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CIK: 0001683059
Total reported value
$5.3B
$5.3B
798 檔
11.4%
According to the latest 13F quarterly dataset, Wealthcare Advisory Partners LLC managed an equity portfolio of $5.3B at the end of Q1 2024, spanning 798 distinct U.S. exchange-listed positions.
During Q1 2024, Wealthcare Advisory Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 798 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.20% | +0.56% | +16.58% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.44% | +0.34% | +1.39% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.61% | +0.23% | +2.48% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.05% | -0.89% | +93.90% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.48% | +0.13% | +9.65% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | -0.06% | +23.62% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.63% | +0.29% | +20.42% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.61% | +0.05% | +10.06% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.61% | -0.01% | +12.32% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.51% | -0.18% | +9.59% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.41% | -0.06% | +26.43% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.39% | +0.10% | +13.31% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.26% | +0.22% | +33.75% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.16% | +38.04% | |
| 15 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.21% | +0.16% | +25.74% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.10% | +3.03% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | +0.02% | +3.17% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.14% | — | +13.03% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.14% | +0.32% | +0.56% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.21% | +39.75% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | +0.05% | +26.78% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.93% | -0.01% | +0.73% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | +0.04% | +0.07% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 0.82% | +0.11% | +8.70% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.82% | +0.10% | +7.48% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.80% | +0.02% | +5.90% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.79% | +0.13% | +3.11% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | +0.11% | +6.40% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.01% | -10.95% | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.76% | +0.09% | +9.29% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.70% | -0.02% | +13.37% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | — | -1.59% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.64% | +0.06% | +0.06% | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.62% | — | +10.34% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.16% | +80.23% | |
| 36 | FTSD | Franklin Short Duration U.s. | ETF-Other | 0.59% | +0.01% | +12.89% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.59% | -0.03% | -13.26% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.58% | +0.04% | +8.62% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | +0.07% | +334.33% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.56% | +0.06% | -3.50% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.55% | +0.01% | -30.76% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.54% | +0.02% | +13.42% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | — | +35.25% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | +0.02% | -21.75% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.20% | -4.49% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.06% | +44.86% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | +0.06% | -6.44% | |
| 48 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.45% | -0.01% | +0.79% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.45% | +0.04% | +9.91% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.44% | +0.01% | +7.75% |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 798 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPTM, VTI) accounted for 11.4% of total reported equity market value during Q1 2024.
During Q1 2024, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (6.2%)、SPTM (4.4%)、VTI (3.6%). The largest single position, SPYM, represented 6.2% of total portfolio value.
In Q1 2024, Wealthcare Advisory Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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