Wealthcare Advisory Partners LLC Portfolio Holdings
Wealthcare Advisory Partners LLC
- $3.14 Billion
- Q2 2024
Wealthcare Advisory Partners LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.14 Billion distributed in 821 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 $213M, Spdr Portfolio S&P 1500 Compos with a value of $143M, Vanguard Total Stock Market Et with a value of $113M, Spdr S&P 500 ETF Trust with a value of $98.5M, and Ishares Barclays 0 5 Year Tips with a value of $80.3M.
Examining the 13F form we can see an increase of $137M in the current position value, from $3B to 3.14B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 821
- Current Value $3.14 Billion
- Prior Value $3 Billion
- Filing
- Period Q2 2024
- Filing Date August 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 71 stocks
- Additional Purchases 462 stocks
- Sold out of 0 stocks
- Reduced holdings in 260 stocks