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The Analysis of Wealth Care LLC's Holdings & P&L

Currently, Wealth Care LLC holds 67 types of securities in its portfolio with a total value $112.6M. In the most recent quarter, they have increased their positions in IJR (+81.2K shares, valued at $10.1M), VTI (+30.1K shares, valued at $9.6M), N/A (+105.2K shares, valued at $9.3M); initiated new positions in IJR (+81.2K shares, valued at $10.1M), VTI (+30.1K shares, valued at $9.6M), N/A (+105.2K shares, valued at $9.3M).

1M P&L

+1.2M+1.31%

3M P&L

+3.6M+4.06%

HY P&L

+2.6M+2.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A84.3M

89.3%

2Consumer Electronics3.5M

3.7%

3Semiconductors1.5M

1.6%

Top Industries by Stock Count

1N/A49 stocks

81.7%

2Software - Infrastructure2 stocks

3.3%

3Internet Retail1 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJR ISHARES TR81.2K sharesnew addition2026-03-312026-04-24

VTI VANGUARD INDEX FDS30.1K sharesnew addition2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR105.2K sharesnew addition2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS36.5K sharesnew addition2026-03-312026-04-24

IJH ISHARES TR110.2K sharesnew addition2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS47.2K sharesnew addition2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.8K sharesnew addition2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR185.8K sharesnew addition2026-03-312026-04-24

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PDI PIMCO DYNAMIC INCOME FD225.9K sharesnew addition2026-03-312026-04-24

IVV ISHARES TR5.4K sharesnew addition2026-03-312026-04-24

AAPL APPLE INC13.8K sharesnew addition2026-03-312026-04-24

DVY ISHARES TR16.0K sharesnew addition2026-03-312026-04-24

IJJ ISHARES TR14.3K sharesnew addition2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T2.6K sharesnew addition2026-03-312026-04-24

NVDA NVIDIA CORPORATION8.9K sharesnew addition2026-03-312026-04-24

SYLD CAMBRIA ETF TR19.6K sharesnew addition2026-03-312026-04-24

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VO VANGUARD INDEX FDS5.1K sharesnew addition2026-03-312026-04-24

DLS WISDOMTREE TR17.1K sharesnew addition2026-03-312026-04-24

RPV INVESCO EXCHANGE TRADED FD T12.5K sharesnew addition2026-03-312026-04-24

WY WEYERHAEUSER CO47.7K sharesnew addition2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.8K sharesnew addition2026-03-312026-04-24

NCV VIRTUS CONVERTIBLE & INCOME68.3K sharesnew addition2026-03-312026-04-24

VDE VANGUARD WORLD FD5.8K sharesnew addition2026-03-312026-04-24

SDY SPDR SERIES TRUST6.9K sharesnew addition2026-03-312026-04-24

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IWN ISHARES TR5.0K sharesnew addition2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F16.1K sharesnew addition2026-03-312026-04-24

IWM ISHARES TR3.5K sharesnew addition2026-03-312026-04-24

FCG FIRST TR EXCHANGE-TRADED FD25.7K sharesnew addition2026-03-312026-04-24

SCD LMP CAP & INCOME FD INC49.3K sharesnew addition2026-03-312026-04-24

SPSB SPDR SERIES TRUST24.4K sharesnew addition2026-03-312026-04-24

TSLA TESLA INC1.8K sharesnew addition2026-03-312026-04-24

MSFT MICROSOFT CORP1.8K sharesnew addition2026-03-312026-04-24

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BIT BLACKROCK MULTI SECTOR INC T51.9K sharesnew addition2026-03-312026-04-24

AMZN AMAZON COM INC3.0K sharesnew addition2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR10.0K sharesnew addition2026-03-312026-04-24

NZF NUVEEN MUN CR INCOME FD50.0K sharesnew addition2026-03-312026-04-24

CEE CENTRAL & EASTERN EUROPE FD31.9K sharesnew addition2026-03-312026-04-24

NAD NUVEEN QUALITY MUNCP INCOME50.0K sharesnew addition2026-03-312026-04-24

NEA NUVEEN AMT FREE QLTY MUN INC50.0K sharesnew addition2026-03-312026-04-24

VB VANGUARD INDEX FDS2.1K sharesnew addition2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC1.9K sharesnew addition2026-03-312026-04-24

XOM EXXON MOBIL CORP3.2K sharesnew addition2026-03-312026-04-24

VTHR VANGUARD SCOTTSDALE FDS1.8K sharesnew addition2026-03-312026-04-24

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN24.2K sharesnew addition2026-03-312026-04-24

IVE ISHARES TR2.4K sharesnew addition2026-03-312026-04-24

VGM INVESCO TR INVT GRADE MUNS50.0K sharesnew addition2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND1.1K sharesnew addition2026-03-312026-04-24

