$121 Million is the total value of WealthCare Investment Partners, LLC's 108 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MARB | New | FIRST TRUST MERGER ARBITRAGE ETFetf | $324,000 | – | 16,141 | +100.0% | 0.27% | – |
| FTXG | New | FIRST TRUST NASDAQ FOOD BEVERAGE ETFetf | $316,000 | – | 12,727 | +100.0% | 0.26% | – |
| TPYP | New | TORTOISE NORTH AMERICAN PIPELINE FUNDetf | $310,000 | – | 13,425 | +100.0% | 0.26% | – |
| AMZN | New | AMAZON COM INC COMstock | $238,000 | – | 2,102 | +100.0% | 0.20% | – |
| INDS | New | PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETFetf | $208,000 | – | 5,903 | +100.0% | 0.17% | – |
| QCLN | New | FIRST TRUST NASDAQ CLN EDGE GRNENGYETFetf | $204,000 | – | 3,579 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-17
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.