Wealthcare Advisory Partners LLC
CIK Number: 0001683059
Main Sectors:
Top Industries:
Filing Date: Apr 15, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 3.76M | +4.38% | 247.46M | 43.9 | 6.64% | Share |
2 | SPTM | SPDR Portfolio ... | 78.15 | -0.06% | 2.17M | -0.84% | 147.81M | 43.49 | 3.97% | Share |
3 | VTI | Vanguard Total ... | 317.25 | -0.13% | 370.7K | +6.50% | 101.88M | 182.14 | 2.73% | Share |
4 | STIP | iShares 0-5 Yea... | 103.11 | -0.07% | 933.68K | +3.87% | 96.61M | 98.48 | 2.59% | Share |
5 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 172.57K | -0.46% | 96.53M | 410.56 | 2.59% | Share |
6 | IEF | iShares 7-10 Ye... | 95.42 | -0.32% | 618.18K | +8.85% | 58.96M | 104.08 | 1.58% | Share |
7 | MUB | iShares Nationa... | 104.03 | -0.18% | 553.98K | -2.02% | 58.41M | 109.1 | 1.57% | Share |
8 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 2.22M | -7.67% | 56.8M | 26.61 | 1.52% | Share |
9 | SPSM | SPDR Portfolio ... | 44.89 | -1.47% | 1.38M | +4.05% | 56.28M | 33.61 | 1.51% | Share |
10 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 109.17K | -13.03% | 56.1M | 376.3 | 1.51% | Share |
11 | FBND | Fidelity Total ... | 45.83 | -0.31% | 1.15M | +6.41% | 52.38M | 45.66 | 1.41% | Share |
12 | SPMD | SPDR Portfolio ... | 55.97 | -1.3% | 937.68K | +4.96% | 47.99M | 48.13 | 1.29% | Share |
13 | AAPL | Apple Inc. | 232.81 | -0.22% | 215.7K | +0.51% | 47.91M | 119.97 | 1.29% | Share |
14 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 1.39M | +96.46% | 45.82M | 29.15 | 1.23% | Share |
15 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 413.13K | -1.76% | 44.78M | 22.53 | 1.20% | Share |
16 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 89.5K | -6.18% | 41.97M | 371.88 | 1.13% | Share |
17 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 1.47M | +4.13% | 41.05M | 24.34 | 1.10% | Share |
18 | NTSX | WisdomTree U.S.... | 52.00 | -0.23% | 904.19K | -0.09% | 40.97M | 35.93 | 1.10% | Share |
19 | SPDW | SPDR Portfolio ... | 41.64 | -0.19% | 1.09M | +19.75% | 39.55M | 32.41 | 1.06% | Share |
20 | EVSB | Eaton Vance Ult... | 51.00 | -0.06% | 736.54K | +1.92K% | 37.41M | 50.78 | 1.00% | Share |
21 | AGG | iShares Core U.... | 99.10 | -0.27% | 376.26K | +12.64% | 37.22M | 100.08 | 1.00% | Share |
22 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 91.87K | -1.9% | 34.49M | 248.42 | 0.93% | Share |
23 | IVV | iShares Core S&... | 648.15 | +0.01% | 59.7K | +45.13% | 33.55M | 419.13 | 0.90% | Share |
24 | CGGR | Capital Group G... | 42.31 | -0.19% | 880.01K | -3.13% | 30.14M | 26.66 | 0.81% | Share |
25 | DBEF | Xtrackers MSCI ... | 45.66 | +0.32% | 692.84K | +1.91% | 30M | 32.44 | 0.80% | Share |
26 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 538.66K | +3.34% | 29.5M | 47.99 | 0.79% | Share |
27 | SHM | SPDR Nuveen Blo... | 48.18 | -0.02% | 589.6K | +4.87% | 28.07M | 47.94 | 0.75% | Share |
28 | VEA | Vanguard Develo... | 58.60 | -0.18% | 547.12K | -2.51% | 27.81M | 40.76 | 0.75% | Share |
29 | SCHP | Schwab U.S. TIP... | 26.70 | -0.26% | 934.58K | -10.54% | 25.13M | 27.5 | 0.67% | Share |
