Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SPSM, MUB, and represent 20.96% of Wealthcare Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: STIP (+$20M), VOE (+$15M), MUB (+$13M), FBND (+$10M), AGG (+$7.9M), NTSX (+$7.5M), SPLG (+$7.2M), SPTM (+$6.4M), VGSH (+$5.3M), SCHD.
Started 71 new stock positions in CCAP, BUFF, SPHD, KRE, ESGG, MRVL, FNK, VOOG, COF, FAST.
Reduced shares in these 10 stocks: CMBS (-$17M), TFI (-$12M), USFR (-$9.9M), BOND (-$6.0M), , ITOT, RYU, HYT, HSRT, IWB.
Sold out of its positions in AGNC, ALK, APA, AFT, AVAH, BHIL, BKCC, DSM, CFFN, DXCM.
Wealthcare Advisory Partners was a net buyer of stock by $140M.
Wealthcare Advisory Partners has $2.3B in assets under management (AUM), dropping by 11.18%.
Central Index Key (CIK): 0001683059

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Wealthcare Advisory Partners

Wealthcare Advisory Partners holds 693 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Wealthcare Advisory Partners has 693 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthcare Advisory Partners March 31, 2023 positions
Download the Wealthcare Advisory Partners March 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	7.6	$177M	+4%	3.7M	48.15	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	5.1	$118M	+5%	2.3M	50.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$83M	-2%	407k	204.10	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.4	$56M	+3%	1.5M	37.77	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$54M	+33%	496k	107.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.2	$50M		508k	99.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.1	$48M	+72%	483k	99.23	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.0	$46M	-4%	860k	53.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$38M	+3%	712k	53.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$37M	+3%	814k	45.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$36M	+12%	87k	409.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$36M		142k	250.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$34M	+3%	236k	144.62	View chart
Apple (AAPL)	1.2	$28M		170k	164.90	View chart
Setup an alert Wealthcare Advisory Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified? Email Address
Ishares Tr Mbs Etf (MBB)	1.2	$28M	+8%	291k	94.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$27M	+5%	65k	411.08	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.1	$26M	+2%	599k	43.94	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$24M	+8%	927k	25.79	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.0	$23M		228k	101.02	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$22M	+4%	692k	32.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$21M	+28%	290k	73.16	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.9	$21M	+55%	604k	35.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$21M	-10%	253k	83.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$21M	+21%	64k	320.93	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.9	$20M	+7%	223k	91.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$20M	+5%	336k	59.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$19M	-8%	50k	376.07	View chart
Microsoft Corporation (MSFT)	0.8	$18M		64k	288.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$18M	+22%	113k	154.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$17M		206k	82.16	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.7	$17M		528k	31.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.7	$17M	+984%	123k	134.07	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$16M	-2%	459k	35.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$16M	+102%	157k	99.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$15M	+4%	157k	96.70	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$15M	+14%	314k	46.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$14M	+10%	560k	25.48	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$14M		102k	138.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$13M	+7%	125k	105.50	View chart
Ishares Tr Exponential Tech (XT)	0.6	$13M	+3%	250k	52.70	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.6	$13M	+22%	271k	47.55	View chart
Johnson & Johnson (JNJ)	0.5	$12M		80k	155.00	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.5	$12M	+11%	137k	90.38	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$12M	+13%	290k	40.16	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$11M	+12%	547k	20.80	View chart
NVIDIA Corporation (NVDA)	0.5	$11M	+8%	40k	277.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$11M	+5%	85k	124.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$10M	+4483%	226k	46.00	View chart
Exxon Mobil Corporation (XOM)	0.4	$9.5M	-2%	86k	109.66	View chart
