Wealthcare Advisory Partners LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$3.51B
Signature - Title
James Krause - Chief Compliance Officer
Location
West Chester, PA
Summary
This page shows a list of all the recent 13F filings made by Wealthcare Advisory Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthcare Advisory Partners LLC reported 871 stock holdings with total value $3.51B as of Q3 2024. Top holdings included SPLG, SPTM, SPY, VTI, and STIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 871 $3.51B +$337M -$192M +$145M SPLG, SPTM, SPY, VTI, STIP 13F-HR 11/4/2024, 09:07 AM
Q2 2024 821 $3.2B +$237M -$77M +$160M SPLG, SPTM, VTI, SPY, STIP 13F-HR 8/9/2024, 05:44 PM
Q1 2024 798 $3.05B +$489M -$95.2M +$394M SPLG, SPTM, VTI, SPY, STIP 13F-HR 4/15/2024, 02:40 PM
Q4 2023 745 $2.51B +$272M -$128M +$144M SPLG, SPTM, VTI, STIP, VOO 13F-HR 2/6/2024, 05:06 PM
Q3 2023 697 $2.18B +$129M -$107M +$21.8M SPLG, SPTM, VTI, STIP, VOO 13F-HR 10/12/2023, 08:55 AM
Q2 2023 717 $2.24B +$207M -$390M -$184M SPLG, SPTM, VTI, STIP, VOO 13F-HR 7/17/2023, 03:49 PM
Q1 2023 693 $2.33B +$276M -$136M +$140M SPLG, SPTM, VTI, SPSM, MUB 13F-HR 5/4/2023, 04:35 PM
Q4 2022 692 $2.09B +$314M -$94.2M +$220M SPLG, SPTM, VTI, SPSM, IEF 13F-HR 2/13/2023, 05:01 PM
Q3 2022 600 $1.75B +$305M -$101M +$204M SPLG, SPTM, VTI, MUB, SPSM 13F-HR 11/14/2022, 12:18 PM
Q2 2022 562 $1.65B +$344M -$112M +$232M SPLG, SPTM, VTI, SPSM, SCHP 13F-HR 8/15/2022, 08:00 AM
Q1 2022 540 $1.65B +$170M -$115M +$54.7M SPLG, SPTM, IEF, VTI, SPSM 13F-HR 4/15/2022, 11:06 AM
Q4 2021 573 $1.67B +$213M -$158M +$54.8M SPLG, SPTM, IEF, VTI, SPSM 13F-HR 2/11/2022, 11:35 AM
Q3 2021 545 $1.53B +$105M -$47.7M +$56.8M SPLG, SPTM, VTI, SPSM, MUB 13F-HR 11/15/2021, 07:00 AM
Q2 2021 554 $1.49B +$163M -$117M +$46.3M SPLG, SPTM, SPSM, VTI, IJH 13F-HR 8/16/2021, 09:09 AM
Q1 2021 2,057 $1.38B +$247M -$41.8M +$205M SPLG, SPTM, MUB, SPSM, IJH 13F-HR 4/29/2021, 07:17 PM
Q4 2020 438 $1.13B +$135M -$19.7M +$116M SPLG, SPTM, SPSM, IJH, MUB 13F-HR 2/11/2021, 09:24 PM
Q3 2020 363 $912M +$94.2M -$19.7M +$74.5M SPLG, IJH, SPSM, MUB, SPTM 13F-HR 10/29/2020, 06:58 AM
Q2 2020 321 $802M +$97.1M -$76M +$21.1M SPLG, SPSM, IJH, MUB, VEA 13F-HR 7/29/2020, 07:15 AM
Q1 2020 1,466 $682M +$229M -$204M +$24.9M SPLG, SPTM, MUB, IJH, SPSM 13F-HR 4/29/2020, 02:41 PM
Q4 2019 1,373 $787M +$77M -$15.7M +$61.4M VOO, VTI, AGG, SPY, MUB 13F-HR 1/29/2020, 02:42 PM
Q3 2019 1,331 $689M +$67.7M -$13.2M +$54.5M VOO, VTI, AGG, SPY, MUB 13F-HR 10/16/2019, 06:22 PM
Q2 2019 1,296 $631M +$43.6M -$12.8M +$30.9M VOO, AGG, VTI, SPY, MUB 13F-HR 7/29/2019, 08:06 PM
Q1 2019 1,204 $586M +$111M -$93.4M +$17.2M VOO, AGG, SPY, VTI, MUB 13F-HR 5/13/2019, 04:00 PM
Q4 2018 1,191 $515M +$51M -$20.4M +$30.7M SPY, AGG, MUB, VTI, IEF 13F-HR 2/14/2019, 10:46 AM
Q3 2018 1,218 $545M +$48M -$32.8M +$15.1M SPY, AGG, VTI, MUB, VEA 13F-HR 11/14/2018, 10:31 AM
Q2 2018 1,217 $510M +$80.8M -$20M +$60.8M SPY, AGG, VTI, IEF, VEA 13F-HR 8/13/2018, 06:10 PM
Q1 2018 1,061 $443M +$70.9M -$8.49M +$62.4M SPY, AGG, VTI, IEF, VEA 13F-HR 5/14/2018, 07:00 PM
Q4 2017 1,063 $389M +$44.4M -$2.49M +$41.9M SPY, AGG, VTI, TFI, MDY 13F-HR 2/13/2018, 07:14 PM
Q3 2017 872 $337M +$126M -$194K +$125M SPY, AGG, VTI, TFI, IEF 13F-HR 11/15/2017, 09:40 AM
Q2 2017 98 $206M +$20.2M -$950K +$19.3M SPY, AGG, VTI, TFI, IEF 13F-HR 8/28/2017, 05:46 PM
Q1 2017 97 $183M +$13M -$4.74M +$8.3M SPY, AGG, VTI, TFI, IEF 13F-HR 4/11/2017, 01:54 PM
Q4 2016 96 $169M +$14.8M -$168K +$14.6M SPY, AGG, VTI, TFI, IEF 13F-HR 1/11/2017, 06:13 PM
Q3 2016 75 $154M +$10.7M -$1.97M +$8.68M SPY, AGG, VTI, TFI, IEF 13F-HR 10/14/2016, 09:34 AM
Q2 2016 101 $142M $0 $0 SPY, AGG, VTI, TFI, IEF 13F-HR 8/25/2016, 04:41 PM