WA

Wealthcare Advisory Partners LLC

13F
Wealthcare Advisory Partners LLC
Last update 2024-11-04 871 Stocks (85 new)
Value $3.51 Bil Turnover 11 %
Countries:
Top Holdings: SPLG(6.53%)SPTM(4.29%)SPY(2.96%)VTI(2.88%)STIP(2.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wealthcare Advisory Partners L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
3,395,037
229198.980
+1.95%
6.530
+0.12%
0.480
+1.14%
-0.93%
53291.266
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
2,148,663
150535.310
-0.33%
4.290
-0.01%
1.630
+1.07%
-0.91%
9651.354
 
SPY 		S&P 500 ETF TRUST ETF
180,971
103833.800
+0.03%
2.960
0%
0.020
+1.10%
-0.95%
620239.104
 
VTI 		Vanguard Total Stock Market ETF
357,428
101209.360
-15.74%
2.880
-0.56%
0.020
+1.52%
-0.87%
428154.700
 
STIP 		iShares 0-5 Year TIPS Bond ETF
830,550
84151.290
+2.87%
2.400
+0.07%
1.080
-0.13%
+0.03%
10717.532
 
VOO 		Vanguard S&P 500 ETF
127,756
67413.170
-1.45%
1.920
-0.03%
0.010
+1.14%
-0.91%
528294.358
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
2,222,984
58108.790
+7.19%
1.660
+0.11%
0.680
-2.96%
-0.92%
8214.043
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
1,234,949
56202.540
0%
1.600
0%
0.470
+0.01%
-1.76%
12153.175
 
NVDA 		NVIDIA Corp
431,699
52425.540
+1.56%
1.490
+0.02%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
IEF 		iShares 7-10 Year Treasury Bond ETF
520,604
51081.640
+1.02%
1.460
+0.01%
0.150
-4.09%
-1.21%
30986.669
 

Wealthcare Advisory Partners LLC's Historical Top Holdings Breakdowns

Wealthcare Advisory Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2023-06-30Reduce
-2.26%
●
47.37 ($49.17) 52.11
$68.30
38.91%
Reduce -29.67%
2,577,746
-1,087,648
SPY 		S&P 500 ETF TRUST ETF2024-03-31Add
+1.48%
●
467.28 ($497.86) 523.17
$580.49
16.60%
Add 93.9%
177,786
86,098
RSP 		Invesco S&P 500 Equal Weight ETF2023-06-30Reduce
-1.39%
●
139.01 ($143.53) 149.64
$173.25
20.71%
Reduce -94.51%
12,943
-222,655
VOO 		Vanguard S&P 500 ETF2023-06-30Add
+1.21%
●
369.99 ($384.18) 407.28
$533.89
38.97%
Add 132.64%
117,052
66,737
USFR 		WisdomTree Floating Rate Treasury Fund2023-12-31Add
+1.14%
●
50.21 ($50.37) 50.49
$50.40
0.06%
Add 194.68%
867,441
573,069
MBB 		iShares MBS ETF2023-06-30Reduce
-1.14%
●
92.01 ($93.53) 94.93
$90.52
-3.22%
Reduce -96.5%
10,162
-280,366
USFR 		WisdomTree Floating Rate Treasury Fund2024-09-30Reduce
-1.01%
●
50.2 ($50.35) 50.48
$50.40
0.10%
Reduce -62.29%
388,109
-641,148
SPLG 		SPDR Portfolio S&P 500 ETF2024-03-31Add
+0.88%
●
54.97 ($58.57) 61.53
$68.30
16.61%
Add 16.58%
3,075,054
437,306
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2023-06-30Reduce
-0.88%
●
35.39 ($37.04) 38.91
$44.13
19.14%
Reduce -36.46%
947,728
-543,772
STIP 		iShares 0-5 Year TIPS Bond ETF2023-03-31Add
+0.87%
●
96.66 ($97.55) 99.03
$100.63
3.16%
Add 72.95%
482,894
203,684

Wealthcare Advisory Partners LLC Total Holding History ($B)

To

Wealthcare Advisory Partners LLC's Asset Allocation

To

Wealthcare Advisory Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealthcare Advisory Partners LLC's Hypothetical Growth since 2024-09-30

Wealthcare Advisory Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealthcare Advisory Partners LLC's Holdings Heat Map

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Wealthcare Advisory Partners LLC's Holdings Bubble Chart

Wealthcare Advisory Partners LLC News

  • 1

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