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 | Open |
|---|---|---|---|---|---|
| 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
Financial Services
|
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% |
Portfolio Trend
Holdings in NQP
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $637,539 | 53,440 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $571,005 | 48,024 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $546,288 | 45,524 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $510,779 | 45,524 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $510,779 | 45,524 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $410,909 | 36,754 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $463,835 | 36,754 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $310,233 | 25,429 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $124,572 | 12,249 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $137,678 | 12,249 | Shares | Sole | 2023-07-17 | |
| 2021-03-31 | $4,422 | 308 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $4,099 | 308 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||