30 | USFR | WisdomTree Floa... | 50.40 | +0.01% | 499.14K | +7.05% | 25.12M | 50.28 | 0.67% | Share |
31 | VTV | Vanguard Value ... | 180.44 | -0.2% | 136.24K | +0.97% | 23.53M | 149.41 | 0.63% | Share |
32 | IBDU | iShares iBonds ... | 23.36 | -0.15% | 980.02K | +21.30% | 22.67M | 23.29 | 0.61% | Share |
33 | FTSD | Franklin Short ... | 90.75 | -0.08% | 242.4K | -2.64% | 22M | 90.19 | 0.59% | Share |
34 | SCZ | iShares MSCI EA... | 75.10 | -0.29% | 340.23K | +5.71% | 21.61M | 60.12 | 0.58% | Share |
35 | IJR | iShares Core S&... | 115.17 | -1.4% | 200.81K | -22.63% | 21M | 98.02 | 0.56% | Share |
36 | DFIC | Dimensional Int... | 32.11 | -0.17% | 734.81K | +513.83% | 20.41M | 27.4 | 0.55% | Share |
37 | JPIE | JPMorgan Income... | 46.31 | -0.06% | 430.71K | +106.91% | 19.84M | 45.83 | 0.53% | Share |
38 | TBIL | US Treasury 3 M... | 49.91 | +0.01% | 389.35K | +49.58% | 19.47M | 49.95 | 0.52% | Share |
39 | CGDV | Capital Group D... | 41.12 | +0.13% | 536.49K | +9.22% | 19.12M | 34.76 | 0.51% | Share |
40 | BKLN | Invesco Senior ... | 20.95 | -0.07% | 922K | +32.52% | 19.09M | 21.03 | 0.51% | Share |
41 | TFI | SPDR Nuveen Blo... | 44.56 | -0.2% | 416.34K | +41.73% | 18.76M | 45.98 | 0.50% | Share |
42 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 300.31K | -17.33% | 18.22M | 53.88 | 0.49% | Share |
43 | ANGL | VanEck Fallen A... | 29.16 | -0.27% | 608.31K | +9.16% | 17.56M | 28.11 | 0.47% | Share |
44 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 90.44K | +2.47% | 17.21M | 135.56 | 0.46% | Share |
45 | SPGP | Invesco S&P 500... | 110.62 | -0.61% | 168.18K | +2.08% | 16.8M | 88.25 | 0.45% | Share |
46 | MOAT | VanEck Mornings... | 98.08 | -0.73% | 190.48K | +4.13% | 16.76M | 77.69 | 0.45% | Share |
47 | VIG | Vanguard Divide... | 210.08 | +0.06% | 84.54K | +4.87% | 16.4M | 159.05 | 0.44% | Share |
48 | VYM | Vanguard High D... | 137.35 | -0.17% | 124.24K | +3.46% | 16.02M | 101.99 | 0.43% | Share |
49 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 91.06K | +12.72% | 15.77M | 169.38 | 0.42% | Share |
50 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 167.82K | -8.17% | 15.19M | 91.09 | 0.41% | Share |
51 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 601.88K | +4.38% | 15.07M | 25.2 | 0.40% | Share |
52 | BND | Vanguard Total ... | 73.54 | -0.28% | 203.61K | -2.88% | 14.95M | 75.11 | 0.40% | Share |
53 | BALT | Innovator Defin... | 32.52 | +0.15% | 470.62K | +8.83% | 14.77M | 28.95 | 0.40% | Share |
54 | SCHV | Schwab U.S. Lar... | 28.36 | -0.3% | 535.68K | -1.06% | 14.24M | 26.6 | 0.38% | Share |
55 | MGV | Vanguard Mega C... | 133.01 | -0.08% | 108.34K | -1.2% | 13.96M | 94.62 | 0.37% | Share |
56 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 243.75K | +3.97% | 13.93M | 55.02 | 0.37% | Share |
57 | JAAA | Janus Henderson... | 50.70 | +0.13% | 269.99K | +17.89% | 13.69M | 50.45 | 0.37% | Share |
58 | HD | The Home Depot,... | 400.32 | -1.68% | 36.61K | +0.22% | 13.42M | 299.82 | 0.36% | Share |
59 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 25.14K | -0.14% | 13.39M | 307.49 | 0.36% | Share |
