Investments: WealthCare Investment Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: WealthCare Investment Partners, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
301.694.418 $+4.877.197 $
+87,7 %
288.024.473 $+1.066.074 $
+160,0 %
257.704.413 $+25.321.831 $
+188,1 %
232.477.425 $+18.347.310 $
+143,7 %
ISHARES TR29.745.391 $+28.908.473 $
+3.454,2 %
29.243.188 $+28.537.541 $
+4.044,2 %
27.952.825 $+16.268.665 $
+139,2 %
25.872.445 $+25.002.766 $
+2.874,9 %
INVESCO QQQ TRUST, SERIES 1QQQ26.001.800 $-1.304.340 $
-4,8 %
27.306.140 $+259.637 $
+1,0 %
27.046.503 $+1.962.840 $
+7,8 %
25.083.663 $+5.334.725 $
+27,0 %
SCHWAB STRATEGIC TR19.962.286 $+17.574.867 $
+736,1 %
17.925.854 $+1.652.401 $
+10,2 %
17.468.175 $+15.264.737 $
+692,8 %
16.425.953 $+1.125.041 $
+7,4 %
SELECT SECTOR SPDR TR18.077.411 $-1.884.875 $
-9,4 %
16.273.453 $+10.295.985 $
+172,2 %
15.640.390 $+9.504.463 $
+154,9 %
15.300.912 $+9.633.373 $
+170,0 %
INVESCO EXCH TRADED FD TR II16.924.217 $+11.945.081 $
+239,9 %
16.562.472 $+14.235.086 $
+611,6 %
14.616.568 $+14.100.952 $
+2.734,8 %
10.944.318 $+9.940.360 $
+990,1 %
INVESCO EXCHANGE TRADED FD T14.143.151 $-2.781.066 $
-16,4 %
15.118.497 $-1.443.975 $
-8,7 %
15.848.626 $+15.582.330 $
+5.851,5 %
15.635.660 $+13.723.291 $
+717,6 %
FIRST TR VALUE LINE DIVID IN14.459.117 $+9.047.431 $
+167,2 %
14.004.604 $+13.736.174 $
+5.117,2 %
13.433.621 $+8.558.817 $
+175,6 %
12.671.967 $+7.507.172 $
+145,4 %
FIRST TR EXCHANGE TRADED FD11.619.376 $+4.320.468 $
+59,2 %
11.651.134 $+4.737.372 $
+68,5 %
11.684.160 $-5.784.015 $
-33,1 %
10.856.550 $+5.242.494 $
+93,4 %
iSHARES TRUST10.946.154 $+285.950 $
+2,7 %
10.660.204 $+740.371 $
+7,5 %
9.919.833 $+983.289 $
+11,0 %
8.936.544 $+838.360 $
+10,4 %
Capital Group Dividend Value ETF10.647.095 $+3.186.046 $
+42,7 %
7.461.049 $+3.030.592 $
+68,4 %
4.430.457 $+1.182.898 $
+36,4 %
3.247.559 $+1.165.859 $
+56,0 %
FIRST TR EXCHNG TRADED FD VI9.593.285 $+9.123.931 $
+1.943,9 %
9.796.423 $+6.119.493 $
+166,4 %
ISHARES GOLD TRUSTIAU8.928.451 $-144.854 $
-1,6 %
9.073.305 $+685.400 $
+8,2 %
8.387.905 $+848.975 $
+11,3 %
7.538.930 $-424.048 $
-5,3 %
FIDELITY MERRIMACK STR TR7.594.030 $-4.025.346 $
-34,6 %
7.586.310 $-4.064.824 $
-34,9 %
7.565.106 $+6.752.769 $
+831,3 %
7.946.278 $-2.910.272 $
-26,8 %
FIRST TR EXCHANGE-TRADED FD7.298.908 $+5.998.029 $
+461,1 %
6.913.762 $+6.465.839 $
+1.443,5 %
5.713.918 $+5.115.796 $
+855,3 %
5.614.056 $+4.990.939 $
+801,0 %
