Wealthcare Advisory Partners LLC
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 PDI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,492,332 | 437,892 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,296,537 | 412,001 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,232,998 | 415,808 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,571,970 | 399,155 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,184,331 | 362,845 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,205,045 | 338,334 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,265,234 | 309,089 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,600,771 | 297,755 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,144,932 | 266,715 | Shares | Sole | 2024-04-15 | |
| 2021-09-30 | $3,551,088 | 133,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,643,197 | 126,456 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,264,471 | 115,967 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,705,612 | 102,369 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,322,240 | 91,571 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,837,462 | 74,331 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,251,928 | 56,674 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||