| |
|
|
| Name: |
Wealthcare Advisory Partners LLC |
| City: |
RICHMOND |
| State: |
VA |
| Zip: |
23223 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
22 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FB |
Meta Platforms Inc |
93 |
- |
$475.42 |
$5,729,000 |
11,798 |
0.19% |
1,553,000 |
0 |
0 |
Internet Service Prov... |
|
|
NVR |
NVR Inc |
268 |
- |
$7,670.90 |
$1,628,000 |
201 |
0.05% |
221,000 |
0 |
0.005 |
Residential Construct... |
|
|
BRK.A |
Berkshire Hathaway Inc |
314 |
- |
$615,835.00 |
$1,269,000 |
2 |
0.04% |
184,000 |
0 |
0.05 |
Property & Casualty I... |
|
|
IWV |
iShares Tr Russell 3000 Indx |
354 |
- |
$297.58 |
$1,018,000 |
3,393 |
0.03% |
89,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
QDEF |
FlexShares Quality Dividend... |
451 |
- |
$63.41 |
$738,000 |
11,493 |
0.02% |
59,000 |
0 |
0.12 |
N/A |
|
|
SWAV |
Shockwave Medical, Inc. |
589 |
- |
$330.54 |
$391,000 |
1,200 |
0.01% |
162,000 |
0 |
0.005 |
N/A |
|
|
BUL |
Pacer Us Cash Cows Growth Etf |
592 |
- |
$0.00 |
$388,000 |
9,133 |
0.01% |
55,000 |
0 |
0 |
N/A |
|
|
VTHR |
Vangard Russell 3000 |
593 |
- |
$231.29 |
$387,000 |
1,660 |
0.01% |
34,000 |
0 |
0.037 |
N/A |
|
|
FII |
Federated Investors Inc |
602 |
- |
$33.26 |
$377,000 |
10,425 |
0.01% |
24,000 |
0 |
0 |
Asset Management |
|
|
PBP |
Invesco S&P 500 BuyWrite ETF |
611 |
- |
$21.86 |
$363,000 |
16,138 |
0.01% |
13,000 |
0 |
0.188 |
Closed - End Fund - Debt |
|
|
FV |
First Trust Dorsey Wright F... |
615 |
- |
$55.41 |
$359,000 |
6,275 |
0.01% |
36,000 |
0 |
0 |
N/A |
|
|
REG |
Regency Centers Corp |
627 |
- |
$59.32 |
$336,000 |
5,547 |
0.01% |
-36,000 |
0 |
0.003 |
REIT - Retail |
|
|
PEBO |
Peoples Bancorp Inc |
648 |
- |
$30.52 |
$314,000 |
10,616 |
0.01% |
-44,000 |
0 |
0.057 |
Domestic Regional Banks |
|
|
DEF |
Invesco Defensive Equity ETF |
661 |
- |
$76.99 |
$305,000 |
3,881 |
0.01% |
24,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
FXU |
First Trust Utilities AlphaDEX |
670 |
- |
$34.54 |
$297,000 |
9,143 |
0.01% |
7,000 |
0 |
0.01 |
N/A |
|
|
XMLV |
Invesco S&P MidCap Low Vola... |
686 |
- |
$56.48 |
$278,000 |
4,935 |
0.01% |
16,000 |
0 |
0.023 |
N/A |
|
|
TMFC |
Motley Fool 100 Index Etf |
697 |
- |
$0.00 |
$270,000 |
5,450 |
0.01% |
27,000 |
0 |
0 |
N/A |
|
|
FDG |
American Century Focused Dy... |
701 |
- |
$0.00 |
$265,000 |
3,208 |
0.01% |
37,000 |
0 |
0 |
N/A |
|
|
NUSC |
Nushares Esg Small Cap Etf |
744 |
- |
$0.00 |
$218,000 |
5,244 |
0.01% |
13,000 |
0 |
0 |
N/A |
|
|
CFFN |
Capitol Federal Financial |
748 |
- |
$5.11 |
$216,000 |
36,285 |
0.01% |
-18,000 |
0 |
0 |
Savings & Loans |
|
|
RWT |
Redwood Trust Inc |
781 |
- |
$6.46 |
$113,000 |
17,700 |
0% |
-18,000 |
0 |
0.015 |
REIT - Diversified |
|
|
MFM |
MFS Municipal Income Trust |
782 |
- |
$5.29 |
$98,000 |
18,230 |
0% |
4,000 |
0 |
0.044 |
Closed - End Fund - Debt |
|
