Wealthcare Advisory Partners LLC

Q1 2025 13F-HR Holdings

Location
West Chester, PA
Holdings as of
3/31/2025
Date filed
4/15/2025
Form type
13F-HR
Num holdings
903
Total value ($000)
$3,727,560
Net value change ($000)
+126,500 (3.5%)
New positions
70
Sold out positions
54
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2025 Next filing: 7/22/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EVSB 35,560 1919.1%
DFAC 21,366 87.4%
DFIC 17,312 559.5%
PHYS 10,547 424.3%
JPIE 10,346 108.9%
IVV 9,330 38.5%
SPDW 8,591 27.8%
TBIL 6,493 50.0%
IEF 6,453 12.3%
STIP 6,180 6.8%
Top Reduces (Value $000, Stocks/ETFs)
IWY -17,751 -70.0%
NVDA -11,697 -20.7%
VOO -11,531 -17.0%
VGIT -11,261 -92.6%
IJR -8,907 -29.8%
SPTM -8,752 -5.6%
QQQ -6,803 -13.9%
AAPL -5,830 -10.8%
SPY -5,071 -5.0%
MSFT -4,987 -12.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type