SPDR SER TR5.763.097 $-8.380.054 $
-59,3 %
5.977.468 $+5.578.169 $
+1.397,0 %
6.135.927 $+5.703.973 $
+1.320,5 %
5.667.539 $+5.188.835 $
+1.083,9 %
J.P. Morgan Exchange-Traded Fund Trust5.720.696 $+2.882.046 $
+101,5 %
2.838.650 $-62.903 $
-2,2 %
2.901.553 $+19.780 $
+0,7 %
2.881.773 $+66.387 $
+2,4 %
GLOBAL X FDS5.411.686 $-351.411 $
-6,1 %
4.838.498 $+4.300.787 $
+799,8 %
5.433.979 $-10.414.647 $
-65,7 %
5.164.795 $+4.906.530 $
+1.899,8 %
CAPITAL GROUP CORE BALANCED5.070.699 $+4.285.421 $
+545,7 %
5.207.036 $+168.132 $
+3,3 %
CAPITAL GROUP DIVIDEND GROWE4.979.136 $-13.098.275 $
-72,5 %
5.038.904 $-10.601.486 $
-67,8 %
4.874.804 $-2.690.302 $
-35,6 %
4.722.087 $-3.224.191 $
-40,6 %
FIRST TR EXCH TRADED FD III3.998.081 $-10.461.036 $
-72,3 %
3.676.930 $-10.327.674 $
-73,7 %
3.183.164 $-2.530.754 $
-44,3 %
2.988.307 $-9.683.660 $
-76,4 %
VANGUARD CHARLOTTE FDS3.812.762 $-5.780.523 $
-60,3 %
3.673.578 $+2.435.057 $
+196,6 %
3.365.801 $+2.147.256 $
+176,2 %
3.117.337 $+1.968.809 $
+171,4 %
MICROSOFT CORPMSFT2.886.141 $-699.370 $
-19,5 %
3.585.511 $-217.956 $
-5,7 %
3.803.467 $+355.476 $
+10,3 %
3.447.991 $+940.256 $
+37,5 %
iShares Silver TrustSLV3.048.372 $+19.532 $
+0,6 %
3.028.840 $+1.307.420 $
+76,0 %
1.721.420 $+824.458 $
+91,9 %
896.962 $+220.163 $
+32,5 %
Apple Inc.AAPL2.721.255 $-210.426 $
-7,2 %
2.931.681 $+38.527 $
+1,3 %
2.893.154 $+804.382 $
+38,5 %
2.088.772 $+251.659 $
+13,7 %
FIRST TRUST EXCHANGE-TRADED FUND VIII2.874.989 $+108.220 $
+3,9 %
2.766.769 $+263.768 $
+10,5 %
2.503.001 $+235.916 $
+10,4 %
2.267.085 $+205.958 $
+10,0 %
ALTRIA GROUP, INC.MO2.397.896 $+531.580 $
+28,5 %
1.866.316 $-7.511 $
-0,4 %
1.873.827 $+507.808 $
+37,2 %
1.366.019 $+171.016 $
+14,3 %
ISHARES INC2.387.419 $-27.357.972 $
-92,0 %
2.327.386 $-26.915.802 $
-92,0 %
2.203.438 $+1.622.681 $
+279,4 %
1.912.369 $-23.960.076 $
-92,6 %
FORD MOTOR COF2.128.096 $+54.341 $
+2,6 %
2.073.755 $+467.086 $
+29,1 %
1.606.669 $+738.684 $
+85,1 %
867.985 $+573.036 $
+194,3 %
ServiceNow, Inc.NOW888.377 $-382.642 $
-30,1 %
1.271.019 $-393.253 $
-23,6 %
1.664.272 $-241.243 $
-12,7 %
1.905.515 $+460.818 $
+31,9 %
VANGUARD GROUP INC1.580.583 $-245.334 $
-13,4 %
1.825.917 $+243.466 $
+15,4 %
1.582.451 $-157.831 $
-9,1 %
1.740.282 $+271.759 $
+18,5 %
NVIDIA CORPNVDA1.655.229 $-86.789 $
-5,0 %
1.742.018 $+61.448 $
+3,7 %
1.680.570 $+371.196 $
+28,3 %
1.309.374 $+733.729 $
+127,5 %
Capital Group Core Equity ETF1.650.322 $-58.426 $
-3,4 %
