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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
WCNWaste Connections Inc
Recent Activity
Exited
0%
$5.273M
29,487 shares@ $178.82 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Exited
0%
$2.993M
64,150 shares@ $46.66 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Exited
0%
$1.849M
52,894 shares@ $34.97 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$716,798
6,408 shares@ $111.86 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$666,312
1,736 shares@ $383.83 avg price
APTVAptiv Plc
Recent Activity
Exited
0%
$547,060
7,597 shares@ $72.02 avg price
PIPRPiper Sandler Companies
Recent Activity
Exited
0%
$425,715
1,500 shares@ $283.81 avg price
MEARIshares U S Etf Tr
Recent Activity
Exited
0%
$425,199
8,451 shares@ $50.32 avg price
EXPEagle Matls Inc
Recent Activity
Exited
0%
$407,578
1,417 shares@ $287.64 avg price
GMOMCambria Etf Tr
Recent Activity
Exited
0%
$398,552
13,465 shares@ $29.6 avg price