 |
Size ($ in 1000's)
At 03/31/2024: $3,048,284
At 12/31/2023: $2,515,136
Wealthcare Advisory Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthcare Advisory Partners LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Wealthcare Advisory Partners LLC top holdings by largest position size, as per the latest 13f filing made by Wealthcare Advisory Partners LLC.
In the Wealthcare Advisory Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Wealthcare Advisory Partners LLC in that top holding, then the share count change between reporting periods, and finally the Wealthcare Advisory Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPLG) |
3,075,054 |
+437,306 |
$189,208 | | SPLG | 3,075,054 | +437,306 | $189,208 | | SPDR SER TR (SPTM) |
2,113,076 |
+28,977 |
$135,554 | | SPTM | 2,113,076 | +28,977 | $135,554 | | VANGUARD INDEX FDS (VTI) |
423,775 |
+10,238 |
$110,139 | | VTI | 423,775 | +10,238 | $110,139 | | SPDR S&P 500 ETF TR (SPY) |
177,786 |
+86,098 |
$92,994 | | SPY | 177,786 | +86,098 | $92,994 | | ISHARES TR (STIP) |
760,271 |
+66,903 |
$75,594 | | STIP | 760,271 | +66,903 | $75,594 | | VANGUARD INDEX FDS (VOO) |
131,671 |
+25,155 |
$63,294 | | VOO | 131,671 | +25,155 | $63,294 | | SPDR SER TR (SPSM) |
1,152,219 |
+195,365 |
$49,591 | | SPSM | 1,152,219 | +195,365 | $49,591 | | SPDR SER TR (SPAB) |
1,947,390 |
+178,031 |
$49,230 | | SPAB | 1,947,390 | +178,031 | $49,230 | | WISDOMTREE TR |
974,335 |
+106,894 |
$48,999 | | USFR | 974,335 | +106,894 | $48,999 | | ISHARES TR (IEF) |
485,312 |
+42,479 |
$45,940 | | IEF | 485,312 | +42,479 | $45,940 | | INVESCO QQQ TR |
96,726 |
+20,221 |
$42,947 | | QQQ | 96,726 | +20,221 | $42,947 | | ISHARES TR (MUB) |
393,903 |
+46,264 |
$42,384 | | MUB | 393,903 | +46,264 | $42,384 | | SPDR SER TR (SPMD) |
717,936 |
+181,163 |
$38,295 | | SPMD | 717,936 | +181,163 | $38,295 | | MICROSOFT CORP |
89,206 |
+24,584 |
$37,531 | | MSFT | 89,206 | +24,584 | $37,531 | | WISDOMTREE TR |
875,335 |
+179,183 |
$36,965 | | NTSX | 875,335 | +179,183 | $36,965 | | NVIDIA CORPORATION |
40,879 |
+1,204 |
$36,936 | | NVDA | 40,879 | +1,204 | $36,936 | | SCHWAB STRATEGIC TR |
444,372 |
+13,673 |
$35,830 | | SCHD | 444,372 | +13,673 | $35,830 | | FIDELITY MERRIMACK STR TR |
767,774 |
+88,513 |
$34,788 | | FBND | 767,774 | +88,513 | $34,788 | | SCHWAB STRATEGIC TR |
665,628 |
+3,720 |
$34,719 | | SCHP | 665,628 | +3,720 | $34,719 | | APPLE INC |
201,982 |
+57,456 |
$34,636 | | AAPL | 201,982 | +57,456 | $34,636 | | ISHARES TR (AGG) |
330,070 |
+69,725 |
$32,327 | | AGG | 330,070 | +69,725 | $32,327 | | PACER FDS TR |
486,693 |
+3,542 |
$28,282 | | COWZ | 486,693 | +3,542 | $28,282 | | VANGUARD TAX MANAGED FDS (VEA) |
555,879 |
+412 |
