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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Wealthcare Advisory Partners LLC INSTITUTION : Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC Portfolio (reported on 2020-04-29)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR PORTFOLIO LARGECAP    (COMMON) ELR 81,313,000 2,688,022 11.91%
SPDR PORTFOLIO TOTAL STOCK MAR    (COMMON) TMW 29,592,000 940,926 4.33%
ISHARES NATIONAL MUNI BOND    (COMMON) MUB 29,551,000 261,489 4.33%
ISHARES CORE S&P MID-CAP ETF    (COMMON) IJH 27,981,000 194,503 4.10%
SPDR PORTFOLIO SMALLCAP    (COMMON) TWOK 27,854,000 1,275,346 4.08%
VANGUARD TOTAL STOCK MARKET    (COMMON) VTI 22,861,000 177,341 3.35%
VANGUARD FTSE DEVELOPED MARKET    (COMMON) VEA 22,264,000 667,794 3.26%
SPDR S&P 500 TRUST    (COMMON) SPY 22,113,000 85,793 3.24%
ISHARES BARCLAYS 7-10 YR TREAS    (COMMON) IEF 20,691,000 170,325 3.03%
VANGUARD S&P 500    (COMMON) VOO 19,544,000 82,525 2.86%
VANGUARD FTSE ALL-WORLD EX-US    (COMMON) VEU 16,421,000 400,322 2.40%
SPDR PORTFOLIO AGGREGATE BOND    (COMMON) LAG 16,302,000 539,432 2.38%
ISHARES MBS ETF    (COMMON) MBB 15,690,000 142,071 2.29%
XTRACKERS MSCI EAFE HEDGED EQU    (COMMON) DBEF 12,649,000 471,985 1.85%
SPDR SSGA ULTRA SHORT TERM BON    (COMMON) ULST 11,632,000 298,646 1.70%
ISHARES CMBS ETF    (COMMON) CMBS 11,419,000 212,691 1.67%
ISHARES AAA A RATED CORP BD ET    (COMMON) QLTA 11,390,000 206,560 1.66%
APPLE INC    (COMMON) AAPL 7,226,000 28,415 1.05%
MICROSOFT CORP    (COMMON) MSFT 6,346,000 40,238 0.93%
JOHNSON & JOHNSON    (COMMON) JNJ 6,245,000 47,622 0.91%
ISHARES MSCI EAFE SMALL CAP IN    (COMMON) SCZ 5,781,000 128,944 0.84%
UNITED PARCEL SERVICE INC    (COMMON) UPS 5,710,000 61,121 0.83%
ISHARES CORE US AGGREGATE BOND    (COMMON) AGG 5,576,000 48,330 0.81%
VANGUARD FTSE EMERGING MARKETS    (COMMON) VWO 5,129,000 152,877 0.75%
SPDR BARCLAYS 1-3 MONTH T-BILL    (COMMON) 4,639,000 50,627 0.68%
VANGUARD REAL ESTATE    (COMMON) VNQ 4,300,000 61,567 0.63%
VANGUARD INTERMEDIATE-TERM COR    (COMMON) VCIT 4,080,000 46,847 0.59%
ISHARES CORE S&P 500    (COMMON) IVV 3,828,000 14,815 0.56%
ISHARES RUSSELL 1000 VALUE ETF    (COMMON) IWD 3,783,000 38,145 0.55%
INVESCO SENIOR LOAN    (COMMON) 3,748,000 183,189 0.54%
SPDR PORTFOLIO DEVELOPED WLD E    (COMMON) GWL 3,727,000 155,698 0.54%
VANGUARD HIGH DIVIDEND YIELD    (COMMON) VYM 3,636,000 51,391 0.53%
SPDR GOLD SHARES    (COMMON) GLD 3,199,000 21,605 0.46%
AMAZON.COM INC    (COMMON) AMZN 3,006,000 1,542 0.44%
