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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
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.02%
$483,074
9,106 shares@ $53.06 avg price
LDPCohen & Steers Ltd Duration
Recent Activity
New Position
0.02%
$481,056
23,815 shares@ $20.2 avg price
ALLYAlly Finl Inc
Recent Activity
New Position
0.02%
$460,544
12,789 shares@ $36.02 avg price
APPApplovin Corp
Recent Activity
New Position
0.02%
$451,095
1,393 shares@ $323.83 avg price
DLNWisdomtree Tr
Recent Activity
New Position
0.02%
$395,129
5,079 shares@ $77.8 avg price
BSMQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.02%
$393,265
16,685 shares@ $23.57 avg price
CCICrown Castle Inc
Recent Activity
New Position
0.02%
$388,058
4,276 shares@ $90.76 avg price
RJFRaymond James Finl Inc
Recent Activity
New Position
0.02%
$377,607
2,431 shares@ $155.33 avg price
GMGeneral Mtrs Co
Recent Activity
New Position
0.01%
$345,775
6,491 shares@ $53.27 avg price
AIQGlobal X Fds
Recent Activity
New Position
0.01%
$344,244
8,909 shares@ $38.65 avg price