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CIK: 0001908462
Total reported value
$411.5M
$411.5M
140 檔
13.3%
As reported in its official Q3 2024 Form 13F filing, WealthCare Investment Partners, LLC's tracked investment portfolio stood at $411.5M with 140 total positions.
During Q3 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 | 9.12% | +0.84% | -0.54% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 4.97% | -0.26% | +3.43% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.50% | -0.35% | -2.73% | |
| 4 | IYK | Ishares US Consumer Staples | ETF-Other | 2.75% | -0.13% | -6.91% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.71% | -0.74% | +9.21% | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.65% | -0.22% | +9.43% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.48% | -0.38% | -0.67% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.46% | +0.17% | -1.95% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.46% | -0.47% | -2.35% | |
| 10 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 2.44% | -0.02% | +15.92% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.39% | +0.31% | -4.26% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.37% | -0.13% | -15.69% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.28% | -0.21% | +18.74% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.79% | -0.12% | +1.71% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.63% | +0.02% | +24.68% | |
| 16 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 1.63% | +0.14% | +19.45% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.54% | +0.04% | +0.73% | |
| 18 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.46% | +0.16% | -6.00% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.37% | +0.66% | +12.89% | |
| 20 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.33% | -0.09% | -9.45% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.31% | -0.63% | +0.57% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | +0.10% | +5.45% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.25% | +0.01% | +3.61% | |
| 24 | INCO | Columbia India Consumer ETF | ETF-Other | 1.23% | -0.09% | +94.30% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.12% | -13.12% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.15% | -0.04% | +7.72% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.14% | -0.04% | +4.03% | |
| 28 | FMB | First Trust Managed Municipa | ETF-Other | 1.10% | -0.08% | +0.06% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.08% | -0.38% | -24.47% | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.03% | — | +79.84% | |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.96% | -0.02% | -25.00% | |
| 32 | PAVE | Global X US Infrastructure | ETF-Other | 0.96% | +0.01% | +40.71% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.21% | -10.26% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.83% | +0.04% | +1.79% | |
| 35 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.78% | -0.04% | +5.54% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.76% | -0.04% | — | |
| 37 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.74% | -0.80% | EXIT | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.73% | -0.05% | -6.56% | |
| 39 | EMLP | First Trust North American E | ETF-Other | 0.71% | -0.06% | -8.56% | |
| 40 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.71% | -0.02% | -2.07% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.67% | -0.01% | +9.96% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.64% | +0.14% | +2.82% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.61% | -0.04% | -38.76% | |
| 44 | FPXI | First Trust International Eq | ETF-Other | 0.60% | +0.11% | +3.43% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.60% | +0.09% | +22.80% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.05% | +5.16% | |
| 47 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-Tech | 0.58% | +0.03% | +3.28% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.56% | -0.04% | -0.70% | |
| 49 | NXTG | First Trust Indxx Nextg ETF | ETF-Other | 0.55% | +0.09% | -1.20% | |
| 50 | CGUS | Cap Group Core Equity | ETF-Other | 0.54% | +0.01% | +0.52% |
According to official SEC Form 13F filings, WealthCare Investment Partners, LLC reported a total U.S. public equity portfolio value of $411.5M across 140 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, FVD, FBND) accounted for 13.3% of total reported equity market value during Q3 2024.
During Q3 2024, WealthCare Investment Partners, LLC's top holdings by market value included QQQ (9.1%)、FVD (5.0%)、FBND (4.5%). The largest single position, QQQ, represented 9.1% of total portfolio value.
In Q3 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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