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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
VVisa Inc
Recent Activity
Increased 1.08%
0.32%
$11.472M
36,300 shares@ $316.04 avg price
TFCTruist Finl Corp
Recent Activity
Increased 0.22%
0.31%
$10.992M
253,390 shares@ $43.39 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.02%
0.31%
$10.987M
102,142 shares@ $107.57 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.91%
0.31%
$10.981M
214,727 shares@ $51.15 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.85%
0.31%
$10.805M
40,907 shares@ $264.13 avg price
HMOPHartford Fds Exchange Traded
Recent Activity
Increased 5.11%
0.29%
$10.132M
262,079 shares@ $38.67 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.4%
0.28%
$10.076M
43,460 shares@ $231.85 avg price
XTIshares Tr
Recent Activity
Increased 1.95%
0.28%
$9.979M
167,263 shares@ $59.67 avg price
NTSIWisdomtree Tr
Recent Activity
Increased 15.27%
0.28%
$9.822M
279,579 shares@ $35.14 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 5.63%
0.27%
$9.497M
208,167 shares@ $45.63 avg price