• 13F History

Wealthcare Advisory Partners LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$3.73B
Signature - Title
James Krause - Chief Compliance Officer
Location
West Chester, PA
Summary
This page shows a list of all the recent 13F filings made by Wealthcare Advisory Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthcare Advisory Partners LLC reported 903 stock holdings with total value $3.73B as of Q1 2025. Top holdings included SPLG, SPTM, VTI, STIP, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 903 $3.73B +$353M -$142M +$212M SPLG, SPTM, VTI, STIP, SPY 13F-HR 4/14/2025, 05:34 PM
Q4 2024 887 $3.6B +$282M -$101M +$181M SPLG, SPTM, SPY, VTI, STIP 13F-HR 1/15/2025, 08:46 AM
Q3 2024 871 $3.51B +$337M -$192M +$145M SPLG, SPTM, SPY, VTI, STIP 13F-HR 11/4/2024, 09:07 AM
Q2 2024 821 $3.2B +$237M -$77M +$160M SPLG, SPTM, VTI, SPY, STIP 13F-HR 8/9/2024, 05:44 PM
Q1 2024 794 $3.05B +$489M -$94.9M +$394M SPLG, SPTM, VTI, SPY, STIP 13F-HR 4/15/2024, 02:40 PM
Q4 2023 745 $2.51B +$272M -$128M +$144M SPLG, SPTM, VTI, STIP, VOO 13F-HR 2/6/2024, 05:06 PM
Q3 2023 696 $2.18B +$129M -$77.9M +$50.7M SPLG, SPTM, VTI, STIP, VOO 13F-HR 10/12/2023, 08:55 AM
Q2 2023 717 $2.24B +$207M -$356M -$150M SPLG, SPTM, VTI, STIP, VOO 13F-HR 7/17/2023, 03:49 PM
Q1 2023 693 $2.33B +$276M -$109M +$167M SPLG, SPTM, VTI, SPSM, MUB 13F-HR 5/4/2023, 04:35 PM
Q4 2022 692 $2.09B +$314M -$88.8M +$226M SPLG, SPTM, VTI, SPSM, IEF 13F-HR 2/13/2023, 04:01 PM
Q3 2022 600 $1.75B +$304M -$92M +$212M SPLG, SPTM, VTI, MUB, SPSM 13F-HR 11/14/2022, 11:18 AM
Q2 2022 562 $1.63B +$344M -$96.6M +$247M SPLG, SPTM, VTI, SPSM, SCHP 13F-HR 8/15/2022, 08:00 AM
Q1 2022 538 $1.62B +$169M -$40.3M +$129M SPLG, SPTM, IEF, VTI, SPSM 13F-HR 4/15/2022, 11:06 AM
Q4 2021 571 $1.63B +$211M -$105M +$106M SPLG, SPTM, IEF, VTI, SPSM 13F-HR 2/11/2022, 10:35 AM
Q3 2021 545 $1.53B +$105M -$47.7M +$56.8M SPLG, SPTM, VTI, SPSM, MUB 13F-HR 11/15/2021, 07:00 AM
Q2 2021 554 $1.49B +$163M -$117M +$46.2M SPLG, SPTM, SPSM, VTI, IJH 13F-HR 8/16/2021, 09:09 AM
Q1 2021 2,026 $1.38B +$247M -$41.8M +$205M SPLG, SPTM, MUB, SPSM, IJH 13F-HR 4/29/2021, 07:17 PM
Q4 2020 437 $1.13B +$135M -$14.8M +$120M SPLG, SPTM, SPSM, IJH, MUB 13F-HR 2/11/2021, 08:24 PM
Q3 2020 363 $912M +$94.1M -$16.2M +$77.9M SPLG, IJH, SPSM, MUB, SPTM 13F-HR 10/29/2020, 06:58 AM
Q2 2020 320 $802M +$97.5M -$40.8M +$56.7M SPLG, SPSM, IJH, MUB, VEA 13F-HR 7/29/2020, 07:15 AM
Q1 2020 1,379 $682M +$240M -$197M +$42.6M SPLG, SPTM, MUB, IJH, SPSM 13F-HR 4/29/2020, 02:41 PM
Q4 2019 1,308 $787M +$77M -$13.4M +$63.6M VOO, VTI, AGG, SPY, MUB 13F-HR 1/29/2020, 01:42 PM
Q3 2019 1,273 $689M +$67.7M -$9.14M +$58.6M VOO, VTI, AGG, SPY, MUB 13F-HR 10/16/2019, 06:22 PM
Q2 2019 1,242 $631M +$43.5M -$11.9M +$31.6M VOO, AGG, VTI, SPY, MUB 13F-HR 7/29/2019, 08:06 PM
Q1 2019 1,151 $586M +$111M -$92.1M +$18.6M VOO, AGG, SPY, VTI, MUB 13F-HR 5/13/2019, 04:00 PM
Q4 2018 1,136 $515M +$51.3M -$16.1M +$35.3M SPY, AGG, MUB, VTI, IEF 13F-HR 2/14/2019, 09:46 AM
Q3 2018 1,166 $544M +$48M -$30.1M +$17.9M SPY, AGG, VTI, MUB, VEA 13F-HR 11/14/2018, 09:31 AM
Q2 2018 1,163 $510M +$80.7M -$4.69M +$76.1M SPY, AGG, VTI, IEF, VEA 13F-HR 8/13/2018, 06:10 PM
Q1 2018 1,016 $442M +$70.9M -$6.97M +$64M SPY, AGG, VTI, IEF, VEA 13F-HR 5/14/2018, 07:00 PM
Q4 2017 990 $389M +$44.5M -$2.12M +$42.4M SPY, AGG, VTI, TFI, MDY 13F-HR 2/13/2018, 06:14 PM
Q3 2017 819 $336M +$125M +$125M SPY, AGG, VTI, TFI, IEF 13F-HR 11/15/2017, 08:40 AM
Q2 2017 98 $206M +$20.2M -$511K +$19.7M SPY, AGG, VTI, TFI, IEF 13F-HR 8/28/2017, 05:46 PM
Q1 2017 97 $183M +$13M -$4.04M +$8.99M SPY, AGG, VTI, TFI, IEF 13F-HR 4/11/2017, 01:54 PM
Q4 2016 96 $169M +$14.6M -$137K +$14.5M SPY, AGG, VTI, TFI, IEF 13F-HR 1/11/2017, 05:13 PM
Q3 2016 75 $154M +$10.7M -$449K +$10.2M SPY, AGG, VTI, TFI, IEF 13F-HR 10/14/2016, 09:34 AM
Q2 2016 97 $142M SPY, AGG, VTI, TFI, IEF 13F-HR 8/25/2016, 04:41 PM