WealthCare Investment Partners, LLC
CIK 1908462 · Holdings on Sep 30, 2023 · First reported Oct 10, 2023
Top ten holdings
Q3 2023- QQQ9.41%
- FVD4.98%
- FBND4.77%
- IYK4.27%
- SCHD3.90%
- XLE3.46%
- RSPU2.78%
- VOO2.59%
- XLC2.34%
- ITA2.29%
Share classes counted separately40.79%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $15.46M | 9.41% | 42.81K shares | — | ↗▾ | |
| 02 | FVDFIRST TRUST VALUE LINE DVDSHS View history and evidence | $8.19M | 4.98% | 222.62K shares | — | ↗▾ | |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $7.84M | 4.77% | 181.14K shares | — | ↗▾ | |
| 04 | IYKISHARES US CONSUMER STAPLESUS CONSM STAPLES View history and evidence | $7.02M | 4.27% | 37.94K shares | — | ↗▾ | |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $6.42M | 3.90% | 91.43K shares | — | ↗▾ | |
| 06 | XLESS ENERGY SELECT SECTORENERGY View history and evidence | $5.69M | 3.46% | 64.20K shares | — | ↗▾ | |
| 07 | RSPUINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL UTL View history and evidence | $4.57M | 2.78% | 94.79K shares | — | ↗▾ | |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.26M | 2.59% | 10.85K shares | — | ↗▾ | |
| 09 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $3.84M | 2.34% | 58.20K shares | — | ↗▾ | |
| 10 | ITAISHARES U.S. AEROSPACE & DEFUS AER DEF ETF View history and evidence | $3.77M | 2.29% | 35.97K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MLP MAUI LAND & PINEAPPLE CO | Non-derivative | — | — | SEC filing ↗ | |
| 37733E104 FIRST TR EXCHANGE-TRADED FD | Non-derivative | — | — | SEC filing ↗ | |
| XLF SS FINANCIAL SELECT SECTOR | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1908462 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 164408984
}Research all 120 reported holdings.
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