test

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
SPLGSpdr Ser Tr
Recent Activity
Increased 6.19%
6.91%
$248.53M
3.605M shares@ $68.95 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 2.01%
4.35%
$156.562M
2.192M shares@ $71.43 avg price
STIPIshares Tr
Recent Activity
Increased 8.23%
2.52%
$90.428M
898,882 shares@ $100.61 avg price
MUBIshares Tr
Recent Activity
Increased 22.9%
1.68%
$60.241M
565,380 shares@ $106.56 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 8.36%
1.68%
$60.192M
2.409M shares@ $25.0 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 7.46%
1.66%
$59.609M
1.327M shares@ $44.92 avg price
IEFIshares Tr
Recent Activity
Increased 9.09%
1.46%
$52.503M
567,910 shares@ $92.45 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 4.84%
1.36%
$48.858M
893,367 shares@ $54.7 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.62%
1.36%
$48.773M
95,403 shares@ $511.23 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 5.27%
1.35%
$48.386M
1.078M shares@ $44.88 avg price