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CIK: 0001908462
Total reported value
$411.5M
$411.5M
148 檔
13.7%
During the Q1 2025 filing period, WealthCare Investment Partners, LLC (CIK: 0001908462) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $411.5M across 148 reported positions.
During Q1 2025, 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 | 8.37% | +0.84% | +6.53% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 4.87% | -0.26% | +5.89% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 3.90% | +0.10% | +851.79% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 3.38% | -0.74% | -5.71% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.33% | -0.35% | -10.71% | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.87% | -0.22% | +7.32% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.30% | +0.17% | -1.92% | |
| 8 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 2.30% | -0.02% | +8.44% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.20% | -0.21% | +7.81% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.11% | -0.47% | -6.23% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.31% | -2.93% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.92% | -0.38% | -2.29% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.92% | +0.66% | +39.02% | |
| 14 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.86% | -0.11% | — | |
| 15 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.72% | +0.16% | +15.45% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.65% | -0.13% | -5.53% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.56% | -0.12% | +0.95% | |
| 18 | IYK | Ishares US Consumer Staples | ETF-Other | 1.49% | -0.13% | -27.23% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.46% | -0.04% | +27.74% | |
| 20 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 1.45% | +0.14% | -6.62% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.35% | +0.04% | -0.43% | |
| 22 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.30% | -0.09% | +1.50% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.26% | -0.04% | +12.64% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.19% | -0.63% | +7.71% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.18% | — | +12.98% | |
| 26 | INCO | Columbia India Consumer ETF | ETF-Other | 1.11% | -0.09% | -11.90% | |
| 27 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.11% | +0.02% | -17.77% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.09% | +0.10% | +3.81% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.12% | +0.24% | |
| 30 | FMB | First Trust Managed Municipa | ETF-Other | 1.04% | -0.08% | +1.46% | |
| 31 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.94% | +0.10% | +90.25% | |
| 32 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.90% | -0.04% | +18.37% | |
| 33 | PAVE | Global X US Infrastructure | ETF-Other | 0.90% | +0.01% | +1.74% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.88% | +0.04% | +21.26% | |
| 35 | IYF | Ishares US Financials ETF | ETF-Other | 0.88% | -0.05% | +100.08% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.87% | -0.80% | EXIT | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.80% | -0.01% | +21.04% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.21% | +0.92% | |
| 39 | LVHI | Franklin International Low V | ETF-Other | 0.68% | -0.03% | — | |
| 40 | EMLP | First Trust North American E | ETF-Other | 0.65% | -0.06% | -9.30% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.05% | +20.09% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.64% | +0.09% | +10.59% | |
| 43 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.64% | +0.01% | +14.10% | |
| 44 | FPXI | First Trust International Eq | ETF-Other | 0.63% | +0.11% | +10.28% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | +0.01% | -47.94% | |
| 46 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.62% | -0.02% | -10.31% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.61% | -0.04% | — | |
| 48 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.60% | -0.02% | -5.06% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.60% | +0.14% | +16.08% | |
| 50 | IDU | Ishares US Utilities ETF | ETF-Other | 0.58% | — | +81.82% |
According to official SEC Form 13F filings, WealthCare Investment Partners, LLC reported a total U.S. public equity portfolio value of $411.5M across 148 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, FVD, CGGR) accounted for 13.7% of total reported equity market value during Q1 2025.
During Q1 2025, WealthCare Investment Partners, LLC's top holdings by market value included QQQ (8.4%)、FVD (4.9%)、CGGR (3.9%). The largest single position, QQQ, represented 8.4% of total portfolio value.
In Q1 2025, 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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