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Size ($ in 1000's)
At 03/31/2024: $206,891
At 12/31/2023: $183,217
WealthCare Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthCare Investment Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the WealthCare Investment Partners LLC top holdings by largest position size, as per the latest 13f filing made by WealthCare Investment Partners LLC.
In the WealthCare Investment Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by WealthCare Investment Partners LLC in that top holding, then the share count change between reporting periods, and finally the WealthCare Investment Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO QQQ TR |
43,229 |
-37 |
$19,194 | | QQQ | 43,229 | -37 | $19,194 | | FIRST TR VALUE LINE DIVID IN (FVD) |
240,372 |
+12,416 |
$10,151 | | FVD | 240,372 | +12,416 | $10,151 | | FIDELITY MERRIMACK STR TR |
220,257 |
+42,730 |
$9,980 | | FBND | 220,257 | +42,730 | $9,980 | | ISHARES TR (IYK) |
99,737 |
+65,037 |
$6,745 | | IYK | 99,737 | +65,037 | $6,745 | | SCHWAB STRATEGIC TR |
83,412 |
+4,217 |
$6,726 | | SCHD | 83,412 | +4,217 | $6,726 | | SELECT SECTOR SPDR TR (XLE) |
60,289 |
-2,541 |
$5,692 | | XLE | 60,289 | -2,541 | $5,692 | | SCHWAB STRATEGIC TR |
157,328 |
+23,155 |
$5,602 | | FNDF | 157,328 | +23,155 | $5,602 | | SELECT SECTOR SPDR TR (XLC) |
63,517 |
+5,097 |
$5,187 | | XLC | 63,517 | +5,097 | $5,187 | | VANGUARD INDEX FDS (VOO) |
10,771 |
-390 |
$5,178 | | VOO | 10,771 | -390 | $5,178 | | ISHARES TR (ITA) |
37,288 |
+1,275 |
$4,919 | | ITA | 37,288 | +1,275 | $4,919 | | ISHARES GOLD TR (IAU) |
104,743 |
+28,968 |
$4,400 | | IAU | 104,743 | +28,968 | $4,400 | | INVESCO EXCHANGE TRADED FD T (GRPM) |
34,562 |
+34,562 |
$4,157 | | GRPM | 34,562 | +34,562 | $4,157 | | INVESCO EXCHANGE TRADED FD T (RSPU) |
69,850 |
-10,562 |
$3,953 | | RSPU | 69,850 | -10,562 | $3,953 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
35,533 |
+17,754 |
$3,910 | | XMHQ | 35,533 | +17,754 | $3,910 | | SELECT SECTOR SPDR TR (XLV) |
25,636 |
+1,702 |
$3,787 | | XLV | 25,636 | +1,702 | $3,787 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
60,335 |
+147 |
$3,389 | | RDVY | 60,335 | +147 | $3,389 | | MICROSOFT CORP |
7,909 |
-50 |
$3,328 | | MSFT | 7,909 | -50 | $3,328 | | SCHWAB STRATEGIC TR |
66,748 |
+5,669 |
$3,274 | | SCHR | 66,748 | +5,669 | $3,274 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
57,713 |
+4,853 |
$3,254 | | CIBR | 57,713 | +4,853 | $3,254 | | SPDR SER TR (SJNK) |
113,906 |
+11,507 |
$2,873 | | SJNK | 113,906 | +11,507 | $2,873 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
53,968 |
+16,511 |
$2,738 | | JMUB | 53,968 | +16,511 | $2,738 | | ISHARES TR (IEF) |
27,674 |
-2,646 |
$2,620 | | IEF | 27,674 | -2,646 | $2,620 | | ISHARES TR (IEFA) |
