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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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 13 of 46
464287515
Shares:28.6K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.7B)
Shares:417.3K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.7B)
500767652
Shares:92.9K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.7B)
Shares:10.3K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.7B)
025072349
Shares:38.2K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.7B)
33739Q200
Shares:50.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.7B)
88636J204
Shares:105.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.7B)
Shares:75.7K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.7B)
33733A201
Shares:66.5K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.7B)
25434V401
Shares:39.5K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.7B)
52468L406
Shares:58.1K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.7B)
69374H857
Shares:62.1K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.7B)
46138J619
Shares:43.5K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287515)✕ | 28.6K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | ||
| 417.3K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | |||
(cusip500767652)✕ | 92.9K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | ||
| 135.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | |||
| 5.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | |||
| 10.3K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | |||
(cusip025072349)✕ | 38.2K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | ||
(cusip33739Q200)✕ | 50.5K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | ||
| 35.6K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | |||
(cusip88636J204)✕ | 105.5K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.7B) | ||
| 75.7K | QoQ NEW(+75.7K) YoY NEW(+75.7K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.7B) | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
ADOBE INC.(ADBEcusip00724F101) | 6.4K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.7B) | ||
| 9.9K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.7B) | |||
(cusip33733A201)✕ | 66.5K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.7B) | ||
(cusip25434V401)✕ | 39.5K | QoQ NEW(+39.5K) YoY NEW(+39.5K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.7B) | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) |
(cusip52468L406)✕ | 58.1K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.7B) | ||
| 83.2K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.7B) | |||
Bank First Corp(BFCcusip06211J100) | 23.2K | QoQ +0.14% (+33)YoY -1.92% (-456) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.7B) | |
(cusip69374H857)✕ | 62.1K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.7B) | ||
(cusip46138J619)✕ | 43.5K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.7B) |