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The Analysis of WealthCare Asset Management, LLC's Holdings & P&L

Currently, WealthCare Asset Management, LLC holds 32 types of securities in its portfolio with a total value $94.0M. In the most recent quarter, they have increased their positions in IYM (+49.9K shares, valued at $8.8M), IYE (+129.8K shares, valued at $8.4M), ORLY (+54.1K shares, valued at $5.0M); decreased their positions in GLD (-11.0K shares, valued at $4.7M), SPY (-3.8K shares, valued at $2.5M), ZMAY (-21.7K shares, valued at $556.4K); initiated new positions in IYM (+49.9K shares, valued at $8.8M), IYE (+129.8K shares, valued at $8.4M), IJS (+14.9K shares, valued at $1.8M).

1M P&L

+1.4M+1.65%

3M P&L

-985.2K-1.14%

HY P&L

+3.8M+4.58%

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/A57.4M

62.0%

2Auto Parts19.5M

21.1%

3Consumer Electronics4.8M

5.2%

Top Industries by Stock Count

1N/A18 stocks

62.1%

2Software - Infrastructure2 stocks

6.9%

3Internet Retail1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORLY OREILLY AUTOMOTIVE INC211.6K shares34.38%2026-03-312026-04-30

IYZ ISHARES TR244.9K shares1.13%2026-03-312026-04-30

IYM ISHARES TR49.9K sharesnew addition2026-03-312026-04-30

GLD SPDR GOLD TR19.6K shares-35.97%2026-03-312026-04-30

IYE ISHARES TR129.8K sharesnew addition2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR112.8K shares38.87%2026-03-312026-04-30

ZMAY INNOVATOR ETFS TRUST251.0K shares-7.97%2026-03-312026-04-30

AAPL APPLE INC19.0K shares-3.93%2026-03-312026-04-30

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AMZN AMAZON COM INC21.5K shares-3.27%2026-03-312026-04-30

WMT WALMART INC21.8K shares-8.06%2026-03-312026-04-30

EEM ISHARES TR32.9K shares-22.65%2026-03-312026-04-30

IJS ISHARES TR14.9K sharesnew addition2026-03-312026-04-30

IVW ISHARES TR15.6K shares-15.70%2026-03-312026-04-30

NVDA NVIDIA CORPORATION5.9K shares-8.63%2026-03-312026-04-30

MSFT MICROSOFT CORP2.5K shares4.58%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.3K shares-18.72%2026-03-312026-04-30

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SBAR SIMPLIFY EXCHANGE TRADED FUN26.3K sharesnew addition2026-03-312026-04-30

XOM EXXON MOBIL CORP3.0K shares-1.36%2026-03-312026-04-30

ALPHABET INC ALPHABET INC1.5K shares0.20%2026-03-312026-04-30

FOXY SIMPLIFY EXCHANGE TRADED FUN13.2K sharesnew addition2026-03-312026-04-30

IYJ ISHARES TR2.5K sharesnew addition2026-03-312026-04-30

BUCK SIMPLIFY EXCHANGE TRADED FUN15.7K sharesnew addition2026-03-312026-04-30

AGGH SIMPLIFY EXCHANGE TRADED FUN18.0K sharesnew addition2026-03-312026-04-30

BGT BLACKROCK FLOATING RATE INC33.8K shares-0.33%2026-03-312026-04-30

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CDX SIMPLIFY EXCHANGE TRADED FUN16.8K sharesnew addition2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T538 shares-87.71%2026-03-312026-04-30

T AT&T INC11.0K shares-3.45%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-2.71%2026-03-312026-04-30

IRM IRON MTN INC DEL3.1K shares0.99%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL554 shares0.00%2026-03-312026-04-30

XV SIMPLIFY EXCHANGE TRADED FUN10.5K sharesnew addition2026-03-312026-04-30

TSLA TESLA INC586 shares-18.04%2026-03-312026-04-30

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ORLY

OREILLY AUTOMOTIVE INC

34.38%

Shares211.6K

Event2026-03-31

Filed2026-04-30

IYZ

ISHARES TR

1.13%

Shares244.9K

Event2026-03-31

Filed2026-04-30

IYM

ISHARES TR

New

Shares49.9K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

-35.97%

Shares19.6K

Event2026-03-31

Filed2026-04-30

IYE

ISHARES TR

New

Shares129.8K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

38.87%

Shares112.8K

Event2026-03-31

Filed2026-04-30

ZMAY

INNOVATOR ETFS TRUST

-7.97%

Shares251.0K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-3.93%

Shares19.0K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-3.27%

Shares21.5K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-8.06%

Shares21.8K

Event2026-03-31

Filed2026-04-30

EEM

ISHARES TR

-22.65%

Shares32.9K

Event2026-03-31

Filed2026-04-30

IJS

ISHARES TR

New

Shares14.9K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

-15.70%

Shares15.6K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-8.63%

Shares5.9K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

4.58%

Shares2.5K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-18.72%

Shares2.3K

Event2026-03-31

Filed2026-04-30

SBAR

SIMPLIFY EXCHANGE TRADED FUN

New

Shares26.3K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-1.36%

Shares3.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-30

FOXY

SIMPLIFY EXCHANGE TRADED FUN

New

Shares13.2K

Event2026-03-31

Filed2026-04-30

IYJ

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-30

BUCK

SIMPLIFY EXCHANGE TRADED FUN

New

Shares15.7K

Event2026-03-31

Filed2026-04-30

AGGH

SIMPLIFY EXCHANGE TRADED FUN

New

Shares18.0K

Event2026-03-31

Filed2026-04-30

BGT

BLACKROCK FLOATING RATE INC

-0.33%

Shares33.8K

Event2026-03-31

Filed2026-04-30

CDX

SIMPLIFY EXCHANGE TRADED FUN

New

Shares16.8K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-87.71%

Shares538

Event2026-03-31

Filed2026-04-30

AT&T INC

-3.45%

Shares11.0K

Event2026-03-31

Filed2026-04-30

PLTR

PALANTIR TECHNOLOGIES INC

-2.71%

Shares2.2K

Event2026-03-31

Filed2026-04-30

IRM

IRON MTN INC DEL

0.99%

Shares3.1K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares554

Event2026-03-31

Filed2026-04-30

SIMPLIFY EXCHANGE TRADED FUN

New

Shares10.5K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

-18.04%

Shares586

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available