Wealthcare Advisory Partners

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

Portfolio Holdings for Wealthcare Advisory Partners

Companies in the Wealthcare Advisory Partners portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio Largecap Common (SPLG) 14.6 $117M +19% 3.2M 36.25
Spdr Portfolio Smallcap Common (SPSM) 5.1 $41M +20% 1.5M 26.57
Ishares Core S&p Mid-cap Etf Common (IJH) 5.0 $40M +16% 226k 177.82
Ishares National Muni Bond Common (MUB) 4.4 $36M +17% 308k 115.40
Vanguard Ftse Developed Market Common (VEA) 4.0 $32M +24% 830k 38.79
Spdr Portfolio Total Stock Mar Common (SPTM) 3.5 $28M -21% 740k 37.78
Vanguard Total Stock Market Common (VTI) 3.4 $27M 175k 156.53
Spdr S&p 500 Trust Common (SPY) 3.1 $25M -5% 81k 308.36
Ishares Mbs Etf Common (MBB) 2.8 $23M +43% 205k 110.70
Ishares Barclays 7-10 Yr Treas Common (IEF) 2.7 $21M +3% 176k 121.87
Spdr Portfolio Aggregate Bond Common (SPAB) 2.3 $19M +12% 607k 30.86
Spdr Ssga Ultra Short Term Bon Common (ULST) 2.1 $17M +41% 423k 40.34
Vanguard S&p 500 Common (VOO) 2.1 $17M -28% 59k 283.44
Vanguard Ftse All-world Ex-us Common (VEU) 2.0 $16M -14% 342k 47.61
Ishares Cmbs Etf Common (CMBS) 2.0 $16M +39% 297k 54.92
Ishares Aaa A Rated Corp Bd Et Common (QLTA) 2.0 $16M +34% 278k 57.84
Xtrackers Msci Eafe Hedged Equ Common (DBEF) 1.9 $16M +8% 512k 30.22
Apple Common (AAPL) 1.3 $10M 29k 364.79
Microsoft Corp Common (MSFT) 1.0 $8.3M 41k 203.50
Ishares Msci Eafe Small Cap In Common (SCZ) 0.9 $7.5M +8% 140k 53.62
Johnson & Johnson Common (JNJ) 0.8 $6.8M 48k 140.63
United Parcel Service Common (UPS) 0.8 $6.1M -9% 55k 111.19
Vanguard Ftse Emerging Markets Common (VWO) 0.7 $6.0M 151k 39.61
Ishares Russell 1000 Value Etf Common (IWD) 0.6 $5.2M +20% 46k 112.62
Ishares Core S&p 500 Common (IVV) 0.6 $4.9M +6% 16k 309.73
Vanguard Real Estate Common (VNQ) 0.6 $4.8M 61k 78.54
Vanguard High Dividend Yield Common (VYM) 0.6 $4.7M +15% 59k 78.78
Amazon.com Common (AMZN) 0.6 $4.4M +4% 1.6k 2759.01
Ishares Core Us Aggregate Bond Common (AGG) 0.5 $4.2M -25% 36k 118.20
Spdr Portfolio Developed Wld E Common (SPDW) 0.5 $4.1M -5% 147k 27.62
Invesco Senior Loan Common (BKLN) 0.5 $3.7M -5% 174k 21.35
Ishares Gold Trust Common (IAU) 0.4 $3.5M +24% 208k 16.99
Spdr Portfolio Intmdt Term Trs Common (SPTI) 0.4 $3.0M +26% 91k 33.22
Walt Disney Common (DIS) 0.4 $2.9M +90% 26k 111.49
Ishares Russell 2000 Etf Common (IWM) 0.3 $2.7M -6% 19k 143.19
Spdr Gold Shares Common (GLD) 0.3 $2.7M -25% 16k 167.39