ISHARES GOLD TRUST    (COMMON) IAU 2,511,000 166,612 0.36%
VERIZON COMMUNICATIONS    (COMMON) VZ 2,406,000 44,778 0.35%
SPDR PORTFOLIO INTMDT TERM TRS    (COMMON) ITE 2,383,000 71,940 0.34%
SPDR NUVEEN BLMBG BARCLAYS MUN    (COMMON) 2,347,000 46,948 0.34%
ISHARES RUSSELL 2000 ETF    (COMMON) IWM 2,333,000 20,384 0.34%
ISHARES RUSSELL 1000 GROWTH ET    (COMMON) IWF 2,236,000 14,843 0.32%
GLOBAL X FDS NASDAQ 100 COVERE    (COMMON) 2,193,000 113,809 0.32%
SPDR S&P MID CAP 400 TRUST    (COMMON) MDY 2,111,000 8,032 0.30%
ISHARES EDGE MSCI MIN VOL USA    (COMMON) USMV 2,037,000 37,706 0.29%
ISHARES TIPS BOND    (COMMON) TIP 1,911,000 16,204 0.28%
PIMCO ENHANCED SHORT MATURITY    (COMMON) MINT 1,892,000 19,117 0.27%
INVESCO S&P 500 HIGH DIVIDEND    (COMMON) 1,889,000 62,933 0.27%
INVESCO DYNAMIC LARGE CAP GROW    (COMMON) 1,873,000 42,818 0.27%
SPDR S&P 500 GROWTH ETF    (COMMON) ELG 1,840,000 51,493 0.26%
INTEL CORP    (COMMON) INTC 1,768,000 32,663 0.25%
AT&T INC    (COMMON) T 1,765,000 60,542 0.25%
WISDOMTREE U.S. MIDCAP DIVIDEN    (COMMON) DON 1,678,000 69,449 0.24%
VISA INC    (COMMON) V 1,664,000 10,326 0.24%
APOLLO GLOBAL MANAGEMENT INC    (COMMON) 1,656,000 49,443 0.24%
ABBVIE INC    (COMMON) ABBV 1,640,000 21,526 0.24%
WAL-MART INC    (COMMON) WMT 1,618,000 14,241 0.23%
INVESCO S&P 500 LOW VOLATILITY    (COMMON) 1,565,000 33,346 0.22%
VANGUARD DIVIDEND APPRECIATION    (COMMON) VIG 1,539,000 14,881 0.22%
JPMORGAN CHASE & CO.    (COMMON) JPM 1,512,000 16,798 0.22%
ISHARES IBOXX INVESTMENT GRADE    (COMMON) LQD 1,483,000 12,005 0.21%
PROCTER & GAMBLE CO    (COMMON) PG 1,475,000 13,410 0.21%
AMGEN INC    (COMMON) AMGN 1,461,000 7,207 0.21%
SPDR NUVEEN BLMBG BARCLAYS ST    (COMMON) 1,454,000 29,726 0.21%
ORACLE CORPORATION    (COMMON) ORCL 1,453,000 30,065 0.21%
WASTE MANAGEMENT INC    (COMMON) WMI 1,439,000 15,543 0.21%
BERKSHIRE HATHAWAY CL B    (COMMON) BRK/B 1,399,000 7,654 0.20%
BRISTOL-MYERS SQUIBB COMPANY    (COMMON) BMY 1,367,000 24,521 0.20%
WALT DISNEY CO    (COMMON) DIS 1,339,000 13,861 0.19%
VANGUARD MID-CAP    (COMMON) VO 1,337,000 10,159 0.19%
PAYCHEX INC    (COMMON) PAYX 1,310,000 20,825 0.19%
INVESCO QQQ TRUST SERIES 1    (COMMON) 1,307,000 6,866 0.19%
MERCK & CO INC    (COMMON) MRK 1,304,000 16,946 0.19%
WISDOMTREE SMLCAP DIVIDEND    (COMMON) DES 1,298,000 72,029 0.19%
TJX COMPANIES INC    (COMMON) TJX 1,257,000 26,291 0.18%
PIMCO DYNAMIC INCOME    (COMMON) PDI 1,252,000 56,674 0.18%
SCHWAB US TIPS    (COMMON) SCHP 1,218,000 21,181 0.17%
SPDR S&P DIVIDEND    (COMMON) SDY 1,205,000 15,087 0.17%
