Wealthcare Advisory Partners LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investing is not a game of chance; it requires careful analysis, strategy, and staying informed about the latest trends. One way to keep track of the ever-changing investment landscape is through the 13F filings. These documents provide insight into the holdings of fund managers, allowing investors to make more informed decisions about their own portfolios.

In the second quarter of 2023, Wealthcare Advisory Partners LLC made some interesting changes to its holdings compared to the third quarter of the same year. Let's take a closer look at these changes and the potential implications for investors.

One of the most notable changes was seen in the holdings of SPDR SER TR (SPLG). In the second quarter, Wealthcare Advisory Partners LLC held 2,577,746 shares of SPLG, but by the third quarter, this number decreased to 2,560,850 shares. This represents a 4.2% decrease in holdings. The value of these shares also decreased from $134,326,000 to $128,708,000, reflecting a 4.2% decline in value.

Another significant change occurred in the holdings of SPDR SER TR (SPAB). In the second quarter, Wealthcare Advisory Partners LLC held 1,473,344 shares of SPAB, but by the third quarter, this number increased to 1,694,131 shares. This represents a 10.3% increase in holdings. The value of these shares also increased from $37,378,000 to $41,235,000, reflecting a 10.3% increase in value.

It's important to note that Wealthcare Advisory Partners LLC made both positive and negative changes to its holdings. While some holdings decreased, others increased. This indicates that the fund manager is actively managing its portfolio and making strategic decisions based on market conditions.

For example, holdings of ISHARES TR (STIP) increased by 8% from 618,195 shares to 672,405 shares. The value of these shares also increased from $60,335,000 to $65,169,000, reflecting an 8% increase in value. This suggests that Wealthcare Advisory Partners LLC has confidence in the future performance of STIP and is bullish on its prospects.

On the other hand, holdings of ISHARES TR (AGG) decreased by 15.5% from 225,199 shares to 198,311 shares. The value of these shares also decreased from $22,058,000 to $18,649,000, reflecting a 15.5% decline in value. This indicates that Wealthcare Advisory Partners LLC may have decided to reduce its exposure to AGG due to concerns about its performance or other factors.

Overall, analyzing these changes in holdings provides valuable insights into Wealthcare Advisory Partners LLC's investment strategy. By understanding the fund manager's decisions, investors can gain a better understanding of market trends and make more informed decisions about their own portfolios.

It's important to note that 13F filings are just one piece of the puzzle when it comes to investment analysis. Investors should consider other factors such as the fund manager's track record, the overall market conditions, and their own risk tolerance before making any investment decisions.

In conclusion, Wealthcare Advisory Partners LLC made some interesting changes to its holdings in the second quarter of 2023 compared to the third quarter. These changes reflect the fund manager's active management strategy and can provide valuable insights for investors. By staying informed about such changes, investors can make more informed decisions and potentially improve their own investment outcomes.