Wealthcare Advisory Partners LLC

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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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IRON MOUNTAIN INC

IRM|46284V101

Shares:12.8K

Value:$1.1M

464287689

IWV|464287689

Shares:3.5K

Value:$1.1M

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:10.1K

Value:$1.1M

46641Q852

Shares:22.9K

Value:$1.1M

25434V765

Shares:40.6K

Value:$1.1M

STARBUCKS CORP

SBUX|855244109

Shares:11.0K

Value:$1.1M

ENTERGY CORP /DE/

ETR|29364G103

Shares:12.5K

Value:$1.1M

46138J817

Shares:46.5K

Value:$1.1M

KINDER MORGAN, INC.

KMI|49456B101

Shares:37.4K

Value:$1.1M

316092881

Shares:22.0K

Value:$1.1M

921937827

BSV|921937827

Shares:13.6K

Value:$1.1M

On Holding AG

ONON|H5919C104

Shares:24.0K

Value:$1.1M

808524847

SCHH|808524847

Shares:48.7K

Value:$1.0M

46137V100

Shares:8.9K

Value:$1.0M

LINDE PLC

LIN|G54950103

Shares:2.2K

Value:$1.0M

25434V724

Shares:24.9K

Value:$1.0M

Airbnb, Inc.

ABNB|009066101

Shares:8.6K

Value:$1.0M

92189H300

Shares:42.7K

Value:$1.0M

337345102

Shares:5.8K

Value:$1.0M

78464A664

Shares:37.2K

Value:$1.0M

Instrument	Shares		Other Manager	Value
Iron Mountain Inc(IRMcusip46284V101)	12.8K	QoQ +0.87% (-111) YoY +0.25% (+33)	All Managers (Combined)	$1.1M	QoQ -17.43% (-$232.9K) YoY +7.54% (+$77.4K)
(IWVcusip464287689)	3.5K	QoQ 0.00% (-0) YoY +2.18% (+74)	All Managers (Combined)	$1.1M	QoQ -4.96% (-$57.5K) YoY +8.16% (+$83.2K)
American Electric Power Co Inc(AEPcusip025537101)	10.1K	QoQ -5.01% (-531) YoY -5.20% (-553)	All Managers (Combined)	$1.1M	QoQ +12.53% (-$122.5K) YoY +20.30% (-$185.6K)
(cusip46641Q852)✕	22.9K	QoQ NEW(+22.9K) YoY NEW(+22.9K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip25434V765)✕	40.6K	QoQ +53.49% (+14.1K) YoY +116.46% (+21.8K)	All Managers (Combined)	$1.1M	QoQ +63.89% (+$426.1K) YoY +116.46% (+$588.0K)
Starbucks Corp(SBUXcusip855244109)	11.0K	QoQ -5.80% (-676) YoY +10.39% (+1.0K)	All Managers (Combined)	$1.1M	QoQ +1.24% (-$13.3K) YoY +18.49% (+$167.8K)
Entergy Corp /De/(ETRcusip29364G103)	12.5K	QoQ +11.65% (+1.3K) YoY +131.42% (+7.1K)	All Managers (Combined)	$1.1M	QoQ +25.89% (+$220.7K) YoY +87.20% (+$499.7K)
(cusip46138J817)✕	46.5K	QoQ -18.42% (-10.5K) YoY -1.67% (-792)	All Managers (Combined)	$1.1M	QoQ -18.49% (-$243.0K) YoY -1.24% (-$13.5K)
Kinder Morgan, Inc.(KMIcusip49456B101)	37.4K	QoQ +2.05% (+755) YoY -14.37% (-6.3K)	All Managers (Combined)	$1.1M	QoQ +6.26% (+$63.0K) YoY +33.20% (-$266.2K)
(cusip316092881)✕	22.0K	QoQ NEW(+22.0K) YoY NEW(+22.0K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(BSVcusip921937827)	13.6K	QoQ -3.27% (-460) YoY +31.21% (+3.2K)	All Managers (Combined)	$1.1M	QoQ -2.01% (-$21.8K) YoY +33.97% (+$269.5K)
On Holding Ag(ONONcusipH5919C104)	24.0K	QoQ -33.07% (-11.8K) YoY -29.92% (-10.2K)	All Managers (Combined)	$1.1M	QoQ -46.32% (-$908.1K) YoY -13.00% (-$157.3K)
(SCHHcusip808524847)	48.7K	QoQ -1.65% (-819) YoY -43.05% (-36.8K)	All Managers (Combined)	$1.0M	QoQ +0.44% (-$4.7K) YoY -39.66% (-$688.3K)
(cusip46137V100)✕	8.9K	QoQ -22.21% (-2.5K) YoY -14.35% (-1.5K)	All Managers (Combined)	$1.0M	QoQ -20.97% (-$275.4K) YoY -1.72% (-$18.2K)
Linde Plc(LINcusipG54950103)	2.2K	QoQ +3.61% (+77) YoY +16.21% (+308)	All Managers (Combined)	$1.0M	QoQ +15.24% (+$136.0K) YoY +16.50% (+$145.6K)
(cusip25434V724)✕	24.9K	QoQ +1.01% (+251) YoY +0.73% (+181)	All Managers (Combined)	$1.0M	QoQ +1.73% (+$17.5K) YoY +1.49% (+$15.1K)
Airbnb, Inc.(ABNBcusip009066101)	8.6K	QoQ +25.67% (+1.8K) YoY +126.02% (+4.8K)	All Managers (Combined)	$1.0M	QoQ +14.24% (+$127.8K) YoY +63.67% (+$398.7K)
(cusip92189H300)✕	42.7K	QoQ +1.26% (+532) YoY NEW(+42.7K)	All Managers (Combined)	$1.0M	QoQ +4.54% (+$44.3K) YoY NEW(+$1.0M)
(cusip337345102)✕	5.8K	QoQ -13.32% (-899) YoY -16.10% (-1.1K)	All Managers (Combined)	$1.0M	QoQ -20.10% (-$255.3K) YoY -23.63% (-$314.0K)
(cusip78464A664)✕	37.2K	QoQ -2.73% (-1.0K) YoY NEW(+37.2K)	All Managers (Combined)	$1.0M	QoQ +1.24% (-$12.4K) YoY NEW(+$1.0M)