EXXON MOBIL CORPORATION    (COMMON) XOM 1,200,000 31,592 0.17%
NIKE INC CLASS B    (COMMON) NKE 1,192,000 14,405 0.17%
HOME DEPOT INC    (COMMON) HD 1,179,000 6,312 0.17%
VANGUARD SHORT TERM CORP BOND    (COMMON) VCSH 1,160,000 14,661 0.17%
BOEING CO    (COMMON) BA 1,128,000 7,562 0.16%
BERKSHIRE HATHAWAY CL A    (COMMON) BRK.A 1,088,000 4 0.15%
ISHARES MSCI EAFE    (COMMON) EFA 1,050,000 19,641 0.15%
W.P. CAREY INC.    (COMMON) WPC 1,050,000 18,078 0.15%
STATE STREET CORP    (COMMON) STT 1,037,000 19,465 0.15%
PEPSICO INCORPORATED    (COMMON) PEP 1,030,000 8,572 0.15%
LOCKHEED MARTIN CORP    (COMMON) LMT 1,019,000 3,005 0.14%
VANECK VECTORS HIGH YIELD MUNI    (COMMON) 1,018,000 19,488 0.14%
M&T BANK CORP    (COMMON) MTB 1,006,000 9,722 0.14%
SPDR WELLS FARGO PREFERRED STO    (COMMON) PSK 1,003,000 25,590 0.14%
MARSH & MCLENNAN CO INC    (COMMON) MMC 983,000 11,370 0.14%
CHEVRON CORP    (COMMON) CVX 967,000 13,344 0.14%
MCDONALD'S CORPORATION    (COMMON) MCD 954,000 5,768 0.13%
ISHARES EXPANDED TECH SOFTWARE    (COMMON) IGV 954,000 4,537 0.13%
FACEBOOK INC    (COMMON) FB 945,000 5,667 0.13%
SCHWAB US LARGE CAP ETF    (COMMON) SCHX 938,000 15,317 0.13%
ISHARES CORE S&P SMALL-CAP    (COMMON) IJR 906,000 16,141 0.13%
ILLINOIS TOOL WORKS INC    (COMMON) ITW 903,000 6,351 0.13%
ISHARES MSCI EAFE VALUE    (COMMON) EFV 898,000 25,151 0.13%
BLACKROCK CORPORATE HIGH YIELD    (COMMON) HYT 887,000 100,780 0.13%
AIR PRODUCTS & CHEMICALS INC    (COMMON) APD 880,000 4,409 0.12%
PFIZER INC    (COMMON) PFE 868,000 26,582 0.12%
VANGUARD RUSSELL 1000 GROWTH    (COMMON) VONG 856,000 5,537 0.12%
COMCAST CORP A    (COMMON) CMCSA 852,000 24,769 0.12%
ISHARES CORE US GROWTH    (COMMON) IWZ 839,000 14,697 0.12%
GUGGENHEIM STRATEGIC OPPORTUNI    (COMMON) GOF 837,000 54,889 0.12%
DOMINION ENERGY INC    (COMMON) D 836,000 11,578 0.12%
ESSENTIALS UTILITIES INC    (COMMON) 806,000 19,791 0.11%
CONAGRA BRANDS INC    (COMMON) CAG 801,000 27,290 0.11%
VANGUARD SMALL-CAP    (COMMON) VB 790,000 6,847 0.11%
CATERPILLAR INC    (COMMON) CAT 782,000 6,737 0.11%
FLEXSHARES TR US QUALITY CAP    (COMMON) 781,000 27,236 0.11%
MORGAN STANLEY    (COMMON) MS 770,000 22,653 0.11%
L3 HARRIS TECHNOLOGIES INC    (COMMON) 744,000 4,130 0.10%
VANGUARD VALUE    (COMMON) VTV 728,000 8,171 0.10%
US BANCORP    (COMMON) USB 727,000 21,115 0.10%
ALLERGAN PLC    (COMMON) AGN 714,000 4,034 0.10%
ALTRIA GROUP INC    (COMMON) MO 710,000 18,349 0.10%
PPL CORPORATION    (COMMON) PPL 701,000 28,404 0.10%
EMERSON ELECTRIC CO    (COMMON) EMR 688,000 14,435 0.10%