Invesco Qqq Trust Series 1 Common (QQQ) 0.3 $2.7M +57% 11k 247.58
Verizon Communications Common (VZ) 0.3 $2.6M +6% 48k 55.13
Apollo Global Management Common (APO) 0.3 $2.6M +6% 53k 49.92
Spdr S&p 500 Growth Etf Common (SPYG) 0.3 $2.6M +10% 57k 44.92
Ishares Russell 1000 Growth Et Common (IWF) 0.3 $2.5M -11% 13k 191.91
Abbvie Common (ABBV) 0.3 $2.5M +18% 26k 98.17
Spdr S&p Mid Cap 400 Trust Common (MDY) 0.3 $2.3M -11% 7.1k 324.47
Ishares Edge Msci Min Vol Usa Common (USMV) 0.3 $2.3M 38k 60.64
At&t Common (T) 0.3 $2.3M +23% 75k 30.23
Vanguard Intermediate Term Cor Common (VCIT) 0.3 $2.2M -49% 24k 95.15
Vanguard Dividend Appreciation Common (VIG) 0.3 $2.2M +24% 19k 117.17
Invesco Dynamic Large Cap Grow Common (PWB) 0.3 $2.2M -7% 40k 54.78
Visa Common (V) 0.3 $2.2M +8% 11k 193.13
Berkshire Hathaway Cl B Common (BRK.B) 0.2 $2.0M +43% 11k 178.51
Pimco Enhanced Short Maturity Common (MINT) 0.2 $1.9M 19k 101.68
Intel Corp Common (INTC) 0.2 $1.9M 32k 59.84
Ishares Msci Eafe Value Common (EFV) 0.2 $1.9M +88% 47k 39.98
Spdr Nuveen Blmbg Barclays Mun Common (TFI) 0.2 $1.9M -22% 36k 51.66
Wisdomtree U.s. Midcap Dividen Common (DON) 0.2 $1.9M -4% 66k 28.34
Ishares Tips Bond Common (TIP) 0.2 $1.9M -5% 15k 123.00
Pimco Dynamic Income Common (PDI) 0.2 $1.8M +31% 74k 24.71
Walmart Common (WMT) 0.2 $1.8M +3% 15k 119.80
Wisdomtree Smlcap Dividend Common (DES) 0.2 $1.7M +13% 82k 21.18
Ishares Core Us Growth Common (IUSG) 0.2 $1.7M +63% 24k 71.89
Home Depot Common (HD) 0.2 $1.7M +7% 6.8k 250.55
Oracle Corporation Common (ORCL) 0.2 $1.7M 30k 55.27
Amgen Common (AMGN) 0.2 $1.7M -2% 7.0k 235.81
Jpmorgan Chase & Co. Common (JPM) 0.2 $1.6M +4% 18k 94.06
Waste Management Common (WM) 0.2 $1.6M 16k 105.93
First Trust Value Line Dividen Common (FVD) 0.2 $1.6M +369% 54k 30.32
Procter & Gamble Common (PG) 0.2 $1.6M 14k 119.55
Vanguard Mid-cap Common (VO) 0.2 $1.6M -5% 9.6k 163.92
Paychex Common (PAYX) 0.2 $1.6M 21k 75.75
Ishares Expanded Tech Software Common (IGV) 0.2 $1.5M +19% 5.4k 284.34
Ishares Iboxx Investment Grade Common (LQD) 0.2 $1.5M -6% 11k 134.51
Facebook Common (FB) 0.2 $1.5M +13% 6.4k 227.11
Bristol-myers Squibb Company Common (BMY) 0.2 $1.4M 25k 58.78
Exxon Mobil Corporation Common (XOM) 0.2 $1.4M +2% 32k 44.71
Nike Inc Class B Common (NKE) 0.2 $1.4M 14k 98.07
Docusign Common (DOCU) 0.2 $1.4M +21% 8.1k 172.18
Spdr S&p Dividend Common (SDY) 0.2 $1.4M 15k 91.23
Tjx Companies Common (TJX) 0.2 $1.4M +3% 27k 50.56
