Portfolio (Quarterly)
Guide ↗
Wealthcare Advisory Partners LLC
· CIK 0001683059| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ITB | ISHARES TR | — | 5,131 | $494K | 0.01% | SOLD |
| 22 | CFFN | CAPITOL FED FINL INC | Financial Services | 72,510 | $494K | 0.01% | SOLD |
| 23 | BJ | BJS WHSL CLUB HLDGS INC | Consumer Defensive | 5,170 | $465K | 0.01% | SOLD |
| 24 | DFEV | DIMENSIONAL ETF TRUST | — | 11,972 | $404K | 0.01% | SOLD |
| 25 | VGSH | VANGUARD SCOTTSDALE FDS | — | 6,834 | $401K | 0.01% | SOLD |
| 26 | AVIG | AMERICAN CENTY ETF TR | — | 9,491 | $398K | 0.01% | SOLD |
| 27 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 14,610 | $385K | 0.01% | SOLD |
| 28 | OGIG | ALPS ETF TR | — | 6,853 | $360K | 0.01% | SOLD |
| 29 | GRAL | GRAIL INC | Healthcare | 4,185 | $358K | 0.01% | SOLD |
| 30 | DBMF | LITMAN GREGORY FDS TR | — | 12,116 | $340K | 0.01% | SOLD |
| 31 | DFIV | DIMENSIONAL ETF TRUST | — | 6,801 | $339K | 0.01% | SOLD |
| 32 | GTLS | CHART INDS INC | Industrials | 1,580 | $326K | 0.01% | SOLD |
| 33 | CRK | COMSTOCK RES INC | Energy | 13,819 | $320K | 0.01% | SOLD |
| 34 | BITO | PROSHARES TR | — | 25,483 | $310K | 0.01% | SOLD |
| 35 | HEDJ | WISDOMTREE TR | — | 5,816 | $309K | 0.01% | SOLD |
| 36 | TCHP | T ROWE PRICE ETF INC | — | 6,105 | $304K | 0.01% | SOLD |
| 37 | FCOM | FIDELITY COVINGTON TRUST | — | 4,105 | $301K | 0.01% | SOLD |
| 38 | COHR | COHERENT CORP | Technology | 1,621 | $299K | 0.01% | SOLD |
| 39 | OPLN | OPENLANE INC | Consumer Cyclical | 10,000 | $298K | 0.01% | SOLD |
| 40 | FISV | FISERV INC | Technology | 4,359 | $293K | 0.01% | SOLD |
Sector Allocation
Financial Services
34.2%
Technology
24.3%
Industrials
9.0%
Consumer Cyclical
7.9%
Healthcare
7.3%
Communication Services
5.3%
Energy
4.1%
Consumer Defensive
3.2%
Utilities
2.8%
Real Estate
1.0%