Wealthcare-Capital-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", null, "ABBV", "GOOGL", "AVGO", null, null, null, "DBEF", null, "HD", null, "EMXC", "MUB", "META", null, "IVW", "IJH", null, null, "MSFT", null, null, null, "IVV", null, "UNH", "AAPL", "SPY", "NVDA", "PG", null, "SCHX", "SPDW", null, null, null, null, "SPLG", "IBM", "VNQ", "VV", null, "IWV", null, "VIG", null, "IEF", null, null, null, null, null, null, "AMZN", "SCHB", null, "IVZ", null, null, "VEU", "VEA", "MGV", "VOO", "V", "SCHD", "SCHF", "DIA", "IXUS", null, null, null, "BRK-B", "COST", null, null, null, null, "DFAC", "EFA", "IWM", "MDY", "GOOG", "XOM", "TSLA", "NFLX", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 89
- Total Value
- 985970212
- Accession Number
- 0001951757-25-000365
- Form Type
- 13F-HR
- Manager Name
- Wealthcare-Capital-Management
Data Enrichment
58% identified52 identified37 unidentified
Holdings
89 positions
Manager:
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316188309
Shares:7.9K
Value:$361.9K
46435U713
Shares:7.9K
Value:$358.1K
37954Y673
Shares:8.2K
Value:$310.1K
33939L407
Shares:7.6K
Value:$296.8K
500767652
Shares:10.8K
Value:$294.1K
33737A108
Shares:2.6K
Value:$289.7K
14020G101
Shares:7.7K
Value:$264.3K
25434V724
Shares:6.1K
Value:$249.4K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 19.3K | QoQ 0.00% (+0) | All Managers (Combined) | $381.5K | ||
| 10.2K | YoY NEW(+10.2K) | All Managers (Combined) | $371.6K | YoY NEW(+$371.6K) | |
(cusip316188309)✕ | 7.9K | QoQ -0.08% (-7)YoY NEW(+7.9K) | All Managers (Combined) | $361.9K | YoY NEW(+$361.9K) |
(cusip46435U713)✕ | 7.9K | YoY NEW(+7.9K) | All Managers (Combined) | $358.1K | YoY NEW(+$358.1K) |
| 1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $331.9K | YoY NEW(+$331.9K) | |
Broadcom Inc.(AVGOcusip11135F101) | 2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $328.8K | YoY NEW(+$328.8K) |
| 759 | All Managers (Combined) | $318.7K | |||
(cusip37954Y673)✕ | 8.2K | QoQ -2.72% (-230)YoY NEW(+8.2K) | All Managers (Combined) | $310.1K | YoY NEW(+$310.1K) |
| 3.2K | QoQ +0.40% (-13)YoY -1.28% (-42) | All Managers (Combined) | $300.2K | ||
| 9.0K | All Managers (Combined) | $297.0K | |||
(cusip33939L407)✕ | 7.6K | All Managers (Combined) | $296.8K | ||
(cusip500767652)✕ | 10.8K | All Managers (Combined) | $294.1K | ||
(cusip33737A108)✕ | 2.6K | QoQ NEW(+2.6K) YoY NEW(+2.6K) | All Managers (Combined) | $289.7K | QoQ NEW(+$289.7K) YoY NEW(+$289.7K) |
| 537 | QoQ +5.29% (+27)YoY -8.20% (-48) | All Managers (Combined) | $281.3K | ||
| 519 | YoY NEW(+519) | All Managers (Combined) | $276.9K | YoY NEW(+$276.9K) | |
NETFLIX INC(NFLXcusip64110L106) | 292 | QoQ NEW(+292) YoY NEW(+292) | All Managers (Combined) | $272.3K | QoQ NEW(+$272.3K) YoY NEW(+$272.3K) |
| 1.1K | All Managers (Combined) | $269.9K | |||
(cusip14020G101)✕ | 7.7K | QoQ +0.74% (-57)YoY NEW(+7.7K) | All Managers (Combined) | $264.3K | YoY NEW(+$264.3K) |
(cusip25434V724)✕ | 6.1K | All Managers (Combined) | $249.4K | ||
Alphabet Inc.(GOOGcusip02079K107) | 1.5K | QoQ -1.31% (-20)YoY +2.31% (+34) | All Managers (Combined) | $234.8K |