Ishares Core S&p Small-cap Common (IJR) 0.2 $1.4M +22% 20k 68.31
Spdr Nuveen Blmbg Barclays St Common (SHM) 0.2 $1.3M -9% 27k 49.86
Merck & Co Common (MRK) 0.2 $1.3M 17k 77.34
W.p. Carey Common (WPC) 0.2 $1.3M +5% 19k 67.65
Invesco S&p 500 Low Volatility Common (SPLV) 0.2 $1.3M -21% 26k 49.68
State Street Corp Common (STT) 0.2 $1.2M 20k 63.56
Blackrock Corporate High Yield Common (HYT) 0.1 $1.2M +16% 118k 10.17
Spdr Wells Fargo Preferred Sto Common (PSK) 0.1 $1.2M +10% 28k 41.86
Vanguard Total Bond Market Common (BND) 0.1 $1.2M +341% 13k 88.37
Chevron Corp Common (CVX) 0.1 $1.2M -2% 13k 89.25
Global X Fds Nasdaq 100 Covere Common (QYLD) 0.1 $1.1M -52% 54k 21.01
Lockheed Martin Corp Common (LMT) 0.1 $1.1M +3% 3.1k 364.87
Pepsico Incorporated Common (PEP) 0.1 $1.1M 8.4k 132.24
Illinois Tool Works Common (ITW) 0.1 $1.1M 6.3k 174.89
Vanguard Russell 1000 Growth Common (VONG) 0.1 $1.1M 5.6k 197.24
Vaneck Vectors High Yield Muni Common (HYD) 0.1 $1.1M -6% 18k 59.26
Spdr Technology Select Sector Common (XLK) 0.1 $1.1M +92% 10k 104.49
Dominion Energy Common (D) 0.1 $1.1M +13% 13k 81.15
Berkshire Hathaway Cl A Common (BRK.A) 0.1 $1.1M 4.00 267250.00
Ishares Nasdaq Biotechnology E Common (IBB) 0.1 $1.1M +45% 7.8k 136.73
Air Products & Chemicals Common (APD) 0.1 $1.1M 4.4k 241.39
Ishares Barclays 20 Yr Treasu Common (TLT) 0.1 $1.0M +114% 6.3k 163.90
M&t Bank Corp Common (MTB) 0.1 $1.0M 9.7k 103.95
Schwab Us Large Cap Etf Common (SCHX) 0.1 $1.0M -11% 14k 74.08
Comcast Corp A Common (CMCSA) 0.1 $986k +2% 25k 38.98
Schwab Us Tips Common (SCHP) 0.1 $985k -22% 16k 60.02
Marsh & Mclennan Common (MMC) 0.1 $979k -19% 9.1k 107.39
Ishares Msci Eafe Common (EFA) 0.1 $968k -19% 16k 60.86
Guggenheim Strategic Opportuni Common (GOF) 0.1 $967k +4% 57k 16.91
Conagra Brands Common (CAG) 0.1 $954k 27k 35.17
Vanguard Short Term Corp Bond Common (VCSH) 0.1 $952k -21% 12k 82.62
Flexshares Tr Us Quality Cap Common (QLC) 0.1 $939k 27k 34.48
Ishares Russell 2000 Value Etf Common (IWN) 0.1 $918k +25% 9.4k 97.45
Vanguard Small-cap Common (VB) 0.1 $915k -8% 6.3k 145.75
Pfizer Common (PFE) 0.1 $896k +3% 27k 32.70
Morgan Stanley Common (MS) 0.1 $894k -18% 19k 48.30
Emerson Electric Common (EMR) 0.1 $887k 14k 62.04
Mcdonald's Corporation Common (MCD) 0.1 $853k -19% 4.6k 184.47
Essentials Utilities Common (WTRG) 0.1 $836k 20k 42.24
Caterpillar Common (CAT) 0.1 $818k -4% 6.5k 126.53
Truist Financial Corp Common (TFC) 0.1 $813k -2% 22k 37.54
Abbott Laboratories Common (ABT) 0.1 $809k +7% 8.9k 91.39
