Wealth Care Investment Partners, LLC Portfolio Holdings

Wealth Care Investment Partners, LLC

  • $218 Million
  • Q4 2024

Wealth Care Investment Partners, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $218 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $21.9M, First Tr Value Line Divid Inde with a value of $11.2M, Fidelity Merrimack Str Tr Tota with a value of $8.8M, Ishares Gold Trust with a value of $6.47M, and Ishares Tr with a value of $6.27M.

Examining the 13F form we can see an decrease of $1.33M in the current position value, from $220M to 218M.

Below you can find more details about Wealth Care Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $197 Million
Technology: $9.46 Million
Communication Services: $2.14 Million
Industrials: $2.03 Million
Financial Services: $1.6 Million
Consumer Defensive: $1.29 Million
Consumer Cyclical: $938,000
Healthcare: $504,000
Other: $410,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $218 Million
  • Prior Value $220 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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