Wealthcare Capital Partners, LLC Portfolio Holdings

Wealthcare Capital Partners, LLC

  • $194 Billion
  • Q1 2025

Wealthcare Capital Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $39B, Unitedhealth Group Inc with a value of $21B, Vanguard Total Stock Market Et with a value of $19.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.92B, and Schwab Strategic Us Tips ETF with a value of $6.33B.

Examining the 13F form we can see an increase of $2.52B in the current position value, from $192B to 194B.

Wealthcare Capital Partners, LLC is based out at West Chester, PA

Below you can find more details about Wealthcare Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
ETFs: $139 Billion
Healthcare: $22.2 Billion
Financial Services: $11 Billion
Technology: $8.21 Billion
Consumer Cyclical: $3.03 Billion
Utilities: $2.81 Billion
Consumer Defensive: $2.64 Billion
Communication Services: $1.68 Billion
Other: $3.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$390B
$320 Million 0.16% of portfolio
7,659
Q1 2025 Added 4.99%
$0
$314 Million 0.16% of portfolio
11,027
Q1 2025 Reduced 3.92%
$73.5B
$316 Million 0.16% of portfolio
1,920
Q1 2025 Added 1.69%
$22.5B
$295 Million 0.15% of portfolio
2,186
Q1 2025 Reduced 28.19%
$332B
$263 Million 0.14% of portfolio
1,255
Q1 2025 New
Te Connectivity PLC
-
$275 Million 0.14% of portfolio
-
Q1 2025 Added 1.88%
$307B
$280 Million 0.14% of portfolio
3,915
Q1 2025 Added 0.33%
$376B
$281 Million 0.14% of portfolio
768
Q1 2025 Added 5.79%
$25.8B
$246 Million 0.13% of portfolio
1,441
Q1 2025 Added 0.77%
$0
$251 Million 0.13% of portfolio
1,871
Q1 2025 Added 0.81%
$0
$258 Million 0.13% of portfolio
4,975
Q1 2025 Added 0.32%
$0
$259 Million 0.13% of portfolio
7,836
Q4 2024 New
$106B
$258 Million 0.13% of portfolio
896
Q1 2025 New
$0
$258 Million 0.13% of portfolio
6,388
Q1 2025 Added 24.69%
$0
$258 Million 0.13% of portfolio
7,526
Q1 2025 New
$0
$244 Million 0.13% of portfolio
3,261
Q1 2025 Added 0.22%
$225B
$237 Million 0.12% of portfolio
2,398
Q1 2025 Reduced 2.64%
$0
$215 Million 0.11% of portfolio
2,135
Q1 2025 New
$117B
$205 Million 0.11% of portfolio
2,287
Q1 2025 New
$60.8B
$220 Million 0.11% of portfolio
1,784
Q1 2025 New
$178B
$207 Million 0.11% of portfolio
1,345
Q1 2025 New
$0
$213 Million 0.11% of portfolio
4,201
Q1 2025 Added 4.37%
$0
$219 Million 0.11% of portfolio
606
Q1 2025 New
$207B
$203 Million 0.1% of portfolio
616
Q1 2025 Added 0.33%
$22.8B
$201 Million 0.1% of portfolio
5,542
Q1 2025 New
$0
$201 Million 0.1% of portfolio
813
Q1 2025 Added 0.25%
$115M
$4.22 Million 0.0% of portfolio
17,845
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $194 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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