Portfolio (Quarterly)
Guide ↗
Wealthcare Advisory Partners LLC
· CIK 0001683059| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | AVUS | AMERICAN CENTY ETF TR | — | 10,140.0 | $1.1M | 0.02% | NEW | — | $111.78 | +13.7% |
| 482 | IJT | ISHARES TR | — | 7,927.0 | $1.1M | 0.02% | NEW | — | $141.16 | +22.5% |
| 483 | ED | CONSOLIDATED EDISON INC | Utilities | 11,258.0 | $1.1M | 0.02% | NEW | — | $99.32 | +13.1% |
| 484 | ROK | ROCKWELL AUTOMATION INC | Industrials | 2,874.0 | $1.1M | 0.02% | NEW | — | $389.06 | +18.7% |
| 485 | IWS | ISHARES TR | — | 7,845.0 | $1.1M | 0.02% | NEW | — | $141.05 | +17.8% |
| 486 | AIQ | GLOBAL X FDS | — | 21,718.0 | $1.1M | 0.02% | NEW | — | $50.86 | +15.4% |
| 487 | VOOG | VANGUARD ADMIRAL FDS INC | — | 2,484.0 | $1.1M | 0.02% | NEW | — | $444.55 | -81.8% |
| 488 | HOOD | ROBINHOOD MKTS INC | Financial Services | 9,756.0 | $1.1M | 0.02% | NEW | — | $113.10 | -11.6% |
| 489 | DFAT | DIMENSIONAL ETF TRUST | — | 18,492.0 | $1.1M | 0.02% | NEW | — | $59.54 | +18.6% |
| 490 | DEM | WISDOMTREE TR | — | 23,456.0 | $1.1M | 0.02% | NEW | — | $46.71 | +13.2% |
| 491 | PPA | INVESCO EXCHANGE TRADED FD T | — | 6,974.0 | $1.1M | 0.02% | NEW | — | $156.63 | +7.6% |
| 492 | CMF | ISHARES TR | — | 18,877.0 | $1.1M | 0.02% | NEW | — | $57.46 | -0.6% |
| 493 | BRO | BROWN & BROWN INC | Financial Services | 13,605.0 | $1.1M | 0.02% | NEW | — | $79.70 | -13.0% |
| 494 | SCHR | SCHWAB STRATEGIC TR | — | 43,144.0 | $1.1M | 0.02% | NEW | — | $25.08 | -2.1% |
| 495 | IHAK | ISHARES TR | — | 22,476.0 | $1.1M | 0.02% | NEW | — | $48.12 | +32.3% |
| 496 | IVZ | INVESCO LTD | Financial Services | 41,088.0 | $1.1M | 0.02% | NEW | — | $26.27 | +12.8% |
| 497 | ESGD | ISHARES TR | — | 11,338.0 | $1.1M | 0.02% | NEW | — | $95.09 | +7.7% |
| 498 | XMAG | TIDAL TRUST II | — | 47,504.0 | $1.1M | 0.02% | NEW | — | $22.57 | +12.1% |
| 499 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 3,049.0 | $1.1M | 0.02% | NEW | — | $350.56 | +6.4% |
| 500 | COWG | PACER FDS TR | — | 30,316.0 | $1.1M | 0.02% | NEW | — | $35.21 | +7.1% |
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%