The Analysis of WealthCare Investment Partners, LLC's Holdings
Currently, WealthCare Investment Partners, LLC holds 183 types of securities in its portfolio with a total value $343.2M. In the most recent quarter, they have increased their positions in BUFR (+285.6K shares, valued at $9.8M), CGBL (+146.5K shares, valued at $5.2M), CGDV (+64.9K shares, valued at $2.9M); decreased their positions in SCHD (-22.1K shares, valued at $613.9K), XMHQ (-4.1K shares, valued at $422.7K), IEF (-4.2K shares, valued at $402.5K); initiated new positions in BUFR (+285.6K shares, valued at $9.8M), CGBL (+146.5K shares, valued at $5.2M), N/A (+14.9K shares, valued at $740.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FVD FIRST TR EXCHANGE-TRADED FD303.2K shares4.07%2025-12-312026-01-06
CGGR CAPITAL GROUP GROWTH ETF292.8K shares5.75%2025-12-312026-01-06 ITA ISHARES TR52.0K shares2.39%2025-12-312026-01-06 BUFR FIRST TR EXCHNG TRADED FD VI285.6K sharesnew addition2025-12-312026-01-06 SPMO INVESCO EXCH TRADED FD TR II67.4K shares4.34%2025-12-312026-01-06 FBND FIDELITY MERRIMACK STR TR164.8K shares0.93%2025-12-312026-01-06 CGDV CAPITAL GROUP DIVIDEND VALUE169.7K shares61.97%2025-12-312026-01-06 IDMO INVESCO EXCH TRADED FD TR II120.2K shares29.64%2025-12-312026-01-06 FNDF SCHWAB STRATEGIC TR142.8K shares-0.87%2025-12-312026-01-06 GRPM INVESCO EXCHANGE TRADED FD T50.2K shares-3.83%2025-12-312026-01-06 XLC SELECT SECTOR SPDR TR51.5K shares-0.71%2025-12-312026-01-06 XMHQ INVESCO EXCHANGE TRADED FD T50.2K shares-7.50%2025-12-312026-01-06 CGBL CAPITAL GROUP CORE BALANCED146.5K sharesnew addition2025-12-312026-01-06 CIBR FIRST TR EXCHANGE TRADED FD73.2K shares3.68%2025-12-312026-01-06 CGDG CAPITAL GROUP DIVIDEND GROWE140.1K shares0.23%2025-12-312026-01-06 GOVT ISHARES TR204.1K shares15.48%2025-12-312026-01-06 XLE SELECT SECTOR SPDR TR100.7K shares90.58%2025-12-312026-01-06 RDVY FIRST TR EXCHANGE TRADED FD59.9K shares0.36%2025-12-312026-01-06 IJR ISHARES TR30.9K shares1.49%2025-12-312026-01-06 BNDX VANGUARD CHARLOTTE FDS76.0K shares11.56%2025-12-312026-01-06 RSPU INVESCO EXCHANGE TRADED FD T47.5K shares1.92%2025-12-312026-01-06 MSFT MICROSOFT CORP7.6K shares3.59%2025-12-312026-01-06 SCHD SCHWAB STRATEGIC TR110.7K shares-16.67%2025-12-312026-01-06 FNDE SCHWAB STRATEGIC TR82.7K shares20.63%2025-12-312026-01-06 SLV ISHARES SILVER TR46.1K shares14.83%2025-12-312026-01-06 AAPL APPLE INC10.8K shares-4.49%2025-12-312026-01-06 LVHI LEGG MASON ETF INVT77.6K shares8.85%2025-12-312026-01-06 FMB FIRST TR EXCH TRADED FD III56.4K shares4.95%2025-12-312026-01-06 XLV SELECT SECTOR SPDR TR18.4K shares-9.34%2025-12-312026-01-06 JMUB J P MORGAN EXCHANGE TRADED F56.2K shares-2.58%2025-12-312026-01-06 XLI SELECT SECTOR SPDR TR17.7K shares39.26%2025-12-312026-01-06 TIPZ PIMCO ETF TR52.6K shares11.67%2025-12-312026-01-06 FIXD FIRST TR EXCHNG TRADED FD VI62.5K shares11.15%2025-12-312026-01-06 MLPX GLOBAL X FDS44.9K shares-8.74%2025-12-312026-01-06 