Nvidia Corp Common (NVDA) 0.1 $809k -16% 2.1k 379.81
Us Bancorp Common (USB) 0.1 $764k 21k 36.84
Eaton Vance Muni Bond Fund Common (EIM) 0.1 $764k +27% 60k 12.71
First Tr Exchange Traded Fd Ii Common (CIBR) 0.1 $754k +3% 23k 33.03
Square Inc Com Class A Common (SQ) 0.1 $753k +8% 7.2k 104.99
Ishares Dow Jones Us Total Mar Common (IYY) 0.1 $752k +31% 4.9k 153.06
Vanguard Value Common (VTV) 0.1 $750k -7% 7.5k 99.58
Invesco Preferred Etf Common (PGX) 0.1 $743k +5% 53k 14.13
Boeing Common (BA) 0.1 $743k -46% 4.1k 183.23
L3 Harris Technologies Common (LHX) 0.1 $729k +4% 4.3k 169.69
Doubleline Income Solutions Common (DSL) 0.1 $717k +98% 47k 15.38
Stanley Black & Decker Common (SWK) 0.1 $712k +33933% 5.1k 139.47
Genuine Parts Common (GPC) 0.1 $711k 8.2k 86.97
Spdr S&p Emerging Markets Smal Common (EWX) 0.1 $703k 17k 40.86
Spdr Nuveen S&p High Yield Mun Common (HYMB) 0.1 $702k +6% 13k 56.38
Ishares S&p Mid-cap 400 Value Common (IJJ) 0.1 $701k +21% 5.3k 132.94
Ishares Core Msci Eafe Common (IEFA) 0.1 $700k -3% 12k 57.16
Vanguard Mega Cap Growth Common (MGK) 0.1 $697k +789% 4.3k 163.50
Altria Group Common (MO) 0.1 $684k -5% 17k 39.27
Invesco S&p 500 Equal Weight Common (RSP) 0.1 $683k 6.7k 101.74
Tesla Common (TSLA) 0.1 $672k 622.00 1080.39
Alphabet Inc A Common (GOOGL) 0.1 $661k +15% 466.00 1418.45
Crawford Co Cl A Common (CRD.A) 0.1 $660k +26% 84k 7.90
International Business Machine Common (IBM) 0.1 $648k +193% 5.4k 120.74
Nuveen Va Quality Mun Income F Common (NPV) 0.1 $645k 45k 14.28
Alphabet Inc Cl C Common (GOOG) 0.1 $639k +28% 452.00 1413.72
Cambria Tail Risk Common (TAIL) 0.1 $636k NEW 29k 22.24
Kimberly-clark Corp Common (KMB) 0.1 $629k 4.4k 141.44
Spdr Emerging Markets Etf Common (SPEM) 0.1 $628k +14% 19k 33.47
Wisdomtree International High Common (DTH) 0.1 $627k +11% 19k 32.97
Cytosorbents Corp Common (CTSO) 0.1 $616k 62k 9.91
Fs Kkr Capital Corp Ii Common 0.1 $611k NEW 47k 12.88
Coca Cola Company Common (KO) 0.1 $595k 13k 44.67
Lowe's Companies Common (LOW) 0.1 $589k +8% 4.4k 135.22
Flexshares Quality Divid Defen Common (QDEF) 0.1 $583k -8% 14k 41.80
Ppl Corporation Common (PPL) 0.1 $570k -22% 22k 25.83
Schwab Us Mid Cap Common (SCHM) 0.1 $560k +2% 11k 52.66
Ishares Core S&p U.s. Value Et Common (IUSV) 0.1 $560k +11% 11k 52.24
Costco Wholesale Corp Common (COST) 0.1 $559k +20% 1.8k 303.47
Ishares 1-3 Year Treasury Bond Common (SHY) 0.1 $552k -10% 6.4k 86.63
First Trust Large Cap Gr Alpha Common (FTC) 0.1 $543k 7.1k 76.63