60 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 52.41K | -0.22% | 12.85M | 136.55 | 0.34% | Share |
61 | V | Visa Inc. | 345.40 | +0.83% | 36.56K | +0.72% | 12.81M | 242.77 | 0.34% | Share |
62 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 104.6K | +2.40% | 12.44M | 78 | 0.33% | Share |
63 | IWB | iShares Russell... | 354.15 | -0.03% | 39.51K | +48.23% | 12.12M | 252.42 | 0.33% | Share |
64 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 46.07K | +12.63% | 11.92M | 207.9 | 0.32% | Share |
65 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 71.06K | -1.79% | 11.78M | 145.53 | 0.32% | Share |
66 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 229.04K | +6.67% | 11.7M | 44.8 | 0.31% | Share |
67 | IJH | iShares Core S&... | 63.85 | -1.31% | 197.11K | +1.67% | 11.5M | 36.45 | 0.31% | Share |
68 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 230.68K | +93.13% | 11.47M | 49.63 | 0.31% | Share |
69 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 206.76K | -0.68% | 11.39M | 55.58 | 0.31% | Share |
70 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 124.52K | -5.66% | 10.85M | 88.8 | 0.29% | Share |
71 | NTSI | WisdomTree Inte... | 42.01 | -0.24% | 283.21K | +1.30% | 10.76M | 35.27 | 0.29% | Share |
72 | HMOP | Hartford Munici... | 38.23 | -0.2% | 267.79K | +2.18% | 10.3M | 38.68 | 0.28% | Share |
73 | VUG | Vanguard Growth... | 463.54 | +0.15% | 27.65K | -1.53% | 10.25M | 300.51 | 0.28% | Share |
74 | IDEV | iShares Core MS... | 78.12 | -0.17% | 144.01K | -1.54% | 9.92M | 70.61 | 0.27% | Share |
75 | TBLL | Invesco Short T... | 105.75 | +0.02% | 92.59K | +10.48% | 9.77M | 105.63 | 0.26% | Share |
76 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 57.14K | -1.21% | 9.76M | 116.45 | 0.26% | Share |
77 | TFC | Truist Financia... | 44.96 | +0.33% | 230.7K | -8.95% | 9.49M | 38.57 | 0.25% | Share |
78 | XT | iShares Exponen... | 66.39 | -0.91% | 162.93K | -2.59% | 9.38M | 56.03 | 0.25% | Share |
79 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 43.9K | +1.54% | 9.2M | 125.94 | 0.25% | Share |
80 | DGRW | WisdomTree U.S.... | 87.19 | -0.33% | 111.79K | +14.01% | 8.93M | 73.16 | 0.24% | Share |
81 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 56.88K | +3.87% | 8.8M | 122.24 | 0.24% | Share |
82 | FAUG | FT Cboe Vest U.... | 50.69 | +0.10% | 192.47K | -13.25% | 8.76M | 45.75 | 0.23% | Share |
83 | SDVY | First Trust SMI... | 37.27 | -1.27% | 261.03K | +35.17% | 8.74M | 33.62 | 0.23% | Share |
84 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 10.57K | +8.51% | 8.73M | 520.86 | 0.23% | Share |
85 | CGCP | Capital Group C... | 22.57 | -0.2% | 381.56K | +13.32% | 8.57M | 22.34 | 0.23% | Share |
86 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 100.29K | -0.64% | 8.06M | 67.2 | 0.22% | Share |
87 | META | Meta Platforms,... | 781.96 | +0.24% | 13.9K | -1.92% | 8.01M | 303.15 | 0.21% | Share |
88 | CGUS | Capital Group C... | 38.58 | +0.14% | 234.51K | +0.32% | 7.83M | 26.38 | 0.21% | Share |
89 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 131.06K | -0.51% | 7.72M | 44.06 | 0.21% | Share |
