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 15 of 46
81369Y886
Shares:25.7K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.7B)
78464A375
Shares:59.2K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.7B)
46137V241
Shares:28.6K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.7B)
808524508
Shares:71.5K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.7B)
81369Y605
Shares:37.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.7B)
78468R648
Shares:39.5K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.7B)
315948109
Shares:25.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip81369Y886)✕ | 25.7K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.7B) | ||
NETFLIX INC(NFLXcusip64110L106) | 2.1K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.7B) | ||
| 9.4K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.7B) | |||
| 6.6K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.7B) | |||
| 23.2K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.7B) | |||
(cusip78464A375)✕ | 59.2K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.7B) | ||
ONEOK INC /NEW/(OKEcusip682680103) | 19.6K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | ||
| 8.3K | QoQ +3.17% (-257)YoY +3.86% (-310) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | ||
| 7.7K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | |||
| 20.9K | QoQ -2.72% (-585)YoY +1.42% (+294) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | ||
Duke Energy CORP(DUKcusip26441C204) | 15.7K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | ||
| 81.0K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | |||
(cusip46137V241)✕ | 28.6K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | ||
| 6.1K | QoQ -4.45% (-286)YoY -2.30% (-145) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | ||
(cusip808524508)✕ | 71.5K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.7B) | ||
(cusip81369Y605)✕ | 37.1K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$3.7B) | ||
| 6.0K | QoQ -9.42% (-621)YoY -7.55% (-488) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$3.7B) | ||
(cusip78468R648)✕ | 39.5K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$3.7B) | ||
(cusip315948109)✕ | 25.4K | YoY NEW(+25.4K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$3.7B) | YoY NEW(+$1.8M) |
| 19.6K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$3.7B) |