United Parcel Service CL B (UPS)	0.4	$9.2M		47k	193.99	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.4	$9.1M	+40%	131k	69.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$8.8M	-2%	64k	138.11	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$8.7M	-53%	173k	50.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$8.5M	+29%	40k	210.92	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$8.5M		99k	85.30	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$8.0M	+22%	235k	34.13	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$7.7M	+15%	115k	66.81	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$7.4M	-6%	100k	73.75	View chart
Ishares Tr Cybersecurity (IHAK)	0.3	$7.3M	+7%	202k	36.35	View chart
Home Depot (HD)	0.3	$7.3M	-3%	25k	295.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$7.3M	+2%	151k	48.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (EWRE)	0.3	$7.1M	+34%	233k	30.65	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$6.9M	+29%	89k	77.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$6.8M	+5%	169k	40.40	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$6.6M		157k	42.29	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$6.6M	+68%	235k	28.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$6.4M	+8%	133k	48.37	View chart
Innovator Etfs Tr Defined Wlt Shld (BALT)	0.3	$6.4M	+248%	236k	27.23	View chart
Abbvie (ABBV)	0.3	$6.3M		40k	159.37	View chart
Kraneshares Tr Kfa Mount Lucas (KMLM)	0.3	$6.3M	+29%	214k	29.48	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.3	$6.2M	-64%	132k	46.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.2M	-3%	20k	308.77	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$6.1M	+6%	223k	27.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$6.1M	+38%	125k	48.92	View chart
Amazon (AMZN)	0.3	$6.0M	+3%	58k	103.29	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.3	$5.9M	+50%	192k	30.67	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$5.8M	+955%	100k	58.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$5.6M	-35%	25k	225.23	View chart
JPMorgan Chase & Co. (JPM)	0.2	$5.6M	+3%	43k	130.31	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$5.5M	-4%	134k	41.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.4M	+182%	99k	54.60	View chart
Ishares Tr Genomics Immun (IDNA)	0.2	$5.3M	+3%	226k	23.27	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.2	$5.1M	+4%	56k	90.68	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$5.0M	-54%	54k	92.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$4.8M	+96%	101k	47.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.7M		46k	103.73	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$4.7M	+12%	51k	91.82	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$4.7M	-25%	115k	40.72	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$4.7M	NEW	106k	43.86	View chart
Truist Financial Corp equities (TFC)	0.2	$4.6M	+90%	136k	34.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.6M	+22%	24k	189.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$4.5M	+44%	48k	92.09	View chart
Procter & Gamble Company (PG)	0.2	$4.4M		29k	148.69	View chart
Chevron Corporation (CVX)	0.2	$4.4M	-4%	27k	163.16	View chart
Merck & Co (MRK)	0.2	$4.4M		41k	106.39	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.3M	+11%	9.1k	472.72	View chart
Waste Connections (WCN)	0.2	$4.1M	+39%	30k	139.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.1M	-5%	17k	244.33	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$4.1M	+4%	132k	30.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$4.0M	+60%	27k	151.01	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.2	$4.0M	+21%	40k	99.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.9M	+14%	22k	178.40	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.2	$3.9M	+93%	162k	24.06	View chart
Walt Disney Company (DIS)	0.2	$3.8M		38k	100.13	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$3.8M		51k	73.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.8M	+20%	15k	249.44	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$3.7M	NEW	167k	22.46	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$3.7M	+282%	82k	45.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$3.7M	-10%	146k	25.50	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$3.7M	+46%	20k	186.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.7M	+3%	52k	71.52	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.2	$3.7M	+959%	99k	37.28	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.2	$3.7M	-2%	706k	5.19	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$3.7M	+37%	41k	88.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.6M	-32%	45k	80.22	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$3.6M	+2%	126k	28.56	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.6M	-40%	57k	61.95	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$3.6M	+14%	94k	37.65	View chart