USHY ISHARES TR73.1K shares14.64%2025-12-312026-01-06 IYF ISHARES TR20.5K shares3.52%2025-12-312026-01-06 FLJH FRANKLIN TEMPLETON ETF TR65.7K shares-2.23%2025-12-312026-01-06 RECS COLUMBIA ETF TR I60.5K shares27.67%2025-12-312026-01-06 SCHR SCHWAB STRATEGIC TR97.1K shares15.57%2025-12-312026-01-06 IBB ISHARES TR14.4K shares3.12%2025-12-312026-01-06 IEMG ISHARES INC33.7K shares1.71%2025-12-312026-01-06 IYK ISHARES TR33.9K shares-9.81%2025-12-312026-01-06 IYW ISHARES TR10.9K shares-2.60%2025-12-312026-01-06 FNDX SCHWAB STRATEGIC TR77.2K shares-10.84%2025-12-312026-01-06 FPXI FIRST TR EXCHANGE TRADED FD34.9K shares-0.01%2025-12-312026-01-06 PAVE GLOBAL X FDS42.8K shares-5.41%2025-12-312026-01-06 F FORD MTR CO155.5K shares18.72%2025-12-312026-01-06 XCEM COLUMBIA ETF TR II49.7K shares-9.00%2025-12-312026-01-06 NXTG FIRST TR EXCHANGE-TRADED FD17.1K shares1.49%2025-12-312026-01-06 MO ALTRIA GROUP INC32.6K shares15.21%2025-12-312026-01-06 VUG VANGUARD INDEX FDS3.8K shares-1.57%2025-12-312026-01-06 GRID FIRST TR EXCHANGE TRADED FD11.6K shares1.94%2025-12-312026-01-06 NVDA NVIDIA CORPORATION9.2K shares2.77%2025-12-312026-01-06 PVAL PUTNAM ETF TRUST37.4K shares0.04%2025-12-312026-01-06 CGUS CAPITAL GROUP CORE EQUITY ET42.3K shares0.59%2025-12-312026-01-06 SJNK SPDR SERIES TRUST66.6K shares0.58%2025-12-312026-01-06 IEFA ISHARES TR18.1K shares3.27%2025-12-312026-01-06 BND VANGUARD BD INDEX FDS22.1K shares6.84%2025-12-312026-01-06 IDU ISHARES TR14.9K shares-0.72%2025-12-312026-01-06 EMLP FIRST TR EXCHANGE-TRADED FD40.6K shares5.37%2025-12-312026-01-06 KOMP SPDR SERIES TRUST24.7K shares1.56%2025-12-312026-01-06 VGT VANGUARD WORLD FD2.0K shares-5.23%2025-12-312026-01-06 DLN WISDOMTREE TR16.4K shares1.48%2025-12-312026-01-06 VBR VANGUARD INDEX FDS6.6K shares-1.47%2025-12-312026-01-06 DBEF DBX ETF TR28.4K shares6.81%2025-12-312026-01-06 INCO COLUMBIA ETF TR II20.4K shares-15.77%2025-12-312026-01-06 NOW SERVICENOW INC8.6K shares372.59%2025-12-312026-01-06 VIG VANGUARD SPECIALIZED FUNDS5.6K shares-0.07%2025-12-312026-01-06 CGCP CAPITAL GRP FIXED INCM ETF T53.1K shares128.01%2025-12-312026-01-06 SPYM SPDR SERIES TRUST14.8K shares-2.24%2025-12-312026-01-06 ALPHABET INC ALPHABET INC3.7K shares0.05%2025-12-312026-01-06 SPDW SPDR INDEX SHS FDS25.3K shares3.10%2025-12-312026-01-06 AMZN AMAZON COM INC4.8K shares-0.02%2025-12-312026-01-06 VBK VANGUARD INDEX FDS3.3K shares-0.81%2025-12-312026-01-06 PSC PRINCIPAL EXCHANGE TRADED FD17.0K shares61.13%2025-12-312026-01-06 FDVV FIDELITY COVINGTON TRUST17.1K shares11.62%2025-12-312026-01-06 VZ VERIZON COMMUNICATIONS INC24.0K shares28.78%2025-12-312026-01-06 SOXX ISHARES TR3.1K shares-8.41%2025-12-312026-01-06 DGRO ISHARES TR13.5K shares-3.89%2025-12-312026-01-06 RTX RTX CORPORATION4.8K shares0.00%2025-12-312026-01-06 QQQJ INVESCO EXCH TRADED FD TR II23.6K shares1.26%2025-12-312026-01-06 SKOR FLEXSHARES TR18.0K shares10.33%2025-12-312026-01-06 CSCO CISCO SYS INC11.5K shares5.64%2025-12-312026-01-06 