Pimco Total Return Active Etf Common (BOND) 0.1 $542k -7% 4.9k 111.61
Enterprise Products Partners L Common (EPD) 0.1 $539k +91% 30k 18.16
Wisdomtree Europe Small Cap Di Common (DFE) 0.1 $531k -17% 11k 49.56
Ishares Edge Msci Eafe Minimum Common (EFAV) 0.1 $530k +7% 8.0k 66.03
Alps Sector Dividend Dogs Common (SDOG) 0.1 $530k +3268% 15k 36.34
Kinder Morgan Common (KMI) 0.1 $523k 35k 15.17
Chipotle Mexican Grill Common (CMG) 0.1 $518k 492.00 1052.85
Starbucks Corp Common (SBUX) 0.1 $515k +17% 7.0k 73.54
Norfolk Southern Corp Common (NSC) 0.1 $513k 2.9k 175.68
Automatic Data Processing Common (ADP) 0.1 $501k 3.4k 148.89
Ishares Silver Trust Index Fun Common (SLV) 0.1 $497k +98% 29k 17.02
First Trust Low Duration Oppor Common (LMBS) 0.1 $491k +308% 9.5k 51.67
Blackrock Mun 2030 Target Term Common (BTT) 0.1 $490k +2% 21k 23.77
First Tr Enhanced Short Maturi Common (FTSM) 0.1 $486k 8.1k 60.02
Mondelez Intl Common (MDLZ) 0.1 $485k 9.5k 51.09
Omnicom Group Common (OMC) 0.1 $485k 8.9k 54.63
Exelon Corp Common (EXC) 0.1 $483k +11% 13k 36.31
Ishares Core Msci Emerging Mar Common (IEMG) 0.1 $483k +7% 10k 47.60
Target Common (TGT) 0.1 $483k +9% 4.0k 119.91
Viacomcbs Inc B Common (VIAC) 0.1 $478k +7% 21k 23.34
Sysco Corporation Common (SYY) 0.1 $476k 8.7k 54.71
Amplify Yieldshares Cwpdivid & Common (DIVO) 0.1 $475k -2% 17k 28.36
First Trust Large Cap Value Al Common (FTA) 0.1 $472k 10k 45.51
Entergy Corp Common (ETR) 0.1 $471k 5.0k 93.73
Lamb Weston Holdings Common (LW) 0.1 $464k 7.3k 63.95
Spdr S&p 600 Small Capvalue Et Common (SLYV) 0.1 $458k +426% 9.3k 49.12
Spdr Consumer Staples Select S Common (XLP) 0.1 $449k +479% 7.7k 58.61
Wells Fargo & Co Common (WFC) 0.1 $447k +33% 17k 25.63
Zoetis Common (ZTS) 0.1 $444k +3% 3.2k 136.91
Ishares 1-5 Year Corporate Bon Common (IGSB) 0.1 $439k -7% 8.0k 54.76
Tortoise North American Pipeli Common (TPYP) 0.1 $434k 26k 16.52
Ishares Kld 400 Social Index Common (DSI) 0.1 $431k +28% 3.7k 117.95
Spdr S&p 500 Value Etf Common (SPYV) 0.1 $428k +1377% 15k 28.96
Spdr S&p 400 Mid Cap Value Common (MDYV) 0.1 $425k -4% 10.0k 42.63
Vanguard Consumer Staples Common (VDC) 0.1 $424k -2% 2.8k 149.61
Ishares Select Dividend Common (DVY) 0.1 $423k -3% 5.2k 80.73
Ishares Short-term National Mu Common (SUB) 0.1 $421k +7% 3.9k 107.98
Spdr Barclays 1-3 Month T-bill Common (BIL) 0.1 $417k -91% 4.6k 91.53
First Trust Technology Alphade Common (FXL) 0.1 $413k 5.0k 83.42
Blackstone Group Inc Cl A Common (BX) 0.1 $413k +76% 7.3k 56.71
