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Wealthcare Advisory Partners

Latest statistics and disclosures from Wealthcare Advisory Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPTM, VTI, SPY, STIP, and represent 19.79% of Wealthcare Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$45M), SPLG (+$27M), IJH (+$13M), VOO (+$12M), MSFT (+$10M), AAPL (+$9.9M), SPMD (+$9.7M), QQQ (+$9.0M), FFEB (+$8.8M), SPSM (+$8.4M).
Started 95 new stock positions in PTH, PAYC, SOUN, DXCM, AM, XSD, XYLD, VUSB, GIS, EVRG.
Reduced shares in these 10 stocks: FJUL (-$8.2M), SCHX (-$7.5M), , VIG, VGSH, VT, IVV, QUAL, SHY, QEFA.
Sold out of its positions in ARKW, AVRE, Blackrock Kelso Capital, HYT, CTRA, RQI, DDOG, DEO, DOCU, DPG.
Wealthcare Advisory Partners was a net buyer of stock by $394M.
Wealthcare Advisory Partners has $3.0B in assets under management (AUM), dropping by 21.26%.
Central Index Key (CIK): 0001683059

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Positions held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthcare Advisory Partners

Wealthcare Advisory Partners holds 798 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Wealthcare Advisory Partners has 798 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthcare Advisory Partners March 31, 2024 positions
Download the Wealthcare Advisory Partners March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.2	$189M	+16%	3.1M	61.53	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.4	$136M		2.1M	64.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$110M	+2%	424k	259.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.0	$93M	+93%	178k	523.07	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.5	$76M	+9%	760k	99.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$63M	+23%	132k	480.70	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.6	$50M	+20%	1.2M	43.04	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.6	$49M	+10%	1.9M	25.28	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.6	$49M	+12%	974k	50.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$46M	+9%	485k	94.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$43M	+26%	97k	444.01	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$42M	+13%	394k	107.60	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$38M	+33%	718k	53.34	View chart
Microsoft Corporation (MSFT)	1.2	$38M	+38%	89k	420.72	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.2	$37M	+25%	875k	42.23	View chart
NVIDIA Corporation (NVDA)	1.2	$37M	+3%	41k	903.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$36M	+3%	444k	80.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$35M	+13%	768k	45.31	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$35M		666k	52.16	View chart
Apple (AAPL)	1.1	$35M	+39%	202k	171.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$32M	+26%	330k	97.94	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$28M		487k	58.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$28M		556k	50.17	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$25M	+8%	784k	31.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$25M	+7%	428k	58.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$24M	+5%	125k	195.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$24M	+3%	675k	35.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$24M	+6%	217k	110.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$24M	-10%	45k	525.73	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.8	$23M	+9%	565k	40.93	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.7	$22M	+13%	453k	47.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$20M		232k	86.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$19M		608k	31.95	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$19M	+10%	179k	106.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$19M	+80%	115k	162.86	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.6	$18M	+12%	201k	90.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$18M	-13%	219k	81.78	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$18M	+8%	278k	63.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$17M	+334%	281k	60.74	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$17M	-3%	143k	119.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$17M	-30%	271k	62.06	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$16M	+13%	183k	89.90	View chart
Amazon (AMZN)	0.5	$15M	+35%	84k	180.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$15M	-21%	83k	182.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$15M	-4%	257k	57.86	View chart
Home Depot (HD)	0.5	$15M	+44%	38k	383.60	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$15M	-6%	120k	120.99	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.5	$14M		298k	46.48	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$14M	+9%	651k	21.15	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$13M	+7%	459k	29.02	View chart
Ishares Tr Exponential Tech (XT)	0.4	$13M	-5%	214k	59.62	View chart
Johnson & Johnson (JNJ)	0.4	$12M	+4%	75k	158.19	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$12M	+120%	129k	91.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$11M		184k	57.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$11M	+7%	42k	249.86	View chart
JPMorgan Chase & Co. (JPM)	0.3	$10M	+29%	51k	200.30	View chart
Exxon Mobil Corporation (XOM)	0.3	$10M	+8%	88k	116.24	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$9.8M	+11%	167k	58.55	View chart
Visa Com Cl A (V)	0.3	$9.6M	+185%	34k	279.08	View chart
Kraneshares Trust Kfa Mount Lucas (KMLM)	0.3	$9.6M	+3%	321k	29.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$9.2M	-23%	56k	164.35	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$9.1M	+15%	105k	87.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$8.8M	NEW	194k	45.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$8.7M		30k	288.03	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$8.6M	+88%	172k	50.10	View chart
