Wealthcare Advisory Partners LLC

CIK Number: 0001683059

3.73B
Market Value
853
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPLG SPDR Portfolio ...
72.20
+0.80% 3.61M +6.18% 248.53M 42.94 6.90%
2 SPTM SPDR Portfolio ...
74.20
+0.86% 2.19M +2.01% 156.56M 43.49 4.35%
3 SPY SPDR S&P 500 ET...
611.96
+0.80% 173.36K -4.2% 101.6M 410.56 2.82%
4 VTI Vanguard Total ...
302.04
+0.90% 348.08K -2.61% 100.88M 176.11 2.80%
5 STIP iShares 0-5 Yea...
102.83
+0.15% 898.88K +8.23% 90.43M 98.29 2.51%
6 VOO Vanguard 500 In...
564.28
+0.81% 125.53K -1.74% 67.64M 376.3 1.88%
7 MUB iShares Nationa...
104.33
+0.13% 565.38K +22.90% 60.24M 109.1 1.67%
8 SPAB SPDR Portfolio ...
25.56
+0.31% 2.41M +8.35% 60.19M 26.61 1.67%
9 SPSM SPDR Portfolio ...
42.55
+1.49% 1.33M +7.45% 59.61M 33.32 1.66%
10 NVDA NVIDIA Corporat...
155.10
+0.51% 420.52K -2.59% 56.47M 22.53 1.57%
11 AAPL Apple Inc.
201.21
-0.18% 214.61K -0.62% 53.74M 119.45 1.49%
12 IEF iShares 7-10 Ye...
95.64
+0.35% 567.91K +9.09% 52.5M 104.85 1.46%
13 SPMD SPDR Portfolio ...
54.24
+1.36% 893.37K +4.83% 48.86M 47.98 1.36%
14 QQQ Invesco QQQ Tru...
546.29
+0.95% 95.4K +2.61% 48.77M 371.88 1.35%
15 FBND Fidelity Total ...
45.88
+0.34% 1.08M +5.26% 48.39M 45.66 1.34%
16 NTSX WisdomTree U.S....
49.50
+0.75% 905.03K +2.22% 42.26M 35.93 1.17%
17 MSFT Microsoft Corpo...
497.50
+1.06% 93.65K -1.35% 39.48M 248.42 1.10%
18 SCHD Schwab U.S. Div...
26.39
+0.71% 1.41M +213.51% 38.52M 24.19 1.07%
19 CGGR Capital Group G...
40.17
+1.04% 908.48K +5.57% 33.77M 26.66 0.94%
20 AGG iShares Core U....
99.08
+0.28% 334.03K -5.43% 32.37M 100.22 0.90%
21 SPDW SPDR Portfolio ...
40.12
+1.20% 907.03K +17.93% 30.96M 31.62 0.86%
22 IJR iShares Core S&...
109.20
+1.52% 259.55K +0.68% 29.91M 98.02 0.83%
23 COWZ Pacer US Cash C...
54.78
+0.81% 521.26K -8.29% 29.44M 47.77 0.82%
24 DBEF Xtrackers MSCI ...
43.51
+0.62% 679.87K +11.22% 28.15M 32.23 0.78%
25 SCHP Schwab U.S. TIP...
26.64
+0.30% 1.04M +103.85% 26.98M 27.5 0.75%
26 VEA Vanguard Develo...
56.48
+1.10% 561.23K -0.21% 26.84M 40.76 0.75%
27 SHM SPDR Nuveen Blo...
47.78
+0.05% 562.21K +13.13% 26.64M 47.96 0.74%
28 IWY iShares Russell...
243.31
+0.84% 107.82K -1% 25.37M 135.31 0.70%
29 DFAC Dimensional U.S...
35.55
+1.01% 706.93K +6.15% 24.45M 25.46 0.68%
30 IVV iShares Core S&...
614.96
+0.82% 41.13K -5.41% 24.22M 354.69 0.67%
31 USFR WisdomTree Floa...
50.29
0.00% 466.29K +20.14% 23.46M 50.28 0.65%
32 VTV Vanguard Value ...
176.23
+0.72% 134.92K -3.75% 22.84M 149.19 0.63%
33 FTSD Franklin Short ...
90.83
+0.04% 248.96K +5.07% 22.47M 90.19 0.62%
34 VEU Vanguard FTSE A...
66.77
+0.98% 363.28K +0.60% 20.86M 53.88 0.58%
35 SCZ iShares MSCI EA...
71.90
+1.63% 321.86K +8.23% 19.55M 59.92 0.54%
36 AMZN Amazon.com, Inc...
217.26
+2.49% 88.25K -3.4% 19.36M 134.21 0.54%
