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CIK: 0001683059
Total reported value
$5.3B
$5.3B
887 檔
13.2%
At the close of Q4 2024, Wealthcare Advisory Partners LLC disclosed equity holdings valued at approximately $5.3B, spread across 887 reported holdings.
In Q4 2024, Wealthcare Advisory Partners LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 887 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 | 6.90% | +0.56% | +6.18% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.35% | +0.34% | +2.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | -0.89% | -4.20% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.80% | +0.23% | -2.61% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.51% | +0.13% | +8.23% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.06% | -1.74% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 1.67% | +0.10% | +22.90% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.67% | +0.05% | +8.35% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.66% | +0.29% | +7.45% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.10% | -2.59% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.49% | -0.21% | -0.62% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.46% | -0.18% | +9.09% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.36% | +0.22% | +4.83% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.35% | -0.06% | +2.61% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.34% | — | +5.26% | |
| 16 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.17% | +0.16% | +2.22% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.16% | -1.35% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.07% | +0.02% | +213.51% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.94% | +0.11% | +5.57% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.90% | +0.05% | -5.43% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.86% | +0.13% | +17.93% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | +0.11% | +0.68% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.82% | -0.01% | -8.29% | |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.78% | +0.09% | +11.22% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.75% | +0.32% | +103.85% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | +0.04% | -0.21% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.74% | -0.02% | +13.13% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.70% | +0.02% | -1.00% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.68% | +0.06% | +6.15% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | -5.41% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.65% | -0.01% | +20.14% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.16% | -3.75% | |
| 33 | FTSD | Franklin Short Duration U.s. | ETF-Other | 0.62% | +0.01% | +5.07% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | +0.10% | +0.60% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.54% | +0.04% | +8.23% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | — | -3.40% | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.51% | +0.01% | +34.02% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.48% | +0.10% | +10.46% | |
| 39 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.48% | — | -5.28% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.47% | +0.02% | -5.31% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | — | -4.39% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.04% | +266.41% | |
| 43 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.44% | +0.01% | +3.69% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | +0.02% | -3.50% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | +0.06% | +7.09% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | — | +0.54% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.41% | +0.04% | +4.10% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.06% | -2.54% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | -0.07% | +27.95% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.39% | +0.01% | +193.21% |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 887 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPTM, SPY) accounted for 13.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
JGRO
市值: $2.9M
Top Position Liquidated / Trimmed
WCN
前期市值: $5.3M
During Q4 2024, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (6.9%)、SPTM (4.3%)、SPY (2.8%). The largest single position, SPYM, represented 6.9% of total portfolio value.
In Q4 2024, Wealthcare Advisory Partners LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 13 holdings, and fully liquidating 3 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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