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  Name: WealthCare Investment Partners LLC
  City: PORTSMOUTH
  State: RI
  Zip: 02871
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $206,891,000
  Total Value Change : $23,683,000
  Securities Held Change : 0
   
All Securities Held : 130
  New Positions : 6
  Closed Positions : 9
  Increased Positions : 70
  Unchanged Positions : 8
  Decreased Positions : 46

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 90 New $41.97 $443,000 10,830 0.21% 443,000 10,830 0.01    N/A
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 93 New $0.00 $424,000 9,359 0.2% 424,000 9,359 0.048    N/A
   (FMHI)1 Year Chart         FMHI First Trust Municipal High ... 96 New $0.00 $376,000 7,807 0.18% 376,000 7,807 0.009    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 121 New $138.93 $244,000 1,641 0.12% 244,000 1,641 0    AirDelivery & Freight...
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 123 New $48.28 $220,000 4,598 0.11% 220,000 4,598 0    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 128 New $62.30 $203,000 3,270 0.1% 203,000 3,270 0    Closed - End Fund - Debt

      6 Records Found
  1    
Page 1 of 1
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