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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, SPY, VTI, STIP, and represent 19.06% of Wealthcare Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$15M), SCHV (+$14M), IBDU (+$14M), BND (+$14M), CGDV (+$11M), FAUG (+$10M), FBND (+$10M), IDEV (+$9.9M), IFRA (+$7.0M), AVGO (+$6.7M).
Started 85 new stock positions in VIOO, FPE, WINN, SYY, DYLD, VST, SPYD, FBTC, AVAV, SHYG.
Reduced shares in these 10 stocks: USFR (-$32M), VTI (-$19M), SHY (-$13M), FFEB (-$11M), SCHP (-$7.1M), BIL (-$6.1M), LRCX (-$5.8M), SCHX (-$5.6M), VEU, COM.
Sold out of its positions in APH, AFT, ADM, ACLS, BDX, BNTX, BLK, BLUE, CASY, CCI.
Wealthcare Advisory Partners was a net buyer of stock by $145M.
Wealthcare Advisory Partners has $3.5B in assets under management (AUM), dropping by 9.67%.
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 871 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Wealthcare Advisory Partners has 871 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthcare Advisory Partners Sept. 30, 2024 positions
Download the Wealthcare Advisory Partners September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.5	$229M		3.4M	67.51	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.3	$151M		2.1M	70.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.0	$104M		181k	573.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$101M	-15%	357k	283.16	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.4	$84M	+2%	831k	101.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$67M		128k	527.67	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.7	$58M	+7%	2.2M	26.14	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.6	$56M		1.2M	45.51	View chart
NVIDIA Corporation (NVDA)	1.5	$52M		432k	121.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$51M		521k	98.12	View chart
Apple (AAPL)	1.4	$50M		216k	233.00	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$50M	+12%	460k	108.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$48M	+26%	1.0M	46.74	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$47M	+3%	852k	54.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$45M	-5%	93k	488.07	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.2	$42M		885k	46.99	View chart
Microsoft Corporation (MSFT)	1.2	$41M		95k	430.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$38M	+4%	450k	84.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$36M		353k	101.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$33M	+3%	568k	57.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$30M	+12%	258k	116.96	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$30M	+2%	861k	34.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$30M		562k	52.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$29M	+6%	769k	37.56	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$28M	-20%	513k	53.63	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$26M		611k	42.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$25M		44k	576.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$25M	+22%	140k	174.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$24M	-5%	109k	220.05	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.7	$24M	+4%	497k	48.14	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$23M		666k	34.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$23M	-15%	361k	63.00	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.6	$22M	+13%	237k	91.30	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$20M	+2%	297k	67.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$20M	-62%	388k	50.22	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$19M	+3%	193k	96.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$19M	-17%	191k	97.42	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$18M		174k	104.67	View chart
Amazon (AMZN)	0.5	$17M		91k	186.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$17M		84k	198.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$16M	+803%	157k	104.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$16M	+208%	445k	36.44	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$16M	+7%	537k	29.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$16M	+726%	209k	75.11	View chart
Home Depot (HD)	0.4	$15M	-3%	38k	405.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$15M	+2165%	185k	80.37	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$15M	-17%	115k	128.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$14M	-8%	112k	128.20	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.4	$14M	-2%	307k	46.83	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$14M	NEW	603k	23.51	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$14M		668k	21.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$14M	-10%	220k	62.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$13M	-14%	224k	59.51	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.4	$13M	+58%	406k	30.83	View chart
Johnson & Johnson (JNJ)	0.4	$12M		77k	162.06	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$12M	+8%	201k	60.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$12M	+11%	102k	117.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$12M	+23%	26k	460.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$12M	+79%	122k	95.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$12M	-2%	188k	61.11	View chart
JPMorgan Chase & Co. (JPM)	0.3	$11M		54k	210.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$11M	+42%	63k	179.16	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$11M	+8%	213k	52.86	View chart
Truist Financial Corp equities (TFC)	0.3	$11M	+4%	253k	42.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$11M		60k	179.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$11M		41k	263.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$10M	+35%	27k	383.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$10M	NEW	225k	45.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$10M	+3488%	144k	70.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$10M	-35%	147k	67.85	View chart
Ishares Tr Exponential Tech (XT)	0.3	$10M	-21%	164k	60.88	View chart
