Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TRUST | 11 | Q2 2024 | 14.9% |
FIRST TR VALUE LINE DIVID IN | 11 | Q2 2024 | 7.4% |
SELECT SECTOR SPDR TR | 11 | Q2 2024 | 5.4% |
SCHWAB US DIVIDEND EQUITY ETF | 11 | Q2 2024 | 5.0% |
VANGUARD SMALL-CAP VALUE INDEX FUND | 11 | Q2 2024 | 3.2% |
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 11 | Q2 2024 | 3.4% |
VANGUARD S&P 500 ETF | 11 | Q2 2024 | 2.7% |
FIRST TRUST RISING DIVIDEND ACHIEV ETF | 11 | Q2 2024 | 2.1% |
MICROSOFT CORP COM | 11 | Q2 2024 | 2.1% |
ISHARES TR | 11 | Q2 2024 | 1.7% |
View WealthCare Investment Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-18 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-18 |
View WealthCare Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.