Wealthcare Advisory Partners LLC
CIK Number: 0001683059
3.73B
Market Value
854
# of Holdings
13 months
Avg. Holding Period
32.04%
Win Rate
23.38%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 3.61M | +6.18% | 248.53M | 42.94 | 6.90% |
| 2 | SPTM | SPDR Portfolio ... | 73.02 | +0.89% | 2.19M | +2.01% | 156.56M | 43.49 | 4.35% |
| 3 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 173.36K | -4.2% | 101.6M | 410.56 | 2.82% |
| 4 | VTI | Vanguard Total ... | 296.15 | +0.88% | 348.08K | -2.61% | 100.88M | 176.11 | 2.80% |
| 5 | STIP | iShares 0-5 Yea... | 102.19 | -0.03% | 898.88K | +8.23% | 90.43M | 98.29 | 2.51% |
| 6 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 125.53K | -1.74% | 67.64M | 376.3 | 1.88% |
| 7 | MUB | iShares Nationa... | 103.96 | +0.08% | 565.38K | +22.90% | 60.24M | 109.1 | 1.67% |
| 8 | SPAB | SPDR Portfolio ... | 25.21 | -0.22% | 2.41M | +8.35% | 60.19M | 26.61 | 1.67% |
| 9 | SPSM | SPDR Portfolio ... | 41.84 | +0.88% | 1.33M | +7.45% | 59.61M | 33.32 | 1.66% |
| 10 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 420.52K | -2.59% | 56.47M | 22.53 | 1.57% |
| 11 | AAPL | Apple Inc. | 198.10 | +0.84% | 214.61K | -0.62% | 53.74M | 119.45 | 1.49% |
| 12 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 567.91K | +9.09% | 52.5M | 104.85 | 1.46% |
| 13 | SPMD | SPDR Portfolio ... | 53.38 | +0.97% | 893.37K | +4.83% | 48.86M | 47.98 | 1.36% |
| 14 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 95.4K | +2.61% | 48.77M | 371.88 | 1.35% |
| 15 | FBND | Fidelity Total ... | 45.23 | -0.17% | 1.08M | +5.26% | 48.39M | 45.66 | 1.34% |
| 16 | NTSX | WisdomTree U.S.... | 48.44 | +0.67% | 905.03K | +2.22% | 42.26M | 35.93 | 1.17% |
| 17 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 93.65K | -1.35% | 39.48M | 248.42 | 1.10% |
| 18 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 1.41M | +213.51% | 38.52M | 24.19 | 1.07% |
| 19 | CGGR | Capital Group G... | 39.18 | +1.11% | 908.48K | +5.57% | 33.77M | 26.66 | 0.94% |
| 20 | AGG | iShares Core U.... | 97.78 | -0.19% | 334.03K | -5.43% | 32.37M | 100.22 | 0.90% |
| 21 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 907.03K | +17.93% | 30.96M | 31.62 | 0.86% |
| 22 | IJR | iShares Core S&... | 106.86 | +0.53% | 259.55K | +0.68% | 29.91M | 98.02 | 0.83% |
| 23 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 521.26K | -8.29% | 29.44M | 47.77 | 0.82% |
| 24 | DBEF | Xtrackers MSCI ... | 45.10 | +0.52% | 679.87K | +11.22% | 28.15M | 32.23 | 0.78% |
| 25 | SCHP | Schwab U.S. TIP... | 26.30 | -0.17% | 1.04M | +103.85% | 26.98M | 27.5 | 0.75% |
| 26 | VEA | Vanguard Develo... | 56.41 | +0.44% | 561.23K | -0.21% | 26.84M | 40.76 | 0.75% |
| 27 | SHM | SPDR Nuveen Blo... | 47.66 | +0.09% | 562.21K | +13.13% | 26.64M | 47.96 | 0.74% |
| 28 | IWY | iShares Russell... | 237.86 | +0.93% | 107.82K | -1% | 25.37M | 135.31 | 0.70% |
| 29 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 706.93K | +6.15% | 24.45M | 25.46 | 0.68% |
