Wealth Care Investment Partners, LLC Reduced Holdings in Q1 2025

Wealth Care Investment Partners, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-18.2K
- 47.94%
$69.57 - $78.65 $1.27M - $1.43M
19.8K $1.5M
IYK
Ishares U.S. Consumer Staples

ETFs
-18.6K
- 27.23%
$63.29 - $71.8 $1.18M - $1.33M
49.6K $3.55M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-21K
- 10.71%
$44.41 - $45.98 $933K - $966K
175K $7.99M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-19.8K
- 45.47%
$28.64 - $32.91 $567K - $652K
23.8K $688K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-9.43K
- 50.55%
$47.25 - $67.02 $446K - $632K
9.23K $439K
XCEM
Columbia ETF Tr Ii

ETFs
-19.5K
- 17.77%
$29.18 - $30.72 $569K - $599K
90.3K $2.67M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-5.6K
- 11.9%
$55.6 - $66.5 $311K - $372K
41.4K $2.47M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-6.09K
- 37.08%
$50.35 - $66.84 $307K - $407K
10.3K $520K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-303
- 2.93%
$507.05 - $563.67 $154K - $171K
10K $5.16M
XLC
Select Sector Spdr Tr Communic

ETFs
-3.74K
- 6.23%
$94.84 - $105.31 $355K - $394K
56.3K $5.43M
NVDA
Nvidia Corp

Technology
-546
- 8.42%
$106.98 - $149.43 $58.4K - $81.6K
5.94K $643K
GOOGL
Alphabet Inc.

Communication Services
-465
- 12.48%
$154.33 - $206.19 $71.8K - $95.9K
3.26K $504K
VBR
Vanguard Small Cap Value ETF

ETFs
-504
- 6.3%
$183.02 - $207.75 $92.2K - $105K
7.5K $1.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
-6.86K
- 10.31%
$25.08 - $25.64 $172K - $176K
59.7K $1.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-8.34K
- 13.21%
$24.05 - $24.86 $201K - $207K
54.8K $1.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.12K
- 5.53%
$27.01 - $28.54 $246K - $260K
156K $4.35M
FTGC
First Trust Global Tactical CO

ETFs
-6.94K
- 21.43%
$23.95 - $25.86 $166K - $179K
25.4K $649K
AMZN
Amazon Com Inc

Consumer Cyclical
-130
- 3.81%
$190.26 - $242.06 $24.7K - $31.5K
3.28K $624K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-4.26K
- 23.32%
$34.32 - $37.26 $146K - $159K
14K $509K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-929
- 5.96%
$64.88 - $72.1 $60.3K - $67K
14.7K $963K
JETS
ETF Ser Solutions U S Global J

ETFs
-1.14K
- 6.28%
$20.77 - $26.81 $23.7K - $30.6K
17.1K $354K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-869
- 24.7%
$123.11 - $130.57 $107K - $113K
2.65K $335K
IEF
Ishares Barclays

ETFs
-1.41K
- 12.02%
$91.17 - $95.39 $129K - $135K
10.3K $986K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.74K
- 15.37%
$50.72 - $50.92 $88.2K - $88.5K
9.58K $486K
EMLP
First Tr Exchange Traded Iv

ETFs
-4.45K
- 9.3%
$35.79 - $38.28 $159K - $170K
43.4K $1.63M
FTSL
First Trust Senior Ln Fund

ETFs
-1.15K
- 6.97%
$45.65 - $46.48 $52.6K - $53.6K
15.4K $702K
RDVY
First Trust Rising Dividend Ac

ETFs
-259
- 0.43%
$57.22 - $63.39 $14.8K - $16.4K
59.4K $3.48M
VTI
Vanguard Total Stock Market Et

ETFs
-48
- 2.24%
$271.18 - $303.12 $13K - $14.5K
2.1K $575K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-44
- 1.51%
$126.86 - $146.45 $5.58K - $6.44K
2.87K $365K
PVAL
Putnam ETF Tr Putnam Focused L
-2.17K
- 5.06%
$36.8 - $39.59 $79.7K - $85.8K
40.7K $1.55M
BAC
Bank Of America Corp

Financial Services
-101
- 0.77%
$39.61 - $47.74 $4K - $4.82K
13K $542K
SPY
Spdr S&P 500 ETF Trust

ETFs
-17
- 1.94%
$551.42 - $612.93 $9.37K - $10.4K
858 $479K
FTCS
First Trust Capital Strength E

ETFs
-417
- 14.15%
$86.39 - $91.35 $36K - $38.1K
2.53K $226K
JHMM
John Hancock Multifactor Mid C

ETFs
-221
- 3.01%
$55.69 - $63.12 $12.3K - $13.9K
7.13K $408K
DGRO
Ishares Core Dividend Growth E

ETFs
-533
- 3.9%
$60.46 - $64.42 $32.2K - $34.3K
13.2K $812K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-798
- 6.91%
$24.73 - $25.62 $19.7K - $20.4K
10.8K $274K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-139
- 1.29%
$47.47 - $48.84 $6.6K - $6.79K
10.6K $506K
FDVV
Fidelity High Dividend ETF

ETFs
-69
- 0.67%
$48.86 - $52.28 $3.37K - $3.61K
10.2K $504K
GD
General Dynamics Corp

Industrials
-47
- 5.92%
$241.94 - $272.58 $11.4K - $12.8K
747 $203K
USO
United States Oil Fund, LP

ETFs
-187
- 2.34%
$70.89 - $84.34 $13.3K - $15.8K
7.8K $603K
CGMS
Capital Grp Core Plus Income E
-1.23K
- 5.57%
N/A
20.9K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-26
- 0.29%
$50.39 - $50.66 $1.31K - $1.32K
8.89K $450K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-121
- 2.37%
$48.43 - $49.9 $5.86K - $6.04K
5K $249K
FBT
First Trust Nyse Arca Biotechn

ETFs
-5
- 0.34%
$164.86 - $182.19 $824 - $911
1.48K $251K
RTX
Raytheon Technologies Corp

Industrials
-469
- 9.26%
$114.1 - $135.66 $53.5K - $63.6K
4.6K $608K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-40
- 0.17%
$33.84 - $37.77 $1.35K - $1.51K
23.7K $862K
XLE
Energy Sector Spdr

ETFs
-1.34K
- 2.29%
$85.7 - $93.96 $115K - $126K
57K $5.32M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.97K
- 1.92%
$32.9 - $37.45 $97.8K - $111K
152K $5.5M
IAU
Ishares Gold Trust

ETFs
-7.47K
- 5.71%
$49.74 - $58.96 $371K - $440K
123K $7.27M
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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