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 19 of 46
464285204
Shares:24.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.7B)
464288646
Shares:27.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
74933W460
Shares:28.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
464287523
Shares:7.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
66538H534
Shares:37.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
31609A404
Shares:47.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
25434V831
Shares:43.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
025072885
Shares:15.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
97717W851
Shares:12.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
92204A108
Shares:4.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
464287432
Shares:15.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
464288513
Shares:17.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
464287556
Shares:10.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.7B)
746729300
Shares:34.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 202 | QoQ +0.49% (-1)YoY +0.49% (-1) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.7B) | ||
(cusip464285204)✕ | 24.8K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.7B) | ||
US BANCORP \DE\(USBcusip902973304) | 34.4K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.7B) | ||
(cusip464288646)✕ | 27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | YoY NEW(+$1.4M) |
(cusip74933W460)✕ | 28.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | ||
| 32.8K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | |||
(cusip464287523)✕ | 7.6K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | ||
(cusip66538H534)✕ | 37.2K | QoQ +1.59% (+585)YoY +0.70% (-260) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | |
(cusip31609A404)✕ | 47.9K | QoQ NEW(+47.9K) YoY NEW(+47.9K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
(cusip25434V831)✕ | 43.0K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | ||
(cusip025072885)✕ | 15.4K | QoQ +0.22% (-34) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | |
(cusip97717W851)✕ | 12.8K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | ||
(cusip92204A108)✕ | 4.3K | QoQ +0.02% (-1)YoY -7.44% (-348) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | |
| 9.6K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | |||
(cusip464287432)✕ | 15.1K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | ||
(cusip464288513)✕ | 17.4K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | ||
(cusip464287556)✕ | 10.7K | QoQ +1.05% (-111)YoY -1.77% (-193) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.7B) | |
| 18.6K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | |||
(cusip746729300)✕ | 34.9K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
INTEL CORP(INTCcusip458140100) | 58.4K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) |