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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$282B
$668,000 0.02% of portfolio
11,848
Q3 2024 Reduced 8.1%
$3.14B
$615,000 0.02% of portfolio
7,392
Q3 2024 Reduced 0.03%
$145B
$851,000 0.02% of portfolio
4,216
Q3 2024 Added 4.43%
$62.3B
$612,000 0.02% of portfolio
7,606
Q3 2024 Reduced 3.21%
$50.4B
$838,000 0.02% of portfolio
16,608
Q3 2024 Reduced 4.61%
$76.6B
$707,000 0.02% of portfolio
2,584
Q3 2024 Added 19.19%
$57.1B
$645,000 0.02% of portfolio
332
Q3 2024 Reduced 3.21%
$30.3B
$741,000 0.02% of portfolio
5,636
Q3 2024 Added 0.54%
$85.4B
$711,000 0.02% of portfolio
17,530
Q3 2024 Added 108.1%
$96.2B
$788,000 0.02% of portfolio
1,517
Q3 2024 Reduced 9.22%
$41.9B
$539,000 0.02% of portfolio
8,181
Q3 2024 Reduced 1.41%
$4.18B
$516,000 0.02% of portfolio
6,520
Q3 2024 Added 0.38%
$145B
$743,000 0.02% of portfolio
3,019
Q3 2024 Reduced 10.01%
$98.1B
$621,000 0.02% of portfolio
1,793
Q3 2024 Added 20.5%
$2.86B
$816,000 0.02% of portfolio
6,068
Q3 2024 Added 30.13%
$88.5B
$581,000 0.02% of portfolio
1,579
Q3 2024 Added 3.61%
$1.17B
$681,000 0.02% of portfolio
52,832
Q3 2024 Reduced 1.19%
$293B
$590,000 0.02% of portfolio
2,861
Q3 2024 Added 2.22%
$8.04B
$617,000 0.02% of portfolio
35,138
Q3 2024 Reduced 5.0%
$69.8B
$667,000 0.02% of portfolio
10,625
Q3 2024 Reduced 5.93%
$0
$674,000 0.02% of portfolio
15,299
Q3 2024 Added 16.02%
$8.54B
$706,000 0.02% of portfolio
7,742
Q3 2024 Reduced 21.56%
$61.1B
$312,000 0.01% of portfolio
1,335
Q3 2024 Reduced 11.82%
$29.4B
$308,000 0.01% of portfolio
2,149
Q3 2024 New
$1.88B
$312,000 0.01% of portfolio
16,278
Q3 2024 Added 59.06%
$28.8B
$404,000 0.01% of portfolio
2,366
Q3 2024 Reduced 2.03%
$58.1B
$223,000 0.01% of portfolio
402
Q3 2024 Reduced 16.42%
$30.6B
$345,000 0.01% of portfolio
1,189
Q3 2024 Reduced 10.06%
$16.1B
$327,000 0.01% of portfolio
2,445
Q3 2024 Reduced 20.44%
$38B
$207,000 0.01% of portfolio
2,656
Q3 2024 New
$6.49B
$224,000 0.01% of portfolio
5,746
Q3 2024 Added 1.43%
$0
$217,000 0.01% of portfolio
6,619
Q3 2024 New
$148B
$456,000 0.01% of portfolio
1,263
Q3 2024 Reduced 6.24%
$17.3B
$234,000 0.01% of portfolio
1,521
Q3 2024 New
$81.1B
$313,000 0.01% of portfolio
298
Q3 2024 Added 0.34%
$4.37B
$476,000 0.01% of portfolio
8,884
Q3 2024 Reduced 0.05%
$38B
$445,000 0.01% of portfolio
3,187
Q3 2024 Reduced 6.46%
$101B
$323,000 0.01% of portfolio
5,118
Q3 2024 Added 7.03%
$2.91B
$278,000 0.01% of portfolio
4,776
Q2 2024 Reduced 9.56%
$225M
$248,000 0.01% of portfolio
5,973
Q3 2024 New
$59.2B
$209,000 0.01% of portfolio
1,764
Q3 2024 New
$21.5B
$229,000 0.01% of portfolio
639
Q3 2024 New
$61.2B
$244,000 0.01% of portfolio
5,828
Q3 2024 Reduced 25.81%
$267B
$305,000 0.01% of portfolio
1,335
Q3 2024 Added 5.04%
$129B
$342,000 0.01% of portfolio
4,270
Q3 2024 Reduced 13.4%
$164B
$377,000 0.01% of portfolio
731
Q3 2024 Reduced 14.9%
$1.06B
$439,000 0.01% of portfolio
22,357
Q3 2024 Added 20.1%
$98.2B
$292,000 0.01% of portfolio
767
Q3 2024 Reduced 16.36%
$29B
$256,000 0.01% of portfolio
3,065
Q3 2024 Reduced 18.09%

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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