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David Mailloux

@Wealthcare Investment Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$228.135MTotal holdings140
Assets growth rate6.03%Assets growth rate (2-Q avg)5.02%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Investment Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Wealthcare Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 228.135M in assets, with a quarterly growth rate of 6.03% and a 2-quarter average growth rate of 5.02%. The portfolio is managed by David Mailloux, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.41%
$923,533
37,959 shares@ $24.33 avg price
RECSColumbia Etf Tr I
Recent Activity
New Position
0.19%
$422,978
12,555 shares@ $33.7 avg price
IDUIshares Tr
Recent Activity
New Position
0.16%
$361,235
3,598 shares@ $100.4 avg price
DLNWisdomtree Tr
Recent Activity
New Position
0.16%
$343,662
4,398 shares@ $78.15 avg price
IVWIshares Tr
Recent Activity
New Position
0.11%
$228,759
2,417 shares@ $94.65 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
New Position
0.09%
$202,856
8,801 shares@ $23.05 avg price