Wealthcare Advisory Partners LLC Buys iShares MBS ETF, SPDR Portfolio S&P 600 Small Cap, Vanguard FTSE Developed Markets, Sells SPDR Portfolio S&P 1500 Composite Stock Market, Vanguard S&P 500, SPDR Bloomberg Barclays 1-3 Month T-Bill

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Jul 29, 2020
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Investment company Wealthcare Advisory Partners LLC (Current Portfolio) buys iShares MBS ETF, SPDR Portfolio S&P 600 Small Cap, Vanguard FTSE Developed Markets, iShares CMBS Bond, Invesco Dynamic Large Cap Growth, sells SPDR Portfolio S&P 1500 Composite Stock Market, Vanguard S&P 500, SPDR Bloomberg Barclays 1-3 Month T-Bill, Vanguard Intermediate-Term Corporate Bond ETF, Invesco S&P 500 High Dividend Low Volatility during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Wealthcare Advisory Partners LLC. As of 2020Q2, Wealthcare Advisory Partners LLC owns 304 stocks with a total value of $763 million. These are the details of the buys and sells.

For the details of Wealthcare Advisory Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthcare+advisory+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Wealthcare Advisory Partners LLC
  1. SPDR Russell 1000 ETF (ELR) - 3,225,381 shares, 15.32% of the total portfolio. Shares added by 19.99%
  2. SPDR Portfolio S&P 600 Small Cap (SPSM) - 1,532,526 shares, 5.34% of the total portfolio. Shares added by 20.17%
  3. iShares Core S&P Mid-Cap (IJH) - 226,205 shares, 5.27% of the total portfolio. Shares added by 16.30%
  4. iShares National Muni Bond (MUB) - 307,568 shares, 4.65% of the total portfolio. Shares added by 17.62%
  5. Vanguard FTSE Developed Markets (VEA) - 829,912 shares, 4.22% of the total portfolio. Shares added by 24.28%
New Purchase: Invesco Dynamic Large Cap Growth (PWB)

Wealthcare Advisory Partners LLC initiated holding in Invesco Dynamic Large Cap Growth. The purchase prices were between $41.73 and $54.82, with an estimated average price of $50.18. The stock is now traded at around $57.95. The impact to a portfolio due to this purchase was 0.28%. The holding were 39,502 shares as of .

New Purchase: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

Wealthcare Advisory Partners LLC initiated holding in Recon Capital NASDAQ-100 Covered Call ETF. The purchase prices were between $18.9 and $21, with an estimated average price of $20.27. The stock is now traded at around $21.33. The impact to a portfolio due to this purchase was 0.15%. The holding were 54,264 shares as of .

New Purchase: VanEck Vectors High Yield Municipal Index (HYD)

Wealthcare Advisory Partners LLC initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $50.22 and $59.09, with an estimated average price of $55.88. The stock is now traded at around $60.35. The impact to a portfolio due to this purchase was 0.14%. The holding were 18,224 shares as of .

New Purchase: Essential Utilities Inc (WTRG)

Wealthcare Advisory Partners LLC initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $45.97. The impact to a portfolio due to this purchase was 0.11%. The holding were 19,793 shares as of .

New Purchase: First Trust NASDAQ CEA Cybersecurity ETF (CIBR)

Wealthcare Advisory Partners LLC initiated holding in First Trust NASDAQ CEA Cybersecurity ETF. The purchase prices were between $24.72 and $33.52, with an estimated average price of $30.1. The stock is now traded at around $35.19. The impact to a portfolio due to this purchase was 0.1%. The holding were 22,825 shares as of .

New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

Wealthcare Advisory Partners LLC initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $68.21. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,027 shares as of .

Added: iShares MBS ETF (MBB)

Wealthcare Advisory Partners LLC added to a holding in iShares MBS ETF by 43.99%. The purchase prices were between $109.82 and $111.24, with an estimated average price of $110.72. The stock is now traded at around $110.67. The impact to a portfolio due to this purchase was 0.91%. The holding were 204,575 shares as of .

Added: SPDR Portfolio S&P 600 Small Cap (SPSM)

Wealthcare Advisory Partners LLC added to a holding in SPDR Portfolio S&P 600 Small Cap by 20.17%. The purchase prices were between $19.87 and $29.39, with an estimated average price of $24.52. The stock is now traded at around $27.77. The impact to a portfolio due to this purchase was 0.9%. The holding were 1,532,526 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Wealthcare Advisory Partners LLC added to a holding in Vanguard FTSE Developed Markets by 24.28%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $40.93. The impact to a portfolio due to this purchase was 0.82%. The holding were 829,912 shares as of .

Added: iShares CMBS Bond (CMBS)

Wealthcare Advisory Partners LLC added to a holding in iShares CMBS Bond by 39.48%. The purchase prices were between $51.8 and $54.81, with an estimated average price of $53.66. The stock is now traded at around $55.19. The impact to a portfolio due to this purchase was 0.61%. The holding were 296,664 shares as of .

Added: The Walt Disney Co (DIS)

Wealthcare Advisory Partners LLC added to a holding in The Walt Disney Co by 90.70%. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $115.65. The impact to a portfolio due to this purchase was 0.19%. The holding were 26,433 shares as of .

Added: First Trust VL Dividend (FVD)

Wealthcare Advisory Partners LLC added to a holding in First Trust VL Dividend by 369.30%. The purchase prices were between $26.08 and $32.95, with an estimated average price of $29.5. The stock is now traded at around $31.72. The impact to a portfolio due to this purchase was 0.17%. The holding were 53,800 shares as of .

Sold Out: Essential Utilities Inc (A2A)

Wealthcare Advisory Partners LLC sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Sold Out: First Trust DJ Global Select Dividend (FGD)

Wealthcare Advisory Partners LLC sold out a holding in First Trust DJ Global Select Dividend. The sale prices were between $14.71 and $20.14, with an estimated average price of $16.98.

Sold Out: The Toronto-Dominion Bank (TD)

Wealthcare Advisory Partners LLC sold out a holding in The Toronto-Dominion Bank. The sale prices were between $38.47 and $49.17, with an estimated average price of $42.53.

Sold Out: Vanguard Russell 1000 Value Index Fund (VONV)

Wealthcare Advisory Partners LLC sold out a holding in Vanguard Russell 1000 Value Index Fund. The sale prices were between $83.09 and $109.93, with an estimated average price of $96.46.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Wealthcare Advisory Partners LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $27.62 and $46.86, with an estimated average price of $37.03.

Sold Out: iShares Russell Mid-cap Value (IWS)

Wealthcare Advisory Partners LLC sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $59.62 and $85.09, with an estimated average price of $72.38.



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