EIS ISHARES INC4.1K sharesnew addition2026-03-312026-04-24

Sponsored

V VISA INC1.4K sharesnew addition2026-03-312026-04-24

VKI INVESCO ADVANTAGE MUN INCOME50.0K sharesnew addition2026-03-312026-04-24

BEP BROOKFIELD RENEWABLE ENERGY12.6K sharesnew addition2026-03-312026-04-24

GLD SPDR GOLD TR885 sharesnew addition2026-03-312026-04-24

VTV VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-04-24

PAXS PIMCO ACCESS INCOME FUND25.1K sharesnew addition2026-03-312026-04-24

IWP ISHARES TR2.6K sharesnew addition2026-03-312026-04-24

META META PLATFORMS INC537 sharesnew addition2026-03-312026-04-24

Sponsored

SCHX SCHWAB STRATEGIC TR11.7K sharesnew addition2026-03-312026-04-24

MTUM ISHARES TR1.2K sharesnew addition2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II1.2K sharesnew addition2026-03-312026-04-24

PTY PIMCO CORPORATE & INCOME OPP23.1K sharesnew addition2026-03-312026-04-24

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.2K sharesnew addition2026-03-312026-04-24

IEMG ISHARES INC3.9K sharesnew addition2026-03-312026-04-24

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD14.1K sharesnew addition2026-03-312026-04-24

HYT BLACKROCK CORPOR HI YLD FD I25.9K sharesnew addition2026-03-312026-04-24

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-04-24

ITOT ISHARES TR1.5K sharesnew addition2026-03-312026-04-24

NMCO NUVEEN MUN CR OPPORTUNITIES10.0K sharesnew addition2026-03-312026-04-24

IJR

ISHARES TR

New

Shares81.2K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

New

Shares30.1K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

New

Shares105.2K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares36.5K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

New

Shares110.2K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

New

Shares47.2K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

New

Shares32.8K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

New

Shares185.8K

Event2026-03-31

Filed2026-04-24

PDI

PIMCO DYNAMIC INCOME FD

New

Shares225.9K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

New

Shares5.4K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

New

Shares13.8K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

New

Shares16.0K

Event2026-03-31

Filed2026-04-24

IJJ

ISHARES TR

New

Shares14.3K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares2.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

New

Shares8.9K

Event2026-03-31

Filed2026-04-24

SYLD

CAMBRIA ETF TR

New

Shares19.6K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares5.1K

Event2026-03-31

Filed2026-04-24

DLS

WISDOMTREE TR

New

Shares17.1K

Event2026-03-31

Filed2026-04-24

RPV

INVESCO EXCHANGE TRADED FD T

New

Shares12.5K

Event2026-03-31

Filed2026-04-24

WEYERHAEUSER CO

New

Shares47.7K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

NCV

VIRTUS CONVERTIBLE & INCOME

New

Shares68.3K

Event2026-03-31

Filed2026-04-24

VDE

VANGUARD WORLD FD

New

Shares5.8K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

New

Shares6.9K

Event2026-03-31

Filed2026-04-24

IWN

ISHARES TR

New

Shares5.0K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares16.1K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-04-24

FCG

FIRST TR EXCHANGE-TRADED FD

New

Shares25.7K

Event2026-03-31

Filed2026-04-24

SCD

LMP CAP & INCOME FD INC

New

Shares49.3K

Event2026-03-31

Filed2026-04-24

SPSB

SPDR SERIES TRUST

New

Shares24.4K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

BIT

BLACKROCK MULTI SECTOR INC T

New

Shares51.9K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-24

NZF

NUVEEN MUN CR INCOME FD

New

Shares50.0K

Event2026-03-31

Filed2026-04-24

CEE

CENTRAL & EASTERN EUROPE FD

New

Shares31.9K

Event2026-03-31

Filed2026-04-24

NAD

NUVEEN QUALITY MUNCP INCOME

New

Shares50.0K

Event2026-03-31

Filed2026-04-24

NEA

NUVEEN AMT FREE QLTY MUN INC

New

Shares50.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares2.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

New

Shares3.2K

Event2026-03-31

Filed2026-04-24

VTHR

VANGUARD SCOTTSDALE FDS

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

ANNALY CAPITAL MANAGEMENT IN

New

Shares24.2K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-24

VGM

INVESCO TR INVT GRADE MUNS

New

Shares50.0K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

EIS

ISHARES INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-24

VISA INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

VKI

INVESCO ADVANTAGE MUN INCOME

New

Shares50.0K

Event2026-03-31

Filed2026-04-24

BEP

BROOKFIELD RENEWABLE ENERGY

New

Shares12.6K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

New

Shares885

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

New

Shares1.9K

Event2026-03-31

Filed2026-04-24

PAXS

PIMCO ACCESS INCOME FUND

New

Shares25.1K

Event2026-03-31

Filed2026-04-24

IWP

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-24