James Krause

@Wealthcare Advisory Partners Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$3.601B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RWLInvesco Exch Traded Fd Tr Ii Recent Activity Increased 38.85%	0.16%	$5.692M 58,133 shares@ $97.92 avg price	Increased 38.85%
IWMIshares Tr Recent Activity Increased 5.69%	0.16%	$5.439M 24,617 shares@ $220.96 avg price	Increased 5.69%
CGXUCapital Group Intl Focus Eqt Recent Activity Increased 9.63%	0.16%	$5.403M 219,009 shares@ $24.67 avg price	Increased 9.63%
CATCaterpillar Inc Recent Activity Increased 1.47%	0.15%	$5.38M 14,830 shares@ $362.77 avg price	Increased 1.47%
GSYInvesco Actively Managed Exc Recent Activity Increased 36.1%	0.15%	$5.274M 105,254 shares@ $50.12 avg price	Increased 36.1%
CGMUCapital Grp Fixed Incm Etf T Recent Activity Increased 5.67%	0.15%	$5.261M 195,426 shares@ $26.93 avg price	Increased 5.67%
RDVYFirst Tr Exchange-traded Fd Recent Activity Increased 21.7%	0.15%	$5.169M 87,407 shares@ $59.15 avg price	Increased 21.7%
LMTLockheed Martin Corp Recent Activity Increased 1.34%	0.15%	$5.111M 10,519 shares@ $485.92 avg price	Increased 1.34%
JEPQJ P Morgan Exchange Traded F Recent Activity Increased 32.96%	0.14%	$5.001M 88,701 shares@ $56.38 avg price	Increased 32.96%
IGLBIshares Tr Recent Activity Increased 6.21%	0.14%	$4.94M 100,010 shares@ $49.4 avg price	Increased 6.21%