Wal-Mart Stores (WMT)	0.1	$3.4M	+2%	23k	147.45	View chart
Bristol Myers Squibb (BMY)	0.1	$3.4M	-3%	49k	69.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.3M		70k	47.85	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.3M	NEW	67k	49.51	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.3M	-37%	32k	104.68	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.3M	-6%	56k	59.51	View chart
Oracle Corporation (ORCL)	0.1	$3.3M		35k	92.92	View chart
Boeing Company (BA)	0.1	$3.3M	-5%	15k	212.43	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.2M	+37%	63k	51.74	View chart
Pepsi (PEP)	0.1	$3.2M	-7%	18k	182.30	View chart
Southern Company (SO)	0.1	$3.2M		46k	69.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.2M	-10%	47k	66.85	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.2M	+125%	81k	39.11	View chart
Verizon Communications (VZ)	0.1	$3.1M	+5%	81k	38.89	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$3.1M	-42%	105k	29.63	View chart
Ishares Tr Robotics Artif (IRBO)	0.1	$3.0M	-8%	94k	31.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.9M	+4%	19k	152.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$2.9M	+47%	58k	50.32	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$2.9M	+105%	7.5k	385.46	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$2.9M	-15%	170k	17.00	View chart
Apollo Global Mgmt (APO)	0.1	$2.9M	-2%	46k	63.16	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.8M	-19%	6.2k	458.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.8M	+16%	34k	82.83	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$2.8M	+175%	67k	41.46	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.8M		67k	40.98	View chart
Pfizer (PFE)	0.1	$2.8M		68k	40.80	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.1	$2.7M	-2%	76k	36.17	View chart
Visa Com Cl A (V)	0.1	$2.7M	-4%	12k	225.46	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$2.7M	-2%	54k	50.40	View chart
Paychex (PAYX)	0.1	$2.7M		23k	114.59	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$2.7M	+57%	78k	34.33	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$2.7M	NEW	35k	76.10	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.1	$2.6M	-10%	60k	42.70	View chart
Amgen (AMGN)	0.1	$2.6M	+19%	11k	241.74	View chart
Vanguard World Fds Materials Etf (VAW)	0.1	$2.6M	-12%	14k	177.82	View chart
Tesla Motors (TSLA)	0.1	$2.5M	+4%	12k	207.46	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.5M	-6%	23k	110.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.5M	-65%	27k	90.55	View chart
Waste Management (WM)	0.1	$2.4M		15k	163.17	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$2.4M	-11%	288k	8.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.4M		23k	104.00	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$2.3M	-21%	69k	33.96	View chart
United Rentals (URI)	0.1	$2.3M	-9%	5.9k	395.74	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$2.3M	+25%	61k	38.20	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.3M	+255%	37k	61.95	View chart
McDonald's Corporation (MCD)	0.1	$2.3M		8.3k	279.62	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$2.3M	+6%	34k	66.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$2.2M	+18%	36k	62.34	View chart
Cisco Systems (CSCO)	0.1	$2.2M	+5%	43k	52.28	View chart
TJX Companies (TJX)	0.1	$2.2M		28k	78.36	View chart
Wp Carey (WPC)	0.1	$2.2M	+21%	28k	77.45	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.2M	-6%	45k	47.87	View chart
Caterpillar (CAT)	0.1	$2.1M		9.2k	228.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.1M	+28%	41k	50.66	View chart
Qualcomm (QCOM)	0.1	$2.0M	+5%	16k	127.58	View chart
Flexshares Tr Real Asst Idx (ASET)	0.1	$2.0M	+42%	66k	30.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.0M	+20%	40k	49.99	View chart
Global X Fds Internet Of Thng (SNSR)	0.1	$2.0M	-7%	60k	33.28	View chart
Coca-Cola Company (KO)	0.1	$2.0M		32k	62.03	View chart
Meta Platforms Cl A (META)	0.1	$2.0M		9.3k	211.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.0M		5.1k	385.37	View chart
Illinois Tool Works (ITW)	0.1	$2.0M		8.0k	243.45	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.0M	+13%	35k	55.36	View chart
Eli Lilly & Co. (LLY)	0.1	$1.9M	+6%	5.6k	343.40	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.9M	+4%	43k	44.87	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.9M	+10%	15k	129.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.9M	+8%	16k	117.18	View chart
Nike CL B (NKE)	0.1	$1.9M	-14%	15k	122.64	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$1.9M	-13%	60k	30.97	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$1.9M		7.8k	238.47	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.9M	+12%	14k	137.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.8M	+14%	24k	76.23	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.8M		6.0k	304.70	View chart