Ishares Core S&p Total Us Stoc Common (ITOT) 0.1 $405k 5.8k 69.42
Vanguard Intermediate Term Bon Common (BIV) 0.1 $403k -12% 4.3k 93.11
Intuitive Surgical Common (ISRG) 0.1 $403k -3% 707.00 570.01
Cisco Systems Common (CSCO) 0.0 $400k -4% 8.6k 46.61
Rivernorth Doubleline Strategc Common (OPP) 0.0 $399k 29k 13.91
American Electric Power Common (AEP) 0.0 $397k -15% 5.0k 79.59
Ford Motor Company Common (F) 0.0 $397k +5% 65k 6.07
Ishares Russell 3000 Common (IWV) 0.0 $395k +23% 2.2k 180.28
Fedex Corp Common (FDX) 0.0 $384k +12% 2.7k 140.09
Cohen & Steers Quality Income Common (RQI) 0.0 $383k +3% 35k 10.94
Vanguard Health Care Common (VHT) 0.0 $382k +85% 2.0k 192.64
Ishares S&p 500 Growth Common (IVW) 0.0 $380k -4% 1.8k 207.42
3m Company Common (MMM) 0.0 $377k 2.4k 156.04
Ishares Dow Jones Us Real Esta Common (IYR) 0.0 $368k +9% 4.7k 78.72
Ishares Msci Usa Momentum Fact Common (MTUM) 0.0 $365k +17% 2.8k 131.06
Invesco S&p Midcap Low Volatil Common (XMLV) 0.0 $359k -32% 8.7k 41.41
Vanguard Muni Bond Tax Exempt Common (VTEB) 0.0 $358k +17% 6.6k 54.08
Brookfield Infrastructure Part Common (BIP) 0.0 $354k -7% 8.6k 41.13
Alibaba Group Holding Common (BABA) 0.0 $353k -6% 1.6k 215.77
Vanguard Growth Common (VUG) 0.0 $349k -37% 1.7k 202.20
Fidelity Msci Real Estate Inde Common (FREL) 0.0 $345k +2% 15k 23.35
Raytheon Technologies Corp Common 0.0 $342k +1856% 5.6k 61.54
Qualcomm Incorporated Common (QCOM) 0.0 $332k +35% 3.6k 91.21
General Electric Company Common (GE) 0.0 $331k -11% 49k 6.83
Philip Morris International In Common (PM) 0.0 $330k 4.7k 70.05
Cvs Health Corp Common (CVS) 0.0 $330k +36% 5.1k 65.02
Spdr Financial Select Sector Common (XLF) 0.0 $330k +26% 14k 23.13
Honeywell International Common (HON) 0.0 $329k -10% 2.3k 144.62
Vanguard Small-cap Growth Common (VBK) 0.0 $325k -6% 1.6k 199.75
Ishares U.s. Preferred Stock I Common (PFF) 0.0 $323k -21% 9.3k 34.60
Pacer Benchmark Data & Infras Common (SRVR) 0.0 $321k 9.0k 35.57
Clearbridge All Cap Growth Common (CACG) 0.0 $318k 8.9k 35.79
Bank Of America Corp Common (BAC) 0.0 $316k +14% 13k 23.78
Royal Dutch Shell B Common (RDS.B) 0.0 $316k +228% 10k 30.44
Vaneck Vectors Gold Miners Etf Common (GDX) 0.0 $314k -2% 8.6k 36.71
Schwab International Small-cap Common (SCHC) 0.0 $314k +285% 11k 29.54
Nextera Energy Common (NEE) 0.0 $312k +3% 1.3k 240.37
Netflix Common (NFLX) 0.0 $308k -13% 677.00 454.95
Paypal Holdings Common (PYPL) 0.0 $304k +37% 1.7k 174.01
