Wealthcare Advisory Partners LLC

Q4 2024 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    887

  • Value ($000)

    $3,601,060

  • Date Filed
    01/15/2025
  • Form type
    13F-HR
  • CIK
    0001683059
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$248.53 M
7 %

3,605,020

---

SPDR SER TR

PORTFOLI S&P1500
78464A805
$156.56 M
4 %

2,191,824

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$101.60 M
3 %

173,363

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$100.88 M
3 %

348,085

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$90.43 M
3 %

898,882

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$67.64 M
2 %

125,529

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$60.24 M
2 %

565,380

KRE
KRE

SPDR SER TR

PORTFOLIO AGRGTE
78464A649
$60.19 M
2 %

2,408,625

KRE
KRE

SPDR SER TR

PORTFOLIO S&P600
78468R853
$59.61 M
2 %

1,327,012

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$56.47 M
2 %

420,525

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