Visa Com Cl A (V)	0.3	$9.9M	-2%	36k	274.95	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.3	$9.8M	+89%	249k	39.40	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$9.5M	+3%	243k	39.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$9.2M	+2%	56k	165.85	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$9.1M	+22%	197k	46.39	View chart
Eli Lilly & Co. (LLY)	0.3	$9.1M	+8%	10k	885.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$9.0M	+63%	177k	50.88	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$8.7M		94k	93.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$8.7M		28k	314.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.2	$8.6M		169k	51.21	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$8.6M		103k	82.94	View chart
Abbvie (ABBV)	0.2	$8.5M		43k	197.48	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$8.3M	+103%	165k	50.04	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.2	$8.2M	+153%	415k	19.81	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$7.9M		230k	34.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$7.9M	+7%	137k	57.53	View chart
Meta Platforms Cl A (META)	0.2	$7.8M		14k	572.43	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$7.7M	-12%	186k	41.25	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$7.6M		131k	58.15	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.2	$7.6M	-22%	261k	29.23	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$7.6M	+27%	71k	106.19	View chart
Broadcom (AVGO)	0.2	$7.5M	+899%	43k	172.50	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.2	$7.4M		192k	38.76	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$7.0M	NEW	149k	46.97	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$6.9M	-18%	153k	45.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.9M		82k	83.63	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$6.7M	-47%	73k	91.81	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$6.6M	+2%	184k	36.17	View chart
United Parcel Service CL B (UPS)	0.2	$6.5M	+2%	48k	136.34	View chart
Costco Wholesale Corporation (COST)	0.2	$6.5M	+3%	7.4k	886.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$6.5M	-6%	29k	225.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.5M	+89%	32k	200.78	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$6.3M	+3%	309k	20.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$6.2M	+90%	80k	78.05	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$6.2M	NEW	59k	105.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$6.2M	+350%	9.00	691180.00	View chart
Vanguard World Health Car Etf (VHT)	0.2	$6.2M	-3%	22k	282.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$6.2M	+11%	31k	200.85	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.1M		10k	584.54	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$6.1M	+10%	99k	61.54	View chart
Oracle Corporation (ORCL)	0.2	$6.0M		35k	170.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$5.9M	+3%	199k	29.89	View chart
Wal-Mart Stores (WMT)	0.2	$5.9M		74k	80.75	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.2	$5.9M	+18%	54k	109.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$5.8M	-2%	115k	50.74	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$5.8M	+3%	43k	135.44	View chart
Procter & Gamble Company (PG)	0.2	$5.8M		34k	173.20	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$5.8M		125k	46.52	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$5.7M	+950%	100k	57.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.7M	+7%	15k	375.37	View chart
Caterpillar (CAT)	0.2	$5.7M	+4%	15k	391.12	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$5.7M	+10%	55k	102.58	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.6M	-9%	64k	87.80	View chart
Merck & Co (MRK)	0.2	$5.6M	-5%	49k	113.56	View chart
Apollo Global Mgmt (APO)	0.2	$5.6M		45k	124.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$5.5M	+189%	107k	51.12	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$5.4M	+7%	200k	26.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.3M		32k	167.19	View chart
Waste Connections (WCN)	0.2	$5.3M	+2%	30k	178.82	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$5.2M	+4%	144k	36.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.1M		23k	220.89	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$5.1M	+2%	185k	27.46	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$5.1M		61k	83.21	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$5.0M	NEW	94k	53.59	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$5.0M	+19%	217k	23.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$5.0M	-3%	21k	237.21	View chart
Southern Company (SO)	0.1	$5.0M	+3%	55k	90.18	View chart
Servicenow (NOW)	0.1	$4.9M		5.5k	894.46	View chart
Verizon Communications (VZ)	0.1	$4.6M	+32%	102k	44.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.6M		24k	189.80	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$4.5M	-10%	54k	83.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.5M		7.6k	586.52	View chart
Pfizer (PFE)	0.1	$4.4M	+13%	153k	28.94	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$4.4M	+321%	107k	41.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.4M	-6%	66k	66.52	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$4.4M	-9%	40k	108.79	View chart
Waste Management (WM)	0.1	$4.3M		21k	207.60	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$4.3M	+61%	72k	59.21	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$4.2M	+43%	42k	99.58	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$4.2M	+302%	84k	50.28	View chart
Tesla Motors (TSLA)	0.1	$4.2M	-8%	16k	261.63	View chart
Amgen (AMGN)	0.1	$4.2M		13k	322.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.1M	+3%	27k	153.13	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$4.1M	+6%	42k	98.07	View chart
International Business Machines (IBM)	0.1	$4.1M	+10%	19k	221.08	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$4.1M		126k	32.67	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$4.0M		55k	73.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.0M	-2%	33k	119.70	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.9M	+21%	74k	53.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$3.9M		130k	30.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.9M	+11%	26k	154.02	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$3.9M	+38%	77k	50.18	View chart
