Wealthcare Advisory Partners LLC Portfolio Holdings

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

Wealthcare Advisory Partners LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.49 Billion distributed in 887 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 $249M, Spdr Portfolio S&P 1500 Compos with a value of $157M, Spdr S&P 500 ETF Trust with a value of $102M, Vanguard Total Stock Market Et with a value of $101M, and Ishares Barclays 0 5 Year Tips with a value of $90.4M.

Examining the 13F form we can see an increase of $64.6M in the current position value, from $3.43B to 3.49B.

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 $3.49 Billion
ETFs: $2.74 Billion
Technology: $230 Million
Financial Services: $146 Million
Consumer Cyclical: $71.9 Million
Industrials: $69.1 Million
Healthcare: $64.3 Million
Communication Services: $40 Million
Consumer Defensive: $35.3 Million
Other: $64.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$249 Million 7.12% of portfolio
3,605,020
Q4 2024 Added 6.18%
$0
$157 Million 4.48% of portfolio
2,191,824
Q4 2024 Added 2.01%
$0
$102 Million 2.91% of portfolio
173,363
Q4 2024 Reduced 4.2%
$0
$101 Million 2.89% of portfolio
348,085
Q4 2024 Reduced 2.61%
$0
$90.4 Million 2.59% of portfolio
898,882
Q4 2024 Added 8.23%
$0
$67.6 Million 1.94% of portfolio
125,529
Q4 2024 Reduced 1.74%
$0
$60.2 Million 1.73% of portfolio
565,380
Q4 2024 Added 22.9%
$0
$60.2 Million 1.72% of portfolio
2,408,625
Q4 2024 Added 8.35%
$0
$59.6 Million 1.71% of portfolio
1,327,012
Q4 2024 Added 7.45%
$366B
$56.5 Million 1.62% of portfolio
420,525
Q4 2024 Reduced 2.59%
$3.6T
$53.7 Million 1.54% of portfolio
214,610
Q4 2024 Reduced 0.62%
$0
$52.5 Million 1.5% of portfolio
567,910
Q4 2024 Added 9.09%
$0
$48.8 Million 1.4% of portfolio
95,403
Q4 2024 Added 2.61%
$0
$48.9 Million 1.4% of portfolio
893,367
Q4 2024 Added 4.83%
$0
$48.4 Million 1.39% of portfolio
1,078,366
Q4 2024 Added 5.26%
$0
$42.3 Million 1.21% of portfolio
905,034
Q4 2024 Added 2.22%
$0
$38.5 Million 1.1% of portfolio
1,409,906
Q4 2024 Added 213.51%
$0
$33.8 Million 0.97% of portfolio
908,484
Q4 2024 Added 5.57%
$0
$32.4 Million 0.93% of portfolio
334,026
Q4 2024 Reduced 5.43%
$0
$31 Million 0.89% of portfolio
907,031
Q4 2024 Added 17.93%
$0
$29.9 Million 0.86% of portfolio
259,554
Q4 2024 Added 0.68%
$0
$29.4 Million 0.84% of portfolio
521,261
Q4 2024 Reduced 8.29%
$0
$28.1 Million 0.81% of portfolio
679,868
Q4 2024 Added 11.22%
$0
$27 Million 0.77% of portfolio
1,044,697
Q4 2024 Added 103.85%
$0
$26.8 Million 0.77% of portfolio
561,225
Q4 2024 Reduced 0.21%
$0
$26.6 Million 0.76% of portfolio
562,212
Q4 2024 Added 13.13%
$0
$25.4 Million 0.73% of portfolio
107,818
Q4 2024 Reduced 1.0%
$0
$24.5 Million 0.7% of portfolio
706,932
Q4 2024 Added 6.15%
$0
$24.2 Million 0.69% of portfolio
41,135
Q4 2024 Reduced 5.41%
$0
$23.5 Million 0.67% of portfolio
466,290
Q4 2024 Added 20.14%
$0
$22.8 Million 0.65% of portfolio
134,920
Q4 2024 Reduced 3.75%
$0
$22.5 Million 0.64% of portfolio
248,964
Q4 2024 Added 5.07%
$0
$20.9 Million 0.6% of portfolio
363,276
Q4 2024 Added 0.6%
$0
$19.6 Million 0.56% of portfolio
321,864
Q4 2024 Added 8.23%
$2.39T
$19.4 Million 0.55% of portfolio
88,253
Q4 2024 Reduced 3.4%
$0
$18.4 Million 0.53% of portfolio
807,921
Q4 2024 Added 34.02%
$0
$17.3 Million 0.5% of portfolio
491,212
Q4 2024 Added 10.46%
$0
$17.3 Million 0.49% of portfolio
164,749
Q4 2024 Reduced 5.28%
$0
$16.3 Million 0.47% of portfolio
182,760
Q4 2024 Reduced 4.39%
$0
$16.1 Million 0.46% of portfolio
576,617
Q4 2024 Added 266.41%
$0
$16 Million 0.46% of portfolio
557,240
Q4 2024 Added 3.69%
$0
$15.7 Million 0.45% of portfolio
182,934
Q4 2024 Reduced 5.31%
$0
$15.3 Million 0.44% of portfolio
120,087
Q4 2024 Added 7.09%
$0
$15.1 Million 0.43% of portfolio
209,656
Q4 2024 Added 0.54%
$0
$14.7 Million 0.42% of portfolio
695,733
Q4 2024 Added 4.1%
$0
$14.7 Million 0.42% of portfolio
80,611
Q4 2024 Reduced 3.5%
$0
$14.2 Million 0.41% of portfolio
80,785
Q4 2024 Added 27.95%
$420B
$14.2 Million 0.41% of portfolio
36,528
Q4 2024 Reduced 2.54%
$0
$14.1 Million 0.4% of portfolio
541,438
Q4 2024 Added 193.21%

Summary

  • Portfolio
  • No. of Stocks 887
  • Current Value $3.49 Billion
  • Prior Value $3.43 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 70 stocks
  • Additional Purchases 416 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 378 stocks
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