Wealthcare Advisory Partners LLC

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",
  null,
  null,
  "PSEC",
  null,
  "PHK",
  "WTRG",
  null,
  null,
  "UMH",
  null,
  null,
  null,
  null,
  null,
  null,
  "FXNC",
  null,
  null,
  "FCX",
  null,
  null,
  "CION",
  null,
  "BFC",
  "LDP",
  null,
  "ARKB",
  null,
  null,
  null,
  null,
  "SAR",
  null,
  null,
  "GD",
  null,
  "AOD",
  null,
  "GILD",
  null,
  "GIS",
  "HLT",
  "ATAI",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  "GNT",
  "FSCO",
  null,
  "FUBO",
  null,
  null,
  "ISRG",
  null,
  "GH",
  "ACI",
  null,
  "EMXC",
  null,
  null,
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  "ICE",
  null,
  "JBI",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "VKQ",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "DTC",
  null,
  null,
  null,
  null,
  null,
  "TLSI",
  null,
  null,
  null,
  null,
  "ASA",
  null,
  null,
  "BTT",
  "DSM",
  "MFM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "NQP",
  "LHX",
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "NXP",
  null,
  "NPV",
  null,
  "MMC",
  null,
  "MRVL",
  null,
  null,
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  null,
  "MS",
  "TMUS",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "GE",
  "GPC",
  "GTLB",
  null,
  null,
  null,
  "HEI",
  "INCY",
  "HIG",
  "NVS",
  "OXY",
  null,
  "ILMN",
  null,
  "OMC",
  "ODFL",
  "MHF",
  null,
  null,
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  "NNN",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  null,
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  null,
  "JPC",
  "AMGN",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  "PPG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  "RITM",
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "AGNC",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "SCHW",
  null,
  "SUN",
  null,
  "TCPC",
  null,
  "ACWV",
  "PNW",
  "STAG",
  null,
  null,
  "PEO",
  "VWO",
  "ETV",
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "NJR",
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "DLY",
  null,
  null,
  "DSL",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "TRGP",
  null,
  "RWT",
  "TSCO",
  null,
  null,
  null,
  "IWO",
  "PTON",
  "WY",
  "IWN",
  null,
  null,
  "IEF",
  null,
  "TSM",
  "LRN",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "FSK",
  "VYM",
  "AHR",
  null,
  "DD",
  "VRTX",
  null,
  "EW",
  "TT",
  "VRT",
  "UGI",
  "ADSK",
  "GM",
  "APTV",
  null,
  null,
  "AFL",
  "UBSI",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "F",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "NCLH",
  null,
  null,
  "CAH",
  "AEP",
  "BKR",
  "FVRR",
  "FHI",
  "IAUX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RACE",
  "PEG",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  "CLF",
  null,
  "IVE",
  null,
  null,
  "IVZ",
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "UCB",
  null,
  "CEF",
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "BLV",
  "VYMI",
  null,
  "MGK",
  "VONE",
  null,
  "VXUS",
  "VOOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VST",
  "WMT",
  "WAT",
  "WFC",
  "WELL",
  null,
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "YUM",
  "ZBRA",
  null,
  "IUSG",
  null,
  null,
  null,
  "DTE",
  null,
  null,
  "GRMN",
  null,
  "AEM",
  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "SCHG",
  null,
  null,
  null,
  "SCHA",
  "NSC",
  "KEY",
  "NOK",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
  null,
  "TER",
  "SO",
  null,
  "TTD",
  null,
  "PPL",
  null,
  "HQL",
  "PSX",
  "CRM",
  "SNAP",
  null,
  "RBRK",
  "DIA",
  "SHAK",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  null,
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  "GWW",
  null,
  "ESGU",
  null,
  null,
  null,
  "FDX",
  null,
  "ALLY",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  "BJ",
  "BBY",
  null,
  "BA",
  null,
  "BMY",
  "BTI",
  "BIP",
  "BLDR",
  "CADE",
  "CNI",
  "CDNS",
  "CFFN",
  "CARR",
  "CCL",
  "CDW",
  "CRNC",
  "CELH",
  "CVX",
  "GTLS",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CBSH",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CFLT",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CRD-A",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "FANG",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "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

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

Search and click to pin securities to the top

Page 27 of 46

Sort by:

464288760

Shares:4.4K

Value:$673.9K

02072L565

Shares:6.0K

Value:$672.0K

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:84.3K

Value:$671.2K

Evergy, Inc.

EVRG|30034W106

Shares:9.7K

Value:$671.2K

464287242

Shares:6.2K

Value:$671.1K

46137V399

Shares:30.1K

Value:$668.4K

SCHWAB CHARLES CORP

SCHW|808513105

Shares:8.5K

Value:$666.7K

46434V860

Shares:13.1K

Value:$662.0K

46138J486

Shares:28.4K

Value:$659.1K

UGI CORP /PA/

UGI|902681105

Shares:19.9K

Value:$656.9K

Shell plc

SHEL|780259305

Shares:8.9K

Value:$655.4K

TARGET CORP

TGT|87612E106

Shares:6.3K

Value:$654.8K

74933W536

Shares:14.8K

Value:$651.1K

82889N640

Shares:26.3K

Value:$649.2K

464288679

Shares:5.9K

Value:$648.3K

33735K108

Shares:4.9K

Value:$647.1K

46435U218

Shares:6.8K

Value:$646.9K

CDW Corp

CDW|12514G108

Shares:4.0K

Value:$643.5K

Rubrik, Inc.

