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 12 of 46
46654Q609
Shares:39.2K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.7B)
47103U746
Shares:55.2K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.7B)
47103U886
Shares:58.2K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.7B)
41151J406
Shares:115.5K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.7B)
33740F755
Shares:94.1K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.7B)
92206C714
Shares:32.9K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.7B)
Shares:16.8K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.7B)
78464A284
Shares:104.3K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.7B)
46428Q109
Shares:84.7K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.7B)
78464A656
Shares:99.5K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.7B)
Shares:76.8K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
QUALCOMM INC/DE(QCOMcusip747525103) | 19.0K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | ||
| 4.8K | QoQ -5.22% (-263)YoY -7.94% (-412) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | ||
(cusip46654Q609)✕ | 39.2K | YoY NEW(+39.2K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | YoY NEW(+$2.9M) |
(cusip47103U746)✕ | 55.2K | QoQ NEW(+55.2K) YoY NEW(+55.2K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) |
PAYCHEX INC(PAYXcusip704326107) | 18.7K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | ||
| 46.9K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | |||
(cusip47103U886)✕ | 58.2K | YoY NEW(+58.2K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.7B) | YoY NEW(+$2.9M) |
(cusip41151J406)✕ | 115.5K | YoY NEW(+115.5K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.7B) | YoY NEW(+$2.8M) |
| 46.8K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.7B) | |||
(cusip33740F755)✕ | 94.1K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.7B) | ||
| 16.3K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.7B) | |||
| 5.2K | QoQ +1.59% (+82)YoY -5.38% (-297) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.7B) | ||
(cusip92206C714)✕ | 32.9K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.7B) | ||
| 16.8K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.7B) | |||
| 120.2K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.7B) | |||
(cusip78464A284)✕ | 104.3K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.7B) | ||
(cusip46428Q109)✕ | 84.7K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.7B) | ||
(cusip78464A656)✕ | 99.5K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.7B) | ||
| 76.8K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.7B) | |||
| 61.7K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.7B) |