1.708.748 $+35.347 $
+2,1 %
1.673.401 $+103.605 $
+6,6 %
1.569.796 $+290.148 $
+22,7 %
BlackRock Fund Advisors1.675.215 $+36.646 $
+2,2 %
1.638.569 $+94.948 $
+6,2 %
1.543.621 $+93.350 $
+6,4 %
1.450.271 $-36.148 $
-2,4 %
Alphabet Inc.GOOGL1.532.682 $-141.108 $
-8,4 %
1.673.790 $+386.294 $
+30,0 %
1.287.496 $+440.479 $
+52,0 %
847.017 $+128.238 $
+17,8 %
Fidelity Wise Origin Bitcoin FundFBTC1.634.354 $-515 $
-0,0 %
1.634.869 $+132.886 $
+8,8 %
1.501.983 $+244.445 $
+19,4 %
1.257.538 $+200.300 $
+18,9 %
PRINCIPAL EXCHANGE TRADED FD1.629.599 $-5.956.711 $
-78,5 %
986.325 $-16.939.529 $
-94,5 %
598.122 $-14.018.446 $
-95,9 %
VANGUARD WORLD FDS1.300.879 $+352.546 $
+37,2 %
1.492.036 $-3.346.462 $
-69,2 %
1.567.465 $-3.866.514 $
-71,2 %
1.439.770 $-9.504.548 $
-86,8 %
WisdomTree, Inc.WT1.508.031 $+58.054 $
+4,0 %
1.449.977 $+45.333 $
+3,2 %
1.404.644 $+77.143 $
+5,8 %
1.327.501 $+281.034 $
+26,9 %
VERIZON COMMUNICATIONS INCVZ1.316.816 $+345.962 $
+35,6 %
970.854 $+155.411 $
+19,1 %
815.443 $+331.555 $
+68,5 %
483.888 $+483.888 $
VANGUARD SPECIALIZED FUNDS1.210.707 $+699.349 $
+136,8 %
1.238.521 $+846.118 $
+215,6 %
1.218.545 $+909.651 $
+294,5 %
1.148.528 $+934.202 $
+435,9 %
Walmart Inc.WMT1.210.389 $+440.161 $
+57,1 %
770.228 $+73.772 $
+10,6 %
696.456 $+418.604 $
+150,7 %
277.852 $+17.346 $
+6,7 %
Global X Funds1.195.007 $+437.271 $
+57,7 %
757.736 $+210.026 $
+38,3 %
547.710 $+307.334 $
+127,9 %
240.376 $+240.376 $
AMAZON COM INCAMZN1.006.681 $-72.591 $
-6,7 %
1.079.272 $+27.749 $
+2,6 %
1.051.523 $+334.600 $
+46,7 %
716.923 $+168.113 $
+30,6 %
RTX CorpRTX998.597 $+96.315 $
+10,7 %
902.282 $+96.534 $
+12,0 %
805.748 $+106.369 $
+15,2 %
699.379 $+119.687 $
+20,6 %
VANGUARD WELLINGTON FD948.333 $-262.374 $
-21,7 %
392.403 $-1.099.633 $
-73,7 %
308.894 $-1.258.571 $
-80,3 %
214.326 $-1.225.444 $
-85,1 %
EXXON MOBIL CORPXOM948.212 $+327.967 $
+52,9 %
620.245 $+313.873 $
+102,4 %
306.372 $+93.085 $
+43,6 %
213.287 $+5.500 $
+2,6 %
CISCO SYSTEMS, INC.CSCO931.346 $+58.350 $
+6,7 %
872.996 $+125.838 $
+16,8 %
747.158 $-13.555 $
-1,8 %
760.713 $+299.856 $
+65,1 %
J P MORGAN EXCHANGE TRADED F836.918 $+269.486 $
+47,5 %
705.647 $+166.666 $
+30,9 %
812.337 $-3.909.750 $
-82,8 %
869.679 $+377.723 $
+76,8 %
BNY MELLON785.278 $-6.808.752 $
-89,7 %
537.711 $-4.669.325 $
-89,7 %
United States Oil Fund, LPUSO752.229 $+294.748 $
+64,4 %
457.481 $-35.995 $
-7,3 %
493.476 $-49.922 $
-9,2 %
543.398 $+8.231 $
+1,5 %
