Wealthcare-Advisory-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VSGX", null, null, null, null, null, "ENVX", "ALAB", null, "ARES", "HOOD", "NVR", null, "GDX", null, null, "TROW", "NLY", "RJF", "AES", "AAXJ", null, "AWR", null, "RF", "SMCI", "ONON", null, "SNOW", "MU", null, "JXN", "NVG", null, null, "ACN", "ZS", null, null, "MMM", "ABNB", "ABT", null, "ABBV", "ADBE", "OBDC", "FLG", "APD", "MWA", null, null, "VONG", null, null, "ALL", null, "GOOGL", null, "VDE", null, null, "AXP", null, null, "SCHH", null, null, "TEAM", "ASML", "T", "BLK", null, null, null, null, null, "AWP", null, null, "CAT", "AVGO", "APP", "LOW", null, null, null, "BRO", "CP.TO", "BDJ", "ARCC", "BTZ", null, "GRX", null, null, "BSX", null, null, "CSQ", null, null, null, null, null, null, null, "DBEF", "CCI", "COF", "CMI", null, null, null, null, "LNC", null, "USA", null, null, "DUK", "PECO", "PEBO", "EIM", "D", null, "JPI", null, "NAD", null, "NLOP", null, null, "RKT", "EBAY", null, "UTG", "PDI", 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"LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, null, null, "APO", "MO", "XLK", "ITOT", "URI", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
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
- 903
- Total Value
- 3727560340
- Accession Number
- 0001951757-25-000364
- Form Type
- 13F-HR
- Manager Name
- Wealthcare-Advisory-Partners
Data Enrichment
55% identified498 identified405 unidentified
Holdings
903 positions • $3.7B total value
Manager:
Search and click to pin securities to the top
Page 10 of 46
82889N699
Shares:120.2K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.7B)
98149E303
Shares:57.1K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.7B)
464287457
Shares:42.6K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.7B)
97717Y642
Shares:116.5K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.7B)
02507A101
Shares:71.8K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.7B)
97717W802
Shares:80.7K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.7B)
78463X400
Shares:39.6K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.7B)
922020805
Shares:67.9K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.7B)
74933W478
Shares:67.0K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.7B)
38149W622
Shares:70.6K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.7B)
33737A108
Shares:28.8K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.7B)
92189F429
Shares:193.6K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.7B)
97717W604
Shares:101.4K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.7B)
81369Y209
Shares:22.2K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.7B)
85207K107
Shares:278.5K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip82889N699)✕ | 120.2K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$3.7B) | ||
| 643.7K | QoQ 0.00% (+0)YoY NEW(+643.7K) | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$3.7B) | YoY NEW(+$3.6M) | |
(cusip98149E303)✕ | 57.1K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.7B) | ||
(cusip464287457)✕ | 42.6K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.7B) | ||
(cusip97717Y642)✕ | 116.5K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.7B) | ||
(cusip02507A101)✕ | 71.8K | QoQ NEW(+71.8K) YoY NEW(+71.8K) | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.7B) | QoQ NEW(+$3.5M) YoY NEW(+$3.5M) |
| 28.6K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.7B) | |||
(cusip97717W802)✕ | 80.7K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.7B) | ||
(cusip78463X400)✕ | 39.6K | QoQ NEW(+39.6K) YoY NEW(+39.6K) | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.7B) | QoQ NEW(+$3.4M) YoY NEW(+$3.4M) |
(cusip922020805)✕ | 67.9K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.7B) | ||
(cusip74933W478)✕ | 67.0K | YoY NEW(+67.0K) | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.7B) | YoY NEW(+$3.4M) |
| 27.0K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.7B) | |||
| 13.2K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.7B) | |||
(cusip38149W622)✕ | 70.6K | YoY NEW(+70.6K) | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.7B) | YoY NEW(+$3.3M) |
MOODYS CORP /DE/(MCOcusip615369105) | 7.0K | QoQ -2.16% (-156)YoY -6.62% (-500) | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.7B) | |
(cusip33737A108)✕ | 28.8K | YoY NEW(+28.8K) | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.7B) | YoY NEW(+$3.3M) |
(cusip92189F429)✕ | 193.6K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | ||
(cusip97717W604)✕ | 101.4K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | ||
(cusip81369Y209)✕ | 22.2K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | ||
(cusip85207K107)✕ | 278.5K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) |