HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPLG) |
2,577,746 | -1,087,648 | $134,326 |
| SPLG | 2,577,746 | -1,087,648 | $134,326 |
| SPDR SER TR (SPTM) |
2,140,228 | -206,815 | $116,514 |
| SPTM | 2,140,228 | -206,815 | $116,514 |
| VANGUARD INDEX FDS (VTI) |
427,473 | +20,573 | $94,164 |
| VTI | 427,473 | +20,573 | $94,164 |
| ISHARES TR (STIP) |
618,195 | +135,301 | $60,336 |
| STIP | 618,195 | +135,301 | $60,336 |
| VANGUARD INDEX FDS (VOO) |
117,052 | +66,737 | $47,673 |
| VOO | 117,052 | +66,737 | $47,673 |
| ISHARES TR (MUB) |
411,551 | -84,820 | $43,925 |
| MUB | 411,551 | -84,820 | $43,925 |
| ISHARES TR (IEF) |
429,553 | -78,799 | $41,495 |
| IEF | 429,553 | -78,799 | $41,495 |
| SPDR SER TR (SPAB) |
1,473,344 | +546,027 | $37,379 |
| SPAB | 1,473,344 | +546,027 | $37,379 |
| SCHWAB STRATEGIC TR |
706,423 | -153,662 | $37,038 |
| SCHP | 706,423 | -153,662 | $37,038 |
| SPDR SER TR (SPSM) |
947,728 | -543,772 | $36,810 |
| SPSM | 947,728 | -543,772 | $36,810 |
| SPDR S&P 500 ETF TR (SPY) |
78,319 | -8,686 | $34,717 |
| SPY | 78,319 | -8,686 | $34,717 |
| ISHARES TR (SHY) |
424,359 | +218,084 | $34,407 |
| SHY | 424,359 | +218,084 | $34,407 |
| APPLE INC |
147,599 | -22,767 | $28,630 |
| AAPL | 147,599 | -22,767 | $28,630 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
498,309 | -213,629 | $27,113 |
| VEU | 498,309 | -213,629 | $27,113 |
| SCHWAB STRATEGIC TR |
335,640 | +45,399 | $24,374 |
| SCHD | 335,640 | +45,399 | $24,374 |
| VANGUARD TAX MANAGED FDS (VEA) |
524,803 | -289,641 | $24,235 |
| VEA | 524,803 | -289,641 | $24,235 |
| WISDOMTREE TR |
652,561 | +49,068 | $24,190 |
| NTSX | 652,561 | +49,068 | $24,190 |
| ISHARES TR (IVV) |
51,912 | -13,422 | $23,138 |
| IVV | 51,912 | -13,422 | $23,138 |
| INVESCO QQQ TR |
61,331 | -2,447 | $22,657 |
| QQQ | 61,331 | -2,447 | $22,657 |
| FIDELITY MERRIMACK STR TR |
486,740 | +261,175 | $22,108 |
| FBND | 486,740 | +261,175 | $22,108 |
| ISHARES TR (AGG) |
225,199 | +68,365 | $22,058 |
| AGG | 225,199 | +68,365 | $22,058 |
| MICROSOFT CORP |
64,681 | +723 | $22,027 |
| MSFT | 64,681 | +723 | $22,027 |
| SPDR SER TR (SPMD) |
479,293 | -119,242 | $21,995 |
| SPMD | 479,293 | -119,242 | $21,995 |
| SPDR INDEX SHS FDS (SPDW) |
631,817 | -60,243 | $20,559 |
| SPDW | 631,817 | -60,243 | $20,559 |
| VANGUARD INDEX FDS (VNQ) |
238,878 | -13,698 | $19,961 |
| VNQ | 238,878 | -13,698 | $19,961 |
| VANGUARD WORLD FD (MGV) |
183,949 | -44,008 | $19,087 |
| MGV | 183,949 | -44,008 | $19,087 |
| ISHARES TR (IJH) |
71,119 | -71,032 | $18,596 |
| IJH | 71,119 | -71,032 | $18,596 |
| SPDR SER TR (SHM) |
385,463 | +114,283 | $18,136 |
| SHM | 385,463 | +114,283 | $18,136 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
108,945 | -4,404 | $17,696 |
| VIG | 108,945 | -4,404 | $17,696 |
| DBX ETF TR (DBEF) |
484,493 | +25,190 | $17,137 |
| DBEF | 484,493 | +25,190 | $17,137 |
| FRANKLIN ETF TR (FTSD) |
185,871 | +48,941 | $16,624 |
| FTSD | 185,871 | +48,941 | $16,624 |
| NVIDIA CORPORATION |
38,851 | -1,000 | $16,435 |
| NVDA | 38,851 | -1,000 | $16,435 |
| ISHARES TR (IWY) |
103,351 | +1,206 | $16,387 |
| IWY | 103,351 | +1,206 | $16,387 |
| ISHARES TR (IJR) |
162,741 | +5,955 | $16,217 |
| IJR | 162,741 | +5,955 | $16,217 |
| PACER FDS TR |
336,243 | +21,967 | $16,096 |
| COWZ | 336,243 | +21,967 | $16,096 |
| SCHWAB STRATEGIC TR |
300,616 | +167,931 | $15,743 |
| SCHX | 300,616 | +167,931 | $15,743 |
| DIMENSIONAL ETF TRUST (DFAC) |
574,554 | +14,153 | $15,599 |
| DFAC | 574,554 | +14,153 | $15,599 |
| INDEXIQ ETF TR (MNA) |
478,779 | -49,279 | $14,938 |
| MNA | 478,779 | -49,279 | $14,938 |
| ISHARES TR (SCZ) |
239,273 | -96,970 | $14,112 |
| SCZ | 239,273 | -96,970 | $14,112 |
| JOHNSON & JOHNSON |
78,084 | -1,926 | $12,924 |
| JNJ | 78,084 | -1,926 | $12,924 |
| WISDOMTREE TR |
255,838 | +82,913 | $12,874 |
| USFR | 255,838 | +82,913 | $12,874 |
| VANGUARD WHITEHALL FDS (VYM) |
119,863 | -5,575 | $12,714 |
| VYM | 119,863 | -5,575 | $12,714 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
295,558 | +5,934 | $11,849 |
| FVD | 295,558 | +5,934 | $11,849 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
554,935 | +7,490 | $11,676 |
| BKLN | 554,935 | +7,490 | $11,676 |
| ISHARES TR (XT) |
191,214 | -58,884 | $10,631 |
| XT | 191,214 | -58,884 | $10,631 |
| ISHARES TR (QUAL) |
75,439 | -9,326 | $10,174 |
| QUAL | 75,439 | -9,326 | $10,174 |
| INVESCO EXCHANGE TRADED FD T (SPGP) |
102,707 | +3,442 | $9,324 |
| SPGP | 102,707 | +3,442 | $9,324 |
| VANECK ETF TRUST (ANGL) |
322,049 | +86,710 | $8,943 |
| ANGL | 322,049 | +86,710 | $8,943 |
| VANGUARD CHARLOTTE FDS (BNDX) |
182,304 | +57,606 | $8,911 |
| BNDX | 182,304 | +57,606 | $8,911 |
| EXXON MOBIL CORP |
81,950 | -4,321 | $8,789 |
| XOM | 81,950 | -4,321 | $8,789 |
See Full List: All Stocks Held By Wealthcare Advisory Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthcare Advisory Partners LLC
|
Size ($ in 1000's)
At 06/30/2023: $2,235,936 At 03/31/2023: $2,326,960 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 |
