Wealthcare Advisory Partners LLC Portfolio Holdings

Wealthcare Advisory Partners LLC

  • $4.19 Billion
  • Q2 2025

Wealthcare Advisory Partners LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.19 Billion distributed in 969 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $313M, Spdr Portfolio S&P 1500 Compos with a value of $195M, Vanguard Total Stock Market Et with a value of $114M, Spdr S&P 500 ETF Trust with a value of $107M, and Ishares Barclays 0 5 Year Tips with a value of $105M.

Examining the 13F form we can see an increase of $645M in the current position value, from $3.54B to 4.19B.

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

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

Portfolio value $4.19 Billion
ETFs: $3.31 Billion
Technology: $263 Million
Financial Services: $183 Million
Industrials: $75.6 Million
Consumer Cyclical: $75.2 Million
Healthcare: $63.2 Million
Communication Services: $46.8 Million
Consumer Defensive: $39.4 Million
Other: $73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$313 Million 7.47% of portfolio
4,299,447
Q2 2025 Added 14.25%
$0
$195 Million 4.66% of portfolio
2,603,310
Q2 2025 Added 19.78%
$0
$114 Million 2.73% of portfolio
376,386
Q2 2025 Added 1.53%
$0
$107 Million 2.57% of portfolio
173,976
Q2 2025 Added 0.82%
$0
$105 Million 2.52% of portfolio
1,023,587
Q2 2025 Added 9.63%
$0
$82.5 Million 1.97% of portfolio
145,195
Q2 2025 Added 33.0%
$0
$69.4 Million 1.66% of portfolio
1,629,859
Q2 2025 Added 18.04%
$416B
$68.1 Million 1.63% of portfolio
430,802
Q2 2025 Added 4.28%
$0
$61.1 Million 1.46% of portfolio
2,385,485
Q2 2025 Added 7.27%
$0
$60.9 Million 1.46% of portfolio
636,093
Q2 2025 Added 2.9%
$0
$60.7 Million 1.45% of portfolio
1,325,768
Q2 2025 Added 15.54%
$0
$58.4 Million 1.4% of portfolio
105,862
Q2 2025 Added 18.28%
$0
$56.1 Million 1.34% of portfolio
1,031,994
Q2 2025 Added 10.06%
$0
$51.2 Million 1.22% of portfolio
1,428,736
Q2 2025 Added 2.87%
$0
$48.1 Million 1.15% of portfolio
1,188,093
Q2 2025 Added 9.38%
$3.77T
$47.5 Million 1.14% of portfolio
95,565
Q2 2025 Added 4.02%
$3.45T
$46.2 Million 1.1% of portfolio
224,975
Q2 2025 Added 4.3%
$0
$43.8 Million 1.05% of portfolio
418,829
Q2 2025 Reduced 24.4%
$0
$39.6 Million 0.95% of portfolio
63,783
Q2 2025 Added 6.84%
$0
$39.6 Million 0.95% of portfolio
399,185
Q2 2025 Added 6.09%
$0
$39.2 Million 0.94% of portfolio
1,479,211
Q2 2025 Added 0.76%
$0
$38.5 Million 0.92% of portfolio
947,838
Q2 2025 Added 7.71%
$0
$35.6 Million 0.85% of portfolio
624,076
Q2 2025 Added 14.06%
$0
$34.1 Million 0.81% of portfolio
862,641
Q2 2025 Added 60.79%
$0
$31.5 Million 0.75% of portfolio
657,896
Q2 2025 Added 11.58%
$0
$30.8 Million 0.74% of portfolio
703,585
Q2 2025 Added 1.55%
$0
$30.5 Million 0.73% of portfolio
1,141,633
Q2 2025 Added 22.16%
$0
$29.6 Million 0.71% of portfolio
536,889
Q2 2025 Reduced 0.33%
$0
$28.7 Million 0.69% of portfolio
395,017
Q2 2025 Added 16.1%
$0
$28.2 Million 0.67% of portfolio
631,414
Q2 2025 Added 51.66%
$0
$26.2 Million 0.63% of portfolio
240,184
Q2 2025 Added 19.61%
$0
$24.6 Million 0.59% of portfolio
396,388
Q2 2025 Added 101.1%
$0
$24.8 Million 0.59% of portfolio
1,062,464
Q2 2025 Added 8.41%
$0
$23.2 Million 0.55% of portfolio
345,128
Q2 2025 Added 14.93%
$0
$22.6 Million 0.54% of portfolio
728,414
Q2 2025 Reduced 0.87%
$0
$22.4 Million 0.53% of portfolio
444,514
Q2 2025 Reduced 10.94%
$0
$22.4 Million 0.53% of portfolio
482,877
Q2 2025 Added 12.11%
$0
$21.9 Million 0.52% of portfolio
240,820
Q2 2025 Added 93.4%
$2.32T
$21.9 Million 0.52% of portfolio
99,702
Q2 2025 Added 10.25%
$0
$21.5 Million 0.51% of portfolio
121,912
Q2 2025 Reduced 10.51%
$0
$20.3 Million 0.48% of portfolio
970,098
Q2 2025 Added 5.22%
$0
$20 Million 0.48% of portfolio
109,846
Q2 2025 Added 29.94%
$0
$19.8 Million 0.47% of portfolio
677,934
Q2 2025 Added 12.64%
$0
$19.9 Million 0.47% of portfolio
80,605
Q2 2025 Added 123.28%
$0
$19.6 Million 0.47% of portfolio
149,110
Q2 2025 Added 37.63%
$0
$19.6 Million 0.47% of portfolio
182,430
Q2 2025 Added 8.47%
$0
$18.4 Million 0.44% of portfolio
627,875
Q2 2025 Added 3.22%
$0
$17.5 Million 0.42% of portfolio
96,204
Q2 2025 Added 5.65%
$0
$17.6 Million 0.42% of portfolio
205,235
Q2 2025 Added 7.74%

Summary

  • Portfolio
  • No. of Stocks 969
  • Current Value $4.19 Billion
  • Prior Value $3.54 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 106 stocks
  • Additional Purchases 540 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 299 stocks
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