HoldingsChannel.com
Wealthcare Advisory Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR PORTFOLIO LARGECAP (SPLG) 2,688,022 +2,229,636 $81,313
     SPLG2,688,022+2,229,636$81,313
SPDR PORTFOLIO TOTAL STOCK MAR (SPTM) 940,926 +933,435 $29,592
     SPTM940,926+933,435$29,592
ISHARES NATIONAL MUNI BOND (MUB) 261,489 -5,782 $29,551
     MUB261,489-5,782$29,551
ISHARES CORE S&P MID CAP ETF (IJH) 194,503 +52,960 $27,981
     IJH194,503+52,960$27,981
SPDR PORTFOLIO SMALLCAP (SPSM) 1,275,346 +425,045 $27,854
     SPSM1,275,346+425,045$27,854
VANGUARD TOTAL STOCK MARKET (VTI) 177,341 -99,010 $22,861
     VTI177,341-99,010$22,861
VANGUARD FTSE DEVELOPED MARKET (VEA) 667,794 +82,388 $22,264
     VEA667,794+82,388$22,264
SPDR S&P 500 TRUST (SPY) 85,793 -11,317 $22,113
     SPY85,793-11,317$22,113
ISHARES BARCLAYS 7 10 YR TREAS (IEF) 170,325 -50,839 $20,691
     IEF170,325-50,839$20,691
VANGUARD S&P 500 (VOO) 82,525 -239,809 $19,544
     VOO82,525-239,809$19,544
VANGUARD FTSE ALL WORLD EX US (VEU) 400,322 +79,027 $16,421
     VEU400,322+79,027$16,421
SPDR PORTFOLIO AGGREGATE BOND (SPAB) 539,432 +539,432 $16,302
     SPAB539,432+539,432$16,302
ISHARES MBS ETF (MBB) 142,071 +141,801 $15,690
     MBB142,071+141,801$15,690
XTRACKERS MSCI EAFE HEDGED EQU 471,985 +42,525 $12,649
     DBEF471,985+42,525$12,649
SPDR SSGA ULTRA SHORT TERM BON (ULST) 298,646 +298,646 $11,632
     ULST298,646+298,646$11,632
ISHARES CMBS ETF (CMBS) 212,691 +212,665 $11,419
     CMBS212,691+212,665$11,419
ISHARES AAA A RATED CORP BD ET (QLTA) 206,560 +206,560 $11,390
     QLTA206,560+206,560$11,390
APPLE INC 28,415 +7,604 $7,226
     AAPL28,415+7,604$7,226
MICROSOFT CORP 40,238 +6,031 $6,346
     MSFT40,238+6,031$6,346
JOHNSON & JOHNSON 47,622 +35,009 $6,245
     JNJ47,622+35,009$6,245
ISHARES MSCI EAFE SMALL CAP IN (SCZ) 128,944 +17,093 $5,781
     SCZ128,944+17,093$5,781
UNITED PARCEL SERVICE INC 61,121 +12,660 $5,710
     UPS61,121+12,660$5,710
ISHARES CORE US AGGREGATE BOND (AGG) 48,330 -292,147 $5,576
     AGG48,330-292,147$5,576
VANGUARD FTSE EMERGING MARKETS (VWO) 152,877 -15,784 $5,129
     VWO152,877-15,784$5,129
SPDR BARCLAYS 1 3 MONTH T BILL (BIL) 50,627 -76,183 $4,639
     BIL50,627-76,183$4,639
VANGUARD REAL ESTATE (VNQ) 61,567 +3,828 $4,300
     VNQ61,567+3,828$4,300
VANGUARD INTERMEDIATE TERM COR (VCIT) 46,847 -170,875 $4,080
     VCIT46,847-170,875$4,080
ISHARES CORE S&P 500 (IVV) 14,815 -1,639 $3,828
     IVV14,815-1,639$3,828
ISHARES RUSSELL 1000 VALUE ETF (IWD) 38,145 +4,547 $3,783
     IWD38,145+4,547$3,783
INVESCO SENIOR LOAN 183,189 +19,894 $3,748
     BKLN183,189+19,894$3,748
SPDR PORTFOLIO DEVELOPED WLD E (SPDW) 155,698 +93,777 $3,727
     SPDW155,698+93,777$3,727
VANGUARD HIGH DIVIDEND YIELD (VYM) 51,391 +10,305 $3,636
     VYM51,391+10,305$3,636
SPDR GOLD SHARES (GLD) 21,605 +12,938 $3,199
     GLD21,605+12,938$3,199
AMAZON.COM INC 1,542 +593 $3,006
     AMZN1,542+593$3,006
ISHARES GOLD TRUST (IAU) 166,612 +146,479 $2,511
     IAU166,612+146,479$2,511
BERKSHIRE HATHAWAY CL B      $2,487
     BRK.B7,654-1,882$1,399
     BRK.A4+4$1,088
VERIZON COMMUNICATIONS 44,778 +10,136 $2,406
     VZ44,778+10,136$2,406
SPDR PORTFOLIO INTMDT TERM TRS (SPTI) 71,940 +71,940 $2,383
     SPTI71,940+71,940$2,383
SPDR NUVEEN BLMBG BARCLAYS MUN (TFI) 46,948 -11,423 $2,347
     TFI46,948-11,423$2,347
ISHARES RUSSELL 2000 ETF (IWM) 20,384 -12,853 $2,333
     IWM20,384-12,853$2,333
ISHARES RUSSELL 1000 GROWTH ET (IWF) 14,843 +1,738 $2,236
     IWF14,843+1,738$2,236
GLOBAL X FDS NASDAQ 100 COVERE 113,809 +1,540 $2,193
     QYLD113,809+1,540$2,193
SPDR S&P MID CAP 400 TRUST (MDY) 8,032 -6,323 $2,111
     MDY8,032-6,323$2,111
ISHARES EDGE MSCI MIN VOL USA (USMV) 37,706 -3,325 $2,037
     USMV37,706-3,325$2,037
ISHARES TIPS BOND (TIP) 16,204 -3,434 $1,911
     TIP16,204-3,434$1,911
PIMCO ENHANCED SHORT MATURITY 19,117 -126,128 $1,892
     MINT19,117-126,128$1,892
INVESCO S&P 500 HIGH DIVIDEND 62,933 -28,783 $1,889
     SPHD62,933-28,783$1,889
INVESCO DYNAMIC LARGE CAP GROW 42,818 -5,828 $1,873
     PWB42,818-5,828$1,873
SPDR S&P 500 GROWTH ETF (SPYG) 51,493 +2,092 $1,840
     SPYG51,493+2,092$1,840
INTEL CORP 32,663 -632 $1,768
     INTC32,663-632$1,768

See Full List: All Stocks Held By Wealthcare Advisory Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealthcare Advisory Partners LLC

Size ($ in 1000's)
At 03/31/2020: $682,199
At 12/31/2019: $786,639

Wealthcare Advisory Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthcare Advisory Partners LLC 13F filings. Link to 13F filings: SEC filings

Wealthcare Advisory Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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