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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$3.33T
$39.5 Million 1.13% of portfolio
93,654
Q4 2024 Reduced 1.35%
$2.39T
$19.4 Million 0.55% of portfolio
88,253
Q4 2024 Reduced 3.4%
$420B
$14.2 Million 0.41% of portfolio
36,528
Q4 2024 Reduced 2.54%
$771B
$12.6 Million 0.36% of portfolio
52,520
Q4 2024 Reduced 3.13%
$600B
$11.4 Million 0.33% of portfolio
25,170
Q4 2024 Reduced 2.09%
$529B
$11.5 Million 0.33% of portfolio
36,300
Q4 2024 Added 1.07%
$456B
$11 Million 0.31% of portfolio
102,142
Q4 2024 Added 0.02%
$62.4B
$11 Million 0.31% of portfolio
253,390
Q4 2024 Added 0.21%
$380B
$10.5 Million 0.3% of portfolio
72,350
Q4 2024 Reduced 5.63%
$1.18T
$10.4 Million 0.3% of portfolio
54,758
Q4 2024 Reduced 1.45%
$97.6B
$10.1 Million 0.29% of portfolio
43,460
Q4 2024 Added 0.39%
$1.39T
$8.36 Million 0.24% of portfolio
14,169
Q4 2024 Added 3.89%
$716B
$7.52 Million 0.22% of portfolio
9,744
Q4 2024 Reduced 4.96%
$299B
$7.68 Million 0.22% of portfolio
43,238
Q4 2024 Reduced 0.12%
$253B
$6.5 Million 0.19% of portfolio
71,979
Q4 2024 Reduced 2.05%
$101B
$6.77 Million 0.19% of portfolio
40,970
Q4 2024 Reduced 7.91%
$418B
$6.7 Million 0.19% of portfolio
7,315
Q4 2024 Reduced 0.65%
$0
$6.21 Million 0.18% of portfolio
338,334
Q4 2024 Added 9.46%
$497B
$5.84 Million 0.17% of portfolio
35,072
Q4 2024 Added 0.05%
$227B
$5.89 Million 0.17% of portfolio
5,552
Q4 2024 Added 0.8%
$1.22T
$6.08 Million 0.17% of portfolio
31,903
Q4 2024 Added 0.18%
$415B
$5.45 Million 0.16% of portfolio
8
Q4 2024 Reduced 11.11%
$390B
$5.6 Million 0.16% of portfolio
33,414
Q4 2024 Reduced 0.56%
$210B
$5.38 Million 0.15% of portfolio
14,830
Q4 2024 Added 1.46%
$1.31T
$5.27 Million 0.15% of portfolio
13,054
Q4 2024 Reduced 18.63%
$131B
$5.11 Million 0.15% of portfolio
10,519
Q4 2024 Added 1.34%
$130B
$4.79 Million 0.14% of portfolio
27,774
Q4 2024 Added 3.58%
$253B
$4.42 Million 0.13% of portfolio
74,729
Q4 2024 Added 2.96%
$89.8B
$4.43 Million 0.13% of portfolio
53,852
Q4 2024 Reduced 2.28%
$86.8B
$4.22 Million 0.12% of portfolio
20,937
Q4 2024 Added 0.13%
$200B
$4.09 Million 0.12% of portfolio
18,608
Q4 2024 Added 0.33%
$146B
$4.11 Million 0.12% of portfolio
155,044
Q4 2024 Added 1.52%
$142B
$3.71 Million 0.11% of portfolio
30,712
Q4 2024 Added 0.44%
$164B
$3.8 Million 0.11% of portfolio
94,994
Q4 2024 Reduced 6.6%
$306B
$3.86 Million 0.11% of portfolio
26,659
Q4 2024 Added 7.96%
$146B
$3.47 Million 0.1% of portfolio
13,313
Q4 2024 Added 3.23%
$53.6B
$3.32 Million 0.1% of portfolio
28,239
Q4 2024 Reduced 1.02%
$21.1B
$3.36 Million 0.1% of portfolio
19,058
Q4 2024 Added 0.85%
$88.8B
$3.41 Million 0.1% of portfolio
7,206
Q4 2024 Reduced 0.11%
$198B
$3.56 Million 0.1% of portfolio
32,001
Q4 2024 Reduced 2.26%
$503B
$3.48 Million 0.1% of portfolio
6,607
Q4 2024 Added 4.52%
$140B
$3.35 Million 0.1% of portfolio
13,976
Q4 2024 Reduced 0.94%
$242B
$3.43 Million 0.1% of portfolio
34,458
Q4 2024 Reduced 30.02%
$73.5B
$3.05 Million 0.09% of portfolio
97,238
Q4 2024 Reduced 1.02%
$191B
$3.25 Million 0.09% of portfolio
21,167
Q4 2024 Reduced 2.4%
$86.6B
$3.2 Million 0.09% of portfolio
5,037
Q4 2024 Reduced 0.96%
$56.2B
$2.99 Million 0.09% of portfolio
16,410
Q4 2024 Added 108.81%

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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