Wealthcare Advisory Partners LLC

Q1 2025 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    903

  • Value ($000)

    $3,727,560

  • Date Filed
    04/15/2025
  • Form type
    13F-HR
  • CIK
    0001683059
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$247.46M
7 %

3,763,062

---

SPDR SER TR

PORTFOLI S&P1500
78464A805
$147.81M
4 %

2,173,356

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$101.88M
3 %

370,702

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$96.61M
3 %

933,682

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$96.53M
3 %

172,568

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$58.96M
2 %

618,178

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$58.41M
2 %

553,978

KRE
KRE

SPDR SER TR

PORTFOLIO AGRGTE
78464A649
$56.80M
2 %

2,223,854

KRE
KRE

SPDR SER TR

PORTFOLIO S&P600
78468R853
$56.28M
2 %

1,380,729

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$56.10M
2 %

109,172

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 903