Wealthcare Capital Management LLC Portfolio Holdings

Wealthcare Capital Management LLC

  • $978 Million
  • Q3 2024

Wealthcare Capital Management LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $978 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $384M, Ishares Barclays with a value of $181M, Wisdomtree Floating Rate Treas with a value of $75.3M, Ishares Barclays 0 5 Year Tips with a value of $73.8M, and Vanguard Ftse All World Ex Us with a value of $66.1M.

Examining the 13F form we can see an increase of $54.3M in the current position value, from $924M to 978M.

Wealthcare Capital Management LLC is based out at Richmond, VA

Below you can find more details about Wealthcare Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $978 Million
ETFs: $878 Million
Financial Services: $90.1 Million
Technology: $5.27 Million
Consumer Cyclical: $1.97 Million
Communication Services: $1.18 Million
Energy: $1 Million
Consumer Defensive: $670,000
Healthcare: $347,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.92B
$11.7 Million 1.19% of portfolio
663,545
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $978 Million
  • Prior Value $924 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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