Portfolio (Quarterly)
Guide ↗
Wealthcare Advisory Partners LLC
· CIK 0001683059| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | IHI | ISHARES TR | — | 4,100 | $219K | 0.00% | SOLD |
| 62 | — | WELLS FARGO & CO | — | 188 | $217K | 0.00% | SOLD |
| 63 | JOE | ST JOE CO | Real Estate | 3,450 | $217K | 0.00% | SOLD |
| 64 | SAP | SAP SE | Technology | 1,264 | $216K | 0.00% | SOLD |
| 65 | AM | ANTERO MIDSTREAM CORP | Energy | 9,313 | $212K | 0.00% | SOLD |
| 66 | EWZ | ISHARES INC | — | 5,512 | $212K | 0.00% | SOLD |
| 67 | CLX | CLOROX CO DEL | Consumer Defensive | 2,028 | $210K | 0.00% | SOLD |
| 68 | SOXL | DIREXION SHARES ETF TRUST | — | 4,378 | $210K | 0.00% | SOLD |
| 69 | BLV | VANGUARD BD INDEX FDS | — | 3,039 | $209K | 0.00% | SOLD |
| 70 | EPI | WISDOMTREE TR | — | 5,122 | $209K | 0.00% | SOLD |
| 71 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,321 | $208K | 0.00% | SOLD |
| 72 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 350 | $208K | 0.00% | SOLD |
| 73 | LRN | STRIDE INC | Consumer Defensive | 2,320 | $205K | 0.00% | SOLD |
| 74 | SETM | SPROTT FDS TR | — | 6,174 | $204K | 0.00% | SOLD |
| 75 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,494 | $202K | 0.00% | SOLD |
| 76 | UMH | UMH PPTYS INC | Real Estate | 11,836 | $171K | 0.00% | SOLD |
| 77 | BDJ | BLACKROCK ENHANCED EQUITY DI | Financial Services | 19,594 | $169K | 0.00% | SOLD |
| 78 | — | EATON VANCE TAX-MANAGED BUY- | — | 10,305 | $141K | 0.00% | SOLD |
| 79 | NBXG | NEUBERGER NEXT GENERATION | Financial Services | 10,802 | $139K | 0.00% | SOLD |
| 80 | CION | CION INVT CORP | Financial Services | 15,517 | $106K | 0.00% | SOLD |
Sector Allocation
Financial Services
30.3%
Technology
29.7%
Industrials
9.2%
Consumer Cyclical
8.3%
Healthcare
8.0%
Communication Services
5.2%
Consumer Defensive
2.8%
Utilities
2.8%
Energy
2.1%
Real Estate
0.9%