Top 50 Wealthcare Advisory Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.76% | 4.54M | $347.8M | +4.93%(+213.49K) | $49.26(+72.93%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 3.98% | 2.59M | $204.5M | +1.76%(+44.72K) | $49.46(+77.65%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.57% | 411.3K | $132.0M | +15.69%(+55.77K) | $203.30(+75.60%) | 2026-03-31 | |
| STIP | ISHARES TR | 2.43% | 1.21M | $125.1M | +5.30%(+60.84K) | $100.17(+3.36%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.13% | 168.6K | $109.7M | -2.08%(-3.59K) | $399.72(+81.07%) | 2026-03-31 | |
| IEF | ISHARES TR | 1.99% | 1.07M | $102.3M | +39.69%(+304.58K) | $101.29(-6.68%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 1.65% | 1.76M | $84.9M | +4.43%(+74.49K) | $36.01(+49.24%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 1.5% | 3.02M | $77.2M | +7.76%(+217.04K) | $26.46(-3.75%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 1.36% | 1.18M | $70.0M | +6.10%(+67.95K) | $49.60(+29.56%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.35% | 1.52M | $69.5M | +1.31%(+19.74K) | $45.54(+0.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.79% | +35.99% |
| Top 20 Holdings Unweighted | +9.27% | +30.48% |
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