37 IBDU iShares iBonds ...
23.32
+0.26% 807.92K +34.02% 18.42M 23.33 0.51%
38 CGDV Capital Group D...
39.30
+1.00% 491.21K +10.46% 17.32M 34.67 0.48%
39 SPGP Invesco S&P 500...
106.37
+1.23% 164.75K -5.28% 17.28M 88.01 0.48%
40 MOAT VanEck Mornings...
93.14
+0.82% 182.93K -5.31% 16.96M 77.27 0.47%
41 VNQ Vanguard Real E...
88.31
-1.01% 182.76K -4.39% 16.28M 91.09 0.45%
42 SCHG Schwab U.S. Lar...
28.88
+0.87% 576.62K +266.41% 16.07M 25.21 0.45%
43 ANGL VanEck Fallen A...
29.14
+0.41% 557.24K +3.69% 15.98M 28.04 0.44%
44 VIG Vanguard Divide...
203.59
+0.62% 80.61K -3.5% 15.79M 157.35 0.44%
45 VYM Vanguard High D...
132.15
+0.88% 120.09K +7.09% 15.32M 101.06 0.43%
46 BND Vanguard Total ...
73.52
+0.29% 209.66K +0.54% 15.08M 75.11 0.42%
47 BKLN Invesco Senior ...
20.88
+0.05% 695.73K +4.10% 14.66M 21.13 0.41%
48 HD The Home Depot,...
363.71
+0.51% 36.53K -2.54% 14.21M 299.67 0.39%
49 RSP Invesco S&P 500...
180.32
+0.81% 80.78K +27.95% 14.16M 168.89 0.39%
50 SCHV Schwab U.S. Lar...
27.45
+0.75% 541.44K +193.21% 14.12M 26.6 0.39%
51 MGV Vanguard Mega C...
130.75
+0.64% 109.66K -4.52% 13.7M 94.62 0.38%
52 BALT Innovator Defin...
32.07
+0.03% 432.42K +6.49% 13.59M 28.73 0.38%
53 JEPI JPMorgan Equity...
56.44
+0.13% 234.44K +4.88% 13.49M 54.93 0.37%
54 TFI SPDR Nuveen Blo...
44.56
+0.10% 293.75K -4.26% 13.4M 46.36 0.37%
55 TBIL US Treasury 3 M...
49.98
+0.02% 260.31K +57.40% 12.98M 49.92 0.36%
56 AVUV Avantis U.S. Sm...
90.91
+1.61% 131.99K +8.66% 12.74M 88.8 0.35%
57 JPM JPMorgan Chase ...
288.83
+1.68% 52.52K -3.13% 12.59M 136.55 0.35%
58 VGIT Vanguard Interm...
59.74
+0.23% 209.78K +4.64% 12.17M 59.07 0.34%
59 IJH iShares Core S&...
61.88
+1.38% 193.87K -11.93% 12.08M 36.08 0.34%
60 JAAA Janus Henderson...
50.72
+0.12% 229.02K +29.28% 11.61M 50.4 0.32%
61 EMXC iShares MSCI Em...
63.09
+1.01% 208.17K +10.97% 11.54M 55.58 0.32%
62 VUG Vanguard Growth...
433.78
+0.82% 28.08K +4.67% 11.53M 300.51 0.32%
63 V Visa Inc.
346.26
+0.29% 36.3K +1.07% 11.47M 241.99 0.32%
64 BRK-B Berkshire Hatha...
485.71
-0.1% 25.17K -2.09% 11.41M 307.49 0.32%
65 TFC Truist Financia...
42.55
+2.79% 253.39K +0.21% 10.99M 38.57 0.31%
66 XOM Exxon Mobil Cor...
110.07
+1.57% 102.14K +0.02% 10.99M 77.01 0.31%
67 SPYV SPDR Portfolio ...
51.93
+0.56% 214.73K +0.91% 10.98M 44.39 0.30%
68 VO Vanguard Mid Ca...
277.93
+0.78% 40.91K +0.84% 10.8M 201.5 0.30%
69 JNJ Johnson & Johns...
152.17
-0.07% 72.35K -5.63% 10.46M 145.53 0.29%
70 GOOGL Alphabet Inc.
173.50
+1.65% 54.76K -1.45% 10.37M 120.99 0.29%
71 FAUG FT Cboe Vest U....
48.71
+0.64% 221.87K -1.17% 10.33M 45.75 0.29%
72 QUAL iShares MSCI US...
180.45
+0.60% 57.84K -3.26% 10.3M 116.45 0.29%
73 HMOP Hartford Munici...
38.32
+0.03% 262.08K +5.11% 10.13M 38.69 0.28%
74 AVGO Broadcom Inc.
270.21
+2.10% 43.46K +0.39% 10.08M 92.38 0.28%
