Wealthcare Advisory Partners LLC Portfolio Holdings

Wealthcare Advisory Partners LLC

  • $3 Billion
  • Q1 2024

Wealthcare Advisory Partners LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3 Billion distributed in 798 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 $189M, Spdr Portfolio S&P 1500 Compos with a value of $136M, Vanguard Total Stock Market Et with a value of $110M, Spdr S&P 500 ETF Trust with a value of $93M, and Ishares Barclays 0 5 Year Tips with a value of $75.6M.

Examining the 13F form we can see an increase of $506M in the current position value, from $2.5B to 3B.

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 $3 Billion
ETFs: $2.36 Billion
Technology: $178 Million
Financial Services: $120 Million
Healthcare: $70.3 Million
Industrials: $70 Million
Consumer Cyclical: $62.1 Million
Communication Services: $32.4 Million
Consumer Defensive: $31.2 Million
Other: $60.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$189 Million 6.3% of portfolio
3,075,054
Q1 2024 Added 16.58%
$0
$136 Million 4.51% of portfolio
2,113,076
Q1 2024 Added 1.39%
$0
$110 Million 3.67% of portfolio
423,775
Q1 2024 Added 2.48%
$0
$93 Million 3.1% of portfolio
177,786
Q1 2024 Added 93.9%
$0
$75.6 Million 2.52% of portfolio
760,271
Q1 2024 Added 9.65%
$0
$63.3 Million 2.11% of portfolio
131,671
Q1 2024 Added 23.62%
$0
$49.6 Million 1.65% of portfolio
1,152,219
Q1 2024 Added 20.42%
$0
$49.2 Million 1.64% of portfolio
1,947,390
Q1 2024 Added 10.06%
$0
$49 Million 1.63% of portfolio
974,335
Q1 2024 Added 12.32%
$0
$45.9 Million 1.53% of portfolio
485,312
Q1 2024 Added 9.59%
$0
$42.9 Million 1.43% of portfolio
96,726
Q1 2024 Added 26.43%
$0
$42.4 Million 1.41% of portfolio
393,903
Q1 2024 Added 13.31%
$0
$38.3 Million 1.28% of portfolio
717,936
Q1 2024 Added 33.75%
$3.33T
$37.5 Million 1.25% of portfolio
89,206
Q1 2024 Added 38.04%
$308B
$36.9 Million 1.23% of portfolio
40,879
Q1 2024 Added 3.03%
$0
$37 Million 1.23% of portfolio
875,335
Q1 2024 Added 25.74%
$0
$34.7 Million 1.16% of portfolio
665,628
Q1 2024 Added 0.56%
$0
$34.8 Million 1.16% of portfolio
767,774
Q1 2024 Added 13.03%
$3.38T
$34.6 Million 1.15% of portfolio
201,982
Q1 2024 Added 39.75%
$0
$32.3 Million 1.08% of portfolio
330,070
Q1 2024 Added 26.78%
$0
$28.3 Million 0.94% of portfolio
486,693
Q1 2024 Added 0.73%
$0
$27.9 Million 0.93% of portfolio
555,879
Q1 2024 Added 0.07%
$0
$25.1 Million 0.84% of portfolio
784,174
Q1 2024 Added 8.7%
$0
$25.1 Million 0.83% of portfolio
427,459
Q1 2024 Added 7.48%
$0
$24.3 Million 0.81% of portfolio
124,591
Q1 2024 Added 5.9%
$0
$24.2 Million 0.81% of portfolio
674,974
Q1 2024 Added 3.11%
$0
$23.9 Million 0.8% of portfolio
216,637
Q1 2024 Added 6.4%
$0
$23.8 Million 0.79% of portfolio
45,357
Q1 2024 Reduced 10.95%
$0
$23.1 Million 0.77% of portfolio
564,862
Q1 2024 Added 9.29%
$0
$21.5 Million 0.71% of portfolio
452,563
Q1 2024 Added 13.37%
$0
$20 Million 0.67% of portfolio
231,520
Q1 2024 Reduced 1.59%
$0
$19.4 Million 0.65% of portfolio
608,352
Q1 2024 Added 0.06%
$0
$19 Million 0.63% of portfolio
178,540
Q1 2024 Added 10.34%
$0
$18.7 Million 0.62% of portfolio
114,723
Q1 2024 Added 80.23%
$0
$18.1 Million 0.6% of portfolio
200,870
Q1 2024 Added 12.89%
$0
$17.9 Million 0.6% of portfolio
219,261
Q1 2024 Reduced 13.26%
$0
$17.6 Million 0.59% of portfolio
277,547
Q1 2024 Added 8.62%
$0
$17 Million 0.57% of portfolio
142,620
Q1 2024 Reduced 3.5%
$0
$17.1 Million 0.57% of portfolio
280,874
Q1 2024 Added 334.33%
$0
$16.8 Million 0.56% of portfolio
270,737
Q1 2024 Reduced 30.76%
$0
$16.4 Million 0.55% of portfolio
182,641
Q1 2024 Added 13.42%
$1.97T
$15.2 Million 0.51% of portfolio
84,407
Q1 2024 Added 35.25%
$0
$14.9 Million 0.5% of portfolio
257,106
Q1 2024 Reduced 4.49%
$0
$15.1 Million 0.5% of portfolio
82,551
Q1 2024 Reduced 21.75%
$352B
$14.7 Million 0.49% of portfolio
38,252
Q1 2024 Added 44.86%
$0
$14.5 Million 0.48% of portfolio
119,773
Q1 2024 Reduced 6.44%
$0
$13.8 Million 0.46% of portfolio
297,527
Q1 2024 Added 0.79%
$0
$13.8 Million 0.46% of portfolio
651,243
Q1 2024 Added 9.91%
$0
$13.3 Million 0.44% of portfolio
459,296
Q1 2024 Added 7.75%

Summary

  • Portfolio
  • No. of Stocks 798
  • Current Value $3 Billion
  • Prior Value $2.5 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 95 stocks
  • Additional Purchases 466 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 215 stocks
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