HoldingsChannel.com
Wealthcare Advisory Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD S&P 500 ETF (VOO) 295,411 +34,448 $80,529
     VOO295,411+34,448$80,529
VANGUARD TOTAL STOCK MARKET INDEX (VTI) 239,529 +26,456 $36,169
     VTI239,529+26,456$36,169
BARCLAYS AGGREGATE BOND FUND (AGG) 315,606 +21,734 $35,717
     AGG315,606+21,734$35,717
SPDR S&P 500 ETF (SPY) 101,533 -1,352 $30,132
     SPY101,533-1,352$30,132
ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) 248,559 +23,620 $28,361
     MUB248,559+23,620$28,361
S&P MIDCAP 400 124,164 +13,408 $23,992
     IJH124,164+13,408$23,992
VANGUARD EUROPE PAC INDEX FUND (VEA) 574,625 +11,411 $23,606
     VEA574,625+11,411$23,606
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 751,912 +98,746 $22,557
     SPSM751,912+98,746$22,557
BARCLAYS 7 10 YR TREASURY INDEX (IEF) 188,593 +11,928 $21,211
     IEF188,593+11,928$21,211
VANGUARD INTERM TERM CORP BD (VCIT) 198,195 +15,986 $18,083
     VCIT198,195+15,986$18,083
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 427,884 +10,888 $14,912
     SPLG427,884+10,888$14,912
DBX TRACKERS MSCI ETF (DBEF) 436,870 +6,190 $14,128
     DBEF436,870+6,190$14,128
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 136,669 +13,099 $13,903
     MINT136,669+13,099$13,903
VANGUARD INTL EQTY INDEX (VEU) 260,538 +44,875 $13,001
     VEU260,538+44,875$13,001
SPDR SER TR LEHMAN 1 3 MONTH T BILL ETF (BIL) 119,051 +119,051 $10,904
     BIL119,051+119,051$10,904
ISHARES MSCI EAFE INDEX FUND (EFA) 126,911 -20,564 $8,276
     EFA126,911-20,564$8,276
SCHWAB US TIPS ETF (SCHP) 135,787 +15,632 $7,707
     SCHP135,787+15,632$7,707
MSCI EAFE SMALL CAP 114,994 +2,578 $6,581
     SCZ114,994+2,578$6,581
JPMORGAN ALERIAN MLP ETN 277,418 +31,075 $6,456
     AMJ277,418+31,075$6,456
S&P 500 INDEX FUND (IVV) 19,878 +556 $5,934
     IVV19,878+556$5,934
VANGUARD INTL EQ INDEX FUND (VWO) 139,842 +25,645 $5,630
     VWO139,842+25,645$5,630
MID CAP S P D R TRUST 15,036 -771 $5,300
     MDY15,036-771$5,300
VANGUARD REIT INDEX FUND (VNQ) 56,631 +2,822 $5,281
     VNQ56,631+2,822$5,281
RUSSELL 2000 INDEX FUND (IWM) 34,487 -2,274 $5,219
     IWM34,487-2,274$5,219
UNITED PARCEL SERVICE B 43,035 +573 $5,156
     UPS43,035+573$5,156
MICROSOFT CORP 34,393 +200 $4,782
     MSFT34,393+200$4,782
APPLE INC 18,287 +1,566 $4,096
     AAPL18,287+1,566$4,096
VANGUARD MID CAP INDEX FUND (VO) 23,768 +154 $3,984
     VO23,768+154$3,984
SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) 55,822 -1,426 $3,959
     SCHX55,822-1,426$3,959
INVESCO S&P 500 HIGH DIV LOW VOL ETF (SPHD) 91,628 +4,385 $3,906
     SPHD91,628+4,385$3,906
RUSSELL 1000 VALUE INDEX FUND (IWD) 29,491 +818 $3,783
     IWD29,491+818$3,783
VANGUARD SMALL CAP INDEX FUND (VB) 23,057 +233 $3,548
     VB23,057+233$3,548
VANGUARD HIGH DIVIDEND YIELD (VYM) 35,190 +8,563 $3,122
     VYM35,190+8,563$3,122
POWERSHARES SENIOR LOAN ETF (BKLN) 131,546 +36,835 $2,972
     BKLN131,546+36,835$2,972
SPDR SER TR BARCLAYS CAP MUN BD E (TFI) 57,245 +1,571 $2,902
     TFI57,245+1,571$2,902
ISHARES EDGE MSCI MIN VOL USA (USMV) 40,871 +5,218 $2,620
     USMV40,871+5,218$2,620
RECON CAPITAL NASDAQ 100 COV CALL ETF (QYLD) 110,041 +7,207 $2,487
     QYLD110,041+7,207$2,487
AT&T CORP 62,882 +6,262 $2,379
     T62,882+6,262$2,379
VERIZON COMMUNICATIONS 39,039 +157 $2,356
     VZ39,039+157$2,356
INVESCO DYNAMIC LARGE CAP GROWTH ETF (PWB) 48,645 -3,726 $2,352
     PWB48,645-3,726$2,352
WISDOMTREE US MIDCAP DIVIDEND ETF (DON) 64,091 +2,560 $2,327
     DON64,091+2,560$2,327
BARCLAYS TIPS BOND FUND (TIP) 19,996 +29 $2,325
     TIP19,996+29$2,325
RUSSELL 1000 GROWTH INDEX FUND (IWF) 13,071 -1,016 $2,086
     IWF13,071-1,016$2,086
BERKSHIRE HATHAWAY INC DEL CL B      $1,940
     BRK.B9,325+283$1,940
VISA INC CL A 11,263 -267 $1,937
     V11,263-267$1,937
VANGUARD DIV APPRCIATION (VIG) 16,064 -939 $1,921
     VIG16,064-939$1,921
APOLLO GLOBAL MANAGEMENT LLC 49,693 -1,400 $1,879
     APO49,693-1,400$1,879
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 31,981 -107 $1,852
     SPLV31,981-107$1,852
FRANKLIN FTSE CANADA ETF (FLCA) 70,441 -1,373 $1,810
     FLCA70,441-1,373$1,810
SPDR S&P WORLD EX US ETF (SPDW) 60,926 +2,784 $1,789
     SPDW60,926+2,784$1,789

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 09/30/2019: $689,128
At 06/30/2019: $631,231

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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