Genuine Parts Company (GPC)	0.1	$1.8M		11k	167.31	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$1.8M	+25%	53k	33.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.8M	+3%	28k	63.89	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.8M		142k	12.47	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.1	$1.7M	+16%	21k	83.63	View chart
International Business Machines (IBM)	0.1	$1.7M	-3%	13k	131.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.7M		37k	47.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.7M	+7%	4.8k	363.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.7M	-3%	9.4k	183.22	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$1.7M		106k	16.17	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.7M	+52%	23k	72.94	View chart
Emerson Electric (EMR)	0.1	$1.7M		19k	87.14	View chart
Bank of America Corporation (BAC)	0.1	$1.7M	+2%	59k	28.60	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.7M		10k	166.56	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$1.6M		52k	31.43	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.6M		27k	60.91	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QMAR)	0.1	$1.6M	+2%	74k	22.18	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$1.6M	+228%	52k	30.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RGI)	0.1	$1.6M	+4%	8.6k	187.63	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.6M	-5%	83k	19.50	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.6M		103k	15.46	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$1.6M	+50%	16k	96.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.6M	-13%	23k	67.85	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$1.6M	+21%	71k	22.29	View chart
Abbott Laboratories (ABT)	0.1	$1.6M	+4%	16k	101.26	View chart
UnitedHealth (UNH)	0.1	$1.6M	-15%	3.3k	472.65	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$1.6M	+8%	13k	120.50	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)	0.1	$1.6M		76k	20.41	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.6M	-5%	41k	37.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.6M	-10%	21k	72.74	View chart
Nextera Energy (NEE)	0.1	$1.5M	+7%	20k	77.08	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M	-10%	3.1k	496.82	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.5M	+20%	24k	62.89	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.5M	-46%	13k	117.65	View chart
State Street Corporation (STT)	0.1	$1.5M		20k	75.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.5M	+9%	48k	31.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.5M	+134%	20k	74.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.4M	+136%	33k	44.50	View chart
Cion Invt Corp (CION)	0.1	$1.4M	+108%	147k	9.87	View chart
United Bankshares (UBSI)	0.1	$1.4M		41k	35.20	View chart
Lowe's Companies (LOW)	0.1	$1.4M	+9%	7.1k	199.97	View chart
Ford Motor Company (F)	0.1	$1.4M	+5%	112k	12.60	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.4M	+60%	37k	38.06	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.4M	+56%	15k	91.24	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.4M	+612%	79k	17.65	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJAN)	0.1	$1.4M		45k	31.14	View chart
salesforce (CRM)	0.1	$1.4M		6.9k	199.79	View chart
At&t (T)	0.1	$1.4M		71k	19.25	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.3M		10k	129.16	View chart
Paypal Holdings (PYPL)	0.1	$1.3M	+15%	18k	75.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.3M	+14%	8.3k	158.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	-15%	18k	73.83	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.1	$1.3M		5.2k	252.55	View chart
Invesco Exch Traded Fd Tr Ii Vrdo Tax Free (PVI)	0.1	$1.3M	NEW	53k	24.94	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.3M	+122%	13k	100.58	View chart
Target Corporation (TGT)	0.1	$1.3M	+10%	7.8k	165.63	View chart
Deere & Company (DE)	0.1	$1.3M	+6%	3.1k	412.92	View chart
Broadcom (AVGO)	0.1	$1.3M	-6%	2.0k	641.41	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.3M	-2%	30k	42.75	View chart

Past Filings by Wealthcare Advisory Partners

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

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
Wealthcare Advisory Partners 2020 Q1 filed April 29, 2020
Wealthcare Advisory Partners 2019 Q4 filed Jan. 29, 2020
Wealthcare Advisory Partners 2019 Q3 filed Oct. 17, 2019
Wealthcare Advisory Partners 2019 Q2 filed July 30, 2019

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z

Wealthcare Advisory Partners

Tip: Access up to 7 years of quarterly data

Portfolio Holdings for Wealthcare Advisory Partners

Setup an alert

Past Filings by Wealthcare Advisory Partners