TRUIST FINANCIAL CORP    (COMMON) 682,000 22,114 0.09%
NVIDIA CORP    (COMMON) NVDA 676,000 2,563 0.09%
INVESCO PREFERRED ETF    (COMMON) 654,000 49,700 0.09%
ABBOTT LABORATORIES    (COMMON) ABT 651,000 8,244 0.09%
SPDR NUVEEN S&P HIGH YIELD MUN    (COMMON) HYMB 639,000 11,684 0.09%
ISHARES CORE MSCI EAFE    (COMMON) IEFA 631,000 12,657 0.09%
ISHARES 1-3 YEAR TREASURY BOND    (COMMON) SHY 619,000 7,146 0.09%
ISHARES RUSSELL 2000 VALUE ETF    (COMMON) IWN 618,000 7,530 0.09%
DOCUSIGN INC    (COMMON) 616,000 6,669 0.09%
EATON VANCE MUNI BOND FUND    (COMMON) EIM 588,000 47,150 0.08%
FIRST TRUST DJ GLOBAL SELECT D    (COMMON) FGD 585,000 36,740 0.08%
NUVEEN VA QUALITY MUN INCOME F    (COMMON) NPV 584,000 45,182 0.08%
COCA COLA COMPANY    (COMMON) KO 582,000 13,151 0.08%
SPDR S&P EMERGING MARKETS SMAL    (COMMON) EWX 580,000 17,524 0.08%
ISHARES NASDAQ BIOTECHNOLOGY E    (COMMON) IBB 577,000 5,359 0.08%
KIMBERLY-CLARK CORP    (COMMON) KMB 569,000 4,448 0.08%
FIRST TR EXCHANGE TRADED FD II    (COMMON) 568,000 22,057 0.08%
FLEXSHARES QUALITY DIVID DEFEN    (COMMON) QDEF 558,000 15,326 0.08%
INVESCO S&P 500 EQUAL WEIGHT    (COMMON) 557,000 6,634 0.08%
PIMCO TOTAL RETURN ACTIVE ETF    (COMMON) BOND 554,000 5,222 0.08%
GENUINE PARTS CO    (COMMON) GPC 550,000 8,171 0.08%
WISDOMTREE EUROPE SMALL CAP DI    (COMMON) DFE 527,000 12,969 0.07%
INVESCO S&P MIDCAP LOW VOLATIL    (COMMON) 513,000 12,889 0.07%
WISDOMTREE INTERNATIONAL HIGH    (COMMON) DTH 503,000 17,059 0.07%
VANGUARD RUSSELL 1000 VALUE    (COMMON) VONV 489,000 5,620 0.07%
OMNICOM GROUP INC    (COMMON) OMC 487,000 8,878 0.07%
TORONTO-DOMINION BANK    (COMMON) TD 485,000 11,432 0.07%
MONDELEZ INTL INC    (COMMON) MDLZ 482,000 9,626 0.07%
CYTOSORBENTS CORP    (COMMON) CTSO 481,000 62,187 0.07%
ISHARES BARCLAYS 20 YR TREASU    (COMMON) TLT 481,000 2,918 0.07%
KINDER MORGAN INC    (COMMON) KMI 481,000 34,557 0.07%
FIRST TR ENHANCED SHORT MATURI    (COMMON) FTSM 478,000 8,094 0.07%
ISHARES S&P MID-CAP 400 VALUE    (COMMON) IJJ 477,000 4,349 0.06%
CRAWFORD CO CL A    (COMMON) CRD/A 475,000 66,010 0.06%
ENTERGY CORP    (COMMON) ETR 473,000 5,036 0.06%
ISHARES DOW JONES US TOTAL MAR    (COMMON) IYY 472,000 3,745 0.06%
AMERICAN ELECTRIC POWER CO INC    (COMMON) AEP 471,000 5,893 0.06%
SPDR EMERGING MARKETS ETF    (COMMON) GMM 467,000 16,406 0.06%
ALPHABET INC CL A    (COMMON) GOOGL 467,000 402 0.06%
ISHARES EDGE MSCI MIN VOL EAFE    (COMMON) EFAV 464,000 7,477 0.06%
AUTOMATIC DATA PROCESSING INC.    (COMMON) ADP 463,000 3,386 0.06%
