Portfolio (Quarterly)
Guide ↗
Wealthcare Advisory Partners LLC
· CIK 0001683059| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 821 | DBMF | LITMAN GREGORY FDS TR | — | 12,116.0 | $340K | 0.01% | NEW | — | $28.06 | +10.0% |
| 822 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 1,182.0 | $339K | 0.01% | NEW | — | $287.13 | +44.8% |
| 823 | DFIV | DIMENSIONAL ETF TRUST | — | 6,801.0 | $339K | 0.01% | NEW | — | $49.90 | +11.7% |
| 824 | RLY | SSGA ACTIVE ETF TR | — | 10,753.0 | $338K | 0.01% | NEW | — | $31.45 | +13.2% |
| 825 | HCA | HCA HEALTHCARE INC | Healthcare | 719.0 | $336K | 0.01% | NEW | — | $467.14 | -20.5% |
| 826 | BSMT | INVESCO EXCH TRD SLF IDX FD | — | 14,491.0 | $335K | 0.01% | NEW | — | $23.15 | -0.4% |
| 827 | VST | VISTRA CORP | Utilities | 2,063.0 | $333K | 0.01% | NEW | — | $161.31 | -3.6% |
| 828 | FLBL | FRANKLIN TEMPLETON ETF TR | — | 14,180.0 | $332K | 0.01% | NEW | — | $23.42 | -1.9% |
| 829 | — | APTIV PLC | — | 4,363.0 | $332K | 0.01% | NEW | — | $76.09 | — |
| 830 | PEBO | PEOPLES BANCORP INC | Financial Services | 11,034.0 | $331K | 0.01% | NEW | — | $30.03 | +31.2% |
| 831 | PGF | INVESCO EXCHANGE TRADED FD T | — | 23,406.0 | $331K | 0.01% | NEW | — | $14.14 | -2.8% |
| 832 | DFIS | DIMENSIONAL ETF TRUST | — | 10,020.0 | $330K | 0.01% | NEW | — | $32.94 | +7.1% |
| 833 | IGIB | ISHARES TR | — | 6,115.0 | $329K | 0.01% | NEW | — | $53.88 | -2.2% |
| 834 | VSGX | VANGUARD WORLD FD | — | 4,580.0 | $328K | 0.01% | NEW | — | $71.62 | +10.8% |
| 835 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 9,166.0 | $327K | 0.01% | NEW | — | $35.64 | +6.2% |
| 836 | DFAE | DIMENSIONAL ETF TRUST | — | 10,029.0 | $327K | 0.01% | NEW | — | $32.57 | +14.7% |
| 837 | DAPP | VANECK ETF TRUST | — | 19,746.0 | $326K | 0.01% | NEW | — | $16.53 | +3.2% |
| 838 | PSI | INVESCO EXCHANGE TRADED FD T | — | 4,137.0 | $326K | 0.01% | NEW | — | $78.87 | +81.6% |
| 839 | GTLS | CHART INDS INC | Industrials | 1,580.0 | $326K | 0.01% | NEW | — | $206.23 | +1.8% |
| 840 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 6,044.0 | $325K | 0.01% | NEW | — | $53.83 | +13.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.2%
Technology
26.7%
Healthcare
8.2%
Consumer Cyclical
7.9%
Industrials
7.8%
Communication Services
5.4%
Energy
3.0%
Consumer Defensive
2.9%
Utilities
2.4%
Real Estate
0.8%