$117 Million is the total value of WealthCare Investment Partners, LLC's 108 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC COMstock | $985,000 | -9.6% | 2,071 | 0.0% | 0.84% | -12.9% | |
| USO | UNITED STATES OIL FUND, LPetf | $704,000 | +2.5% | 8,764 | 0.0% | 0.60% | -1.5% | |
| RGEN | REPLIGEN CORP COMstock | $292,000 | +1.4% | 1,800 | 0.0% | 0.25% | -2.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TRUST | 8 | Q3 2023 | 14.9% |
| FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 7.4% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 5.4% |
| SCHWAB US DIVIDEND EQUITY ETF | 8 | Q3 2023 | 5.0% |
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 8 | Q3 2023 | 3.4% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 8 | Q3 2023 | 3.2% |
| FIRST TRUST RISING DIVIDEND ACHIEV ETF | 8 | Q3 2023 | 2.1% |
| VANGUARD S&P 500 ETF | 8 | Q3 2023 | 2.6% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 2.1% |
| ISHARES TR | 8 | Q3 2023 | 1.7% |
View WealthCare Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-02-07 |
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.