Wealthcare Advisory Partners LLC
Top Portfolio Positions
460 positions ·
$1,160,762,996 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 | 9.45% | |
| NVDA |
Nvidia Corp
Technology
|
394,346 | $68,773,942 | 5.92% | |
| AAPL |
Apple Inc.
Technology
|
262,694 | $66,669,110 | 5.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
96,458 | $55,673,628 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
105,087 | $38,900,054 | 3.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
122,810 | $25,577,638 | 2.20% | |
| 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 PHYS
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,103,613 | 539,041 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $16,724,002 | 506,481 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,973,680 | 505,526 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,374,805 | 488,158 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,033,398 | 541,704 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,485,900 | 123,431 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,595,474 | 127,354 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,157,718 | 119,475 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,033,891 | 117,566 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,864,415 | 117,038 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,622,527 | 113,305 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,507,845 | 101,062 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,593,771 | 103,090 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,428,724 | 101,328 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,319,731 | 103,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,442,928 | 101,758 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $285,021 | 18,544 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $264,410 | 18,413 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $170,305 | 12,341 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $4,157 | 310 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $4,067 | 310 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||