Wealthcare-Advisory-Partners

Filing Details

13F-HR2025-03-31
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% identified
498 identified405 unidentified

Holdings

903 positions • $3.7B total value
Manager:
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Page 14 of 46
Salesforce, Inc.
Shares:8.4K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.7B)
46641Q647
Shares:45.0K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
25434V500
Shares:37.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
EMERSON ELECTRIC CO
Shares:20.3K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
Ark 21Shares Bitcoin ETF
Shares:26.7K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
464287630
Shares:14.5K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
PEPSICO INC
Shares:14.5K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
25861R303
Shares:42.0K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
W. P. Carey Inc.
Shares:34.5K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
KEYCORP /NEW/
Shares:134.6K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.7B)
33734X846
Shares:34.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.7B)
46138E263
Shares:38.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.7B)
46429B697
Shares:22.6K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.7B)
CrowdStrike Holdings, Inc.
Shares:6.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.7B)
46138E354
Shares:28.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.7B)
Uber Technologies, Inc
Shares:28.2K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.7B)
37954Y780
Shares:62.3K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.7B)
ROYAL CARIBBEAN CRUISES LTD
Shares:10.0K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.7B)
Palantir Technologies Inc.
Shares:24.2K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.7B)
GILEAD SCIENCES, INC.
Shares:18.2K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.7B)