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CIK: 0001683059
Total reported value
$5.3B
$5.3B
821 檔
12.3%
The Q2 2024 SEC filing reveals that Wealthcare Advisory Partners LLC held a total portfolio value of $5.3B, covering 821 public equity positions.
During Q2 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 821 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 | 6.66% | +0.56% | +8.30% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.47% | +0.34% | +2.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.55% | +0.23% | +0.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.08% | -0.89% | +1.76% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.51% | +0.13% | +6.20% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | -0.06% | -1.54% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.10% | +939.81% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.63% | +0.05% | +6.50% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.62% | -0.01% | +5.64% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.60% | +0.29% | +7.18% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.51% | -0.18% | +6.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.47% | -0.06% | +1.39% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.44% | -0.21% | +8.08% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.36% | +0.10% | +3.71% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.16% | +6.24% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.32% | +0.22% | +14.86% | |
| 17 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.21% | +0.16% | +0.75% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.13% | — | +5.29% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.05% | +0.05% | +5.14% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.05% | +0.32% | -3.00% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | +0.02% | -3.42% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.94% | -0.01% | +13.14% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | +0.04% | +2.50% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 0.86% | +0.11% | +6.58% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.79% | +0.13% | +7.43% | |
| 26 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.79% | +0.09% | +7.94% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | +0.10% | -0.04% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.77% | +0.02% | -7.30% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | +0.11% | +5.34% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.01% | -2.97% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.70% | -0.02% | +4.75% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.67% | +0.06% | +10.10% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.61% | — | +0.55% | |
| 34 | FTSD | Franklin Short Duration U.s. | ETF-Other | 0.59% | +0.01% | +3.60% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | -0.16% | -0.10% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.56% | +0.04% | +4.92% | |
| 37 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.55% | — | -3.65% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | — | +7.44% | |
| 39 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.51% | +0.06% | -2.96% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.50% | +0.02% | +1.90% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.48% | -0.03% | -13.61% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | +0.02% | +0.75% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | +0.01% | -14.97% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.20% | +1.20% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | +0.06% | +2.56% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | +0.07% | -12.62% | |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.45% | -0.01% | +5.25% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.44% | +0.01% | +8.98% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.44% | +0.04% | +1.73% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.06% | +1.76% |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 821 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPTM, VTI) accounted for 12.3% of total reported equity market value during Q2 2024.
During Q2 2024, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (6.7%)、SPTM (4.5%)、VTI (3.5%). The largest single position, SPYM, represented 6.7% of total portfolio value.
In Q2 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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