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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
IDEVIshares Tr
Recent Activity
Increased 1.61%
0.27%
$9.43M
146,266 shares@ $64.47 avg price
TBLLInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 42.26%
0.25%
$8.851M
83,813 shares@ $105.6 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 1.25%
0.24%
$8.592M
95,096 shares@ $90.36 avg price
RSPNInvesco Exchange Traded Fd T
Recent Activity
Increased 0.62%
0.24%
$8.52M
169,717 shares@ $50.2 avg price
HTABHartford Fds Exchange Traded
Recent Activity
Increased 5.44%
0.24%
$8.47M
437,511 shares@ $19.37 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.89%
0.24%
$8.296M
14,169 shares@ $585.53 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 140.16%
0.23%
$8.208M
354,102 shares@ $23.19 avg price
CGUSCapital Group Core Equity Et
Recent Activity
Increased 1.56%
0.23%
$8.174M
233,757 shares@ $34.97 avg price
IFRAIshares Tr
Recent Activity
Increased 18.23%
0.23%
$8.166M
176,402 shares@ $46.29 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 61.31%
0.23%
$7.936M
98,056 shares@ $80.93 avg price