Truist Financial Corp equities (TFC)	0.3	$8.5M		219k	38.98	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$8.3M	+125%	223k	37.06	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$8.2M	+14%	201k	41.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$8.2M	+10%	19k	420.53	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$8.1M		192k	42.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$7.9M		38k	208.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.3	$7.9M		165k	47.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$7.9M	+39%	52k	150.93	View chart
Abbvie (ABBV)	0.3	$7.8M	+23%	43k	182.10	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$7.4M	+76%	151k	49.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$7.4M	+166%	101k	73.15	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$7.2M		245k	29.26	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$6.9M		130k	53.25	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$6.9M	-2%	221k	31.16	View chart
Eli Lilly & Co. (LLY)	0.2	$6.9M	+37%	8.8k	777.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.9M	+194%	41k	169.37	View chart
Merck & Co (MRK)	0.2	$6.8M	+10%	52k	131.95	View chart
United Parcel Service CL B (UPS)	0.2	$6.8M		46k	148.63	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.2	$6.6M	+15%	235k	28.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.5M	+23%	81k	79.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$6.5M	+6%	119k	54.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$6.4M	+22%	126k	50.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.3M	+5%	18k	344.20	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.2	$6.1M	+8%	194k	31.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$6.1M	+39%	29k	210.30	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$6.0M	+2%	175k	34.29	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.9M	+35%	63k	93.71	View chart
Vanguard World Health Car Etf (VHT)	0.2	$5.8M	+159%	21k	270.52	View chart
Meta Platforms Cl A (META)	0.2	$5.7M		12k	485.57	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$5.6M	+10%	144k	38.84	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.6M	NEW	31k	182.69	View chart
Lam Research Corporation (LRCX)	0.2	$5.6M	NEW	5.7k	971.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$5.6M		53k	104.73	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$5.5M	+2%	121k	45.56	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$5.5M	+221%	44k	125.96	View chart
Ares Capital Corporation (ARCC)	0.2	$5.5M	-9%	263k	20.82	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$5.4M	+12%	69k	78.64	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.4M	-16%	57k	94.41	View chart
Procter & Gamble Company (PG)	0.2	$5.3M	+16%	33k	162.25	View chart
Apollo Global Mgmt (APO)	0.2	$5.2M		47k	112.45	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$5.1M	NEW	267k	19.29	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.2	$5.0M	-3%	47k	107.51	View chart
Broadcom (AVGO)	0.2	$5.0M	+46%	3.8k	1325.26	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$5.0M	NEW	97k	51.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.8M	-6%	21k	228.59	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$4.8M	+11%	80k	59.24	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$4.7M	-4%	136k	34.82	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$4.7M	+56%	62k	76.19	View chart
Caterpillar (CAT)	0.2	$4.7M	+23%	13k	366.44	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$4.7M	+3%	47k	100.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.2	$4.7M	+93%	167k	27.96	View chart
Costco Wholesale Corporation (COST)	0.2	$4.6M	+154%	6.3k	732.64	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$4.5M	+19%	41k	110.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.4M	+11%	29k	152.26	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.4M	+15%	9.7k	454.87	View chart
Oracle Corporation (ORCL)	0.1	$4.3M	+2%	35k	125.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.3M	-24%	52k	81.43	View chart
Wal-Mart Stores (WMT)	0.1	$4.2M	+211%	70k	60.17	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.2M	+36%	8.3k	504.58	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$4.2M	+352%	162k	25.78	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$4.2M	+22%	85k	48.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.2M	+15%	68k	61.05	View chart
Waste Connections (WCN)	0.1	$4.1M	-17%	24k	172.01	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$4.0M		85k	47.89	View chart
Waste Management (WM)	0.1	$4.0M	+18%	19k	213.15	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$4.0M	+7%	122k	32.68	View chart
Southern Company (SO)	0.1	$3.9M	+6%	55k	71.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.9M	-22%	80k	49.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.9M		12k	337.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.9M	+9%	22k	179.11	View chart
Chevron Corporation (CVX)	0.1	$3.8M	+7%	24k	157.74	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$3.8M		55k	68.80	View chart
Old Dominion Freight Line (ODFL)	0.1	$3.8M	NEW	18k	214.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$3.7M	-45%	34k	110.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.7M	-3%	7.1k	524.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.7M	-4%	73k	50.74	View chart
Pepsi (PEP)	0.1	$3.7M	+25%	21k	175.01	View chart
Qualcomm (QCOM)	0.1	$3.6M	+40%	22k	169.30	View chart
Verizon Communications (VZ)	0.1	$3.6M	+5%	86k	41.96	View chart
Amgen (AMGN)	0.1	$3.6M	+10%	13k	284.31	View chart
Walt Disney Company (DIS)	0.1	$3.6M	+3%	30k	122.36	View chart
Pfizer (PFE)	0.1	$3.6M	+149%	130k	27.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$3.6M		125k	28.91	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$3.6M	-7%	90k	39.63	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$3.6M	+7%	115k	31.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.6M	+32%	24k	147.73	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.6M	+88%	110k	32.50	View chart
Servicenow (NOW)	0.1	$3.5M	+15%	4.6k	762.47	View chart
Advanced Micro Devices (AMD)	0.1	$3.5M	+53%	19k	180.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.5M	+85%	18k	191.88	View chart
United Rentals (URI)	0.1	$3.4M	-13%	4.8k	721.09	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$3.4M	-16%	36k	93.73	View chart