BLACKROCK MUN 2030 TARGET TERM    (COMMON) BTT 458,000 20,173 0.06%
ISHARES 1-5 YEAR CORPORATE BON    (COMMON) CSJ 451,000 8,622 0.06%
SPDR ENERGY SELECT SECTOR ETF    (COMMON) XLE 446,000 15,355 0.06%
ISHARES CORE S&P U.S. VALUE ET    (COMMON) IWW 446,000 9,647 0.06%
VANGUARD INTERMEDIATE TERM BON    (COMMON) BIV 440,000 4,923 0.06%
SCHWAB US MID CAP    (COMMON) SCHM 439,000 10,401 0.06%
EXELON CORP    (COMMON) EXC 438,000 11,887 0.06%
COSTCO WHOLESALE CORP    (COMMON) COST 436,000 1,528 0.06%
GENERAL ELECTRIC COMPANY    (COMMON) GE 435,000 54,750 0.06%
SPDR TECHNOLOGY SELECT SECTOR    (COMMON) XLK 431,000 5,368 0.06%
VANGUARD GROWTH    (COMMON) VUG 431,000 2,748 0.06%
AMPLIFY YIELDSHARES CWPDIVID &    (COMMON) 426,000 17,249 0.06%
NORFOLK SOUTHERN CORP    (COMMON) NSC 426,000 2,921 0.06%
SPDR SER TR SP500 HIGH DIV    (COMMON) 421,000 17,117 0.06%
FIRST TRUST LARGE CAP GR ALPHA    (COMMON) FTC 421,000 7,026 0.06%
LAMB WESTON HOLDINGS    (COMMON) 414,000 7,256 0.06%
VICTORY CEMP US SMALL CAP HIGH    (COMMON) 412,000 13,157 0.06%
ALPHABET INC CL C    (COMMON) GOOG 410,000 353 0.06%
VANGUARD LONG TERM GOVERNMENT    (COMMON) VGLT 407,000 4,025 0.05%
VANGUARD CONSUMER STAPLES    (COMMON) VDC 402,000 2,919 0.05%
ISHARES SELECT DIVIDEND    (COMMON) DVY 399,000 5,425 0.05%
SCHWAB FUNDAMENTAL EMERGING MA    (COMMON) FNDE 397,000 19,331 0.05%
SYSCO CORPORATION    (COMMON) SYY 396,000 8,680 0.05%
STARBUCKS CORP    (COMMON) SBUX 393,000 5,983 0.05%
FIRST TRUST LARGE CAP VALUE AL    (COMMON) FTA 388,000 10,545 0.05%
ISHARES SHORT-TERM NATIONAL MU    (COMMON) 385,000 3,619 0.05%
ISHARES CORE MSCI EMERGING MAR    (COMMON) IEMG 381,000 9,408 0.05%
ISHARES U.S. PREFERRED STOCK I    (COMMON) PFF 379,000 11,899 0.05%
WELLS FARGO & CO    (COMMON) WFC 375,000 13,066 0.05%
ZOETIS INC    (COMMON) ZTS 367,000 3,121 0.05%
SPDR S&P 400 MID CAP VALUE    (COMMON) EMV 366,000 10,394 0.05%
RIVERNORTH DOUBLELINE STRATEGC    (COMMON) 365,000 28,508 0.05%
INTUITIVE SURGICAL INC    (COMMON) ISRG 361,000 729 0.05%
TORTOISE NORTH AMERICAN PIPELI    (COMMON) 357,000 26,264 0.05%
CISCO SYSTEMS INC    (COMMON) CSCO 355,000 9,021 0.05%
SQUARE INC COM CLASS A    (COMMON) 348,000 6,637 0.05%
PHILIP MORRIS INTERNATIONAL IN    (COMMON) PM 347,000 4,761 0.05%
LOWE'S COMPANIES INC    (COMMON) LOW 347,000 4,032 0.05%
TARGET INC    (COMMON) TGT 343,000 3,692 0.05%
1 2 3 4 5 6 7 8 Next >Full Portfolio View
Total Value As 2020-03-31: 682,199,000 SEC FILING
* Portfolios do not reflect changes after reporting
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