| 30 | IVV | iShares Core S&... | 603.05 | +0.54% | 41.13K | -5.41% | 24.22M | 354.69 | 0.67% |
| 31 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 466.29K | +20.14% | 23.46M | 50.28 | 0.65% |
| 32 | VTV | Vanguard Value ... | 174.03 | +0.37% | 134.92K | -3.75% | 22.84M | 149.19 | 0.63% |
| 33 | FTSD | Franklin Short ... | 90.53 | +0.12% | 248.96K | +5.07% | 22.47M | 90.19 | 0.62% |
| 34 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 363.28K | +0.60% | 20.86M | 53.88 | 0.58% |
| 35 | SCZ | iShares MSCI EA... | 70.56 | -1% | 321.86K | +8.23% | 19.55M | 59.92 | 0.54% |
| 36 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 88.25K | -3.4% | 19.36M | 134.21 | 0.54% |
| 37 | IBDU | iShares iBonds ... | 23.10 | +0.02% | 807.92K | +34.02% | 18.42M | 23.33 | 0.51% |
| 38 | CGDV | Capital Group D... | 38.55 | +0.51% | 491.21K | +10.46% | 17.32M | 34.67 | 0.48% |
| 39 | SPGP | Invesco S&P 500... | 105.02 | +0.94% | 164.75K | -5.28% | 17.28M | 88.01 | 0.48% |
| 40 | MOAT | VanEck Mornings... | 92.08 | +1.18% | 182.93K | -5.31% | 16.96M | 77.27 | 0.47% |
| 41 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 182.76K | -4.39% | 16.28M | 91.09 | 0.45% |
| 42 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 576.62K | +266.41% | 16.07M | 25.21 | 0.45% |
| 43 | ANGL | VanEck Fallen A... | 28.86 | +0.31% | 557.24K | +3.69% | 15.98M | 28.04 | 0.44% |
| 44 | VIG | Vanguard Divide... | 200.94 | +0.24% | 80.61K | -3.5% | 15.79M | 157.35 | 0.44% |
| 45 | VYM | Vanguard High D... | 131.03 | +0.37% | 120.09K | +7.09% | 15.32M | 101.06 | 0.43% |
| 46 | BND | Vanguard Total ... | 72.56 | -0.19% | 209.66K | +0.54% | 15.08M | 75.11 | 0.42% |
| 47 | BKLN | Invesco Senior ... | 20.91 | +0.13% | 695.73K | +4.10% | 14.66M | 21.13 | 0.41% |
| 48 | HD | The Home Depot,... | 353.06 | -0.45% | 36.53K | -2.54% | 14.21M | 299.67 | 0.39% |
| 49 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 80.78K | +27.95% | 14.16M | 168.89 | 0.39% |
| 50 | SCHV | Schwab U.S. Lar... | 27.23 | +0.50% | 541.44K | +193.21% | 14.12M | 26.6 | 0.39% |
| 51 | MGV | Vanguard Mega C... | 129.07 | +0.26% | 109.66K | -4.52% | 13.7M | 94.62 | 0.38% |
| 52 | BALT | Innovator Defin... | 32.02 | +0.11% | 432.42K | +6.49% | 13.59M | 28.73 | 0.38% |
| 53 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 234.44K | +4.88% | 13.49M | 54.93 | 0.37% |
| 54 | TFI | SPDR Nuveen Blo... | 44.45 | +0.06% | 293.75K | -4.26% | 13.4M | 46.36 | 0.37% |
| 55 | TBIL | US Treasury 3 M... | 49.92 | +0.02% | 260.31K | +57.40% | 12.98M | 49.92 | 0.36% |
| 56 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 131.99K | +8.66% | 12.74M | 88.8 | 0.35% |
| 57 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 52.52K | -3.13% | 12.59M | 136.55 | 0.35% |
| 58 | VGIT | Vanguard Interm... | 58.98 | -0.14% | 209.78K | +4.64% | 12.17M | 59.07 | 0.34% |
| 59 | IJH | iShares Core S&... | 60.66 | +0.67% | 193.87K | -11.93% | 12.08M | 36.08 | 0.34% |
