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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
DBJPDbx Etf Tr
Recent Activity
Exited
0%
$374,944
5,251 shares@ $71.41 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
Exited
0%
$364,484
15,724 shares@ $23.19 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$360,404
11,544 shares@ $31.23 avg price
9264⤦Victory Portfolios Ii
Recent Activity
Exited
0%
$352,618
11,291 shares@ $31.24 avg price
HSYHershey Co
Recent Activity
Exited
0%
$350,948
1,830 shares@ $191.78 avg price
IDVIshares Tr
Recent Activity
Exited
0%
$346,113
11,449 shares@ $30.24 avg price
FLOTIshares Tr
Recent Activity
Exited
0%
$341,356
6,688 shares@ $51.05 avg price
SECTNorthern Lts Fd Tr Iv
Recent Activity
Exited
0%
$328,373
6,107 shares@ $53.77 avg price
SQEWTwo Rds Shared Tr
Recent Activity
Exited
0%
$316,555
9,245 shares@ $34.25 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$312,988
3,264 shares@ $95.9 avg price