Wealthcare Advisory Partners LLC
Top Portfolio Positions
460 positions ·
$1,160,762,996 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
168,620 | $109,660,330 | 9.45% | |
| NVDA |
Nvidia Corp
Technology
|
394,346 | $68,773,942 | 5.92% | |
| AAPL |
Apple Inc.
Technology
|
262,694 | $66,669,110 | 5.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
96,458 | $55,673,628 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
105,087 | $38,900,054 | 3.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
122,810 | $25,577,638 | 2.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
69,827 | $20,540,310 | 1.77% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
539,041 | $19,103,613 | 1.65% | |
| XOM |
Exxon Mobil Corp
Energy
|
106,630 | $18,090,845 | 1.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
62,110 | $17,860,351 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CION
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,136 | 15,517 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $150,049 | 15,517 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $215,091 | 22,689 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $277,329 | 28,979 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $212,971 | 20,577 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $306,306 | 26,869 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $429,816 | 36,119 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $437,168 | 36,070 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $310,827 | 28,257 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $313,456 | 27,715 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,524,976 | 144,274 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,555,526 | 149,858 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,445,934 | 146,498 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $685,171 | 70,274 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,258,578 | 148,068 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $421,375 | 48,434 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $607,440 | 46,476 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||