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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

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged 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
   (CGUS)1 Year Chart         CGUS Capital Group Core Equity Etf 47 - $0.00 $1,113,000 35,711 0.54% 107,000 0 0.04    N/A
   (MTB)1 Year Chart         MTB M&T Bank Corp 97 - $151.60 $360,000 2,474 0.17% 18,000 0 0.001    Domestic Regional Banks
   (RGEN)1 Year Chart         RGEN Repligen Corp 99 - $149.09 $331,000 1,800 0.16% 13,000 0 0.003    Biotechnology
   (PGRO)1 Year Chart         PGRO Putnam Focused Large Cap Gr... 101 - $0.00 $313,000 9,560 0.15% 39,000 0 0.106    N/A
   (WINN)1 Year Chart         WINN Harbor Long Term Growers Etf 115 - $0.00 $265,000 11,281 0.13% 33,000 0 0.043    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 125 - $173.96 $219,000 1,436 0.11% 17,000 0 0    Search Engines & Info...
   (COMP)1 Year Chart         COMP Compass, Inc. 129 - $0.00 $185,000 51,404 0.09% -11,000 0 0    N/A
   (IBRX)1 Year Chart         IBRX ImmunityBio, Inc 130 - $6.42 $89,000 16,510 0.04% 15,000 0 0.004    N/A

      8 Records Found
  1    
Page 1 of 1
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