
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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2,577,746 | -1,087,648 | $134,326 |
SPLG | 2,577,746 | -1,087,648 | $134,326 |
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2,140,228 | -206,815 | $116,514 |
SPTM | 2,140,228 | -206,815 | $116,514 |
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427,473 | +20,573 | $94,164 |
VTI | 427,473 | +20,573 | $94,164 |
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618,195 | +135,301 | $60,336 |
STIP | 618,195 | +135,301 | $60,336 |
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117,052 | +66,737 | $47,673 |
VOO | 117,052 | +66,737 | $47,673 |
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411,551 | -84,820 | $43,925 |
MUB | 411,551 | -84,820 | $43,925 |
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429,553 | -78,799 | $41,495 |
IEF | 429,553 | -78,799 | $41,495 |
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1,473,344 | +546,027 | $37,379 |
SPAB | 1,473,344 | +546,027 | $37,379 |
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706,423 | -153,662 | $37,038 |
SCHP | 706,423 | -153,662 | $37,038 |
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947,728 | -543,772 | $36,810 |
SPSM | 947,728 | -543,772 | $36,810 |
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78,319 | -8,686 | $34,717 |
SPY | 78,319 | -8,686 | $34,717 |
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424,359 | +218,084 | $34,407 |
SHY | 424,359 | +218,084 | $34,407 |
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147,599 | -22,767 | $28,630 |
AAPL | 147,599 | -22,767 | $28,630 |
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498,309 | -213,629 | $27,113 |
VEU | 498,309 | -213,629 | $27,113 |
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335,640 | +45,399 | $24,374 |
SCHD | 335,640 | +45,399 | $24,374 |
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524,803 | -289,641 | $24,235 |
VEA | 524,803 | -289,641 | $24,235 |
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652,561 | +49,068 | $24,190 |
NTSX | 652,561 | +49,068 | $24,190 |
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51,912 | -13,422 | $23,138 |
IVV | 51,912 | -13,422 | $23,138 |
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61,331 | -2,447 | $22,657 |
QQQ | 61,331 | -2,447 | $22,657 |
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486,740 | +261,175 | $22,108 |
FBND | 486,740 | +261,175 | $22,108 |
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225,199 | +68,365 | $22,058 |
AGG | 225,199 | +68,365 | $22,058 |
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64,681 | +723 | $22,027 |
MSFT | 64,681 | +723 | $22,027 |
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479,293 | -119,242 | $21,995 |
SPMD | 479,293 | -119,242 | $21,995 |
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631,817 | -60,243 | $20,559 |
SPDW | 631,817 | -60,243 | $20,559 |
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238,878 | -13,698 | $19,961 |
VNQ | 238,878 | -13,698 | $19,961 |
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183,949 | -44,008 | $19,087 |
MGV | 183,949 | -44,008 | $19,087 |
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71,119 | -71,032 | $18,596 |
IJH | 71,119 | -71,032 | $18,596 |
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385,463 | +114,283 | $18,136 |
SHM | 385,463 | +114,283 | $18,136 |
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108,945 | -4,404 | $17,696 |
VIG | 108,945 | -4,404 | $17,696 |
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484,493 | +25,190 | $17,137 |
DBEF | 484,493 | +25,190 | $17,137 |
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185,871 | +48,941 | $16,624 |
FTSD | 185,871 | +48,941 | $16,624 |
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38,851 | -1,000 | $16,435 |
NVDA | 38,851 | -1,000 | $16,435 |
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103,351 | +1,206 | $16,387 |
IWY | 103,351 | +1,206 | $16,387 |
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162,741 | +5,955 | $16,217 |
IJR | 162,741 | +5,955 | $16,217 |
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336,243 | +21,967 | $16,096 |
COWZ | 336,243 | +21,967 | $16,096 |
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300,616 | +167,931 | $15,743 |
SCHX | 300,616 | +167,931 | $15,743 |
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574,554 | +14,153 | $15,599 |
DFAC | 574,554 | +14,153 | $15,599 |
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478,779 | -49,279 | $14,938 |
MNA | 478,779 | -49,279 | $14,938 |
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239,273 | -96,970 | $14,112 |
SCZ | 239,273 | -96,970 | $14,112 |
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78,084 | -1,926 | $12,924 |
JNJ | 78,084 | -1,926 | $12,924 |
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255,838 | +82,913 | $12,874 |
USFR | 255,838 | +82,913 | $12,874 |
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119,863 | -5,575 | $12,714 |
VYM | 119,863 | -5,575 | $12,714 |
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295,558 | +5,934 | $11,849 |
FVD | 295,558 | +5,934 | $11,849 |
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554,935 | +7,490 | $11,676 |
BKLN | 554,935 | +7,490 | $11,676 |
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191,214 | -58,884 | $10,631 |
XT | 191,214 | -58,884 | $10,631 |
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75,439 | -9,326 | $10,174 |
QUAL | 75,439 | -9,326 | $10,174 |
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102,707 | +3,442 | $9,324 |
SPGP | 102,707 | +3,442 | $9,324 |
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322,049 | +86,710 | $8,943 |
ANGL | 322,049 | +86,710 | $8,943 |
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182,304 | +57,606 | $8,911 |
BNDX | 182,304 | +57,606 | $8,911 |
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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
![]() 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 |