Wealthcare Advisory Partners LLC Portfolio Holdings

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

Wealthcare Advisory Partners LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.43 Billion distributed in 871 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 $229M, Spdr Portfolio S&P 1500 Compos with a value of $151M, Spdr S&P 500 ETF Trust with a value of $104M, Vanguard Total Stock Market Et with a value of $101M, and Ishares Barclays 0 5 Year Tips with a value of $84.2M.

Examining the 13F form we can see an increase of $287M in the current position value, from $3.14B to 3.43B.

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 $3.43 Billion
ETFs: $2.67 Billion
Technology: $220 Million
Financial Services: $140 Million
Industrials: $74.8 Million
Healthcare: $74.3 Million
Consumer Cyclical: $69.6 Million
Communication Services: $37.8 Million
Consumer Defensive: $37.2 Million
Other: $68 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$348B
$52.4 Million 1.53% of portfolio
431,699
Q3 2024 Added 1.56%
$4.1T
$50.3 Million 1.47% of portfolio
215,946
Q3 2024 Reduced 1.08%
$3.24T
$40.8 Million 1.19% of portfolio
94,940
Q3 2024 Added 0.18%
$2.29T
$17 Million 0.5% of portfolio
91,363
Q3 2024 Added 0.75%
$402B
$15.2 Million 0.44% of portfolio
37,479
Q3 2024 Reduced 3.71%
$380B
$12.4 Million 0.36% of portfolio
76,665
Q3 2024 Added 0.17%
$590B
$11.8 Million 0.35% of portfolio
25,708
Q3 2024 Added 23.86%
$443B
$12 Million 0.35% of portfolio
102,126
Q3 2024 Added 11.15%
$699B
$11.4 Million 0.33% of portfolio
54,217
Q3 2024 Reduced 1.73%
$57.8B
$10.8 Million 0.32% of portfolio
252,855
Q3 2024 Added 4.63%
$519B
$9.87 Million 0.29% of portfolio
35,914
Q3 2024 Reduced 2.09%
$1.14T
$9.22 Million 0.27% of portfolio
55,563
Q3 2024 Added 2.49%
$757B
$9.08 Million 0.26% of portfolio
10,252
Q3 2024 Added 8.97%
$315B
$8.55 Million 0.25% of portfolio
43,291
Q3 2024 Reduced 1.16%
$1.32T
$7.81 Million 0.23% of portfolio
13,639
Q3 2024 Added 1.47%
$94.1B
$7.47 Million 0.22% of portfolio
43,290
Q3 2024 Added 899.77%
$420B
$6.53 Million 0.19% of portfolio
7,363
Q3 2024 Added 3.94%
$0
$6.26 Million 0.18% of portfolio
309,089
Q3 2024 Added 3.81%
$409B
$6.21 Million 0.18% of portfolio
9
Q3 2024 Added 350.0%
$127B
$6.07 Million 0.18% of portfolio
10,380
Q3 2024 Reduced 0.33%
$245B
$5.93 Million 0.17% of portfolio
73,482
Q3 2024 Added 0.9%
$398B
$5.82 Million 0.17% of portfolio
33,602
Q3 2024 Reduced 0.84%
$193B
$5.72 Million 0.17% of portfolio
14,616
Q3 2024 Added 4.92%
$456B
$5.97 Million 0.17% of portfolio
35,054
Q3 2024 Reduced 0.98%
$1.19T
$5.32 Million 0.16% of portfolio
31,845
Q3 2024 Reduced 0.08%
$252B
$5.59 Million 0.16% of portfolio
49,240
Q3 2024 Reduced 5.32%
$103B
$5.56 Million 0.16% of portfolio
44,491
Q3 2024 Reduced 0.02%
$44B
$5.27 Million 0.15% of portfolio
29,487
Q3 2024 Added 2.35%
$90.4B
$4.97 Million 0.14% of portfolio
55,106
Q3 2024 Added 3.11%
$220B
$4.93 Million 0.14% of portfolio
5,508
Q3 2024 Added 0.05%
$150B
$4.42 Million 0.13% of portfolio
152,720
Q3 2024 Added 13.58%
$168B
$4.57 Million 0.13% of portfolio
101,704
Q3 2024 Added 32.05%
$83.7B
$4.34 Million 0.13% of portfolio
20,909
Q3 2024 Added 1.76%
$199B
$4.1 Million 0.12% of portfolio
18,547
Q3 2024 Added 10.95%
$122B
$4.11 Million 0.12% of portfolio
26,815
Q3 2024 Added 3.13%
$141B
$4.16 Million 0.12% of portfolio
12,897
Q3 2024 Added 1.66%
$1.36T
$4.2 Million 0.12% of portfolio
16,043
Q3 2024 Reduced 8.15%
$242B
$3.86 Million 0.11% of portfolio
72,578
Q3 2024 Added 20.9%
$20.1B
$3.75 Million 0.11% of portfolio
18,897
Q3 2024 Added 0.43%
$178B
$3.69 Million 0.11% of portfolio
21,687
Q3 2024 Reduced 0.24%
$280B
$3.64 Million 0.11% of portfolio
24,693
Q3 2024 Reduced 1.82%
$208B
$3.78 Million 0.11% of portfolio
7,296
Q3 2024 Reduced 2.51%
$201B
$3.28 Million 0.1% of portfolio
19,965
Q3 2024 Reduced 0.69%
$141B
$3.58 Million 0.1% of portfolio
14,109
Q3 2024 Added 1.92%
$86.8B
$3.42 Million 0.1% of portfolio
7,214
Q3 2024 Reduced 0.61%
$141B
$3.59 Million 0.1% of portfolio
30,578
Q3 2024 Reduced 0.2%
$474B
$3.13 Million 0.09% of portfolio
5,356
Q3 2024 Reduced 8.4%
$82.9B
$3.21 Million 0.09% of portfolio
5,086
Q3 2024 Reduced 0.59%
$270B
$3.01 Million 0.09% of portfolio
41,918
Q3 2024 Added 3.66%

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $3.43 Billion
  • Prior Value $3.14 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 85 stocks
  • Additional Purchases 387 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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