| 60 | JAAA | Janus Henderson... | 50.65 | 0.00% | 229.02K | +29.28% | 11.61M | 50.4 | 0.32% |
| 61 | EMXC | iShares MSCI Em... | 61.31 | +0.04% | 208.17K | +10.97% | 11.54M | 55.58 | 0.32% |
| 62 | VUG | Vanguard Growth... | 423.26 | +1.18% | 28.08K | +4.67% | 11.53M | 300.51 | 0.32% |
| 63 | V | Visa Inc. | 355.07 | +0.63% | 36.3K | +1.07% | 11.47M | 241.99 | 0.32% |
| 64 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 25.17K | -2.09% | 11.41M | 307.49 | 0.32% |
| 65 | TFC | Truist Financia... | 39.37 | +1.03% | 253.39K | +0.21% | 10.99M | 38.57 | 0.31% |
| 66 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 102.14K | +0.02% | 10.99M | 77.01 | 0.31% |
| 67 | SPYV | SPDR Portfolio ... | 51.52 | +0.58% | 214.73K | +0.91% | 10.98M | 44.39 | 0.30% |
| 68 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 40.91K | +0.84% | 10.8M | 201.5 | 0.30% |
| 69 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 72.35K | -5.63% | 10.46M | 145.53 | 0.29% |
| 70 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 54.76K | -1.45% | 10.37M | 120.99 | 0.29% |
| 71 | FAUG | FT Cboe Vest U.... | 48.02 | +0.84% | 221.87K | -1.17% | 10.33M | 45.75 | 0.29% |
| 72 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 57.84K | -3.26% | 10.3M | 116.45 | 0.29% |
| 73 | HMOP | Hartford Munici... | 38.14 | +0.03% | 262.08K | +5.11% | 10.13M | 38.69 | 0.28% |
| 74 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 43.46K | +0.39% | 10.08M | 92.38 | 0.28% |
| 75 | XT | iShares Exponen... | 63.65 | +1.13% | 167.26K | +1.95% | 9.98M | 56.03 | 0.28% |
| 76 | NTSI | WisdomTree Inte... | 40.80 | +0.40% | 279.58K | +15.27% | 9.82M | 35.24 | 0.27% |
| 77 | JPIE | JPMorgan Income... | 45.92 | +0.03% | 208.17K | +5.63% | 9.5M | 45.58 | 0.26% |
| 78 | IDEV | iShares Core MS... | 74.82 | -1.28% | 146.27K | +1.61% | 9.43M | 70.61 | 0.26% |
| 79 | SPYG | SPDR Portfolio ... | 92.04 | +1.13% | 100.93K | -2.31% | 8.87M | 67.2 | 0.25% |
| 80 | TBLL | Invesco Short T... | 105.73 | +0.01% | 83.81K | +42.26% | 8.85M | 105.64 | 0.25% |
| 81 | SLYG | SPDR S&P 600 Sm... | 86.64 | +0.69% | 95.1K | +1.25% | 8.59M | 74.12 | 0.24% |
| 82 | IWB | iShares Russell... | 329.80 | +0.60% | 26.65K | -4.16% | 8.59M | 226.22 | 0.24% |
| 83 | RGI | Invesco S&P 500... | 189.57 | +0.80% | 169.72K | +0.61% | 8.52M | 59.4 | 0.24% |
| 84 | HTAB | Hartford Schrod... | 18.66 | -0.03% | 437.51K | +5.43% | 8.47M | 19.74 | 0.24% |
| 85 | META | Meta Platforms,... | 701.33 | +2.70% | 14.17K | +3.89% | 8.3M | 303.15 | 0.23% |
| 86 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 354.1K | +140.16% | 8.21M | 16.81 | 0.23% |
| 87 | CGUS | Capital Group C... | 35.96 | +0.67% | 233.76K | +1.56% | 8.17M | 26.35 | 0.23% |
| 88 | IFRA | iShares U.S. In... | 48.08 | -0.29% | 176.4K | +18.23% | 8.17M | 46.87 | 0.23% |
| 89 | DGRW | WisdomTree U.S.... | 82.32 | +0.45% | 98.06K | +61.31% | 7.94M | 72.22 | 0.22% |