Illinois Tool Works (ITW)	0.1	$3.3M	+57%	13k	268.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.3M	-23%	92k	36.19	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.3M		29k	117.21	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.3M	+4%	6.0k	556.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.3M	+2%	43k	77.31	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$3.2M	+45%	120k	27.01	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$3.2M	+471%	143k	22.46	View chart
Vanguard World Materials Etf (VAW)	0.1	$3.2M		16k	204.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.2M	+10%	20k	155.91	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.1M	+27%	60k	52.26	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.1M	+359%	5.3k	581.26	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.1M	+10%	70k	44.05	View chart
TJX Companies (TJX)	0.1	$3.1M	+12%	30k	101.42	View chart
McDonald's Corporation (MCD)	0.1	$3.1M	+24%	11k	281.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.1M	+12%	23k	131.37	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$3.0M	-43%	40k	76.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.0M	+5%	40k	74.22	View chart
Moody's Corporation (MCO)	0.1	$3.0M	NEW	7.6k	393.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.0M		26k	115.30	View chart
International Business Machines (IBM)	0.1	$3.0M	+12%	16k	190.97	View chart
Paychex (PAYX)	0.1	$3.0M	+4%	24k	122.80	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$2.9M	+9%	150k	19.58	View chart
Progressive Corporation (PGR)	0.1	$2.9M	+882%	14k	206.81	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.9M	NEW	5.2k	555.79	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.9M	+35%	52k	55.23	View chart
Dex (DXCM)	0.1	$2.8M	NEW	20k	138.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.8M	-2%	41k	67.86	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$2.8M	+2%	27k	102.10	View chart
Ishares Tr Robotics Artif (IRBO)	0.1	$2.8M		81k	34.35	View chart
UnitedHealth (UNH)	0.1	$2.7M	+6%	5.5k	494.72	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.7M	NEW	50k	54.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.7M	-57%	47k	58.07	View chart
Cisco Systems (CSCO)	0.1	$2.7M	+28%	54k	49.91	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$2.7M	+118%	95k	28.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.7M	+18%	22k	123.18	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$2.7M	+47%	54k	50.03	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$2.7M	-14%	72k	36.84	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.1	$2.7M	-10%	510k	5.21	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.7M	+12%	5.5k	481.55	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$2.6M	+2%	149k	17.69	View chart
Brown & Brown (BRO)	0.1	$2.6M	NEW	30k	87.54	View chart
Tesla Motors (TSLA)	0.1	$2.6M	+3%	15k	175.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.5M	+2%	162k	15.73	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.5M	+254%	51k	49.70	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$2.5M		98k	25.62	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.5M	+25%	29k	86.67	View chart
The Trade Desk Com Cl A (TTD)	0.1	$2.5M	+6%	28k	87.42	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.5M	+400%	29k	85.27	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$2.4M	+4%	109k	22.41	View chart
Bank of America Corporation (BAC)	0.1	$2.4M	+16%	64k	37.92	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$2.4M		286k	8.29	View chart
Coca-Cola Company (KO)	0.1	$2.4M	+14%	39k	61.18	View chart
Intel Corporation (INTC)	0.1	$2.3M	+15%	53k	44.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.3M	+10%	87k	26.75	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.1	$2.3M		48k	48.08	View chart
Honeywell International (HON)	0.1	$2.2M	+351%	11k	205.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.2M	+7%	44k	50.60	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$2.2M	-4%	9.2k	238.32	View chart
Canadian Pacific Kansas City (CP)	0.1	$2.2M	+358%	25k	88.17	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.2M	+8%	50k	43.35	View chart
Emerson Electric (EMR)	0.1	$2.2M	+4%	19k	113.42	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$2.2M		84k	25.51	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.1M	-6%	38k	56.17	View chart
Bristol Myers Squibb (BMY)	0.1	$2.1M	-12%	39k	54.23	View chart
Genuine Parts Company (GPC)	0.1	$2.1M	+11%	13k	154.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.1M	+85%	5.2k	397.74	View chart
Bank First National Corporation (BFC)	0.1	$2.1M	NEW	24k	86.67	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.1M	+316%	9.1k	225.92	View chart
United Bankshares (UBSI)	0.1	$2.0M	+2%	57k	35.79	View chart
Lowe's Companies (LOW)	0.1	$2.0M	+26%	8.0k	254.73	View chart
salesforce (CRM)	0.1	$2.0M	+3%	6.8k	301.18	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.1	$2.0M	-47%	17k	119.93	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$2.0M		118k	17.30	View chart
Global X Fds Internet Of Thng (SNSR)	0.1	$2.0M	-6%	56k	36.23	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$2.0M	+10%	35k	56.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.0M	-2%	13k	158.80	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.0M		61k	32.48	View chart
Enterprise Products Partners (EPD)	0.1	$2.0M	+511%	68k	29.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.9M	+42%	9.5k	205.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.9M	+4%	27k	72.63	View chart
Deere & Company (DE)	0.1	$1.9M	+38%	4.7k	410.76	View chart
LKQ Corporation (LKQ)	0.1	$1.9M	NEW	36k	53.41	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.9M		39k	48.25	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.9M		58k	32.69	View chart
Boeing Company (BA)	0.1	$1.9M	-19%	9.8k	193.00	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$1.9M	+50%	64k	28.92	View chart
Phillips 66 (PSX)	0.1	$1.9M	+139%	11k	163.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.9M	-21%	6.5k	286.61	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.8M	+40%	25k	74.81	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.8M	+38%	14k	128.40	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.8M		8.8k	205.97	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.8M	+12%	36k	50.74	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$1.8M		54k	33.74	View chart