Cisco Systems (CSCO)	0.1	$3.9M	+20%	73k	53.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.8M		93k	41.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.8M	-2%	7.3k	517.78	View chart
Old Dominion Freight Line (ODFL)	0.1	$3.8M		19k	198.64	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$3.7M	NEW	55k	67.73	View chart
Qualcomm (QCOM)	0.1	$3.7M		22k	170.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.7M		28k	131.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.7M	+6%	67k	54.93	View chart
Chevron Corporation (CVX)	0.1	$3.6M		25k	147.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.6M	+10%	129k	28.14	View chart
TJX Companies (TJX)	0.1	$3.6M		31k	117.54	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$3.6M	-11%	104k	34.49	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.6M	+12%	27k	135.07	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.6M	+26%	72k	49.78	View chart
Progressive Corporation (PGR)	0.1	$3.6M		14k	253.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$3.6M	+307%	13k	267.38	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$3.5M	-11%	69k	51.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.5M	+18%	15k	243.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.5M	+3%	21k	167.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.5M	+63%	55k	62.69	View chart
Moody's Corporation (MCO)	0.1	$3.4M		7.2k	474.60	View chart
Vanguard World Materials Etf (VAW)	0.1	$3.4M		16k	211.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.4M	+25%	69k	49.31	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$3.3M	+4%	104k	32.19	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$3.3M	-11%	80k	41.44	View chart
Advanced Micro Devices (AMD)	0.1	$3.3M		20k	164.08	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.3M	-4%	5.7k	569.69	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.2M		5.1k	631.82	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.2M		5.2k	618.61	View chart
Walt Disney Company (DIS)	0.1	$3.1M		33k	96.19	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$3.1M		29k	109.33	View chart
UnitedHealth (UNH)	0.1	$3.1M	-8%	5.4k	584.68	View chart
The Trade Desk Com Cl A (TTD)	0.1	$3.1M		29k	109.65	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.1M	-15%	60k	52.13	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.1M	-5%	6.3k	493.78	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	0.1	$3.1M	NEW	123k	25.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.0M	-11%	24k	125.62	View chart
Pepsi (PEP)	0.1	$3.0M	-4%	18k	170.05	View chart
Coca-Cola Company (KO)	0.1	$3.0M	+3%	42k	71.86	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$3.0M	NEW	64k	46.65	View chart
3M Company (MMM)	0.1	$3.0M		22k	136.70	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.0M		31k	96.52	View chart
Trisalus Life Sciences (TLSI)	0.1	$3.0M	NEW	644k	4.61	View chart
McDonald's Corporation (MCD)	0.1	$3.0M	+3%	9.7k	304.51	View chart
Brown & Brown (BRO)	0.1	$2.9M	-2%	29k	103.60	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$2.9M		159k	18.26	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$2.9M	-3%	276k	10.45	View chart
Enterprise Products Partners (EPD)	0.1	$2.9M	-2%	98k	29.11	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$2.9M	+2%	83k	34.24	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	0.1	$2.8M	NEW	111k	25.33	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.1	$2.8M	-4%	475k	5.87	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$2.8M	+21%	35k	79.46	View chart
Ge Aerospace Com New (GE)	0.1	$2.7M	+6%	15k	188.59	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.7M	+10%	53k	50.94	View chart
Palo Alto Networks (PANW)	0.1	$2.7M	-2%	7.9k	341.80	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.7M	+52%	32k	83.00	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$2.7M	NEW	105k	25.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.7M	-6%	8.3k	321.94	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.7M	-2%	50k	52.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.7M	+19%	11k	243.48	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$2.6M		65k	40.72	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.1	$2.6M	-61%	92k	28.74	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.6M	-17%	36k	72.63	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$2.6M		99k	26.28	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$2.6M	+6%	127k	20.38	View chart
salesforce (CRM)	0.1	$2.6M	-7%	9.4k	273.70	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.5M	-12%	28k	89.37	View chart
Paychex (PAYX)	0.1	$2.5M	-6%	19k	134.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.5M	-33%	30k	83.09	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$2.5M	-16%	31k	80.48	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.5M	+70%	31k	80.78	View chart
Altria (MO)	0.1	$2.5M	+16%	48k	51.04	View chart
Bank of America Corporation (BAC)	0.1	$2.5M	-6%	62k	39.68	View chart
Ea Series Trust Alpha Architect (CAOS)	0.1	$2.4M	NEW	28k	86.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.4M	-84%	29k	83.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.4M	+7%	10k	230.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.4M	-34%	46k	51.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.4M	-12%	30k	79.42	View chart
Intel Corporation (INTC)	0.1	$2.3M	+61%	100k	23.46	View chart
Nextera Energy (NEE)	0.1	$2.3M	+13%	28k	84.53	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.3M	+9%	14k	166.82	View chart
Bristol Myers Squibb (BMY)	0.1	$2.3M		45k	51.74	View chart
Marsh & McLennan Companies (MMC)	0.1	$2.3M	+2%	10k	223.08	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$2.3M	+129%	87k	26.27	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.1	$2.3M	+22%	63k	35.97	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$2.2M	-5%	8.6k	260.07	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.2M	-10%	138k	16.05	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 Q3 filed Nov. 4, 2024
Wealthcare Advisory Partners 2024 Q2 filed Aug. 12, 2024
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

View all past filings

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