VRP INVESCO EXCH TRADED FD TR II35.0K shares-11.16%2025-12-312026-01-06 BIV VANGUARD BD INDEX FDS9.9K shares2.76%2025-12-312026-01-06 WMT WALMART INC6.8K shares0.00%2025-12-312026-01-06 AIQ GLOBAL X FDS14.7K shares34.20%2025-12-312026-01-06 GLOBAL X FDS GLOBAL X FDS14.9K sharesnew addition2025-12-312026-01-06 BAC BANK AMERICA CORP13.1K shares0.50%2025-12-312026-01-06 CNRG SPDR SERIES TRUST7.7K shares-18.53%2025-12-312026-01-06 ROBT FIRST TR EXCHANGE TRADED FD13.6K sharesnew addition2025-12-312026-01-06 SCHG SCHWAB STRATEGIC TR21.8K shares1.26%2025-12-312026-01-06 SKYY FIRST TR EXCHANGE TRADED FD5.4K shares7.70%2025-12-312026-01-06 VOOV VANGUARD ADMIRAL FDS INC3.4K shares0.45%2025-12-312026-01-06 VTI VANGUARD INDEX FDS2.0K shares-6.50%2025-12-312026-01-06 VOOG VANGUARD ADMIRAL FDS INC1.5K shares0.13%2025-12-312026-01-06 SMH VANECK ETF TRUST1.8K shares-0.11%2025-12-312026-01-06 IWP ISHARES TR4.8K shares1.45%2025-12-312026-01-06 LEGR FIRST TR EXCHANGE-TRADED FD10.8K shares5.25%2025-12-312026-01-06 XOM EXXON MOBIL CORP5.1K shares84.83%2025-12-312026-01-06 FTSL FIRST TR EXCHANGE-TRADED FD13.3K shares-2.94%2025-12-312026-01-06 MADE ISHARES TR19.1K shares105.61%2025-12-312026-01-06 NOC NORTHROP GRUMMAN CORP1.0K shares4.34%2025-12-312026-01-06 DSTL ETF SER SOLUTIONS10.0K shares0.32%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR858 shares-1.49%2025-12-312026-01-06 T AT&T INC23.6K shares1.13%2025-12-312026-01-06 CGMS CAPITAL GRP FIXED INCM ETF T20.7K shares1.53%2025-12-312026-01-06 VB VANGUARD INDEX FDS2.1K shares-1.31%2025-12-312026-01-06 IVV ISHARES TR799 shares-4.08%2025-12-312026-01-06 ARKK ARK ETF TR7.0K shares-11.34%2025-12-312026-01-06 COWZ PACER FDS TR8.9K shares0.00%2025-12-312026-01-06 BKGI BNY MELLON ETF TRUST13.2K sharesnew addition2025-12-312026-01-06 ACM AECOM5.5K shares0.18%2025-12-312026-01-06 ETH GRAYSCALE ETHEREUM MINI TR E17.6K shares1.47%2025-12-312026-01-06 ALPHABET INC ALPHABET INC1.6K shares3.59%2025-12-312026-01-06 IJH ISHARES TR7.4K shares1.05%2025-12-312026-01-06 JNJ JOHNSON & JOHNSON2.3K shares11.35%2025-12-312026-01-06 USO UNITED STS OIL FD LP6.6K shares-1.67%2025-12-312026-01-06 IEF ISHARES TR4.8K shares-46.82%2025-12-312026-01-06 JETS ETF SER SOLUTIONS16.1K shares-0.64%2025-12-312026-01-06 FMHI FIRST TR EXCH TRADED FD III9.4K shares-1.32%2025-12-312026-01-06 FTGC FIRST TR EXCHANGE TRAD FD VI19.3K shares-13.79%2025-12-312026-01-06 IUSG ISHARES TR2.5K shares-0.59%2025-12-312026-01-06 TSLA TESLA INC946 shares0.00%2025-12-312026-01-06 DIS DISNEY WALT CO3.6K shares-1.04%2025-12-312026-01-06 TPYP TORTOISE CAPITAL SERIES TRUS11.2K shares-5.88%2025-12-312026-01-06 VFQY VANGUARD WELLINGTON FD2.5K shares24.66%2025-12-312026-01-06 JMST J P MORGAN EXCHANGE TRADED F7.6K shares-6.01%2025-12-312026-01-06 VO VANGUARD INDEX FDS1.3K shares10.96%2025-12-312026-01-06 FELC FIDELITY COVINGTON TRUST10.1K shares0.23%2025-12-312026-01-06 AGG ISHARES TR3.8K shares13.38%2025-12-312026-01-06 