Past Filings by Wealthcare Advisory Partners

SEC 13F filings are viewable for Wealthcare Advisory Partners going back to 2016

Wealthcare Advisory Partners 2024 Q1 filed April 15, 2024
Wealthcare Advisory Partners 2023 Q4 filed Feb. 6, 2024
Wealthcare Advisory Partners 2023 Q3 filed Oct. 12, 2023
Wealthcare Advisory Partners 2023 Q2 filed July 17, 2023
Wealthcare Advisory Partners 2023 Q1 filed May 4, 2023
Wealthcare Advisory Partners 2022 Q4 filed Feb. 13, 2023
Wealthcare Advisory Partners 2022 Q3 filed Nov. 14, 2022
Wealthcare Advisory Partners 2022 Q2 filed Aug. 15, 2022
Wealthcare Advisory Partners 2022 Q1 filed April 15, 2022
Wealthcare Advisory Partners 2021 Q4 filed Feb. 11, 2022
Wealthcare Advisory Partners 2021 Q3 filed Nov. 15, 2021
Wealthcare Advisory Partners 2021 Q2 filed Aug. 16, 2021
Wealthcare Advisory Partners 2021 Q1 filed April 30, 2021
Wealthcare Advisory Partners 2020 Q4 filed Feb. 12, 2021
Wealthcare Advisory Partners 2020 Q3 filed Oct. 29, 2020
Wealthcare Advisory Partners 2020 Q2 filed July 29, 2020

View all past filings

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