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 21 of 46
45409F843
Shares:51.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.7B)
46138G862
Shares:47.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.7B)
46436E718
Shares:11.6K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.7B)
Shares:7.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.7B)
31423L305
Shares:40.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.7B)
464288356
Shares:20.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.7B)
921946885
Shares:17.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NIKE, Inc.(NKEcusip654106103) | 19.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
| 6.8K | QoQ +0.98% (-66)YoY +3.72% (+244) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
(cusip45409F843)✕ | 51.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
| 2.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | |||
Phillips 66(PSXcusip718546104) | 9.7K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
CONOCOPHILLIPS(COPcusip20825C104) | 11.4K | QoQ -5.38% (-649)YoY -7.12% (-875) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | |
CUMMINS INC(CMIcusip231021106) | 3.8K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
| 4.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | |||
| 13.4K | QoQ 0.00% (-0)YoY -1.36% (-186) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
| 14.1K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | |||
| 10.0K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | |||
(cusip46138G862)✕ | 47.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
(cusip46436E718)✕ | 11.6K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
| 39.6K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | |||
EXELON CORP(EXCcusip30161N101) | 25.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | ||
| 7.0K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.7B) | |||
(cusip31423L305)✕ | 40.8K | QoQ -1.75% (-730)YoY NEW(+40.8K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.7B) | YoY NEW(+$1.1M) |
| 16.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.7B) | |||
(cusip464288356)✕ | 20.0K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.7B) | ||
(cusip921946885)✕ | 17.3K | QoQ +1.41% (+242)YoY NEW(+17.3K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.7B) | YoY NEW(+$1.1M) |