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CIK: 0001908462
Total reported value
$411.5M
$411.5M
130 檔
12.8%
According to the latest 13F quarterly dataset, WealthCare Investment Partners, LLC managed an equity portfolio of $411.5M at the end of Q1 2024, spanning 130 distinct U.S. exchange-listed positions.
During Q1 2024, WealthCare Investment Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.28% | +0.84% | -0.09% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 4.91% | -0.26% | +5.45% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.82% | -0.35% | +24.07% | |
| 4 | IYK | Ishares US Consumer Staples | ETF-Other | 3.26% | -0.13% | +187.43% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.25% | -0.13% | +5.32% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 2.75% | -0.38% | -4.04% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.71% | +0.17% | +17.26% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.51% | -0.47% | +8.72% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | +0.31% | -3.49% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.38% | -0.22% | +3.54% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.13% | -0.74% | +38.23% | |
| 12 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 2.01% | -0.02% | +121.98% | |
| 13 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.91% | -0.09% | -13.13% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.89% | -0.21% | +99.86% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.83% | -0.12% | +7.11% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.64% | +0.04% | +0.24% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.12% | -0.63% | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.58% | -0.38% | +9.28% | |
| 19 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.57% | +0.16% | +9.18% | |
| 20 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.39% | -0.02% | +11.24% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.32% | -0.63% | +44.08% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.27% | -0.04% | -8.73% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | +0.01% | +2.84% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | +0.10% | +6.56% | |
| 25 | FMB | First Trust Managed Municipa | ETF-Other | 1.19% | -0.08% | -0.38% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.16% | -0.04% | +4.92% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.12% | -0.04% | +7.19% | |
| 28 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 1.12% | +0.14% | +125.15% | |
| 29 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.02% | +0.66% | +12.56% | |
| 30 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.01% | +0.02% | +219.86% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.21% | +5.20% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.00% | -0.05% | -24.78% | |
| 33 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.79% | -0.04% | +27.37% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.79% | +0.04% | -0.40% | |
| 35 | EMLP | First Trust North American E | ETF-Other | 0.78% | -0.06% | -18.65% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.77% | -0.02% | +0.12% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.74% | -0.04% | -3.78% | |
| 38 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.72% | -0.80% | EXIT | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.70% | — | -16.89% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.63% | +0.14% | +5.83% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.63% | -0.01% | +9.52% | |
| 42 | FPXI | First Trust International Eq | ETF-Other | 0.61% | +0.11% | +2.05% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.04% | +6.44% | |
| 44 | JETS | US Global Jets ETF | ETF-Other | 0.59% | +0.02% | +0.69% | |
| 45 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-Tech | 0.57% | +0.03% | +7.67% | |
| 46 | NXTG | First Trust Indxx Nextg ETF | ETF-Other | 0.57% | +0.09% | -0.78% | |
| 47 | CGUS | Cap Group Core Equity | ETF-Other | 0.54% | +0.01% | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | +0.05% | +4.37% | |
| 49 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.53% | -0.03% | -6.11% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.04% | +8.99% |
According to official SEC Form 13F filings, WealthCare Investment Partners, LLC reported a total U.S. public equity portfolio value of $411.5M across 130 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, FVD, FBND) accounted for 12.8% of total reported equity market value during Q1 2024.
During Q1 2024, WealthCare Investment Partners, LLC's top holdings by market value included QQQ (9.3%)、FVD (4.9%)、FBND (4.8%). The largest single position, QQQ, represented 9.3% of total portfolio value.
In Q1 2024, WealthCare Investment Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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