HoldingsChannel.com
Wealthcare Advisory Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Wealthcare Advisory Partners LLC top holdings by largest position size, as per the latest 13f filing made by Wealthcare Advisory Partners LLC. In the Wealthcare Advisory Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealthcare Advisory Partners LLC in that top holding, then the share count change between reporting periods, and finally the Wealthcare Advisory Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR PORTFOLIO S&P 500 ETF (SPLG) 3,505,036 +113,695 $155,413
     SPLG3,505,036+113,695$155,413
SPDR PORTFOLIO TOTAL STOCK MARKET (SPTM) 1,568,331 +82,090 $72,896
     SPTM1,568,331+82,090$72,896
VANGUARD TOTAL STOCK MARKET (VTI) 331,930 +23,419 $62,609
     VTI331,930+23,419$62,609
SPDR PORTFOLIO SMALLCAP (SPSM) 1,427,391 +42,563 $51,358
     SPSM1,427,391+42,563$51,358
SCHWAB US TIPS 841,669 +735,555 $46,965
     SCHP841,669+735,555$46,965
ISHARES BARCLAYS 7 10 YR TREASURY BOND (IEF) 421,331 -341,615 $43,102
     IEF421,331-341,615$43,102
ISHARES NATIONAL MUNI BOND (MUB) 387,766 -91,937 $41,243
     MUB387,766-91,937$41,243
VANGUARD FTSE ALL WORLD EX US INDEX ETF (VEU) 717,115 +58,774 $35,827
     VEU717,115+58,774$35,827
ISHARES CORE S&P MID CAP ETF (IJH) 148,519 -4,340 $33,600
     IJH148,519-4,340$33,600
VANGUARD DEVELOPED MARKETS INDEX FUND ETF (VEA) 805,974 +143 $32,884
     VEA805,974+143$32,884
SPDR S&P 500 TRUST (SPY) 74,033 +5,977 $27,929
     SPY74,033+5,977$27,929
ISHARES MBS ETF (MBB) 269,912 +8,040 $26,314
     MBB269,912+8,040$26,314
VANGUARD REAL ESTATE (VNQ) 283,914 +31,576 $25,867
     VNQ283,914+31,576$25,867
INVESCO S&P 500 EQUAL WEIGHT 177,128 +18,505 $23,776
     RSP177,128+18,505$23,776
SPDR PORTFOLIO S&P 400 MID CAP (SPMD) 552,740 +148,108 $21,938
     SPMD552,740+148,108$21,938
VANGUARD MEGA CAP VAL (MGV) 220,341 +11,571 $21,192
     MGV220,341+11,571$21,192
WORLD GOLD TRUST SPDR GLD MINISHARES ETF (GLDM) 589,450 +589,450 $21,149
     GLDM589,450+589,450$21,149
ISHARES CORE S&P 500 (IVV) 53,583 +25,137 $20,316
     IVV53,583+25,137$20,316
VANGUARD S&P 500 (VOO) 54,824 +505 $19,017
     VOO54,824+505$19,017
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 706,227 +10,743 $18,609
     SPAB706,227+10,743$18,609
APPLE INC 135,961 +5,847 $18,589
     AAPL135,961+5,847$18,589
ISHARES INT RATE HEDGED CORPORATE BD (LQDH) 205,054 -39 $18,508
     LQDH205,054-39$18,508
ISHARES MSCI EAFE SMALL CAP INDEX (SCZ) 328,862 +31,096 $17,953
     SCZ328,862+31,096$17,953
ISHARES CMBS ETF (CMBS) 365,563 +16,975 $17,587
     CMBS365,563+16,975$17,587
IQ MERGER ARBITRAGE 547,933 +17,555 $16,964
     MNA547,933+17,555$16,964
XTRACKERS MSCI EAFE HEDGED EQUITY 468,627 -3,796 $16,313
     DBEF468,627-3,796$16,313
ISHARES TRUST RUSSELL 200 GROWTH INDEX (IWY) 116,881 +116,881 $14,638
     IWY116,881+116,881$14,638
MICROSOFT CORP 55,476 +1,933 $14,248
     MSFT55,476+1,933$14,248
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF (SHM) 301,091 -16,007 $14,230
     SHM301,091-16,007$14,230
SPDR PORTFOLIO DEVELOPED WLD EX US (SPDW) 441,046 +23,882 $12,720
     SPDW441,046+23,882$12,720
JOHNSON & JOHNSON 70,180 +7,645 $12,458
     JNJ70,180+7,645$12,458
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) 147,399 +131,005 $12,203
     SHY147,399+131,005$12,203
VANGUARD DIVIDEND APPRECIATION (VIG) 84,653 -45,208 $12,145
     VIG84,653-45,208$12,145
ISHARES EXPONENTIAL TECHNOLOGIES (XT) 248,772 +30,425 $11,924
     XT248,772+30,425$11,924
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) 504,460 +504,460 $11,754
     DFAC504,460+504,460$11,754
VANGUARD HIGH DIVIDEND YIELD (VYM) 115,163 +24,743 $11,712
     VYM115,163+24,743$11,712
INVESCO QQQ TRUST SERIES 1 39,017 -37,702 $10,936
     QQQ39,017-37,702$10,936
ISHARES CORE S&P SMALL CAP ETF (IJR) 103,472 +75,192 $9,562
     IJR103,472+75,192$9,562
INVESCO SENIOR LOAN 420,952 +207,470 $8,533
     BKLN420,952+207,470$8,533
UNITED PARCEL SERVICE INC 46,424 +179 $8,474
     UPS46,424+179$8,474
PACER FDS TR US CASH COWS 100 195,737 +182,471 $8,430
     COWZ195,737+182,471$8,430
INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF (SPGP) 96,937 +77,982 $7,716
     SPGP96,937+77,982$7,716
SPDR PORTFOLIO SHORT TERM CORP BD ETF (SPSB) 248,285 +248,285 $7,382
     SPSB248,285+248,285$7,382
SCHWAB US DIVIDEND EQUITY 102,413 +102,413 $7,336
     SCHD102,413+102,413$7,336
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) 89,197 +68,443 $7,138
     VCIT89,197+68,443$7,138
EXXON MOBIL CORPORATION 83,220 +8,263 $7,127
     XOM83,220+8,263$7,127
VANGUARD FTSE EMERGING MARKETS (VWO) 165,954 +7,971 $6,912
     VWO165,954+7,971$6,912
ISHARES CYBERSECURITY AND TECH ETF (IHAK) 188,759 +14,900 $6,612
     IHAK188,759+14,900$6,612
SPDR MSCI EAFE QUALITY MIX (QEFA) 99,535 +6,038 $6,169
     QEFA99,535+6,038$6,169
ISHARES CORE US AGGREGATE BOND ETF (AGG) 59,293 +5,944 $6,029
     AGG59,293+5,944$6,029

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 06/30/2022: $1,652,711
At 03/31/2022: $1,646,637

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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