75 XT iShares Exponen...
65.05
+0.86% 167.26K +1.95% 9.98M 56.03 0.28%
76 NTSI WisdomTree Inte...
40.47
+0.63% 279.58K +15.27% 9.82M 35.24 0.27%
77 JPIE JPMorgan Income...
46.28
+0.16% 208.17K +5.63% 9.5M 45.58 0.26%
78 IDEV iShares Core MS...
75.30
+1.22% 146.27K +1.61% 9.43M 70.61 0.26%
79 SPYG SPDR Portfolio ...
94.26
+0.96% 100.93K -2.31% 8.87M 67.2 0.25%
80 TBLL Invesco Short T...
105.50
+0.01% 83.81K +42.26% 8.85M 105.64 0.25%
81 SLYG SPDR S&P 600 Sm...
88.42
+1.56% 95.1K +1.25% 8.59M 74.12 0.24%
82 IWB iShares Russell...
336.34
+0.86% 26.65K -4.16% 8.59M 226.22 0.24%
83 RGI Invesco S&P 500...
189.57
+0.28% 169.72K +0.61% 8.52M 59.4 0.24%
84 HTAB Hartford Schrod...
18.73
-0.03% 437.51K +5.43% 8.47M 19.74 0.24%
85 META Meta Platforms,...
726.45
+2.51% 14.17K +3.89% 8.3M 303.15 0.23%
86 SCHX Schwab U.S. Lar...
24.23
+0.81% 354.1K +140.16% 8.21M 16.81 0.23%
87 CGUS Capital Group C...
36.69
+1.00% 233.76K +1.56% 8.17M 26.35 0.23%
88 IFRA iShares U.S. In...
48.86
+1.37% 176.4K +18.23% 8.17M 46.87 0.23%
89 DGRW WisdomTree U.S....
82.94
+0.62% 98.06K +61.31% 7.94M 72.22 0.22%
90 SUB iShares Short-T...
106.25
+0.02% 73.1K +2.47% 7.71M 104.18 0.21%
91 FLQL Franklin U.S. L...
62.66
+0.81% 131.19K -0.08% 7.69M 38.78 0.21%
92 ABBV AbbVie Inc.
186.97
+0.85% 43.24K -0.12% 7.68M 124.65 0.21%
93 LLY Eli Lilly and C...
795.71
+0.43% 9.74K -4.96% 7.52M 494.91 0.21%
94 CGCP Capital Group C...
22.55
+0.29% 336.72K +55.35% 7.48M 22.32 0.21%
95 UPS United Parcel S...
100.72
+1.36% 58K +20.94% 7.31M 113.7 0.20%
96 QQQM Invesco NASDAQ ...
224.86
+0.96% 33.24K +8.33% 6.99M 186.95 0.19%
97 SDVY First Trust SMI...
35.21
+1.06% 193.11K +34.25% 6.92M 33.66 0.19%
98 EFV iShares MSCI EA...
63.08
+1.07% 131.73K -3.86% 6.91M 44.06 0.19%
99 KMLM KFA Mount Lucas...
26.28
+0.81% 241.09K -7.6% 6.77M 34.32 0.19%
100 APO Apollo Global M...
139.49
+1.27% 40.97K -7.91% 6.77M 50.2 0.19%
101 COST Costco Wholesal...
983.03
-0.36% 7.32K -0.65% 6.7M 614.36 0.19%
102 VBR Vanguard Small ...
195.46
+1.41% 33.71K +4.61% 6.68M 186.2 0.19%
103 XMHQ Invesco S&P Mid...
97.72
+1.18% 67.46K +22.20% 6.64M 90.81 0.18%
104 EFA iShares MSCI EA...
88.55
+1.13% 87.48K +6.40% 6.61M 67.6 0.18%
105 GDE WisdomTree Effi...
46.85
+0.32% 177.77K -7.25% 6.59M 23.52 0.18%
106 WMT Walmart Inc.
96.16
-1.13% 71.98K -2.05% 6.5M 43.33 0.18%
107 GSIE Goldman Sachs A...
39.28
+1.18% 194.79K +6.00% 6.49M 28.93 0.18%
108 BIL SPDR Bloomberg ...
91.69
+0.02% 70.51K -3.07% 6.45M 91.48 0.18%
109 XLK Technology Sele...
251.16
+0.73% 27.16K -5.4% 6.31M 142.97 0.18%
110 IWF iShares Russell...
419.42
+0.96% 15.41K +1.20% 6.19M 214.54 0.17%
111 RZV Invesco S&P Sma...
104.59
+1.66% 55.45K +3.31% 6.18M 88.15 0.17%
112 GUNR FlexShares Morn...
40.24
+1.58% 167.15K -10.24% 6.08M 39.23 0.17%