JANE STREET GROUP, LLC732.226 $-7.881 $
-1,1 %
740.107 $+740.107 $
BANK OF AMERICA CORP /DE/BAC636.955 $-94.074 $
-12,9 %
731.029 $+72.121 $
+10,9 %
658.908 $+26.150 $
+4,1 %
632.758 $+152.903 $
+31,9 %
AECOMACM488.833 $-41.701 $
-7,9 %
530.534 $-185.867 $
-25,9 %
716.401 $+82.075 $
+12,9 %
634.326 $+128.783 $
+25,5 %
Grayscale Ethereum Staking Mini ETFETH390.028 $-128.320 $
-24,8 %
518.348 $-189.787 $
-26,8 %
708.135 $+198.748 $
+39,0 %
509.387 $+230.197 $
+82,5 %
AT&T INC.T680.617 $+100.293 $
+17,3 %
580.324 $-63.378 $
-9,8 %
643.702 $-64.064 $
-9,1 %
707.766 $+69.122 $
+10,8 %
NORTHROP GRUMMAN CORP /DE/NOC699.732 $+108.702 $
+18,4 %
591.030 $+5.444 $
+0,9 %
585.586 $+99.832 $
+20,6 %
485.754 $-25.411 $
-5,0 %
FIRST TRUST PORTFOLIOS LP574.447 $-36.843 $
-6,0 %
611.290 $-17.601 $
-2,8 %
628.891 $-46.634 $
-6,9 %
675.525 $-23.876 $
-3,4 %
FIRST TRUST EXCHANGE-TRADED FUND VI623.342 $-25.198 $
-3,9 %
648.540 $+68.931 $
+11,9 %
579.609 $+51.168 $
+9,7 %
528.441 $+39.077 $
+8,0 %
FIRST TR EXCHANGE TRAD FD VI511.358 $-3.301.404 $
-86,6 %
447.923 $-9.348.500 $
-95,4 %
580.757 $-2.602.407 $
-81,8 %
623.117 $-2.365.190 $
-79,1 %
PACER FDS TR567.432 $-1.062.167 $
-65,2 %
538.981 $-447.344 $
-45,4 %
515.616 $-12.918.005 $
-96,2 %
491.956 $-15.933.997 $
-97,0 %
JOHNSON & JOHNSONJNJ541.534 $+71.761 $
+15,3 %
469.773 $+91.239 $
+24,1 %
378.534 $+378.534 $
TORTOISE CAPITAL SERIES TRUS469.354 $-3.528.727 $
-88,3 %
399.299 $-3.274.279 $
-89,1 %
431.954 $-2.933.847 $
-87,2 %
478.704 $-2.638.633 $
-84,6 %
NETFLIX INCNFLX435.562 $+435.562 $
Tesla, Inc.TSLA364.723 $-49.691 $
-12,0 %
414.414 $-20.235 $
-4,7 %
434.649 $+434.649 $
AbbVie Inc.ABBV416.745 $+186.329 $
+80,9 %
230.416 $-5.489 $
-2,3 %
235.905 $+235.905 $
Walt Disney CoDIS347.321 $-55.743 $
-13,8 %
403.064 $-8.271 $
-2,0 %
411.335 $+106.032 $
+34,7 %
305.303 $+98.149 $
+47,4 %
Meta Platforms, Inc.META313.642 $-30.573 $
-8,9 %
344.215 $-38.063 $
-10,0 %
382.278 $+15.184 $
+4,1 %
367.094 $+100.892 $
+37,9 %
Compass, Inc.COMP367.591 $+39.823 $
+12,1 %
327.768 $-53.839 $
-14,1 %
381.607 $+51.593 $
+15,6 %
330.014 $-22.617 $
-6,4 %
Nebius Group N.V.NBIS372.777 $+139.896 $
+60,1 %
232.881 $-49.092 $
-17,4 %
281.973 $+281.973 $
M&T BANK CORPMTB343.907 $+1.192 $
+0,3 %
342.715 $+17.106 $
+5,3 %
325.609 $-13.432 $
-4,0 %
339.041 $+22.177 $
+7,0 %
GENERAL DYNAMICS CORPGD326.944 $+7.591 $
+2,4 %
319.353 $-16.336 $
-4,9 %
335.689 $+128.539 $
+62,1 %
207.150 $+3.201 $
+1,6 %
