Wealthcare Advisory Partners LLC
CIK
1683059
City
WEST CHESTER
State / Country
PA
Top Portfolio Positions
460 positions ·
$1,158,986,240 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 | 9.46% | |
| NVDA |
Nvidia Corp
Technology
|
394,346 | $68,773,942 | 5.93% | |
| AAPL |
Apple Inc.
Technology
|
262,694 | $66,669,110 | 5.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
96,458 | $55,673,628 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
105,087 | $38,900,054 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
122,810 | $25,577,638 | 2.21% | |
| 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 JPC
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,035,106 | 137,282 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,001,187 | 123,451 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $924,312 | 112,721 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $621,894 | 77,543 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $671,203 | 84,322 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $649,023 | 82,573 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $715,800 | 88,699 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $638,774 | 85,512 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $656,375 | 91,290 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $662,169 | 97,954 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $170,530 | 26,940 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $161,416 | 24,910 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $206,468 | 28,361 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $200,292 | 28,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $237,815 | 31,087 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $266,726 | 31,087 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $318,049 | 32,587 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $322,611 | 32,587 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $330,208 | 33,087 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $311,148 | 32,787 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $120,526 | 12,687 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||