IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wealthcare Advisory Partners LLC

Q2 2018 Holdings

Filed 2018-08-14 | 1284 holdings | $20.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
S&P Smallcap 600 Value Index Fund(IJS)COMMON464287879$633880.0%
Lincoln National Corp(LNC)COMMON534187109$641,0230.0%
Interpublic Group(IPG)COMMON460690100$642,7400.0%
Becton Dickinson Co(BDX)COMMON075887109$642690.0%
Fidelity Msci Financials Index(FNCL)COMMON316092501$641,6200.0%
Mastercard Inc CL A(MA)COMMON57636Q104$653300.0%
First TR Exch Traded Alphadex FD II DEV(FDT)COMMON33737J174$651,0880.0%
Vanguard Growth(VUG)COMMON922908736$654350.0%
Schwab Strategic TR US Large-Cap ETF(SCHX)COMMON808524201$661,0090.0%
Vanguard Large Cap Index Fund(VV)COMMON922908637$665330.0%
Arista Networks Inc COM(ANETEUR)COMMON040413106$662560.0%
First Trust Instl Pref Secs and Inc ETF(FPEI)COMMON33739P855$663,4830.0%
Praxair IncCOMMON74005P104$664180.0%
Public Storage COM(PSA)COMMON74460D109$662910.0%
Spdr Doubleline Total Return Tact ETF(TOTL)COMMON78467V848$671,4040.0%
Applied Materials Inc.(AMAT)COMMON038222105$671,4450.0%
Check PT Software Tech(CHKP)COMMONM22465104$676870.0%
Ferroglobe PLC(GSM)COMMONG33856108$677,8210.0%
Allstate Corporation(ALL)COMMON020002101$677320.0%
Eaton Vance TAX Managed(XEXGX)COMMON27829F108$687,2770.0%
BB&T Corporation(BBTUSD)COMMON054937107$681,3390.0%
Spdr Barclays CapitalCOMMON78464A417$681,9200.0%
Chipotle Mexican Grill Inc COM(CMG)COMMON169656105$681570.0%
Spdr Nuveen S&P High(HYMB)COMMON78464A284$691,2250.0%
First Trust Financials ETF(FXO)COMMON33734X135$702,2460.0%
Ishares TR DOW Jones U S Energy Sector(IYE)COMMON464287796$711,6970.0%
First Trust ETF II(FGD)COMMON33734X200$712,8680.0%
First Trust US Equity Opportunities ETF(FPX)COMMON336920103$721,0060.0%
Federal Realty Invt TR SH BEN INT New(FRTEUR)COMMON313747206$725670.0%
Regenxbio Inc.(RGNX)COMMON75901B107$721,0000.0%
First TR Nyse Arca(FBT)COMMON33733E203$735200.0%
National Grid PLC(NGG)COMMON636274409$731,3110.0%
Prudential Financial Inc(PRU)COMMON744320102$737780.0%
Ishares Trust Fltg Rate NT FD ETF(FLOT)COMMON46429B655$731,4300.0%
Wisdomtree Europe Hedged Equity ETF(HEDJ)COMMON97717X701$731,1540.0%
T J X COS Inc(TJX)COMMON872540109$747830.0%
Vereit IncCOMMON92339V100$7410,0000.0%
Putnam Municipal Opportunities Trust(PMO)COMMON746922103$746,3000.0%
Spdr S&P Biotech ETF(XBI)COMMON78464A870$747750.0%
Nextera Energy Inc UTSCOMMON65339F820$741,3000.0%
Microchip Tech Inc(MCHP)COMMON595017104$758270.0%
Global X | JPMorgan US Sector Rotator Index ETFCOMMON37950E135$762,9000.0%
Vangrd Russell 1000 ETF(VONG)COMMON92206C680$765200.0%
YUM Brands Inc(YUM)COMMON988498101$769730.0%
SPX Flow, IncCOMMON78469X107$771,7500.0%
Broadridge Financial(BR)COMMON11133T103$776680.0%
Colgate-Palmolive Co(CL)COMMON194162103$781,2040.0%
UBS AG Jersey 2040FCOMMON902641646$793,4500.0%
Ventas Inc(VTR)COMMON92276F100$801,4000.0%
Suntrust Banks IncCOMMON867914103$801,2160.0%
PreviousPage 18 of 26Next