$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LTPZ | Exit | PIMCO 15 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $0 | – | -3,094 | -100.0% | -0.17% | – |
| VMBS | Exit | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $0 | – | -4,461 | -100.0% | -0.18% | – |
| FITE | Exit | SPDR S&P KENSHO FUTURE SECURITY ETFetf | $0 | – | -5,157 | -100.0% | -0.19% | – |
| ESGE | Exit | ISHARES MSCI EM ESG SELECT ETFetf | $0 | – | -7,043 | -100.0% | -0.20% | – |
| SCHP | Exit | SCHWAB U.S. TIPS ETFetf | $0 | – | -4,127 | -100.0% | -0.20% | – |
| NUEM | Exit | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $0 | – | -8,454 | -100.0% | -0.20% | – |
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.