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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$919M
$2.13 Million 0.06% of portfolio
23,472
Q3 2024 Reduced 1.09%
$593M
$1.29 Million 0.04% of portfolio
55,546
Q3 2024 Reduced 0.91%
$1.04B
$1.05 Million 0.03% of portfolio
30,603
Q3 2024 Added 20.92%
$301M
$740,000 0.02% of portfolio
31,934
Q3 2024 Added 4.18%
$1.17B
$681,000 0.02% of portfolio
52,832
Q3 2024 Reduced 1.19%
$1.88B
$312,000 0.01% of portfolio
16,278
Q3 2024 Added 59.06%
$1.06B
$439,000 0.01% of portfolio
22,357
Q3 2024 Added 20.1%
$1.04B
$239,000 0.01% of portfolio
9,249
Q3 2024 Reduced 12.25%
$646M
$429,000 0.01% of portfolio
36,119
Q3 2024 Added 0.14%
$1.63B
$290,000 0.01% of portfolio
5,035
Q3 2024 Reduced 10.85%
$1.33B
$184,000 0.01% of portfolio
19,738
Q3 2024 Added 10.42%
$1.94B
$276,000 0.01% of portfolio
8,831
Q3 2024 New
$950M
$423,000 0.01% of portfolio
72,528
Q3 2024 Reduced -0.0%
$999M
$319,000 0.01% of portfolio
10,616
Q4 2017 New
$1.05B
$287,000 0.01% of portfolio
28,432
Q2 2024 Added 8.72%
$597M
$0 0.0% of portfolio
-
Q3 2024 Added 8.48%
$800M
$137,000 0.0% of portfolio
17,747
Q3 2024 Added 0.12%

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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