Portfolio (Quarterly)
Guide ↗
Wealthcare Advisory Partners LLC
· CIK 0001683059| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | PNR | PENTAIR PLC | Industrials | 1,998 | $208K | 0.00% | SOLD |
| 62 | NUMG | NUSHARES ETF TR | — | 4,348 | $208K | 0.00% | SOLD |
| 63 | RWJ | INVESCO EXCH TRADED FD TR II | — | 4,248 | $207K | 0.00% | SOLD |
| 64 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 3,783 | $207K | 0.00% | SOLD |
| 65 | SYY | SYSCO CORP | Consumer Defensive | 2,782 | $205K | 0.00% | SOLD |
| 66 | VABK | VIRGINIA NATL BANKSHARES COR | Financial Services | 5,129 | $204K | 0.00% | SOLD |
| 67 | IVLU | ISHARES TR | — | 5,358 | $204K | 0.00% | SOLD |
| 68 | WAB | WABTEC | Industrials | 951 | $203K | 0.00% | SOLD |
| 69 | HYFI | AB ACTIVE ETFS INC | — | 5,401 | $203K | 0.00% | SOLD |
| 70 | MTZ | MASTEC INC | Industrials | 928 | $202K | 0.00% | SOLD |
| 71 | GRX | GABELLI HLTHCARE & WELLNESS | Financial Services | 14,523 | $140K | 0.00% | SOLD |
| 72 | JBI | JANUS INTERNATIONAL GROUP IN | Industrials | 15,816 | $103K | 0.00% | SOLD |
| 73 | ECC | EAGLE POINT CREDIT COMPANY I | Financial Services | 13,417 | $77K | 0.00% | SOLD |
| 74 | CURI | CURIOSITYSTREAM INC | Communication Services | 17,194 | $65K | 0.00% | SOLD |
| 75 | — | AGILON HEALTH INC | — | 17,006 | $12K | — | SOLD |
| 76 | FURY | FURY GOLD MINES LIMITED | Basic Materials | 18,400 | $11K | — | 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%