Wealthcare Advisory Partners LLC: Q1 2023 vs. Q2 2023 - A Detailed Comparison of 13F Holdings
Ava Hoppe | 25 July, 2023
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.
Other Posts
- HMS Capital Management's Q4-Q1 13F Filing Reveals Diversified Investment Strategy, Focus on Technology Sector Growth
- Parkside Advisors LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Capital Impact Advisors' Q3 2022 vs. Q4: Check Out the Latest Holdings Changes
- Empowering Women's Health: Cosette Pharmaceuticals Acquires Vyleesi® and Expands Treatment Options for HSDD
- Unlocking Insights: Courant Investment Management's Strategic Shifts from Q4 2023 to Q1 2024
- Signature Wealth Management Group Q2 2023 vs. Q4 2023 13F Holdings Comparison
- Radin Capital Partners Inc.: Analyzing Q2 and Q3 2019 13F Holdings Comparison
- Valicenti Advisory Services Inc Q2 2023 vs. Q3 2023: A Comprehensive Analysis of Changing Fund Holdings
- Analyzing Skye Global Management's Q3 vs. Q4 2022 13F Holdings: Which companies did they hold on to and which ones did they cut loose?
- Finding Your Work Family: How Agape Care Group Became a Beacon of Workplace Excellence