Wealthcare Advisory Partners LLC

CIK
1683059
City
WEST CHESTER
State / Country
PA

Top Portfolio Positions

458 positions · $1,145,327,654 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
168,620 $109,660,330 9.57%
NVDA
Nvidia Corp
Technology
394,346 $68,773,942 6.00%
AAPL
Apple Inc.
Technology
262,694 $66,669,110 5.82%
QQQ
Invesco Qqq Trust, Series 1
96,458 $55,673,628 4.86%
MSFT
Microsoft Corp
Technology
105,087 $38,900,054 3.40%
AMZN
Amazon Com Inc
Consumer Cyclical
122,810 $25,577,638 2.23%
JPM
Jpmorgan Chase & Co
Financial Services
69,827 $20,540,310 1.79%
PHYS
Sprott Physical Gold Trust
539,041 $19,103,613 1.67%
XOM
Exxon Mobil Corp
Energy
106,630 $18,090,845 1.58%
GOOGL
Alphabet Inc.
Communication Services
62,110 $17,860,351 1.56%

Holdings in CLF

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Report Date Value (USD) Shares
2026-03-31 $139,703 16,533