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CIK: 0001683059
Total reported value
$5.3B
$5.3B
871 檔
12.7%
As reported in its official Q3 2024 Form 13F filing, Wealthcare Advisory Partners LLC's tracked investment portfolio stood at $5.3B with 871 total positions.
In Q3 2024, Wealthcare Advisory Partners LLC displayed an active expansion posture, initiating 6 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 871 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 | 6.53% | +0.56% | +1.95% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.29% | +0.34% | -0.33% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.96% | -0.89% | +0.03% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.88% | +0.23% | -15.74% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.40% | +0.13% | +2.87% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | -0.06% | -1.45% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.66% | +0.05% | +7.19% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.60% | +0.29% | -0.00% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.10% | +1.56% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.46% | -0.18% | +1.02% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.43% | -0.21% | -1.08% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.42% | +0.10% | +12.61% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.36% | — | +26.73% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.33% | +0.22% | +3.34% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | -0.06% | -5.19% | |
| 16 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.19% | +0.16% | +0.39% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.16% | +0.18% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.08% | +0.02% | +4.79% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.02% | +0.05% | +1.77% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.94% | -0.01% | +3.22% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.11% | +12.97% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 0.85% | +0.11% | +2.97% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | +0.04% | -1.29% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.82% | +0.13% | +6.06% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.78% | +0.32% | -20.63% | |
| 26 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.73% | +0.09% | +0.26% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.01% | -1.19% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.16% | +22.31% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.68% | +0.02% | -5.70% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.68% | -0.02% | +4.83% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | +0.06% | -0.57% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.65% | +0.10% | -15.49% | |
| 33 | FTSD | Franklin Short Duration U.s. | ETF-Other | 0.62% | +0.01% | +13.86% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.57% | +0.04% | +2.13% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.56% | -0.01% | -62.29% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.53% | +0.02% | +3.80% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | — | -17.88% | |
| 38 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.52% | — | +1.11% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | — | +0.75% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | +0.02% | +0.44% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | +0.04% | +804.00% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.46% | +0.10% | +208.13% | |
| 43 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.45% | +0.01% | +7.36% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | — | +726.23% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.06% | -3.71% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.42% | +0.01% | +2165.17% | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.42% | +0.06% | -17.02% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | +0.06% | -8.72% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.41% | -0.01% | -2.02% | |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.40% | +0.01% | — |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 871 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPTM, SPY) accounted for 12.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
IBDU
市值: $14.2M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $5.8M
During Q3 2024, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (6.5%)、SPTM (4.3%)、SPY (3.0%). The largest single position, SPYM, represented 6.5% of total portfolio value.
In Q3 2024, Wealthcare Advisory Partners LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 31 positions, trimming 12 holdings, and fully liquidating 1 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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