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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 27.96%
0.4%
$14.156M
80,785 shares@ $175.24 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 193.22%
0.4%
$14.115M
541,438 shares@ $26.08 avg price
BALTInnovator Etfs Trust
Recent Activity
Increased 6.49%
0.38%
$13.587M
432,418 shares@ $31.43 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 4.89%
0.38%
$13.487M
234,438 shares@ $57.54 avg price
TBILRbb Fd Inc
Recent Activity
Increased 57.4%
0.37%
$12.979M
260,305 shares@ $49.86 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 8.67%
0.36%
$12.741M
131,991 shares@ $96.53 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 4.65%
0.34%
$12.167M
209,783 shares@ $58.01 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 29.28%
0.33%
$11.614M
229,018 shares@ $50.72 avg price
EMXCIshares Inc
Recent Activity
Increased 10.97%
0.33%
$11.543M
208,172 shares@ $55.46 avg price
VUGVanguard Index Fds
Recent Activity
Increased 4.67%
0.33%
$11.527M
28,083 shares@ $410.45 avg price