35,183 |
+973 |
$2,611 | | IEFA | 35,183 | +973 | $2,611 | | ISHARES TR (IJR) |
23,445 |
+1,443 |
$2,591 | | IJR | 23,445 | +1,443 | $2,591 | | FIRST TR EXCH TRADED FD III (FMB) |
47,921 |
-183 |
$2,461 | | FMB | 47,921 | -183 | $2,461 | | VANGUARD CHARLOTTE FDS (BNDX) |
48,871 |
+2,292 |
$2,404 | | BNDX | 48,871 | +2,292 | $2,404 | | ISHARES TR (GOVT) |
101,630 |
+6,820 |
$2,314 | | GOVT | 101,630 | +6,820 | $2,314 | | FRANKLIN TEMPLETON ETF TR (FLJH) |
73,558 |
+40,888 |
$2,313 | | FLJH | 73,558 | +40,888 | $2,313 | | INVESCO EXCH TRADED FD TR II (SPMO) |
26,402 |
+2,947 |
$2,118 | | SPMO | 26,402 | +2,947 | $2,118 | | COLUMBIA ETF TR II (XCEM) |
67,315 |
+46,270 |
$2,094 | | XCEM | 67,315 | +46,270 | $2,094 | | APPLE INC |
12,062 |
+596 |
$2,068 | | AAPL | 12,062 | +596 | $2,068 | | VANGUARD INDEX FDS (VBR) |
10,764 |
-3,546 |
$2,065 | | VBR | 10,764 | -3,546 | $2,065 | | PIMCO ETF TR (TIPZ) |
30,746 |
+6,607 |
$1,640 | | TIPZ | 30,746 | +6,607 | $1,640 | | CAPITAL GROUP DIVIDEND VALUE |
50,103 |
-200 |
$1,628 | | CGDV | 50,103 | -200 | $1,628 | | FIRST TR EXCHANGE TRADED FD (EMLP) |
54,723 |
-12,546 |
$1,616 | | EMLP | 54,723 | -12,546 | $1,616 | | PUTNAM ETF TRUST (PVAL) |
44,459 |
+55 |
$1,589 | | PVAL | 44,459 | +55 | $1,589 | | SERVICENOW INC |
2,011 |
-79 |
$1,533 | | NOW | 2,011 | -79 | $1,533 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
34,387 |
+2,110 |
$1,499 | | FIXD | 34,387 | +2,110 | $1,499 | | J P MORGAN EXCHANGE TRADED F (JPST) |
28,583 |
-5,808 |
$1,442 | | JPST | 28,583 | -5,808 | $1,442 | | ISHARES TR (IBB) |
9,570 |
+527 |
$1,313 | | IBB | 9,570 | +527 | $1,313 | | ISHARES TR (USHY) |
35,642 |
+3,098 |
$1,304 | | USHY | 35,642 | +3,098 | $1,304 | | FIRST TR EXCHANGE TRADED FD (FPXI) |
27,224 |
+546 |
$1,257 | | FPXI | 27,224 | +546 | $1,257 | | VANGUARD BD INDEX FDS (BND) |
17,049 |
+1,031 |
$1,238 | | BND | 17,049 | +1,031 | $1,238 | | ETF SER SOLUTIONS (JETS) |
57,701 |
+393 |
$1,212 | | JETS | 57,701 | +393 | $1,212 | | INVESCO EXCH TRADED FD TR II (QQQJ) |
40,935 |
+2,916 |
$1,183 | | QQQJ | 40,935 | +2,916 | $1,183 | | FIRST TR EXCHANGE TRADED FD (NXTG) |
14,800 |
-117 |
$1,173 | | NXTG | 14,800 | -117 | $1,173 | | CAPITAL GROUP CORE EQUITY ET |
35,711 |
UNCH |
$1,113 | | CGUS | 35,711 | UNCH | $1,113 | | ISHARES INC (IEMG) |
21,353 |
+894 |
$1,102 | | IEMG | 21,353 | +894 | $1,102 | | FIRST TR EXCHANGE TRADED FD (FTSL) |
23,590 |
-1,535 |
$1,090 | | FTSL | 23,590 | -1,535 | $1,090 | | VANGUARD WORLD FD (VGT) |
2,048 |
+169 |
$1,074 | | VGT | 2,048 | +169 | $1,074 |
See Full List: All Stocks Held By WealthCare Investment Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By WealthCare Investment Partners LLC
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