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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.26 Million 0.18% of portfolio
309,089
Q3 2024 Added 3.81%
$0
$2.89 Million 0.08% of portfolio
276,415
Q3 2024 Reduced 3.52%
$0
$2.6 Million 0.08% of portfolio
127,354
Q3 2024 Added 6.59%
$0
$2.79 Million 0.08% of portfolio
474,468
Q3 2024 Reduced 4.4%
$0
$1.43 Million 0.04% of portfolio
109,997
Q3 2024 Added 4.28%
$0
$1.47 Million 0.04% of portfolio
60,223
Q3 2024 Added 24.84%
$0
$968,000 0.03% of portfolio
49,051
Q3 2024 Added 1.48%
$0
$714,000 0.02% of portfolio
88,699
Q3 2024 Added 3.73%
$0
$674,000 0.02% of portfolio
15,299
Q3 2024 Added 16.02%
$0
$217,000 0.01% of portfolio
6,619
Q3 2024 New
$0
$312,000 0.01% of portfolio
28,571
Q3 2024 Reduced 24.61%
$0
$227,000 0.01% of portfolio
13,100
Q3 2024 Added 7.38%
$0
$376,000 0.01% of portfolio
17,407
Q3 2024 Added 0.19%
$0
$413,000 0.01% of portfolio
41,211
Q3 2024 Reduced 3.49%
$0
$277,000 0.01% of portfolio
16,715
Q3 2024 Added 38.03%
$0
$255,000 0.01% of portfolio
23,716
Q3 2024 Added 26.72%
$0
$463,000 0.01% of portfolio
36,754
Q3 2024 Added 44.54%
$0
$337,000 0.01% of portfolio
16,196
Q3 2024 Reduced 10.29%
$0
$365,000 0.01% of portfolio
29,500
Q3 2024 Added 16.19%
$0
$353,000 0.01% of portfolio
27,129
Q3 2024 Added 9.41%
$0
$199,000 0.01% of portfolio
19,475
Q3 2024 New
$0
$259,000 0.01% of portfolio
12,398
Q3 2024 Reduced 38.15%
$0
$74,000 0.0% of portfolio
10,850
Q3 2024 New
$0
$104,000 0.0% of portfolio
11,531
Q3 2024 New
$0
$139,000 0.0% of portfolio
16,838
Q1 2024 New
$0
$63,000 0.0% of portfolio
10,131
Q1 2024 Reduced 14.77%
$0
$134,000 0.0% of portfolio
16,373
Q3 2024 Reduced 29.06%
$0
$107,000 0.0% of portfolio
15,114
Q3 2024 Reduced 17.55%
$0
$79,000 0.0% of portfolio
14,834
Q1 2024 New
$0
$69,000 0.0% of portfolio
13,800
Q3 2024 New
$0
$151,000 0.0% of portfolio
10,000
Q2 2024 Reduced 21.19%
$0
$132,000 0.0% of portfolio
11,040
Q3 2024 New
$0
$104,000 0.0% of portfolio
18,230
Q2 2023 New
$0
$153,000 0.0% of portfolio
11,169
Q3 2024 Added 0.26%
$0
$0 0.0% of portfolio
-
Q1 2024 Reduced 9.28%
$0
$171,000 0.0% of portfolio
17,500
Q2 2024 Reduced 24.63%
$0
$75,000 0.0% of portfolio
12,892
Q3 2024 Added 18.97%

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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