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James Krause

@Wealthcare Advisory Partners Llc

Latest period2024 - Q4ReportedManaged Assets$3.601BTotal holdings887
Assets growth rate2.59%Assets growth rate (2-Q avg)6.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Advisory Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 887 positions.

Assets under management

The assets under management (AUM) of Wealthcare Advisory Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.601B in assets, with a quarterly growth rate of 2.59% and a 2-quarter average growth rate of 6.13%. The portfolio is managed by James Krause, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JGROJ P Morgan Exchange Traded F
Recent Activity
New Position
0.09%
$2.942M
36,307 shares@ $81.03 avg price
HIGHSimplify Exchange Traded Fun
Recent Activity
New Position
0.08%
$2.615M
113,603 shares@ $23.02 avg price
JPLDJ P Morgan Exchange Traded F
Recent Activity
New Position
0.08%
$2.557M
49,624 shares@ $51.52 avg price
VNLAJanus Detroit Str Tr
Recent Activity
New Position
0.08%
$2.552M
52,172 shares@ $48.91 avg price
JPEFJ P Morgan Exchange Traded F
Recent Activity
New Position
0.04%
$1.411M
21,031 shares@ $67.11 avg price
PNWPinnacle West Cap Corp
Recent Activity
New Position
0.03%
$924,373
10,904 shares@ $84.78 avg price
BSMRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.03%
$728,013
30,848 shares@ $23.61 avg price
BSMSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.02%
$663,505
28,440 shares@ $23.33 avg price
ISPYProshares Tr
Recent Activity
New Position
0.02%
$561,907
12,687 shares@ $44.29 avg price
IAIIshares Tr
Recent Activity
New Position
0.02%
$503,197
3,492 shares@ $144.1 avg price