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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Million 0.3% of portfolio
488,158
Q2 2025 Reduced 9.88%
$0
$7.57 Million 0.18% of portfolio
399,155
Q2 2025 Added 10.01%
$0
$5.14 Million 0.12% of portfolio
247,818
Q2 2025 Added 38.43%
$0
$3.91 Million 0.09% of portfolio
178,218
Q2 2025 Added 48.21%
$0
$3.43 Million 0.08% of portfolio
280,504
Q2 2025 Added 0.71%
$0
$2.63 Million 0.06% of portfolio
417,946
Q2 2025 Added 0.16%
$0
$2.02 Million 0.05% of portfolio
67,252
Q2 2025 Added 13.79%
$0
$1.9 Million 0.05% of portfolio
40,409
Q2 2025 Added 94.77%
$0
$1.49 Million 0.04% of portfolio
122,001
Q2 2025 Reduced 0.92%
$0
$638,000 0.02% of portfolio
30,410
Q2 2025 Added 13.64%
$0
$491,000 0.01% of portfolio
26,952
Q2 2025 Added 11.4%
$0
$245,000 0.01% of portfolio
9,112
Q2 2025 New
$0
$268,000 0.01% of portfolio
12,280
Q2 2025 Added 0.06%
$0
$314,000 0.01% of portfolio
8,694
Q2 2025 Added 6.0%
$0
$322,000 0.01% of portfolio
15,520
Q2 2025 Reduced 0.89%
$0
$317,000 0.01% of portfolio
28,172
Q2 2025 Added 1.5%
$0
$249,000 0.01% of portfolio
22,135
Q2 2025 Reduced 22.3%
$0
$223,000 0.01% of portfolio
22,966
Q2 2025 New
$0
$621,000 0.01% of portfolio
77,543
Q2 2025 Reduced 8.04%
$0
$388,000 0.01% of portfolio
39,633
Q2 2025 Reduced 0.14%
$0
$237,000 0.01% of portfolio
15,265
Q2 2025 Added 2.11%
$0
$409,000 0.01% of portfolio
34,336
Q2 2025 Added 0.64%
$0
$71,000 0.0% of portfolio
12,018
Q2 2025 New
$0
$74,000 0.0% of portfolio
13,627
Q2 2025 New
$0
$0 0.0% of portfolio
-
Q2 2025 Reduced 24.26%
$5.55M
$5,000 0.0% of portfolio
11,538
Q2 2025 New
$0
$40,000 0.0% of portfolio
67,018
Q2 2025 Added 257.64%
$0
$172,000 0.0% of portfolio
18,273
Q2 2025 Added 35.78%
$0
$34,000 0.0% of portfolio
10,852
Q2 2025 Added 4.21%
$0
$102,000 0.0% of portfolio
10,600
Q2 2025 Reduced 60.15%
$0
$140,000 0.0% of portfolio
27,230
Q4 2024 Added 49.37%
$0
$141,000 0.0% of portfolio
10,236
Q2 2025 Added 0.24%
$0
$142,000 0.0% of portfolio
20,850
Q2 2025 Added 16.81%
$0
$78,000 0.0% of portfolio
10,135
Q2 2025 Reduced 3.49%
$0
$140,000 0.0% of portfolio
11,985
Q4 2024 Reduced 31.51%
$0
$100,000 0.0% of portfolio
10,000
Q2 2025 New
$0
$140,000 0.0% of portfolio
10,000
Q2 2024 Reduced 21.19%
$0
$174,000 0.0% of portfolio
19,029
Q2 2025 Added 0.65%
$0
$165,000 0.0% of portfolio
18,611
Q2 2025 Reduced 14.14%
$0
$119,000 0.0% of portfolio
24,800
Q2 2025 Added 79.71%
$0
$94,000 0.0% of portfolio
10,771
Q2 2025 New
$0
$152,000 0.0% of portfolio
22,411
Q2 2025 Reduced 0.71%
$0
$134,000 0.0% of portfolio
10,497
Q2 2025 Added 1.9%

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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email