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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
SUBIshares Tr
Recent Activity
Increased 2.47%
0.22%
$7.711M
73,104 shares@ $105.49 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
Increased 55.36%
0.21%
$7.475M
336,719 shares@ $22.21 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 20.94%
0.21%
$7.314M
58,003 shares@ $126.1 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 8.34%
0.2%
$6.995M
33,237 shares@ $210.46 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 34.26%
0.2%
$6.923M
193,114 shares@ $35.85 avg price
VBRVanguard Index Fds
Recent Activity
Increased 4.62%
0.19%
$6.68M
33,708 shares@ $198.18 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 22.2%
0.19%
$6.643M
67,463 shares@ $98.48 avg price
EFAIshares Tr
Recent Activity
Increased 6.41%
0.19%
$6.614M
87,481 shares@ $75.61 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Increased 6.01%
0.19%
$6.494M
194,795 shares@ $33.34 avg price
PDIPimco Dynamic Income Fd
Recent Activity
Increased 9.47%
0.18%
$6.205M
338,334 shares@ $18.35 avg price