Wealthcare Capital Partners, LLC Portfolio Holdings

Wealthcare Capital Partners, LLC

  • $192 Billion
  • Q4 2024

Wealthcare Capital Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 118 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, Vanguard Total Stock Market Et with a value of $20.4B, Unitedhealth Group Inc with a value of $20.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.78B, and Schwab Strategic Us Tips ETF with a value of $6.18B.

Examining the 13F form we can see an increase of $192B in the current position value.

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 $192 Billion
ETFs: $138 Billion
Healthcare: $21.1 Billion
Financial Services: $9.42 Billion
Technology: $9.13 Billion
Consumer Cyclical: $3.44 Billion
Consumer Defensive: $2.64 Billion
Utilities: $2.5 Billion
Communication Services: $1.94 Billion
Other: $2.68 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$503B
$20.4 Billion 10.6% of portfolio
40,233
Q4 2024 New
$3.85T
$3.96 Billion 2.06% of portfolio
15,802
Q4 2024 New
$611B
$3.21 Billion 1.67% of portfolio
7,087
Q4 2024 New
$3.3T
$2.24 Billion 1.17% of portfolio
5,321
Q4 2024 New
$2.42T
$1.24 Billion 0.64% of portfolio
5,636
Q4 2024 New
$1.53T
$1.08 Billion 0.57% of portfolio
1,853
Q4 2024 New
$308B
$1.1 Billion 0.57% of portfolio
8,170
Q4 2024 New
$782B
$807 Million 0.42% of portfolio
3,366
Q4 2024 New
$394B
$665 Million 0.35% of portfolio
3,966
Q4 2024 New
$218B
$624 Million 0.33% of portfolio
1,091
Q4 2024 New
$1.23T
$621 Million 0.32% of portfolio
1,536
Q4 2024 New
$265B
$592 Million 0.31% of portfolio
6,557
Q4 2024 New
$305B
$534 Million 0.28% of portfolio
3,690
Q4 2024 New
$453B
$488 Million 0.25% of portfolio
4,538
Q4 2024 New
$395B
$480 Million 0.25% of portfolio
3,317
Q4 2024 New
$1.05T
$450 Million 0.23% of portfolio
2,278
Q4 2024 New
$427B
$359 Million 0.19% of portfolio
392
Q4 2024 New
$549B
$356 Million 0.19% of portfolio
1,127
Q4 2024 New
$523B
$338 Million 0.18% of portfolio
642
Q4 2024 New
$1.2T
$347 Million 0.18% of portfolio
1,822
Q4 2024 New
$375B
$321 Million 0.17% of portfolio
7,295
Q4 2024 New
$423B
$282 Million 0.15% of portfolio
726
Q4 2024 New
$218B
$285 Million 0.15% of portfolio
1,706
Q4 2024 New
$206B
$274 Million 0.14% of portfolio
2,463
Q4 2024 New
$272B
$243 Million 0.13% of portfolio
3,902
Q4 2024 New
$1.16T
$235 Million 0.12% of portfolio
1,243
Q4 2024 New
$208B
$223 Million 0.12% of portfolio
614
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $192 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 118 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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