| 90 | SUB | iShares Short-T... | 106.03 | +0.02% | 73.1K | +2.47% | 7.71M | 104.18 | 0.21% |
| 91 | FLQL | Franklin U.S. L... | 61.36 | +0.74% | 131.19K | -0.08% | 7.69M | 38.78 | 0.21% |
| 92 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 43.24K | -0.12% | 7.68M | 124.65 | 0.21% |
| 93 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 9.74K | -4.96% | 7.52M | 494.91 | 0.21% |
| 94 | CGCP | Capital Group C... | 22.25 | -0.2% | 336.72K | +55.35% | 7.48M | 22.32 | 0.21% |
| 95 | UPS | United Parcel S... | 101.03 | +1.03% | 58K | +20.94% | 7.31M | 113.7 | 0.20% |
| 96 | QQQM | Invesco NASDAQ ... | 219.74 | +1.29% | 33.24K | +8.33% | 6.99M | 186.95 | 0.19% |
| 97 | SDVY | First Trust SMI... | 34.60 | +0.87% | 193.11K | +34.25% | 6.92M | 33.66 | 0.19% |
| 98 | EFV | iShares MSCI EA... | 62.74 | -1.75% | 131.73K | -3.86% | 6.91M | 44.06 | 0.19% |
| 99 | KMLM | KFA Mount Lucas... | 26.07 | -0.02% | 241.09K | -7.6% | 6.77M | 34.32 | 0.19% |
| 100 | APO | Apollo Global M... | 133.88 | +1.34% | 40.97K | -7.91% | 6.77M | 50.2 | 0.19% |
| 101 | COST | Costco Wholesal... | 984.10 | -0.62% | 7.32K | -0.65% | 6.7M | 614.36 | 0.19% |
| 102 | VBR | Vanguard Small ... | 191.26 | +0.97% | 33.71K | +4.61% | 6.68M | 186.2 | 0.19% |
| 103 | XMHQ | Invesco S&P Mid... | 96.78 | +0.50% | 67.46K | +22.20% | 6.64M | 90.81 | 0.18% |
| 104 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 87.48K | +6.40% | 6.61M | 67.6 | 0.18% |
| 105 | GDE | WisdomTree Effi... | 46.77 | -0.83% | 177.77K | -7.25% | 6.59M | 23.52 | 0.18% |
| 106 | WMT | Walmart Inc. | 94.23 | -0.22% | 71.98K | -2.05% | 6.5M | 43.33 | 0.18% |
| 107 | GSIE | Goldman Sachs A... | 39.56 | +0.41% | 194.79K | +6.00% | 6.49M | 28.93 | 0.18% |
| 108 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 70.51K | -3.07% | 6.45M | 91.48 | 0.18% |
| 109 | XLK | Technology Sele... | 242.79 | +1.51% | 27.16K | -5.4% | 6.31M | 142.97 | 0.18% |
| 110 | IWF | iShares Russell... | 409.82 | +1.05% | 15.41K | +1.20% | 6.19M | 214.54 | 0.17% |
| 111 | RZV | Invesco S&P Sma... | 103.14 | +2.02% | 55.45K | +3.31% | 6.18M | 88.15 | 0.17% |
| 112 | GUNR | FlexShares Morn... | 41.13 | +0.57% | 167.15K | -10.24% | 6.08M | 39.23 | 0.17% |
| 113 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 31.9K | +0.18% | 6.08M | 112.78 | 0.17% |
| 114 | XLE | Energy Select S... | 87.77 | -0.37% | 69.98K | +8.88% | 5.99M | 81.1 | 0.17% |
| 115 | PULS | PGIM Ultra Shor... | 49.66 | +0.03% | 119.45K | +65.95% | 5.92M | 49.54 | 0.16% |
| 116 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 117.69K | +9.70% | 5.9M | 51.27 | 0.16% |
| 117 | VGLT | Vanguard Long-T... | 54.52 | -0.77% | 106.54K | +8.06% | 5.9M | 60.38 | 0.16% |
| 118 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 5.55K | +0.80% | 5.89M | 612.48 | 0.16% |
| 119 | FVD | First Trust Val... | 44.61 | +0.09% | 134.22K | -12.1% | 5.86M | 37.31 | 0.16% |
| 120 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 35.07K | +0.05% | 5.84M | 60.82 | 0.16% |
