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 11 of 46
46641Q654
Shares:63.2K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.7B)
46654Q773
Shares:61.6K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.7B)
25434V815
Shares:113.3K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.7B)
97717W505
Shares:63.1K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.7B)
19423L722
Shares:130.2K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.7B)
Shares:18.5K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.7B)
81369Y308
Shares:37.5K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.7B)
82889N558
Shares:119.3K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.7B)
46435U556
Shares:95.9K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.7B)
78464A839
Shares:38.4K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.7B)
78463X509
Shares:74.9K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
PFIZER INC(PFEcusip717081103) | 127.4K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | ||
| 21.9K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | |||
(cusip46641Q654)✕ | 63.2K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | ||
(cusip46654Q773)✕ | 61.6K | YoY NEW(+61.6K) | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | YoY NEW(+$3.2M) |
(cusip25434V815)✕ | 113.3K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | ||
Walt Disney Co(DIScusip254687106) | 32.0K | QoQ -0.15% (-49) | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.7B) | |
| 19.5K | QoQ -0.99% (-196)YoY -4.44% (-908) | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.7B) | ||
(cusip97717W505)✕ | 63.1K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.7B) | ||
(cusip19423L722)✕ | 130.2K | YoY NEW(+130.2K) | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.7B) | YoY NEW(+$3.1M) |
COCA COLA CO(KOcusip191216100) | 42.9K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.7B) | ||
| 18.5K | QoQ -2.82% (-538)YoY +4.61% (-817) | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.7B) | ||
(cusip81369Y308)✕ | 37.5K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.7B) | ||
(cusip82889N558)✕ | 119.3K | YoY NEW(+119.3K) | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.7B) | YoY NEW(+$3.0M) |
(cusip46435U556)✕ | 95.9K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.7B) | ||
| 33.5K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.7B) | |||
| 5.6K | QoQ -1.97% (-112)YoY -6.56% (-391) | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.7B) | ||
(cusip78464A839)✕ | 38.4K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.7B) | ||
(cusip78463X509)✕ | 74.9K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | ||
MCDONALDS CORP(MCDcusip580135101) | 9.4K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | ||
| 14.6K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) |