WealthCare Investment Partners, LLC
Q4 2024 13F Holdings
- Locationportsmouth, RI
- Num holdings
146
- Value ($000)
$229,240
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001908462
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $21.84M | 10 % | 42,802 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $11.10M | 5 % | 255,533 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $8.81M | 4 % | 196,108 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.56M | 3 % | 130,752 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $6.25M | 3 % | 43,132 | ||
GRPM INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 46137V225 | $5.90M | 3 % | 52,229 | ||
XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $5.84M | 3 % | 60,053 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.56M | 2 % | 10,347 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $5.51M | 2 % | 56,023 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $5.14M | 2 % | 155,146 |
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