Wealthcare Advisory Partners LLC Portfolio Holdings

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

Wealthcare Advisory Partners LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.43 Billion distributed in 871 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 $229M, Spdr Portfolio S&P 1500 Compos with a value of $151M, Spdr S&P 500 ETF Trust with a value of $104M, Vanguard Total Stock Market Et with a value of $101M, and Ishares Barclays 0 5 Year Tips with a value of $84.2M.

Examining the 13F form we can see an increase of $287M in the current position value, from $3.14B to 3.43B.

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 $3.43 Billion
ETFs: $2.67 Billion
Technology: $220 Million
Financial Services: $140 Million
Industrials: $74.8 Million
Healthcare: $74.3 Million
Consumer Cyclical: $69.6 Million
Communication Services: $37.8 Million
Consumer Defensive: $37.2 Million
Other: $68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$229 Million 6.69% of portfolio
3,395,037
Q3 2024 Added 1.95%
$0
$151 Million 4.39% of portfolio
2,148,663
Q3 2024 Reduced 0.33%
$0
$104 Million 3.03% of portfolio
180,971
Q3 2024 Added 0.03%
$0
$101 Million 2.95% of portfolio
357,428
Q3 2024 Reduced 15.74%
$0
$84.2 Million 2.46% of portfolio
830,550
Q3 2024 Added 2.87%
$0
$67.4 Million 1.97% of portfolio
127,756
Q3 2024 Reduced 1.45%
$0
$58.1 Million 1.7% of portfolio
2,222,984
Q3 2024 Added 7.19%
$0
$56.2 Million 1.64% of portfolio
1,234,949
Q3 2024 Reduced -0.0%
$345B
$52.4 Million 1.53% of portfolio
431,699
Q3 2024 Added 1.56%
$0
$51.1 Million 1.49% of portfolio
520,604
Q3 2024 Added 1.02%
$3.85T
$50.3 Million 1.47% of portfolio
215,946
Q3 2024 Reduced 1.08%
$0
$50 Million 1.46% of portfolio
460,037
Q3 2024 Added 12.61%
$0
$47.9 Million 1.4% of portfolio
1,024,445
Q3 2024 Added 26.73%
$0
$46.6 Million 1.36% of portfolio
852,189
Q3 2024 Added 3.34%
$0
$45.4 Million 1.32% of portfolio
92,973
Q3 2024 Reduced 5.19%
$0
$41.6 Million 1.21% of portfolio
885,368
Q3 2024 Added 0.39%
$0
$38 Million 1.11% of portfolio
449,710
Q3 2024 Added 4.79%
$0
$35.8 Million 1.04% of portfolio
353,187
Q3 2024 Added 1.77%
$0
$32.9 Million 0.96% of portfolio
568,377
Q3 2024 Added 3.22%
$0
$30.2 Million 0.88% of portfolio
257,795
Q3 2024 Added 12.97%
$0
$29.9 Million 0.87% of portfolio
860,568
Q3 2024 Added 2.97%
$0
$29.7 Million 0.87% of portfolio
562,433
Q3 2024 Reduced 1.29%
$0
$28.9 Million 0.84% of portfolio
769,096
Q3 2024 Added 6.06%
$0
$27.5 Million 0.8% of portfolio
512,486
Q3 2024 Reduced 20.63%
$0
$25.7 Million 0.75% of portfolio
611,300
Q3 2024 Added 0.26%
$0
$25.1 Million 0.73% of portfolio
43,487
Q3 2024 Reduced 1.19%
$0
$24.5 Million 0.71% of portfolio
140,175
Q3 2024 Added 22.31%
$0
$24 Million 0.7% of portfolio
108,902
Q3 2024 Reduced 5.7%
$0
$23.9 Million 0.7% of portfolio
496,968
Q3 2024 Added 4.83%
$0
$22.8 Million 0.67% of portfolio
665,976
Q3 2024 Reduced 0.57%
$0
$22.7 Million 0.66% of portfolio
361,096
Q3 2024 Reduced 15.49%
$0
$21.6 Million 0.63% of portfolio
236,958
Q3 2024 Added 13.86%
$0
$20.1 Million 0.59% of portfolio
297,399
Q3 2024 Added 2.13%
$0
$19.5 Million 0.57% of portfolio
388,109
Q3 2024 Reduced 62.29%
$0
$18.6 Million 0.54% of portfolio
191,157
Q3 2024 Reduced 17.88%
$0
$18.2 Million 0.53% of portfolio
173,931
Q3 2024 Added 1.11%
$2.15T
$17 Million 0.5% of portfolio
91,363
Q3 2024 Added 0.75%
$0
$16.4 Million 0.48% of portfolio
157,368
Q3 2024 Added 804.0%
$0
$16.6 Million 0.48% of portfolio
193,194
Q3 2024 Added 3.8%
$0
$16.2 Million 0.47% of portfolio
444,690
Q3 2024 Added 208.13%
$0
$15.7 Million 0.46% of portfolio
208,525
Q3 2024 Added 726.23%
$0
$15.8 Million 0.46% of portfolio
537,399
Q3 2024 Added 7.36%
$437B
$15.2 Million 0.44% of portfolio
37,479
Q3 2024 Reduced 3.71%
$0
$15.2 Million 0.44% of portfolio
83,535
Q3 2024 Added 0.44%
$0
$14.8 Million 0.43% of portfolio
184,657
Q3 2024 Added 2,165.17%
$0
$14.7 Million 0.43% of portfolio
114,848
Q3 2024 Reduced 17.02%
$0
$14.4 Million 0.42% of portfolio
306,829
Q3 2024 Reduced 2.02%
$0
$14.4 Million 0.42% of portfolio
112,136
Q3 2024 Reduced 8.72%
$0
$14 Million 0.41% of portfolio
668,356
Q3 2024 Added 0.88%

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $3.43 Billion
  • Prior Value $3.14 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 85 stocks
  • Additional Purchases 387 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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