Wealthcare Advisory Partners LLC: Q1 2023 vs. Q2 2023 - A Detailed Comparison of 13F Holdings

Wealthcare Advisory Partners LLC, a reputable financial investment firm, has recently released its Q1 2023 and Q2 2023 13F Holdings. These holdings provide crucial insight into the investment decisions made by Wealthcare Advisory Partners LLC during this period. In this blog post, we will delve into the changes in their holdings and analyze the impact these changes may have on their investment strategy.

SPDR SER TR: SPLG

SPDR SER TR, commonly known as SPLG, witnessed a significant decrease in holdings during Q2 2023. The number of shares held dropped from 3,665,394 in Q1 to 2,577,746 in Q2, representing a decrease of 23.9%. Furthermore, the value of these shares also decreased from $176,488,000 to $134,326,000.

SPDR SER TR: SPTM

Similarly, SPTM experienced a decrease in holdings during Q2 2023. The number of shares held decreased from 2,347,043 in Q1 to 2,140,228 in Q2, a decline of 1.6%. Additionally, the value of these shares also slightly decreased from $118,361,000 to $116,514,000.

VANGUARD INDEX FDS: VTI

In contrast, Wealthcare Advisory Partners LLC increased its holdings in VTI during Q2 2023. The number of shares held rose from 406,900 in Q1 to 427,473 in Q2, marking a 13.4% increase. Moreover, the value of these shares also increased from $83,048,000 to $94,163,000.

ISHARES TR: STIP

STIP witnessed a notable increase in holdings during Q2 2023. The number of shares held rose substantially from 482,894 in Q1 to 618,195 in Q2, indicating a significant 25.9% increase. Additionally, the value of these shares also increased from $47,917,000 to $60,335,000.

VANGUARD INDEX FDS: VOO

VOO experienced a substantial increase in holdings during Q2 2023. The number of shares held skyrocketed from 50,315 in Q1 to 117,052 in Q2, representing an impressive 151.9% increase. Correspondingly, the value of these shares also increased significantly from $18,921,000 to $47,672,000.

ISHARES TR: MUB

Conversely, Wealthcare Advisory Partners LLC reduced its holdings in MUB during Q2 2023. The number of shares held decreased from 496,371 in Q1 to 411,551 in Q2, indicating a decrease of 17.9%. Additionally, the value of these shares also decreased from $53,478,000 to $43,924,000.

ISHARES TR: IEF

Similar to MUB, IEF experienced a decrease in holdings during Q2 2023. The number of shares held dropped from 508,352 in Q1 to 429,553 in Q2, representing a decline of 17.6%. Furthermore, the value of these shares also decreased from $50,387,000 to $41,494,000.

SPDR SER TR: SPAB

SPAB witnessed a significant increase in holdings during Q2 2023. The number of shares held increased tremendously from 927,317 in Q1 to 1,473,344 in Q2, marking an impressive 56.3% increase. Moreover, the value of these shares also increased from $23,915,000 to $37,378,000.

SCHWAB STRATEGIC TR: SCHP

SCHP experienced a decrease in holdings during Q2 2023. The number of shares held decreased from 860,085 in Q1 to 706,423 in Q2, marking a 19.7% decrease. Additionally, the value of these shares also decreased from $46,109,000 to $37,037,000.

SPDR SER TR: SPSM

Wealthcare Advisory Partners LLC reduced its holdings in SPSM during Q2 2023. The number of shares held decreased from 1,491,500 in Q1 to 947,728 in Q2, representing a decrease of 34.7%. Moreover, the value of these shares also decreased from $56,333,000 to $36,809,000.

These are just a few examples of the holdings changes made by Wealthcare Advisory Partners LLC during Q1 and Q2 of 2023. The company made strategic decisions to increase their holdings in certain funds, while reducing their stakes in others.

Please note that the holdings mentioned in this article are for informational purposes only and should not be considered as investment advice. It is crucial to conduct thorough research and consult with a financial advisor before making any investment decisions.