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 20 of 46
464287176
Shares:11.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
26922B832
Shares:46.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
46137V605
Shares:24.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
746729508
Shares:37.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
00162Q452
Shares:24.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
00039J103
Shares:25.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
92204A207
Shares:5.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.7B)
33740F763
Shares:25.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.7B)
78464A292
Shares:37.7K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287176)✕ | 11.9K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
(cusip26922B832)✕ | 46.2K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
| 4.5K | QoQ +3.64% (+157)YoY +6.82% (+285) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
(cusip46137V605)✕ | 24.8K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
| 7.7K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | |||
| 11.8K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | |||
(cusip746729508)✕ | 37.7K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
(cusip00162Q452)✕ | 24.9K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
REALTY INCOME CORP(Ocusip756109104) | 22.3K | YoY NEW(+22.3K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | YoY NEW(+$1.3M) |
(cusip00039J103)✕ | 25.3K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
| 2.9K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | |||
KKR & Co. Inc.(KKRcusip48251W104) | 11.0K | QoQ +0.47% (-52)YoY +6.56% (+679) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | |
| 34.9K | QoQ +2.94% (+997)YoY +0.78% (+272) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
(cusip92204A207)✕ | 5.8K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
MCKESSON CORP(MCKcusip58155Q103) | 1.9K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.7B) | ||
CITIGROUP INC(Ccusip172967424) | 17.6K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
COMCAST CORP(CMCSAcusip20030N101) | 33.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
| 12.9K | YoY NEW(+12.9K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | YoY NEW(+$1.2M) | |
(cusip33740F763)✕ | 25.1K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
(cusip78464A292)✕ | 37.7K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) |