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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14019W109
Shares:9.2K
Value:$224.5K
464288877
Shares:3.5K
Value:$205.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.8K | All Managers (Combined) | $232.0K | |||
1.2K | All Managers (Combined) | $229.6K | |||
(cusip14019W109)✕ | 9.2K | QoQ -0.29% (-27)YoY NEW(+9.2K) | All Managers (Combined) | $224.5K | YoY NEW(+$224.5K) |
1.3K | QoQ +0.23% (+3)YoY NEW(+1.3K) | All Managers (Combined) | $221.0K | YoY NEW(+$221.0K) | |
1.1K | QoQ NEW(+1.1K) YoY -0.17% (-2) | All Managers (Combined) | $215.5K | QoQ NEW(+$215.5K) | |
845 | QoQ NEW(+845) YoY NEW(+845) | All Managers (Combined) | $210.1K | QoQ NEW(+$210.1K) YoY NEW(+$210.1K) | |
590 | QoQ NEW(+590) YoY NEW(+590) | All Managers (Combined) | $206.8K | QoQ NEW(+$206.8K) YoY NEW(+$206.8K) | |
(cusip464288877)✕ | 3.5K | All Managers (Combined) | $205.6K | ||
AbbVie Inc.(ABBVcusip00287Y109) | 973 | QoQ NEW(+973) YoY NEW(+973) | All Managers (Combined) | $203.9K | QoQ NEW(+$203.9K) YoY NEW(+$203.9K) |