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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
KVUEKenvue Inc
Recent Activity
Exited
0%
$285,426
12,340 shares@ $23.14 avg price
JOESt Joe Co
Recent Activity
Exited
0%
$278,489
4,776 shares@ $58.32 avg price
MAGSListed Fd Tr
Recent Activity
Exited
0%
$267,962
5,620 shares@ $47.69 avg price
DFIVDimensional Etf Trust
Recent Activity
Exited
0%
$251,134
6,595 shares@ $38.08 avg price
SLBSchlumberger Ltd
Recent Activity
Exited
0%
$244,501
5,828 shares@ $41.96 avg price
AVAVAerovironment Inc
Recent Activity
Exited
0%
$235,588
1,175 shares@ $200.51 avg price
TOLToll Brothers Inc
Recent Activity
Exited
0%
$234,979
1,521 shares@ $154.49 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$228,213
562 shares@ $406.08 avg price
STAGStag Indl Inc
Recent Activity
Exited
0%
$224,596
5,746 shares@ $39.09 avg price
FNDFSchwab Strategic Tr
Recent Activity
Exited
0%
$217,052
5,808 shares@ $37.38 avg price