Ishares Dj Us Aerospace & Def Common (ITA) 0.0 $303k -11% 1.8k 164.50
Vanguard Short-term Bond Common (BSV) 0.0 $297k -14% 3.6k 83.12
Regency Ctrs Corp Common (REG) 0.0 $296k 6.4k 45.94
Spdr Dow Jones Industrial Aver Common (DIA) 0.0 $294k +33% 1.1k 257.67
Invesco S&p 500 High Dividend Common (SPHD) 0.0 $291k -85% 8.8k 32.93
Blackberry Common (BB) 0.0 $287k 59k 4.89
Deere & Company Common (DE) 0.0 $286k +3% 1.8k 156.97
Shopify Common (SHOP) 0.0 $285k +16% 300.00 950.00
Medtronic Common (MDT) 0.0 $284k +68% 3.1k 91.70
United Bankshares Inc Wv Common (UBSI) 0.0 $281k 10k 27.62
Wisdomtree International Hedge Common (IHDG) 0.0 $280k +53% 8.0k 35.02
Invesco S&p 500 Buywrite Common (PBP) 0.0 $278k +748% 15k 18.13
Vanguard Long Term Government Common (VGLT) 0.0 $278k -30% 2.8k 99.93
Medical Properties Trust Common (MPW) 0.0 $277k +17% 15k 18.80
Invesco S&p 500 Quality Etf Common (SPHQ) 0.0 $276k NEW 7.8k 35.45
Ishares Russell Mid-cap Growth Common (IWP) 0.0 $274k 1.7k 158.11
Autodesk Common (ADSK) 0.0 $274k +2% 1.1k 238.88
Proshares Short S&p 500 Common (SH) 0.0 $271k +12787% 12k 22.37
St Joe Common (JOE) 0.0 $269k +7% 14k 19.44
Nuveen S&p 500 Buy-write Inc F Common (BXMX) 0.0 $266k -8% 24k 11.01
Ark Next Generation Internet E Common (ARKW) 0.0 $265k NEW 3.1k 84.94
Vanguard Mega Cap 300 Index Common (MGC) 0.0 $256k +139% 2.3k 109.59
Fireeye Common (FEYE) 0.0 $255k -16% 21k 12.17
Unitedhealth Group Common (UNH) 0.0 $255k +27% 864.00 295.14
Broadcom Common (AVGO) 0.0 $255k +18% 807.00 315.99
American Airlines Group Common (AAL) 0.0 $255k +6% 20k 13.06
Corning Common (GLW) 0.0 $251k -10% 9.7k 25.94
Ishares Msci Emerging Markets Common (EEM) 0.0 $251k -18% 6.3k 40.03
Roku Inc Com Cl A Common (ROKU) 0.0 $247k +150% 2.1k 116.40
Jpmorgan Ultra-short Income Et Common (JPST) 0.0 $247k -21% 4.9k 50.75
Global X Mlp & Energy Infrastr Common 0.0 $244k -66% 9.8k 24.93
Federated Hermes Common (FHI) 0.0 $239k 10k 23.72
First Trust Tcw Opportunistic Common (FIXD) 0.0 $236k +65% 4.3k 54.71
Conocophillips Common (COP) 0.0 $233k +5% 5.6k 41.96
Vanguard Information Technolog Common (VGT) 0.0 $232k +14% 832.00 278.85
Invesco Financial Preferred Common (PGF) 0.0 $228k +26% 13k 17.93
Peoples Bancorp Common (PEBO) 0.0 $226k 11k 21.29
Astrazeneca Common (AZN) 0.0 $225k +7% 4.3k 52.90
First Trust Europe Alphadex Common (FEP) 0.0 $225k -11% 7.4k 30.45
Jpmorgan Alerian Mlp Index Common (AMJ) 0.0 $223k -11% 17k 13.23
Invesco Ultra Short Duration Common (GSY) 0.0 $223k -25% 4.4k 50.46
