Wealthcare Capital Partners, LLC Portfolio Holdings
Q3 2025•147 long positions•$217.3M portfolio value
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Holding150 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $32.9M 15.16% | -$2.7M Sold | — 655.4K shares | 708.5K → 655.4K −$2.7M | -7.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $22.9M 10.54% | -$414.8K Sold | — 69.8K shares | 71.1K → 69.8K −$414.8K | -1.78% | — — | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $13.8M 6.33% | +$8.3K Bought | 0.004% 39.8K shares | 39.8K → 39.8K +$8.3K | +0.06% | $312.73B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $11.2M 5.18% | +$1.9K Bought | — 143.6K shares | 143.6K → 143.6K +$1.9K | +0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.7M 3.08% | +$430.2K Bought | — 248.5K shares | 232.5K → 248.5K +$430.2K | +6.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.9M 2.7% | +$2.0M Bought | — 41.6K shares | 27.5K → 41.6K +$2.0M | +51.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 2.31% | +$503.2K Bought | — 48.6K shares | 43.7K → 48.6K +$503.2K | +11.14% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.9M 1.81% | -$32.8K Sold | 0.0% 15.4K shares | 15.6K → 15.4K −$32.8K | -0.83% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 1.8% | +$513.6K Bought | — 38.9K shares | 33.8K → 38.9K +$513.6K | +15.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 1.76% | +$251.0K Bought | — 39.7K shares | 37.1K → 39.7K +$251.0K | +7.02% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $3.7M 1.68% | +$6.5K Bought | 0.0% 7.3K shares | 7.3K → 7.3K +$6.5K | +0.18% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 1.64% | -$85.9K Sold | — 49.8K shares | 51.0K → 49.8K −$85.9K | -2.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.36% | +$324.7K Bought | — 32.4K shares | 28.8K → 32.4K +$324.7K | +12.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.24% | +$10.4K Bought | — 58.1K shares | 57.9K → 58.1K +$10.4K | +0.39% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.5M 1.16% | +$1.6K Bought | 0.0% 4.9K shares | 4.9K → 4.9K +$1.6K | +0.06% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.12% | +$70.0K Bought | — 17.6K shares | 17.1K → 17.6K +$70.0K | +2.97% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.4M 1.11% | +$75.3K Bought | — 11.2K shares | 10.8K → 11.2K +$75.3K | +3.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.11% | +$41.7K Bought | — 42.0K shares | 41.3K → 42.0K +$41.7K | +1.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.07% | +$494.1K Bought | — 40.8K shares | 32.2K → 40.8K +$494.1K | +26.88% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $2.3M 1.07% | +$15.0K Bought | 0.002% 13.6K shares | 13.5K → 13.6K +$15.0K | +0.65% | $133.37B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.06% | +$11.5K Bought | — 31.9K shares | 31.7K → 31.9K +$11.5K | +0.5% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.0M 0.941% | +$94.8K Bought | 0.0% 11.0K shares | 10.5K → 11.0K +$94.8K | +4.86% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.845% | +$866.4K Bought | — 37.4K shares | 19.7K → 37.4K +$866.4K | +89.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.841% | +$239.7K Bought | — 30.5K shares | 26.5K → 30.5K +$239.7K | +15.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.736% | -$56.0K Sold | — 19.8K shares | 20.5K → 19.8K −$56.0K | -3.38% | — — | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | $1.6M 0.725% | -$3.6K Sold | 0.002% 4.8K shares | 4.8K → 4.8K −$3.6K | -0.23% | $102.80B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.712% | +$45.7K Bought | — 11.8K shares | 11.4K → 11.8K +$45.7K | +3.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.711% | -$28.0K Sold | — 2.3K shares | 2.4K → 2.3K −$28.0K | -1.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.699% | +$2.6K Bought | — 32.7K shares | 32.7K → 32.7K +$2.6K | +0.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.699% | -$95.7K Sold | — 35.5K shares | 37.7K → 35.5K −$95.7K | -5.93% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.5M 0.672% | +$19.1K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$19.1K | +1.32% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.67% | +$263.5K Bought | — 27.8K shares | 22.8K → 27.8K +$263.5K | +22.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.64% | +$372.2K Bought | — 33.1K shares | 24.2K → 33.1K +$372.2K | +36.53% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $1.2M 0.573% | +$21.1K Bought | 0.0% 5.7K shares | 5.6K → 5.7K +$21.1K | +1.72% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.558% | +$71.2K Bought | — 22.9K shares | 21.6K → 22.9K +$71.2K | +6.24% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.2M 0.536% | +$12.0K Bought | 0.0% 3.7K shares | 3.7K → 3.7K +$12.0K | +1.04% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.528% | +$173.6K Bought | — 17.0K shares | 14.4K → 17.0K +$173.6K | +17.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.518% | -$18.5K Sold | — 6.0K shares | 6.1K → 6.0K −$18.5K | -1.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.518% | +$85.8K Bought | — 25.7K shares | 23.7K → 25.7K +$85.8K | +8.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.489% | +$71.5K Bought | — 22.3K shares | 20.8K → 22.3K +$71.5K | +7.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.476% | +$160.7K Bought | — 9.7K shares | 8.2K → 9.7K +$160.7K | +18.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.475% | +$112.6K Bought | — 38.3K shares | 34.1K → 38.3K +$112.6K | +12.25% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $1.0M 0.463% | +$5.3K Bought | 0.004% 9.8K shares | 9.8K → 9.8K +$5.3K | +0.53% | $22.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.462% | +$277.3K Bought | — 22.8K shares | 16.5K → 22.8K +$277.3K | +38.22% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $975.6K 0.449% | -$16.2K Sold | 0.0% 3.0K shares | 3.0K → 3.0K −$16.2K | -1.63% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $938.0K 0.432% | +$500.9K Bought | — 12.3K shares | 5.7K → 12.3K +$500.9K | +114.61% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $934.8K 0.43% | +$253.7K Bought | — 27.8K shares | 20.2K → 27.8K +$253.7K | +37.26% | — — | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $924.7K 0.426% | — | 0.0% 1.2K shares | — | — | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $877.9K 0.404% | +$164.2K Bought | — 29.6K shares | 24.1K → 29.6K +$164.2K | +23.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $871.8K 0.401% | -$5.3K Sold | — 11.4K shares | 11.4K → 11.4K −$5.3K | -0.6% | — — | Q4 2024 Held for 11 months |