$27,888 | | VEA | 555,879 | +412 | $27,888 | | CAPITAL GROUP GROWTH ETF (CGGR) |
784,174 |
+62,786 |
$25,086 | | CGGR | 784,174 | +62,786 | $25,086 | | VANGUARD INTL EQUITY INDEX F (VEU) |
427,459 |
+29,764 |
$25,070 | | VEU | 427,459 | +29,764 | $25,070 | | ISHARES TR (IWY) |
124,591 |
+6,936 |
$24,308 | | IWY | 124,591 | +6,936 | $24,308 | | SPDR INDEX SHS FDS (SPDW) |
674,974 |
+20,363 |
$24,191 | | SPDW | 674,974 | +20,363 | $24,191 | | ISHARES TR (IJR) |
216,637 |
+13,025 |
$23,943 | | IJR | 216,637 | +13,025 | $23,943 | | ISHARES TR (IVV) |
45,357 |
-5,579 |
$23,845 | | IVV | 45,357 | -5,579 | $23,845 | | DBX ETF TR (DBEF) |
564,862 |
+48,014 |
$23,120 | | DBEF | 564,862 | +48,014 | $23,120 | | SPDR SER TR (SHM) |
452,563 |
+53,380 |
$21,470 | | SHM | 452,563 | +53,380 | $21,470 | | VANGUARD INDEX FDS (VNQ) |
231,520 |
-3,733 |
$20,022 | | VNQ | 231,520 | -3,733 | $20,022 | | DIMENSIONAL ETF TRUST (DFAC) |
608,352 |
+368 |
$19,437 | | DFAC | 608,352 | +368 | $19,437 | | INVESCO EXCHANGE TRADED FD T (SPGP) |
178,540 |
+16,734 |
$19,013 | | SPGP | 178,540 | +16,734 | $19,013 | | VANGUARD INDEX FDS (VTV) |
114,723 |
+51,068 |
$18,684 | | VTV | 114,723 | +51,068 | $18,684 | | FRANKLIN ETF TR (FTSD) |
200,870 |
+22,929 |
$18,109 | | FTSD | 200,870 | +22,929 | $18,109 | | ISHARES TR (SHY) |
219,261 |
-33,520 |
$17,931 | | SHY | 219,261 | -33,520 | $17,931 | | ISHARES TR (SCZ) |
277,547 |
+22,036 |
$17,577 | | SCZ | 277,547 | +22,036 | $17,577 | | ISHARES TR (IJH) |
280,874 |
+216,206 |
$17,060 | | IJH | 280,874 | +216,206 | $17,060 | | VANGUARD WORLD FD (MGV) |
142,620 |
-5,179 |
$17,044 | | MGV | 142,620 | -5,179 | $17,044 | | SCHWAB STRATEGIC TR |
270,737 |
-120,288 |
$16,802 | | SCHX | 270,737 | -120,288 | $16,802 | | VANECK ETF TRUST (MOAT) |
182,641 |
+21,617 |
$16,419 | | MOAT | 182,641 | +21,617 | $16,419 | | AMAZON COM INC |
84,407 |
+21,998 |
$15,225 | | AMZN | 84,407 | +21,998 | $15,225 | | VANGUARD SPECIALIZED FUNDS (VIG) |
82,551 |
-22,943 |
$15,075 | | VIG | 82,551 | -22,943 | $15,075 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
257,106 |
-12,088 |
$14,876 | | JEPI | 257,106 | -12,088 | $14,876 | | HOME DEPOT INC |
38,252 |
+11,845 |
$14,674 | | HD | 38,252 | +11,845 | $14,674 | | VANGUARD WHITEHALL FDS (VYM) |
119,773 |
-8,241 |
$14,491 | | VYM | 119,773 | -8,241 | $14,491 | | SPDR SER TR (TFI) |
297,527 |
+2,328 |
$13,829 | | TFI | 297,527 | +2,328 | $13,829 | | INVESCO EXCH TRADED FD TR II (BKLN) |
651,243 |
+58,712 |
$13,774 | | BKLN | 651,243 | +58,712 | $13,774 | | VANECK ETF TRUST (ANGL) |
459,296 |
+33,030 |
$13,329 | | ANGL | 459,296 | +33,030 | $13,329 |
See Full List: All Stocks Held By Wealthcare Advisory Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthcare Advisory Partners LLC
|
|