RBRK|781154109

Shares:10.6K

Value:$643.3K

Cadence Bank

CADE|12740C103

Shares:21.1K

Value:$640.4K

Instrument	Shares		Other Manager	Value
(cusip464288760)✕	4.4K	QoQ -3.80% (-174) YoY +17.63% (+660)	All Managers (Combined)	$673.9K	QoQ +1.32% (-$8.8K) YoY +36.50% (+$180.2K)
(cusip02072L565)✕	6.0K	QoQ -8.93% (-591) YoY NEW(+6.0K)	All Managers (Combined)	$672.0K	QoQ -7.93% (-$57.9K) YoY NEW(+$672.0K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	84.3K	QoQ +2.11% (+1.7K) YoY -7.63% (-7.0K)	All Managers (Combined)	$671.2K	QoQ +3.41% (+$22.2K) YoY +2.25% (-$14.8K)
Evergy, Inc.(EVRGcusip30034W106)	9.7K	QoQ +32.94% (+2.4K) YoY +65.71% (+3.9K)	All Managers (Combined)	$671.2K	QoQ +48.94% (+$220.5K) YoY +114.05% (+$357.6K)
(cusip464287242)✕	6.2K	QoQ -4.64% (-301) YoY -37.62% (-3.7K)	All Managers (Combined)	$671.1K	QoQ -3.00% (-$20.8K) YoY -37.75% (-$407.0K)
(cusip46137V399)✕	30.1K	QoQ 0.00% (-0) YoY +86.80% (+14.0K)	All Managers (Combined)	$668.4K	QoQ -5.93% (-$42.2K) YoY +84.23% (+$305.6K)
Schwab Charles Corp(SCHWcusip808513105)	8.5K	QoQ -11.19% (-1.1K) YoY -35.12% (-4.6K)	All Managers (Combined)	$666.7K	QoQ -6.06% (-$43.1K) YoY -29.79% (-$283.0K)
(cusip46434V860)✕	13.1K	QoQ +27.38% (+2.8K) YoY +27.10% (+2.8K)	All Managers (Combined)	$662.0K	QoQ +27.85% (+$144.2K) YoY +27.03% (+$140.9K)
(cusip46138J486)✕	28.4K	QoQ 0.00% (-0) YoY NEW(+28.4K)	All Managers (Combined)	$659.1K	QoQ -0.66% (-$4.4K) YoY NEW(+$659.1K)
Ugi Corp /Pa/(UGIcusip902681105)	19.9K	QoQ +1.36% (+267) YoY NEW(+19.9K)	All Managers (Combined)	$656.9K	QoQ +18.74% (+$103.7K) YoY NEW(+$656.9K)
Shell Plc(SHELcusip780259305)	8.9K	QoQ -23.78% (-2.8K) YoY +15.27% (+1.2K)	All Managers (Combined)	$655.4K	QoQ -10.85% (-$79.8K) YoY +25.99% (+$135.2K)
Target Corp(TGTcusip87612E106)	6.3K	QoQ -10.42% (-730) YoY +0.60% (-38)	All Managers (Combined)	$654.8K	QoQ -30.83% (-$292.0K) YoY -40.75% (-$450.4K)
(cusip74933W536)✕	14.8K	QoQ +1.81% (+265) YoY -22.76% (-4.4K)	All Managers (Combined)	$651.1K	QoQ +4.99% (+$31.0K) YoY -23.01% (-$194.7K)
(cusip82889N640)✕	26.3K	QoQ NEW(+26.3K) YoY NEW(+26.3K)	All Managers (Combined)	$649.2K	QoQ NEW(+$649.2K) YoY NEW(+$649.2K)
(cusip464288679)✕	5.9K	QoQ -2.52% (-152) YoY -19.39% (-1.4K)	All Managers (Combined)	$648.3K	QoQ -2.21% (-$14.7K) YoY -19.45% (-$156.6K)
(cusip33735K108)✕	4.9K	QoQ +12.88% (+562) YoY +139.65% (+2.9K)	All Managers (Combined)	$647.1K	QoQ +7.28% (+$43.9K) YoY +155.42% (+$393.8K)
(cusip46435U218)✕	6.8K	QoQ +21.46% (+1.2K) YoY +22.23% (+1.2K)	All Managers (Combined)	$646.9K	QoQ +12.92% (+$74.0K) YoY +24.77% (+$128.4K)
Cdw Corp(CDWcusip12514G108)	4.0K	QoQ -19.57% (-977) YoY -26.78% (-1.5K)	All Managers (Combined)	$643.5K	QoQ -25.92% (-$225.3K) YoY -54.13% (-$759.4K)
Rubrik, Inc.(RBRKcusip781154109)	10.6K	QoQ +0.95% (-100) YoY NEW(+10.6K)	All Managers (Combined)	$643.3K	QoQ -5.80% (-$39.7K) YoY NEW(+$643.3K)
Cadence Bank(CADEcusip12740C103)	21.1K	QoQ +0.58% (-123) YoY +5.69% (+1.1K)	All Managers (Combined)	$640.4K	QoQ -11.35% (-$82.0K) YoY +10.65% (+$61.7K)