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 NDMO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,900 | 10,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $100,800 | 10,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $103,900 | 10,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $100,700 | 10,000 | Shares | Sole | 2025-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||