CHEVRON CORPCVX327.246 $+327.246 $
MCDONALDS CORPMCD325.134 $+7.350 $
+2,3 %
317.784 $+22.755 $
+7,7 %
295.029 $+295.029 $
Broadcom Inc.AVGO315.016 $-3.439 $
-1,1 %
318.455 $+13.595 $
+4,5 %
304.860 $+53.684 $
+21,4 %
251.176 $+251.176 $
JPMORGAN CHASE & COJPM284.412 $-26.246 $
-8,4 %
310.658 $+30.635 $
+10,9 %
280.023 $+14.484 $
+5,5 %
265.539 $+55.759 $
+26,6 %
FIRST TRUST EXCHANGE-TRADED FUND292.959 $-13.715 $
-4,5 %
306.674 $+32.919 $
+12,0 %
273.755 $+31.310 $
+12,9 %
242.445 $+19.214 $
+8,6 %
Dell Technologies Inc.DELL299.050 $+92.159 $
+44,5 %
206.891 $-10.187 $
-4,7 %
217.078 $+217.078 $
REPLIGEN CORPRGEN205.776 $-90.054 $
-30,4 %
295.830 $+33.372 $
+12,7 %
262.458 $+33.012 $
+14,4 %
229.446 $-7.506 $
-3,2 %
General Motors CoGM254.399 $-25.274 $
-9,0 %
279.673 $+279.673 $
AMGEN INCAMGN275.080 $+18.909 $
+7,4 %
256.171 $+19.739 $
+8,3 %
236.432 $+2.198 $
+0,9 %
234.234 $+21.028 $
+9,9 %
INVESCO ACTIVELY MANAGED EXC268.430 $-14.850.067 $
-98,2 %
266.296 $-27.686.529 $
-99,0 %
258.265 $-15.377.395 $
-98,3 %
LPL Financial Holdings Inc.LPLA204.334 $-41.176 $
-16,8 %
245.510 $+30.479 $
+14,2 %
215.031 $-45.307 $
-17,4 %
260.338 $+260.338 $
SUBURBAN PROPANE PARTNERS LPSPH255.914 $+23.462 $
+10,1 %
232.452 $+7.233 $
+3,2 %
225.219 $+4.450 $
+2,0 %
220.769 $-16.726 $
-7,0 %
SITIME CorpSITM244.960 $-10.682 $
-4,2 %
255.642 $+255.642 $
SHERWIN WILLIAMS COSHW233.807 $-3.613 $
-1,5 %
237.420 $-9.682 $
-3,9 %
247.102 $+247.102 $
VISA INC.V203.891 $-38.583 $
-15,9 %
242.474 $-559 $
-0,2 %
243.033 $+11.646 $
+5,0 %
231.387 $+20.468 $
+9,7 %
PROCTER & GAMBLE CoPG234.696 $+234.696 $
TEXAS INSTRUMENTS INCTXN232.110 $+232.110 $
BERKSHIRE HATHAWAY INCBRK-B218.095 $-9.462 $
-4,2 %
227.557 $-619 $
-0,3 %
228.176 $+228.176 $
BlackRock Finance, Inc.217.905 $+1.568 $
+0,7 %
216.337 $+2.856 $
+1,3 %
213.481 $+2.277 $
+1,1 %
211.204 $+1.010 $
+0,5 %
HERSHEY COHSY217.232 $+217.232 $
Tidal Trust III210.925 $+210.925 $
SELECT SECTOR SPDR TRUST202.379 $+202.379 $
MORGAN STANLEYMS137.800 $-15.000 $
-9,8 %
152.800 $-5.800 $
-3,7 %
158.600 $+158.600 $
ImmunityBio, Inc.IBRX133.236 $+99.886 $
+299,5 %
33.350 $-7.595 $
-18,5 %
40.945 $-3.962 $
-8,8 %
44.907 $+3.467 $
+8,4 %
PUTNAM MANAGED MUNICIPAL INCOME TRUSTPMM60.700 $-1.300 $
-2,1 %
62.000 $+600 $
+1,0 %
61.400 $+61.400 $
301.694.418 $+4.877.197 $
+87,7 %
288.024.473 $+1.066.074 $
+160,0 %
257.704.413 $+25.321.831 $
+188,1 %
232.477.425 $+18.347.310 $
+143,7 %
Erweitert ×