Ishares S&p California Municip Common (CMF) 0.0 $222k +3471% 3.6k 62.17
Flaherty & Crumrin Pfd & Inm S Common (FFC) 0.0 $222k -4% 11k 20.08
Spdr S&p Biotech Common (XBI) 0.0 $221k +514% 2.0k 112.01
Pimco Corporate & Income Strat Common (PCN) 0.0 $220k -19% 14k 15.85
First Trust Managed Municipal Common (FMB) 0.0 $220k 4.0k 54.95
Schwab Us Broad Market Etf Common (SCHB) 0.0 $220k 3.0k 73.58
First Natl Corp Va Common (FXNC) 0.0 $219k 16k 13.90
Wisdomtree Merrill Lynch High Common (HYZD) 0.0 $218k -7% 11k 20.09
Southern Company Common (SO) 0.0 $217k 4.2k 51.84
Adobe Common (ADBE) 0.0 $212k +12% 487.00 435.32
Vanguard S&p Small-cap 600 Val Common (VIOV) 0.0 $210k 2.0k 104.32
Salesforce.com Common (CRM) 0.0 $209k +182% 1.1k 187.11
Anheuser-busch Inbev Common (BUD) 0.0 $207k 4.2k 49.39
Invesco Exchange Traded Fd Tr Common (SPGP) 0.0 $205k +37% 3.7k 54.83
Hormel Foods Corp Common (HRL) 0.0 $203k 4.2k 48.33
Invesco S&p 500 Pure Growth Common (RPG) 0.0 $202k -27% 1.6k 129.74
Ppg Industries Common (PPG) 0.0 $201k -7% 1.9k 105.85
Canadian National Railway Common (CNI) 0.0 $201k 2.3k 88.62
Royce Value Trust Common (RVT) 0.0 $193k -14% 15k 12.56
Putnam Municipal Opportunities Common (PMO) 0.0 $176k 14k 12.75
Nuveen California Quality Muni Common (NAC) 0.0 $173k -42% 12k 14.26
Fs Kkr Capital Corp Common (FSK) 0.0 $171k -75% 12k 13.97
Eaton Vance Tax Managed Buy Wr Common (ETV) 0.0 $163k 12k 14.15
Apollo Sr Floating Rate Common (AFT) 0.0 $152k +48% 12k 12.41
Royce Microcap Trust Common (RMT) 0.0 $147k +2% 21k 7.18
Mfs Municipal Income Trust Common (MFM) 0.0 $145k 23k 6.24
Mfs Invt Grade Mun Tr Common (CXH) 0.0 $124k 13k 9.43
Western Asset Municipal High I Common (MHF) 0.0 $121k NEW 17k 7.12
Western Asset Intermediate Mun Common (SBI) 0.0 $116k +12% 14k 8.59
Putnam Managed Muni Income Tru Common (PMM) 0.0 $88k 12k 7.32
Blackrock Capital Investment C Common (BKCC) 0.0 $80k +11% 30k 2.68
Nokia Corp Common (NOK) 0.0 $66k 15k 4.39
Gabelli Equity Tr Common (GAB) 0.0 $66k 13k 5.06
Blackrock Income Trust Common (BKT) 0.0 $64k NEW 10k 6.17
22nd Century Group Common (XXII) 0.0 $35k +187% 46k 0.76
Gannett Common (GCI) 0.0 $25k +3374% 18k 1.41
Ferroglobe Common (GSM) 0.0 $12k 25k 0.49
Zosano Pharma Corp Common (ZSAN) 0.0 $10.0k NEW 12k 0.83
Organovo Holdings Common (ONVO) 0.0 $9.0k 16k 0.56
Conformis Common (CFMS) 0.0 $8.0k 10.0k 0.80

Past Filings by Wealthcare Advisory Partners

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