Wealthcare Capital Partners, LLC Top Holdings and 13F Report (2025) About Wealthcare Capital Partners, LLCInvestment ActivityWealthcare Capital Partners, LLC has $191.97 million in total holdings as of December 31, 2024.Wealthcare Capital Partners, LLC owns shares of 118 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $38,961,519Vanguard Total Stock Market ETF $20,389,631UnitedHealth Group $20,352,433SPDR Portfolio S&P 500 ETF $8,775,579Schwab U.S. TIPS ETF $6,182,281 Sector AllocationMap of 500 Largest Holdings ofWealthcare Capital Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$38,961,519774,27520.3%FinanceVTIVanguard Total Stock Market ETF$20,389,63170,35510.6%ETFUNHUnitedHealth Group$20,352,43340,23310.6%MedicalSPLGSPDR Portfolio S&P 500 ETF$8,775,579127,2934.6%ETFSCHPSchwab U.S. TIPS ETF$6,182,281239,3453.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$5,654,62556,2092.9%ETFAAPLApple$3,957,14815,8022.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$3,841,12666,9072.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,410,94336,8951.8%ETFBRK.BBerkshire Hathaway$3,212,3957,0871.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,923,76430,1731.5%FinanceVNQVanguard Real Estate ETF$2,553,92428,6701.3%ETFMGVVanguard Mega Cap Value ETF$2,342,43718,7531.2%ETFMSFTMicrosoft$2,242,7235,3211.2%Computer and TechnologyKMLMKFA Mount Lucas Managed Futures Index Strategy ETF$2,204,92378,4671.1%ETFBXBlackstone$2,102,05912,1921.1%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,057,42645,8021.1%ETFVYMVanguard High Dividend Yield ETF$2,048,71316,0571.1%ETFVIGVanguard Dividend Appreciation ETF$2,032,27910,3781.1%ETFXTiShares Exponential Technologies ETF$2,017,04533,8091.1%ManufacturingJEPIJPMorgan Equity Premium Income ETF$1,999,68534,7591.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,953,63635,7221.0%ETFSPYSPDR S&P 500 ETF Trust$1,491,5742,5450.8%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,479,60120,7140.8%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,340,32532,3750.7%ETFVFHVanguard Financials ETF$1,263,44610,7010.7%ETFAMZNAmazon.com$1,236,4825,6360.6%Retail/WholesaleMUBiShares National Muni Bond ETF$1,167,36210,9560.6%ETFVTVVanguard Value ETF$1,139,5856,7310.6%ETFVEAVanguard FTSE Developed Markets ETF$1,125,77823,5420.6%ETFNVDANVIDIA$1,097,1208,1700.6%Computer and TechnologyMETAMeta Platforms$1,084,9421,8530.6%Computer and TechnologyCEGConstellation Energy$1,070,8254,7870.6%Oils/EnergyTROWT. Rowe Price Group$1,053,3039,3140.5%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$958,91810,4880.5%ETFDONWisdomTree U.S. MidCap Dividend Fund$956,99018,7760.5%FinancePAVEGlobal X U.S. Infrastructure Development ETF$928,88822,9870.5%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$808,84317,7300.4%FinanceJPMJPMorgan Chase & Co.$806,7843,3660.4%FinanceIFRAiShares U.S. Infrastructure ETF$791,06417,0890.4%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$715,23819,6710.4%ETFNOBLProShares S&P 500 Aristocrats ETF$709,1067,1230.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$675,23611,1150.4%ETFPGProcter & Gamble$664,8213,9660.3%Consumer StaplesLOWLowe's Companies$661,8692,6820.3%Retail/WholesaleGSThe Goldman Sachs Group$624,4521,0910.3%FinanceAMPLIFY ETF TR$621,8718,3480.3%AMPLIFY CYBERSECTSLATesla$620,5001,5360.3%Auto/Tires/TrucksWMTWalmart$592,4076,5570.3%Retail/WholesaleEXCExelon$588,40315,6320.3%UtilitiesXLFFinancial Select Sector SPDR Fund$548,40711,3470.3%ETFCPKChesapeake Utilities$542,3044,4690.3%UtilitiesJBSSJohn B. Sanfilippo & Son$536,6276,1600.3%Consumer StaplesCVXChevron$534,4193,6900.3%Oils/EnergyAVGOBroadcom$532,3782,2960.3%Computer and TechnologySDYSPDR S&P Dividend ETF$505,3433,8250.3%ETFDESWisdomTree U.S. SmallCap Dividend Fund$494,70914,4020.3%FinanceXOMExxon Mobil$488,1504,5380.3%Oils/EnergyDTHWisdomTree International High Dividend Fund$484,68012,8290.3%FinanceJNJJohnson & Johnson$479,6613,3170.2%MedicalIXUSiShares Core MSCI Total International Stock ETF$473,4127,1580.2%ManufacturingIJHiShares Core S&P Mid-Cap ETF$469,8177,5400.2%ETFSDOGALPS Sector Dividend Dogs ETF$467,4658,2720.2%ETFDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$463,8569,0540.2%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$459,9588,2950.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$449,8592,2780.2%Computer and TechnologyQQQInvesco QQQ$444,9438700.2%FinanceLDOSLeidos$438,5683,0440.2%AerospaceXLEEnergy Select Sector SPDR Fund$438,3995,1180.2%ETFGLDMSPDR Gold MiniShares Trust$429,0218,2520.2%FinanceHYDVanEck High Yield Muni ETF$414,0347,9760.2%ETFPALANTIR TECHNOLOGIES INC$409,3105,4120.2%CL AREGRegency Centers$408,3155,5230.2%FinanceSUBiShares Short-Term National Muni Bond ETF$400,2973,7950.2%ETFHLIHoulihan Lokey$398,3282,2940.2%FinancePHParker-Hannifin$396,4046230.2%Industrial ProductsBKLNInvesco Senior Loan ETF$392,63918,6350.2%ETFCGXUCapital Group International Focus Equity ETF$391,63615,8750.2%ETFSCHXSchwab US Large-Cap ETF$387,98716,7380.2%ETFMCDMcDonald's$384,5861,3270.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$375,9932,1460.2%ETFIWMiShares Russell 2000 ETF$371,7301,6820.2%FinanceVOVanguard Mid-Cap ETF$371,3911,4060.2%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$366,68911,4770.2%ManufacturingCOSTCostco Wholesale$359,4373920.2%Retail/WholesaleVVisa$356,0801,1270.2%Business ServicesRTXRTX$348,7133,0130.2%AerospaceIWDiShares Russell 1000 Value ETF$347,3051,8760.2%ETFGOOGAlphabet$346,9801,8220.2%Computer and TechnologyFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$344,36011,2060.2%ETFMAMastercard$338,1456420.2%Business ServicesBACBank of America$320,6287,2950.2%FinanceVUGVanguard Growth ETF$319,3227780.2%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$312,1116,5860.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$312,0322,4260.2%ETFZTSZoetis$307,6581,8880.2%MedicalDUKDuke Energy$296,0652,7480.2%UtilitiesGEGeneral Electric$284,5751,7060.1%TransportationHDHome Depot$282,2897260.1%Retail/WholesaleDISWalt Disney$274,2392,4630.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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