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Home > Institutional Investor > Wealthcare Investment Partners, Llc > Profile

Instuitional Investor - Wealthcare Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wealthcare Investment Partners, Llc
Portfolio Value $183,209,181
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 43,266 $17,520,572 9.56%
2.
First Tr Value Line Divid In
 227,956 $9,264,116 5.05%
3.
Fidelity Merrimack Str Tr
 177,527 $8,102,330 4.42%
4.
Ishares Trust
 IEF 34,700 $6,729,649 3.67%
5.
Schwab Strategic Trust
 FNDF 79,195 $6,083,781 3.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)