Wealthcare Advisory Partners LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.54 Billion distributed in 903 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 $246M, Spdr Portfolio S&P 1500 Compos with a value of $147M, Vanguard Total Stock Market Et with a value of $101M, Spdr S&P 500 ETF Trust with a value of $96.5M, and Ishares Barclays 0 5 Year Tips with a value of $96.5M.
Examining the 13F form we can see an increase of $49M in the current position value, from $3.49B to 3.54B.
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
$3.54 Billion
ETFs: $2.78 Billion
Technology: $200 Million
Financial Services: $168 Million
Industrials: $66.6 Million
Healthcare: $65.4 Million
Consumer Cyclical: $63.3 Million
Communication Services: $38.2 Million
Consumer Defensive: $36.5 Million
Other: $69.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