90 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 349.48K | -1.3% | 7.72M | 16.81 | 0.21% | Share |
91 | IWY | iShares Russell... | 261.68 | +0.21% | 36.1K | -66.52% | 7.62M | 135.31 | 0.20% | Share |
92 | SLYG | SPDR S&P 600 Sm... | 92.08 | -1.64% | 91.66K | -3.62% | 7.61M | 74.12 | 0.20% | Share |
93 | GSIE | Goldman Sachs A... | 40.74 | -0.15% | 213.31K | +9.51% | 7.6M | 29.51 | 0.20% | Share |
94 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 45.4K | +4.46% | 7.6M | 95.58 | 0.20% | Share |
95 | FLQL | Franklin U.S. L... | 66.16 | -0.11% | 131.62K | +0.33% | 7.43M | 38.83 | 0.20% | Share |
96 | GUNR | FlexShares Morn... | 41.37 | -0.8% | 188.9K | +13.01% | 7.33M | 39.18 | 0.20% | Share |
97 | IFRA | iShares U.S. In... | 51.74 | -1.26% | 159.66K | -9.49% | 7.2M | 46.87 | 0.19% | Share |
98 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 9 | +12.50% | 7.19M | 657855.33 | 0.19% | Share |
99 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 87.85K | +0.42% | 7.18M | 67.66 | 0.19% | Share |
100 | GDE | WisdomTree Effi... | 49.16 | -0.75% | 172.7K | -2.85% | 7.09M | 23.52 | 0.19% | Share |
101 | QQQM | Invesco NASDAQ ... | 238.70 | -0.09% | 36.41K | +9.55% | 7.03M | 187.48 | 0.19% | Share |
102 | GSY | Invesco Ultra S... | 50.28 | +0.01% | 135.86K | +29.08% | 6.81M | 50.04 | 0.18% | Share |
103 | SUB | iShares Short-T... | 106.85 | -0.05% | 64.26K | -12.1% | 6.79M | 104.18 | 0.18% | Share |
104 | COST | Costco Wholesal... | 975.42 | -0.35% | 7.17K | -1.97% | 6.78M | 614.36 | 0.18% | Share |
105 | UPS | United Parcel S... | 88.56 | +0.43% | 61.64K | +6.26% | 6.78M | 113.48 | 0.18% | Share |
106 | VGLT | Vanguard Long-T... | 55.48 | -0.7% | 114.76K | +7.72% | 6.61M | 60.18 | 0.18% | Share |
107 | RDVY | First Trust Ris... | 65.38 | -0.29% | 112.26K | +28.44% | 6.57M | 54.92 | 0.18% | Share |
108 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 69.16K | -1.91% | 6.34M | 91.48 | 0.17% | Share |
109 | VB | Vanguard Small ... | 246.81 | -1.26% | 28.38K | +35.65% | 6.29M | 196.73 | 0.17% | Share |
110 | WMT | Walmart Inc. | 100.84 | -0.15% | 71.24K | -1.02% | 6.25M | 43.33 | 0.17% | Share |
111 | RWL | Invesco S&P 500... | 106.34 | +0.06% | 60.98K | +4.89% | 6.06M | 86.31 | 0.16% | Share |
112 | IWF | iShares Russell... | 450.40 | +0.11% | 16.7K | +8.34% | 6.03M | 225.82 | 0.16% | Share |
113 | CGXU | Capital Group I... | 27.92 | -0.18% | 244.19K | +11.50% | 5.98M | 25.06 | 0.16% | Share |
114 | XLK | Technology Sele... | 267.74 | -0.21% | 28.68K | +5.62% | 5.92M | 146.35 | 0.16% | Share |
115 | PG | The Procter & G... | 153.70 | -1.1% | 34.55K | +3.40% | 5.89M | 129.32 | 0.16% | Share |
116 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 20.33K | +8.71% | 5.86M | 209.21 | 0.16% | Share |
117 | IEFA | iShares Core MS... | 85.61 | -0.04% | 76.85K | -2.02% | 5.81M | 66.42 | 0.16% | Share |
118 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 35.88K | +12.48% | 5.61M | 117.6 | 0.15% | Share |
119 | XLI | Industrial Sele... | 151.15 | -0.87% | 42.6K | -0.54% | 5.58M | 118.84 | 0.15% | Share |
120 | VBR | Vanguard Small ... | 204.30 | -1.15% | 29.91K | -11.27% | 5.57M | 186.2 | 0.15% | Share |
