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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
IWFIshares Tr
Recent Activity
Increased 1.21%
0.18%
$6.19M
15,413 shares@ $401.59 avg price
RZVInvesco Exchange Traded Fd T
Recent Activity
Increased 3.31%
0.18%
$6.175M
55,450 shares@ $111.37 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.19%
0.17%
$6.076M
31,903 shares@ $190.44 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 8.89%
0.17%
$5.994M
69,979 shares@ $85.67 avg price
PULSPgim Etf Tr
Recent Activity
Increased 65.96%
0.17%
$5.919M
119,447 shares@ $49.56 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 9.7%
0.17%
$5.9M
117,689 shares@ $50.14 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 8.06%
0.17%
$5.897M
106,537 shares@ $55.35 avg price
NOWServicenow Inc
Recent Activity
Increased 0.8%
0.17%
$5.886M
5,552 shares@ $1060.21 avg price
ORCLOracle Corp
Recent Activity
Increased 0.06%
0.17%
$5.844M
35,072 shares@ $166.64 avg price
SMMDIshares Tr
Recent Activity
Increased 53.95%
0.16%
$5.708M
83,939 shares@ $68.01 avg price