Wealth Care Investment Partners, LLC Reduced Holdings in Q4 2024

Wealth Care Investment Partners, LLC

  • $218 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYK
Ishares U.S. Consumer Staples

ETFs
-23.1K
- 25.33%
$65.32 - $70.92 $1.51M - $1.64M
68.2K $4.47M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-26.2K
- 11.78%
$44.87 - $46.86 $1.18M - $1.23M
196K $8.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.7K
- 60.63%
$50.37 - $50.6 $692K - $695K
8.92K $449K
XCEM
Columbia ETF Tr Ii

ETFs
-6.22K
- 5.37%
$29.6 - $32.67 $184K - $203K
110K $3.25M
SJNK
Spdr Bloomberg Short Term High

ETFs
-19.3K
- 22.47%
$25.09 - $25.69 $484K - $495K
66.5K $1.68M
IEF
Ishares Barclays

ETFs
-2.81K
- 19.3%
$92.08 - $98.18 $259K - $276K
11.8K $1.09M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.2K
- 8.89%
$50.02 - $51.24 $260K - $266K
53.3K $2.67M
XLE
Energy Sector Spdr

ETFs
-2.24K
- 3.7%
$83.32 - $97.27 $187K - $218K
58.3K $5M
FTSL
First Trust Senior Ln Fund

ETFs
-6.11K
- 26.96%
$45.9 - $46.48 $280K - $284K
16.6K $765K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.17K
- 26.93%
$50.67 - $50.9 $211K - $212K
11.3K $573K
FTGC
First Trust Global Tactical CO

ETFs
-5.97K
- 15.57%
$23.23 - $24.25 $139K - $145K
32.4K $774K
VBR
Vanguard Small Cap Value ETF

ETFs
-432
- 5.12%
$197.36 - $217.3 $85.3K - $93.9K
8K $1.59M
JETS
ETF Ser Solutions U S Global J

ETFs
-9.08K
- 33.28%
$20.04 - $25.93 $182K - $236K
18.2K $461K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.18K
- 7.94%
$60.73 - $64.94 $71.7K - $76.6K
13.7K $839K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-165
- 0.69%
$34.13 - $37.35 $5.63K - $6.16K
23.7K $810K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-3.48K
- 16.0%
$31.7 - $36.82 $110K - $128K
18.3K $622K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-135
- 0.93%
$83.21 - $88.08 $11.2K - $11.9K
14.3K $1.22M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-188
- 5.07%
$125.4 - $135.42 $23.6K - $25.5K
3.52K $441K
GD
General Dynamics Corp

Industrials
-15
- 1.85%
$260.28 - $314.03 $3.9K - $4.71K
794 $209K
F
Ford Motor CO

Consumer Cyclical
-1.85K
- 8.76%
$9.69 - $11.4 $18K - $21.1K
19.3K $190K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-221
- 9.47%
$340.59 - $380.5 $75.3K - $84.1K
2.11K $773K
RTX
Raytheon Technologies Corp

Industrials
-31
- 0.61%
$114.45 - $127.21 $3.55K - $3.94K
5.07K $586K
FTCS
First Trust Capital Strength E

ETFs
-43
- 1.44%
$87.62 - $94.03 $3.77K - $4.04K
2.95K $258K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-25
- 1.35%
$238.25 - $261.28 $5.96K - $6.53K
1.83K $443K
JHMM
John Hancock Multifactor Mid C

ETFs
-134
- 1.79%
$59.61 - $64.8 $7.99K - $8.68K
7.35K $439K
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 4.16%
$567.81 - $607.81 $21.6K - $23.1K
875 $512K
VO
Vanguard Mid Cap ETF

ETFs
-21
- 2.36%
$261.5 - $284.63 $5.49K - $5.98K
867 $229K
VB
Vanguard Small Cap ETF

ETFs
-43
- 2.26%
$233.76 - $261.58 $10.1K - $11.2K
1.86K $446K
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 2.26%
$570.51 - $610.59 $10.8K - $11.6K
820 $482K
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
-581
- 7.11%
$35.61 - $40.35 $20.7K - $23.4K
7.59K $294K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.74%
$554.08 - $632.68 $2.22K - $2.53K
538 $317K
KOMP
Spdr S&P Kensho New Economies

ETFs
-407
- 2.09%
$48.59 - $54.76 $19.8K - $22.3K
19.1K $970K
VTI
Vanguard Total Stock Market Et

ETFs
-14
- 0.65%
$280.04 - $302.45 $3.92K - $4.23K
2.14K $621K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-202
- 0.46%
$29.46 - $32.64 $5.95K - $6.59K
43.6K $1.34M
ENFR
Alerian Energy Infrastructure

ETFs
-48
- 0.65%
$28.52 - $33.11 $1.37K - $1.59K
7.34K $228K
USO
United States Oil Fund, LP

ETFs
-25
- 0.31%
$69.66 - $79.2 $1.74K - $1.98K
7.99K $603K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-80
- 0.77%
$521.84 - $558.82 $41.7K - $44.7K
10.3K $5.58M
EMLP
First Tr Exchange Traded Iv

ETFs
-230
- 0.48%
$33.69 - $38.24 $7.75K - $8.8K
47.8K $1.7M
AAPL
Apple Inc.

Technology
-62
- 0.65%
$221.69 - $259.02 $13.7K - $16.1K
9.42K $2.36M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-331
- 1.74%
$45.39 - $62.98 $15K - $20.8K
18.7K $1.06M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.47K
- 3.95%
$89.66 - $102.16 $221K - $252K
60.1K $5.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-346
- 0.8%
$481.22 - $538.17 $167K - $186K
42.8K $21.9M
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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