| 121 | SMMD | iShares Russell... | 66.11 | +0.82% | 83.94K | +53.94% | 5.71M | 67.82 | 0.16% |
| 122 | RWL | Invesco S&P 500... | 102.39 | +0.64% | 58.13K | +38.85% | 5.69M | 85.67 | 0.16% |
| 123 | XLI | Industrial Sele... | 143.49 | +0.59% | 42.83K | -0.49% | 5.64M | 118.84 | 0.16% |
| 124 | PG | The Procter & G... | 160.70 | +0.26% | 33.41K | -0.56% | 5.6M | 127.92 | 0.16% |
| 125 | IEFA | iShares Core MS... | 81.91 | -1.35% | 78.43K | -1.93% | 5.51M | 66.42 | 0.15% |
| 126 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 8 | -11.11% | 5.45M | 640282.13 | 0.15% |
| 127 | IWM | iShares Russell... | 210.52 | +0.78% | 24.62K | +5.68% | 5.44M | 172.6 | 0.15% |
| 128 | CGXU | Capital Group I... | 26.77 | +0.81% | 219.01K | +9.63% | 5.4M | 25.13 | 0.15% |
| 129 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 14.83K | +1.46% | 5.38M | 230.79 | 0.15% |
| 130 | GSY | Invesco Ultra S... | 50.22 | +0.03% | 105.25K | +36.10% | 5.27M | 50.01 | 0.15% |
| 131 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 13.05K | -18.63% | 5.27M | 164.17 | 0.15% |
| 132 | CGMU | Capital Group M... | 26.61 | -0.02% | 195.43K | +5.67% | 5.26M | 26.72 | 0.15% |
| 133 | RDVY | First Trust Ris... | 61.09 | +0.95% | 87.41K | +21.69% | 5.17M | 53.89 | 0.14% |
| 134 | LMT | Lockheed Martin... | 466.60 | -4.08% | 10.52K | +1.34% | 5.11M | 390.75 | 0.14% |
| 135 | VHT | Vanguard Health... | 249.38 | -0.36% | 20.06K | -8.15% | 5.09M | 251.46 | 0.14% |
| 136 | IEMG | iShares Core MS... | 58.66 | -0.09% | 97.38K | -2.69% | 5.09M | 56.56 | 0.14% |
| 137 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 99.99K | -13.09% | 5.04M | 50.28 | 0.14% |
| 138 | VB | Vanguard Small ... | 232.08 | +1.04% | 20.92K | -0.51% | 5.03M | 187.81 | 0.14% |
| 139 | JEPQ | JPMorgan Nasdaq... | 53.10 | +0.98% | 88.7K | +32.95% | 5M | 54.76 | 0.14% |
| 140 | IGLB | iShares 10+ Yea... | 48.99 | -0.35% | 100.01K | +6.21% | 4.94M | 53.35 | 0.14% |
| 141 | VGT | Vanguard Inform... | 633.02 | +1.56% | 7.87K | +3.66% | 4.89M | 422.32 | 0.14% |
| 142 | BX | Blackstone Inc. | 137.85 | +1.06% | 27.77K | +3.58% | 4.79M | 102.32 | 0.13% |
| 143 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 117.56K | +9.69% | 4.75M | 38.61 | 0.13% |
| 144 | DSI | iShares MSCI KL... | 112.95 | +0.67% | 41.94K | +4.25% | 4.62M | 79.89 | 0.13% |
| 145 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 18.7K | +28.91% | 4.53M | 202.33 | 0.13% |
| 146 | SO | The Southern Co... | 88.83 | -1.68% | 53.85K | -2.28% | 4.43M | 67.55 | 0.12% |
| 147 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 74.73K | +2.96% | 4.42M | 49.29 | 0.12% |
| 148 | IWD | iShares Russell... | 190.16 | +0.17% | 23.67K | -1.58% | 4.38M | 137.28 | 0.12% |
| 149 | CAOS | EA Series Trust... | 88.87 | -0.17% | 49.74K | +77.65% | 4.35M | 86.94 | 0.12% |
| 150 | BILS | SPDR Bloomberg ... | 99.27 | -0.01% | 43.23K | +2.03% | 4.29M | 99.2 | 0.12% |