Wealthcare-Advisory-Partners

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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: wealthcare-advisory-partners
Manager Name: Wealthcare-Advisory-Partners

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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Page 23 of 46

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GE Vernova Inc.

GEV|36828A101

Shares:3.3K

Value:$1.0M

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:4.1K

Value:$1.0M

PPL Corp

PPL|69351T106

Shares:27.8K

Value:$1.0M

NEW JERSEY RESOURCES CORP

NJR|646025106

Shares:20.5K

Value:$1.0M

464287473

IWS|464287473

Shares:8.0K

Value:$1.0M

Essential Utilities, Inc.

WTRG|29670G102

Shares:25.3K

Value:$998.3K

464287887

IJT|464287887

Shares:7.9K

Value:$984.3K

46435G516

ESGD|46435G516

Shares:12.0K

Value:$984.3K

69374H873

Shares:31.1K

Value:$977.9K

389637109

Shares:14.8K

Value:$967.1K

LINCOLN NATIONAL CORP

LNC|534187109

Shares:26.9K

Value:$966.1K

922908637

VV|922908637

Shares:3.7K

Value:$944.5K

46641Q126

Shares:19.5K

Value:$941.7K

DraftKings Inc.

DKNG|26142V105

Shares:28.2K

Value:$938.0K

46435U135

Shares:19.8K

Value:$930.0K

CARNIVAL CORP

CCL|143658300

Shares:47.6K

Value:$928.9K

33733E104

Shares:10.3K

Value:$922.5K

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:5.2K

Value:$920.8K

45783Y814

Shares:20.7K

Value:$914.7K

92189F676

Shares:4.3K

Value:$913.4K

Instrument	Shares		Other Manager	Value
GE Vernova Inc.(GEVcusip36828A101)	3.3K	QoQ +2.58% (-83) YoY NEW(+3.3K)	All Managers (Combined)	$1.0M	QoQ -4.80% (-$50.8K) YoY NEW(+$1.0M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	4.1K	QoQ +1.34% (-54) YoY -67.42% (-8.4K)	All Managers (Combined)	$1.0M	QoQ -0.87% (-$8.8K) YoY -69.89% (-$2.3M)
PPL Corp(PPLcusip69351T106)	27.8K	QoQ +1.77% (+486) YoY +29.30% (+6.3K)	All Managers (Combined)	$1.0M	QoQ +13.21% (+$117.4K) YoY +69.60% (+$412.7K)
NEW JERSEY RESOURCES CORP(NJRcusip646025106)	20.5K	QoQ +0.22% (+46) YoY +2.84% (+565)	All Managers (Combined)	$1.0M	QoQ +5.40% (+$51.4K) YoY +17.57% (+$150.0K)
(IWScusip464287473)	8.0K	QoQ +5.78% (+435) YoY +73.13% (+3.4K)	All Managers (Combined)	$1.0M	QoQ +3.02% (+$29.4K) YoY +74.00% (+$426.4K)
Essential Utilities, Inc.(WTRGcusip29670G102)	25.3K	QoQ +7.98% (+1.9K) YoY +4.05% (+985)	All Managers (Combined)	$998.3K	QoQ +17.52% (+$148.9K) YoY +11.02% (+$99.1K)
(IJTcusip464287887)	7.9K	QoQ -5.54% (-464) YoY +2.63% (-203)	All Managers (Combined)	$984.3K	QoQ -13.12% (-$148.7K) YoY -2.25% (-$22.7K)
(ESGDcusip46435G516)	12.0K	QoQ +6.40% (+725) YoY +3.17% (+371)	All Managers (Combined)	$984.3K	QoQ +14.15% (+$122.1K) YoY +5.47% (+$51.1K)
(cusip69374H873)✕	31.1K	QoQ -11.91% (-4.2K) YoY -31.18% (-14.1K)	All Managers (Combined)	$977.9K	QoQ -5.21% (-$53.8K) YoY -32.34% (-$467.5K)
(cusip389637109)✕	14.8K	QoQ -2.73% (-418) YoY NEW(+14.8K)	All Managers (Combined)	$967.1K	QoQ -14.36% (-$162.3K) YoY NEW(+$967.1K)
LINCOLN NATIONAL CORP(LNCcusip534187109)	26.9K	QoQ -8.59% (-2.5K) YoY +3.12% (+814)	All Managers (Combined)	$966.1K	QoQ +3.51% (-$32.8K) YoY +15.97% (+$133.1K)
(VVcusip922908637)	3.7K	QoQ +8.85% (+299) YoY +22.66% (+679)	All Managers (Combined)	$944.5K	QoQ +3.72% (+$33.9K) YoY +31.50% (+$226.3K)
(cusip46641Q126)✕	19.5K	QoQ +0.41% (+81) YoY NEW(+19.5K)	All Managers (Combined)	$941.7K	QoQ +2.37% (+$21.8K) YoY NEW(+$941.7K)
DraftKings Inc.(DKNGcusip26142V105)	28.2K	QoQ -4.71% (-1.4K) YoY -2.96% (-863)	All Managers (Combined)	$938.0K	QoQ -14.93% (-$164.7K) YoY -29.03% (-$383.8K)
(cusip46435U135)✕	19.8K	QoQ -4.22% (-873) YoY -36.58% (-11.4K)	All Managers (Combined)	$930.0K	QoQ -7.77% (-$78.4K) YoY -36.41% (-$532.6K)
CARNIVAL CORP(CCLcusip143658300)	47.6K	QoQ -3.14% (-1.5K) YoY +1.09% (+514)	All Managers (Combined)	$928.9K	QoQ -24.09% (-$294.9K) YoY +20.82% (+$160.1K)
(cusip33733E104)✕	10.3K	QoQ +1.88% (+190) YoY -37.86% (-6.3K)	All Managers (Combined)	$922.5K	QoQ +3.98% (+$35.4K) YoY -34.97% (-$496.2K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	5.2K	QoQ +3.29% (-167) YoY +5.37% (+267)	All Managers (Combined)	$920.8K	QoQ -5.86% (-$57.4K) YoY +14.59% (+$117.3K)
(cusip45783Y814)✕	20.7K	QoQ +3.93% (+786) YoY +53.51% (+7.2K)	All Managers (Combined)	$914.7K	QoQ +2.03% (+$18.3K) YoY +62.15% (+$350.6K)
(cusip92189F676)✕	4.3K	QoQ -12.34% (-608) YoY -34.61% (-2.3K)	All Managers (Combined)	$913.4K	QoQ -23.43% (-$279.6K) YoY -38.53% (-$572.7K)