Portfolio (Quarterly)
Guide ↗
WealthCare Investment Partners, LLC
· CIK 0001908462| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | AMGN | AMGEN INC | Healthcare | 782.0 | $256K | 0.07% | NEW | — | $327.58 | +2.7% |
| 162 | SITM | SITIME CORP | Technology | 691.0 | $256K | 0.07% | NEW | — | $369.96 | +95.9% |
| 163 | VTIP | VANGUARD MALVERN FDS | — | 5,092.0 | $252K | 0.07% | NEW | — | $49.45 | +1.7% |
| 164 | SPAB | SPDR SERIES TRUST | — | 9,559.0 | $246K | 0.07% | NEW | — | $25.74 | -1.2% |
| 165 | LPLA | LPL FINL HLDGS INC | Financial Services | 679.0 | $246K | 0.07% | NEW | — | $361.58 | -22.4% |
| 166 | V | VISA INC | Financial Services | 700.0 | $242K | 0.07% | NEW | — | $346.39 | -5.8% |
| 167 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 724.0 | $237K | 0.07% | NEW | — | $327.93 | -5.2% |
| 168 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 6,050.0 | $234K | 0.07% | NEW | — | $38.72 | +8.3% |
| 169 | — | NEBIUS GROUP N.V. | — | 2,589.0 | $233K | 0.07% | NEW | — | $89.95 | — |
| 170 | SPH | SUBURBAN PROPANE PARTNERS L | Utilities | 12,437.0 | $232K | 0.07% | NEW | — | $18.69 | +7.1% |
| 171 | ABBV | ABBVIE INC | Healthcare | 1,005.0 | $230K | 0.07% | NEW | — | $229.27 | -7.4% |
| 172 | — | BERKSHIRE HATHAWAY INC DEL | — | 458.0 | $228K | 0.07% | NEW | — | $496.85 | — |
| 173 | SHV | ISHARES TR | — | 1,964.0 | $216K | 0.06% | NEW | — | $110.15 | +0.2% |
| 174 | DSTX | ETF SER SOLUTIONS | — | 6,623.0 | $211K | 0.06% | NEW | — | $31.91 | +6.0% |
| 175 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 2,279.0 | $211K | 0.06% | NEW | — | $92.52 | +1.8% |
| 176 | ITOT | ISHARES TR | — | 1,408.0 | $210K | 0.06% | NEW | — | $149.16 | +9.9% |
| 177 | DSMC | ETF SER SOLUTIONS | — | 5,856.0 | $209K | 0.06% | NEW | — | $35.74 | +11.1% |
| 178 | VNQ | VANGUARD INDEX FDS | — | 2,348.0 | $208K | 0.06% | NEW | — | $88.53 | +9.7% |
| 179 | DELL | DELL TECHNOLOGIES INC | Technology | 1,619.0 | $207K | 0.06% | NEW | — | $127.79 | +139.2% |
| 180 | VGIT | VANGUARD SCOTTSDALE FDS | — | 3,453.0 | $207K | 0.06% | NEW | — | $59.91 | -1.7% |
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
61.5%
Technology
16.4%
Consumer Cyclical
5.9%
Communication Services
5.7%
Consumer Defensive
3.8%
Industrials
3.3%
Healthcare
1.8%
Energy
0.9%
Basic Materials
0.3%
Utilities
0.3%