113 GOOG Alphabet Inc.
174.38
+1.69% 31.9K +0.18% 6.08M 112.78 0.17%
114 XLE Energy Select S...
85.73
+1.41% 69.98K +8.88% 5.99M 81.1 0.17%
115 PULS PGIM Ultra Shor...
49.75
+0.06% 119.45K +65.95% 5.92M 49.54 0.16%
116 VTEB Vanguard Tax-Ex...
48.95
+0.09% 117.69K +9.70% 5.9M 51.27 0.16%
117 VGLT Vanguard Long-T...
55.92
+0.43% 106.54K +8.06% 5.9M 60.38 0.16%
118 NOW ServiceNow, Inc...
1012.00
+0.68% 5.55K +0.80% 5.89M 612.48 0.16%
119 FVD First Trust Val...
44.38
+0.03% 134.22K -12.1% 5.86M 37.31 0.16%
120 ORCL Oracle Corporat...
213.02
+1.09% 35.07K +0.05% 5.84M 60.82 0.16%
121 SMMD iShares Russell...
67.52
+1.42% 83.94K +53.94% 5.71M 67.82 0.16%
122 RWL Invesco S&P 500...
103.36
+0.84% 58.13K +38.85% 5.69M 85.67 0.16%
123 XLI Industrial Sele...
145.42
+1.14% 42.83K -0.49% 5.64M 118.84 0.16%
124 PG The Procter & G...
158.66
-0.19% 33.41K -0.56% 5.6M 127.92 0.16%
125 IEFA iShares Core MS...
82.55
+1.22% 78.43K -1.93% 5.51M 66.42 0.15%
126 BRK-A Berkshire Hatha...
728620.02
-0.19% 8 -11.11% 5.45M 640282.13 0.15%
127 IWM iShares Russell...
215.50
+1.67% 24.62K +5.68% 5.44M 172.6 0.15%
128 CGXU Capital Group I...
27.18
+1.38% 219.01K +9.63% 5.4M 25.13 0.15%
129 CAT Caterpillar Inc...
382.01
+2.81% 14.83K +1.46% 5.38M 230.79 0.15%
130 GSY Invesco Ultra S...
50.12
+0.05% 105.25K +36.10% 5.27M 50.01 0.15%
131 TSLA Tesla, Inc.
326.14
-0.43% 13.05K -18.63% 5.27M 164.17 0.15%
132 CGMU Capital Group M...
26.73
+0.21% 195.43K +5.67% 5.26M 26.72 0.15%
133 RDVY First Trust Ris...
62.10
+0.66% 87.41K +21.69% 5.17M 53.89 0.14%
134 LMT Lockheed Martin...
458.13
-0.06% 10.52K +1.34% 5.11M 390.75 0.14%
135 VHT Vanguard Health...
247.45
-0.1% 20.06K -8.15% 5.09M 251.46 0.14%
136 IEMG iShares Core MS...
59.96
+0.69% 97.38K -2.69% 5.09M 56.56 0.14%
137 JPST JPMorgan Ultra-...
50.65
+0.07% 99.99K -13.09% 5.04M 50.28 0.14%
138 VB Vanguard Small ...
237.05
+1.40% 20.92K -0.51% 5.03M 187.81 0.14%
139 JEPQ JPMorgan Nasdaq...
54.14
+0.45% 88.7K +32.95% 5M 54.76 0.14%
140 IGLB iShares 10+ Yea...
49.91
+0.39% 100.01K +6.21% 4.94M 53.35 0.14%
141 VGT Vanguard Inform...
656.89
+0.75% 7.87K +3.66% 4.89M 422.32 0.14%
142 BX Blackstone Inc.
148.20
+3.22% 27.77K +3.58% 4.79M 102.32 0.13%
143 PAVE Global X U.S. I...
43.40
+1.46% 117.56K +9.69% 4.75M 38.61 0.13%
144 DSI iShares MSCI KL...
115.03
+0.73% 41.94K +4.25% 4.62M 79.89 0.13%
145 GLD SPDR Gold Share...
306.79
-0.11% 18.7K +28.91% 4.53M 202.33 0.13%
146 SO The Southern Co...
90.25
-0.16% 53.85K -2.28% 4.43M 67.55 0.12%
147 CSCO Cisco Systems, ...
68.97
+1.15% 74.73K +2.96% 4.42M 49.29 0.12%
148 IWD iShares Russell...
192.93
+0.76% 23.67K -1.58% 4.38M 137.28 0.12%
149 CAOS EA Series Trust...
88.75
-0.12% 49.74K +77.65% 4.35M 86.94 0.12%
150 BILS SPDR Bloomberg ...
99.40
+0.02% 43.23K +2.03% 4.29M 99.2 0.12%