James Krause

@Wealthcare Advisory Partners Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$3.601B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FTSDFranklin Etf Tr Recent Activity Increased 5.07%	0.63%	$22.471M 248,964 shares@ $90.26 avg price	Increased 5.07%
VEUVanguard Intl Equity Index F Recent Activity Increased 0.61%	0.58%	$20.856M 363,276 shares@ $57.42 avg price	Increased 0.61%
SCZIshares Tr Recent Activity Increased 8.23%	0.55%	$19.553M 321,864 shares@ $60.76 avg price	Increased 8.23%
IBDUIshares Tr Recent Activity Increased 34.02%	0.52%	$18.421M 807,921 shares@ $22.81 avg price	Increased 34.02%
CGDVCapital Group Dividend Value Recent Activity Increased 10.47%	0.49%	$17.32M 491,212 shares@ $35.27 avg price	Increased 10.47%
SCHGSchwab Strategic Tr Recent Activity Increased 266.42%	0.45%	$16.07M 576,617 shares@ $27.87 avg price	Increased 266.42%
ANGLVaneck Etf Trust Recent Activity Increased 3.7%	0.45%	$15.976M 557,240 shares@ $28.68 avg price	Increased 3.7%
VYMVanguard Whitehall Fds Recent Activity Increased 7.1%	0.43%	$15.322M 120,087 shares@ $127.59 avg price	Increased 7.1%
BNDVanguard Bd Index Fds Recent Activity Increased 0.55%	0.42%	$15.076M 209,656 shares@ $71.91 avg price	Increased 0.55%
BKLNInvesco Exch Traded Fd Tr Ii Recent Activity Increased 4.1%	0.41%	$14.659M 695,733 shares@ $21.08 avg price	Increased 4.1%