BKLC BNY MELLON ETF TRUST2.9K shares0.56%2025-12-312026-01-06 BKUI BNY MELLON ETF TRUST7.5K sharesnew addition2025-12-312026-01-06 SHYM BLACKROCK ETF TRUST II16.4K shares50.55%2025-12-312026-01-06 FITE SPDR SERIES TRUST4.1K shares-5.91%2025-12-312026-01-06 META META PLATFORMS INC529 shares-0.75%2025-12-312026-01-06 MTB M & T BK CORP1.7K shares0.78%2025-12-312026-01-06 FSMB FIRST TR EXCH TRADED FD III16.8K sharesnew addition2025-12-312026-01-06 IMCG ISHARES TR4.1K shares0.27%2025-12-312026-01-06 COMP COMPASS INC31.2K shares-37.59%2025-12-312026-01-06 JPST J P MORGAN EXCHANGE TRADED F6.3K shares-20.55%2025-12-312026-01-06 BROADCOM INC BROADCOM INC916 shares0.22%2025-12-312026-01-06 MCD MCDONALDS CORP1.0K shares6.72%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.954 shares5.88%2025-12-312026-01-06 FBT FIRST TR EXCHANGE-TRADED FD1.5K shares0.00%2025-12-312026-01-06 IMTM ISHARES TR6.3K shares3.60%2025-12-312026-01-06 IVW ISHARES TR2.4K shares0.12%2025-12-312026-01-06 RGEN REPLIGEN CORP1.8K shares0.00%2025-12-312026-01-06 VV VANGUARD INDEX FDS895 shares-10.59%2025-12-312026-01-06 GM GENERAL MTRS CO3.5K sharesnew addition2025-12-312026-01-06 FHLC FIDELITY COVINGTON TRUST3.7K shares-5.86%2025-12-312026-01-06 PGRO PUTNAM ETF TRUST6.1K shares0.03%2025-12-312026-01-06 GTO INVESCO ACTIVELY MANAGED EXC5.7K shares1.22%2025-12-312026-01-06 WINN HARBOR ETF TRUST8.6K shares0.00%2025-12-312026-01-06 ONEV SPDR SERIES TRUST1.9K shares-5.16%2025-12-312026-01-06 SPHQ INVESCO EXCHANGE TRADED FD T3.4K shares8.03%2025-12-312026-01-06 AMGN AMGEN INC782 shares-1.26%2025-12-312026-01-06 SITM SITIME CORP691 sharesnew addition2025-12-312026-01-06 VTIP VANGUARD MALVERN FDS5.1K shares2.11%2025-12-312026-01-06 SPAB SPDR SERIES TRUST9.6K shares2.43%2025-12-312026-01-06 LPLA LPL FINL HLDGS INC679 shares0.15%2025-12-312026-01-06 V VISA INC700 shares0.14%2025-12-312026-01-06 SHW SHERWIN WILLIAMS CO724 shares0.00%2025-12-312026-01-06 SDVY FIRST TR EXCHANGE-TRADED FD6.0K sharesnew addition2025-12-312026-01-06 NBIS NEBIUS GROUP N.V.2.6K shares6.15%2025-12-312026-01-06 SPH SUBURBAN PROPANE PARTNERS L12.4K shares1.72%2025-12-312026-01-06 ABBV ABBVIE INC1.0K shares4.15%2025-12-312026-01-06 SHV ISHARES TR2.0K shares1.34%2025-12-312026-01-06 DSTX ETF SER SOLUTIONS6.6K sharesnew addition2025-12-312026-01-06 FTCS FIRST TR EXCHANGE-TRADED FD2.3K shares-8.47%2025-12-312026-01-06 ITOT ISHARES TR1.4K sharesnew addition2025-12-312026-01-06 DSMC ETF SER SOLUTIONS5.9K shares0.43%2025-12-312026-01-06 VNQ VANGUARD INDEX FDS2.3K sharesnew addition2025-12-312026-01-06 DELL DELL TECHNOLOGIES INC1.6K shares11.66%2025-12-312026-01-06 VGIT VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2025-12-312026-01-06 ETY EATON VANCE TAX-MANAGED DIVE10.0K shares0.00%2025-12-312026-01-06 PMM PUTNAM MANAGED MUN INCOME TR10.0K shares0.00%2025-12-312026-01-06 IBRX IMMUNITYBIO INC16.5K shares0.00%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available