121 | XCEM | Columbia EM Cor... | 34.85 | -0.8% | 186.5K | +35.40% | 5.51M | 30.17 | 0.15% | Share |
122 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 110.98K | -5.7% | 5.51M | 51.27 | 0.15% | Share |
123 | RZV | Invesco S&P Sma... | 113.19 | -1.03% | 55.4K | -0.1% | 5.48M | 88.15 | 0.15% | Share |
124 | JEPQ | JPMorgan Nasdaq... | 55.81 | +0.11% | 104.3K | +17.59% | 5.4M | 54.32 | 0.14% | Share |
125 | CGMU | Capital Group M... | 26.81 | -0.06% | 200.34K | +2.51% | 5.37M | 26.73 | 0.14% | Share |
126 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 38.34K | +9.32% | 5.36M | 67.55 | 0.14% | Share |
127 | VHT | Vanguard Health... | 248.84 | +0.49% | 20.2K | +0.72% | 5.35M | 251.55 | 0.14% | Share |
128 | IEMG | iShares Core MS... | 61.97 | -1.17% | 98.95K | +1.61% | 5.34M | 56.52 | 0.14% | Share |
129 | FVD | First Trust Val... | 46.02 | -0.56% | 117.09K | -12.76% | 5.22M | 37.31 | 0.14% | Share |
130 | APO | Apollo Global M... | 140.68 | -0.19% | 37.94K | -7.41% | 5.19M | 50.2 | 0.14% | Share |
131 | VYMI | Vanguard Intern... | 83.82 | -0.14% | 69.4K | +17.20% | 5.11M | 64.37 | 0.14% | Share |
132 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 55.04K | -18.42% | 5.04M | 90.81 | 0.14% | Share |
133 | IGLB | iShares 10+ Yea... | 50.40 | -0.45% | 99.7K | -0.31% | 5.01M | 53.35 | 0.13% | Share |
134 | DSI | iShares MSCI KL... | 121.50 | -0.19% | 48.22K | +14.98% | 4.94M | 82.82 | 0.13% | Share |
135 | KBWB | Invesco KBW Ban... | 75.04 | +0.90% | 78.42K | +2.11K% | 4.92M | 62.89 | 0.13% | Share |
136 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 79.47K | +6.35% | 4.9M | 50.03 | 0.13% | Share |
137 | WM | Waste Managemen... | 225.97 | -1.71% | 21.18K | +1.16% | 4.9M | 120.94 | 0.13% | Share |
138 | PAVE | Global X U.S. I... | 46.42 | -1.45% | 129.43K | +10.09% | 4.88M | 38.53 | 0.13% | Share |
139 | XLE | Energy Select S... | 85.55 | -0.11% | 52.18K | -25.43% | 4.88M | 81.1 | 0.13% | Share |
140 | SO | The Southern Co... | 94.18 | -0.64% | 52.9K | -1.77% | 4.86M | 67.55 | 0.13% | Share |
141 | LMT | Lockheed Martin... | 437.38 | -1.17% | 10.83K | +2.99% | 4.84M | 392.37 | 0.13% | Share |
142 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 14.59K | -1.65% | 4.81M | 230.79 | 0.13% | Share |
143 | CVX | Chevron Corpora... | 155.20 | -0.43% | 28.3K | +6.17% | 4.73M | 129.5 | 0.13% | Share |
144 | IBM | International B... | 237.04 | -1.26% | 19.03K | +2.27% | 4.73M | 151.82 | 0.13% | Share |
145 | HTAB | Hartford Schrod... | 18.57 | -0.35% | 244.34K | -44.15% | 4.68M | 19.74 | 0.13% | Share |
146 | IWD | iShares Russell... | 198.66 | -0.29% | 24.86K | +5.01% | 4.68M | 139.7 | 0.13% | Share |
147 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 92.16K | -7.83% | 4.67M | 50.28 | 0.13% | Share |
148 | CAOS | EA Series Trust... | 89.11 | -0.02% | 52.5K | +5.56% | 4.62M | 87 | 0.12% | Share |
149 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 5.76K | +3.67% | 4.58M | 618.99 | 0.12% | Share |
150 | BILS | SPDR Bloomberg ... | 99.30 | +0.02% | 44.29K | +2.44% | 4.41M | 99.21 | 0.12% | Share |