $45.38 $47.4K - $50.2K
39.3K $1.69M
AMGN
Amgen Inc

Healthcare
6
+ 0.78%
$258.78 - $328.31 $1.55K - $1.97K
779 $203K
CGDV
Capital Group Divid Value ETF

ETFs
270
+ 0.52%
$35.16 - $37.12 $9.49K - $10K
52.3K $1.84M
NOC
Northrop Grumman Corp

Industrials
7
+ 0.74%
$466.52 - $543.88 $3.27K - $3.81K
958 $449K
IBB
Ishares Biotechnology ETF

ETFs
96
+ 0.94%
$131.21 - $148.85 $12.6K - $14.3K
10.3K $1.37M
IEFA
Ishares Tr

ETFs
934
+ 2.52%
$70.06 - $77.43 $65.4K - $72.3K
38.1K $2.67M
FVD
First Tr Value Line Divid Inde

ETFs
1.81K
+ 0.71%
$43.4 - $46.7 $78.7K - $84.7K
256K $11.2M
XLV
Select Sector Spdr Fund Health

ETFs
399
+ 1.47%
$136.28 - $154.74 $54.4K - $61.7K
27.5K $3.78M
FNDF
Schwab Fundamental Intl Large

ETFs
2.68K
+ 1.76%
$32.92 - $37.15 $88.3K - $99.7K
155K $5.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
101K
+ 156.82%
$26.93 - $84.95 $2.71M - $8.55M
165K $4.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.5K
+ 27.23%
$24.19 - $50.58 $327K - $684K
63.2K $1.53M
Activity Summary
Buys All Purchases 95 New Holdings 10 Increased Positions 85 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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