Wealthcare Capital Partners, LLC Portfolio Holdings

Wealthcare Capital Partners, LLC

  • $194 Billion
  • Q1 2025

Wealthcare Capital Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $39B, Unitedhealth Group Inc with a value of $21B, Vanguard Total Stock Market Et with a value of $19.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.92B, and Schwab Strategic Us Tips ETF with a value of $6.33B.

Examining the 13F form we can see an increase of $2.52B in the current position value, from $192B to 194B.

Wealthcare Capital Partners, LLC is based out at West Chester, PA

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

Portfolio value $194 Billion
ETFs: $139 Billion
Healthcare: $22.2 Billion
Financial Services: $11 Billion
Technology: $8.21 Billion
Consumer Cyclical: $3.03 Billion
Utilities: $2.81 Billion
Consumer Defensive: $2.64 Billion
Communication Services: $1.68 Billion
Other: $3.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39 Billion 20.06% of portfolio
775,027
Q1 2025 Added 0.1%
$385B
$21 Billion 10.78% of portfolio
40,043
Q1 2025 Reduced 0.47%
$0
$19.6 Billion 10.08% of portfolio
71,323
Q1 2025 Added 1.38%
$0
$8.92 Billion 4.59% of portfolio
135,719
Q1 2025 Added 6.62%
$0
$6.33 Billion 3.25% of portfolio
235,407
Q1 2025 Reduced 1.65%
$0
$4.96 Billion 2.55% of portfolio
47,980
Q1 2025 Reduced 14.64%
$694B
$3.8 Billion 1.95% of portfolio
7,137
Q1 2025 Added 0.71%
$3.42T
$3.53 Billion 1.82% of portfolio
15,909
Q1 2025 Added 0.68%
$0
$3.54 Billion 1.82% of portfolio
37,074
Q1 2025 Added 0.49%
$0
$3.16 Billion 1.63% of portfolio
31,995
Q1 2025 Added 6.04%
$0
$2.69 Billion 1.39% of portfolio
44,427
Q1 2025 Reduced 33.6%
$0
$2.5 Billion 1.28% of portfolio
27,583
Q1 2025 Reduced 3.79%
$0
$2.49 Billion 1.28% of portfolio
19,308
Q1 2025 Added 20.25%
$0
$2.27 Billion 1.17% of portfolio
17,611
Q1 2025 Reduced 6.09%
$0
$2.09 Billion 1.07% of portfolio
10,750
Q1 2025 Added 3.58%
$0
$2.05 Billion 1.06% of portfolio
50,411
Q1 2025 Added 10.06%
$0
$2.01 Billion 1.04% of portfolio
39,334
Q1 2025 Added 10.11%
$0
$1.92 Billion 0.99% of portfolio
33,433
Q1 2025 Reduced 1.11%
$0
$1.82 Billion 0.94% of portfolio
31,829
Q1 2025 Reduced 8.43%
$93.4B
$1.79 Billion 0.92% of portfolio
12,832
Q1 2025 Added 5.25%
$0
$1.5 Billion 0.77% of portfolio
2,676
Q1 2025 Added 5.15%
$0
$1.47 Billion 0.75% of portfolio
21,588
Q1 2025 Added 4.22%
$0
$1.45 Billion 0.75% of portfolio
33,533
Q1 2025 Added 3.58%
$0
$1.42 Billion 0.73% of portfolio
39,049
Q1 2025 Added 507.58%
$0
$1.32 Billion 0.68% of portfolio
11,037
Q1 2025 Added 3.14%
$0
$1.28 Billion 0.66% of portfolio
25,215
Q1 2025 Added 7.11%
$0
$1.21 Billion 0.62% of portfolio
7,017
Q1 2025 Added 4.25%
$1.25T
$1.14 Billion 0.58% of portfolio
1,969
Q1 2025 Added 6.26%
$1.88T
$1.08 Billion 0.56% of portfolio
5,693
Q1 2025 Added 1.01%
$0
$1.02 Billion 0.52% of portfolio
9,627
Q1 2025 Reduced 12.13%
$271B
$1 Billion 0.52% of portfolio
9,273
Q1 2025 Added 13.5%
$0
$996 Million 0.51% of portfolio
20,109
Q1 2025 Added 7.1%
$74B
$967 Million 0.5% of portfolio
4,795
Q1 2025 Added 0.17%
$0
$947 Million 0.49% of portfolio
10,319
Q1 2025 Reduced 1.61%
$0
$880 Million 0.45% of portfolio
32,258
Q1 2025 Reduced 58.89%
$20B
$866 Million 0.45% of portfolio
9,429
Q1 2025 Added 1.23%
$718B
$854 Million 0.44% of portfolio
3,481
Q1 2025 Added 3.42%
$0
$848 Million 0.44% of portfolio
22,479
Q1 2025 Reduced 2.21%
$0
$844 Million 0.43% of portfolio
18,721
Q1 2025 Added 9.55%
$0
$830 Million 0.43% of portfolio
21,382
Q1 2025 Added 8.7%
$0
$801 Million 0.41% of portfolio
17,762
Q1 2025 Added 0.18%
$0
$742 Million 0.38% of portfolio
17,483
Q1 2025 Added 36.28%
$0
$743 Million 0.38% of portfolio
7,268
Q1 2025 Added 2.04%
$0
$742 Million 0.38% of portfolio
11,678
Q1 2025 Added 5.07%
$46.6B
$726 Million 0.37% of portfolio
15,755
Q1 2025 Added 0.79%
$0
$728 Million 0.37% of portfolio
13,208
Q1 2025 Added 59.23%
$385B
$669 Million 0.34% of portfolio
3,923
Q1 2025 Reduced 1.08%
$139B
$635 Million 0.33% of portfolio
2,724
Q1 2025 Added 1.57%
$187B
$621 Million 0.32% of portfolio
1,137
Q1 2025 Added 4.22%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $194 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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