Wealthcare Advisory Partners LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001683059
Manager Name: Wealthcare Advisory Partners LLC

Data Enrichment

55% identified

498 identified405 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

903 positions • $3,727,560.34K total value

903 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287408

IVE|464287408

8907(+6.3%)

Value:

$1.7B(+6.1%)

09789C820

35378(+21.7%)

Value:

$1.7B(+25.6%)

ADVANCED MICRO DEVICES INC

AMD|007903107

16419(-7.5%)

Value:

$1.7B(-21.3%)

Sprott Physical Gold & Silver Trust

CEF|85208R101

59103(+0.6%)

Value:

$1.7B(+20.3%)

MORGAN STANLEY

MS|617446448

14373(+373.6%)

Value:

$1.7B(+339.4%)

09789C838

34129(+22.9%)

Value:

$1.7B(+25.7%)

MICROSTRATEGY Inc

MSTR|594972408

5801(+14.5%)

Value:

$1.7B(+13.9%)

74348A467

16173(+3.5%)

Value:

$1.7B(+6.3%)

UNITED BANKSHARES INC/WV

UBSI|909907107

47352(-17.3%)

Value:

$1.6B(-23.7%)

GARMIN LTD

GRMN|H2906T109

7550(+1.6%)

Value:

$1.6B(+7.0%)

37954Y293

25669

Value:

$1.6B

72201R775

17667(+3.2%)

Value:

$1.6B(+5.5%)

09789C846

32798(+19.8%)

Value:

$1.6B(+21.7%)

78463X418

12616(-17.4%)

Value:

$1.6B(-14.9%)

33740U752

53887(+5.8%)

Value:

$1.6B(+0.6%)

CINTAS CORP

CTAS|172908105

7827(+5.1%)

Value:

$1.6B(+18.3%)

Trane Technologies plc

TT|G8994E103

4758(+4.6%)

Value:

$1.6B(-4.6%)

CORNING INC /NY

GLW|219350105

34812(+2.3%)

Value:

$1.6B(-1.4%)

74933W486

32859(+13.9%)

Value:

$1.6B(+14.9%)

09789C861

31887(+18.4%)

Value:

$1.6B(+18.8%)

Instrument	Shares		Other Manager	Value
(IVEcusip464287408)	8.9K	QoQ +6.27% (+526) YoY +9.04% (+739)	All Managers (Combined)	$1.7M	QoQ +6.09% (+$97.6K) YoY +11.24% (+$171.6K)
(cusip09789C820)✕	35.4K	QoQ +21.69% (+6.3K) YoY +71.57% (+14.8K)	All Managers (Combined)	$1.7M	QoQ +25.61% (+$344.5K) YoY +72.59% (+$710.5K)
Advanced Micro Devices Inc(AMDcusip007903107)	16.4K	QoQ -7.50% (-1.3K) YoY -15.28% (-3.0K)	All Managers (Combined)	$1.7M	QoQ -21.32% (-$457.3K) YoY -51.77% (-$1.8M)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	59.1K	QoQ +0.58% (+344) YoY +51.84% (+20.2K)	All Managers (Combined)	$1.7M	QoQ +20.27% (+$283.0K) YoY +112.09% (+$887.4K)
Morgan Stanley(MScusip617446448)	14.4K	QoQ +373.57% (+11.3K) YoY +506.19% (+12.0K)	All Managers (Combined)	$1.7M	QoQ +339.42% (+$1.3M) YoY +651.04% (+$1.5M)
(cusip09789C838)✕	34.1K	QoQ +22.88% (+6.4K) YoY +76.11% (+14.8K)	All Managers (Combined)	$1.7M	QoQ +25.73% (+$342.8K) YoY +78.21% (+$735.2K)
Microstrategy Inc(MSTRcusip594972408)	5.8K	QoQ +14.48% (+734) YoY +2455.50% (+5.6K)	All Managers (Combined)	$1.7M	QoQ +13.95% (+$204.7K) YoY +332.17% (+$1.3M)
(cusip74348A467)✕	16.2K	QoQ +3.54% (+554) YoY -3.35% (-562)	All Managers (Combined)	$1.7M	QoQ +6.28% (+$97.7K) YoY -2.62% (-$44.5K)
United Bankshares Inc/Wv(UBSIcusip909907107)	47.4K	QoQ -17.33% (-9.9K) YoY -17.32% (-9.9K)	All Managers (Combined)	$1.6M	QoQ -23.67% (-$509.3K) YoY -19.91% (-$408.3K)
Garmin Ltd(GRMNcusipH2906T109)	7.5K	QoQ +1.64% (+122) YoY +78.61% (+3.3K)	All Managers (Combined)	$1.6M	QoQ +6.99% (+$107.2K) YoY +160.50% (+$1.0M)
(cusip37954Y293)✕	25.7K	QoQ NEW(+25.7K) YoY NEW(+25.7K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip72201R775)✕	17.7K	QoQ +3.17% (+543) YoY +391.15% (+14.1K)	All Managers (Combined)	$1.6M	QoQ +5.51% (+$85.3K) YoY +394.42% (+$1.3M)
(cusip09789C846)✕	32.8K	QoQ +19.81% (+5.4K) YoY +70.84% (+13.6K)	All Managers (Combined)	$1.6M	QoQ +21.68% (+$289.5K) YoY +73.05% (+$685.8K)
(cusip78463X418)✕	12.6K	QoQ -17.45% (-2.7K) YoY -25.68% (-4.4K)	All Managers (Combined)	$1.6M	QoQ -14.89% (-$281.9K) YoY -20.86% (-$424.9K)
(cusip33740U752)✕	53.9K	QoQ +5.84% (+3.0K) YoY +20.31% (+9.1K)	All Managers (Combined)	$1.6M	QoQ +0.55% (+$8.9K) YoY +26.81% (+$340.3K)
Cintas Corp(CTAScusip172908105)	7.8K	QoQ +5.13% (+382) YoY +630.13% (+6.8K)	All Managers (Combined)	$1.6M	QoQ +18.26% (+$248.4K) YoY +118.32% (+$871.8K)
Trane Technologies Plc(TTcusipG8994E103)	4.8K	QoQ +4.59% (-209) YoY +81.25% (+2.1K)	All Managers (Combined)	$1.6M	QoQ -4.57% (-$76.9K) YoY +103.41% (+$815.0K)
Corning Inc /Ny(GLWcusip219350105)	34.8K	QoQ +2.30% (-785) YoY +65.64% (+13.8K)	All Managers (Combined)	$1.6M	QoQ -1.43% (-$23.3K) YoY +130.07% (+$901.0K)
(cusip74933W486)✕	32.9K	QoQ +13.94% (+4.0K) YoY +95.86% (+16.1K)	All Managers (Combined)	$1.6M	QoQ +14.91% (+$206.7K) YoY +97.42% (+$785.9K)
(cusip09789C861)✕	31.9K	QoQ +18.36% (+4.9K) YoY +61.50% (+12.1K)	All Managers (Combined)	$1.6M	QoQ +18.79% (+$250.9K) YoY +61.79% (+$605.5K)