Wealthcare-Advisory-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 • $3.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 28 of 46

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.9K

Value:$638.1K

% of Portfolio:0.0% ($638.1K/$3.7B)

46090A697

Shares:13.0K

Value:$637.7K

% of Portfolio:0.0% ($637.7K/$3.7B)

British American Tobacco p.l.c.

BTI|110448107

Shares:15.4K

Value:$636.3K

% of Portfolio:0.0% ($636.3K/$3.7B)

92204A603

Shares:2.6K

Value:$634.0K

% of Portfolio:0.0% ($634.0K/$3.7B)

25434V864

Shares:13.3K

Value:$632.4K

% of Portfolio:0.0% ($632.4K/$3.7B)

81369Y407

Shares:3.2K

Value:$631.7K

% of Portfolio:0.0% ($631.7K/$3.7B)

97717X263

Shares:16.9K

Value:$621.4K

% of Portfolio:0.0% ($621.4K/$3.7B)

464287788

Shares:5.5K

Value:$616.8K

% of Portfolio:0.0% ($616.8K/$3.7B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:4.2K

Value:$614.1K

% of Portfolio:0.0% ($614.1K/$3.7B)

25434V781

Shares:21.0K

Value:$612.8K

% of Portfolio:0.0% ($612.8K/$3.7B)

46138E115

Shares:15.3K

Value:$611.4K

% of Portfolio:0.0% ($611.4K/$3.7B)

464287101

Shares:2.3K

Value:$610.1K

% of Portfolio:0.0% ($610.1K/$3.7B)

46435G425

ESGU|46435G425

Shares:5.0K

Value:$604.1K

% of Portfolio:0.0% ($604.1K/$3.7B)

88636J816

Shares:27.3K

Value:$602.2K

% of Portfolio:0.0% ($602.2K/$3.7B)

14020Y300

Shares:21.9K

Value:$598.0K

% of Portfolio:0.0% ($598.0K/$3.7B)

FAIR ISAAC CORP

FICO|303250104

Shares:319

Value:$588.3K

% of Portfolio:0.0% ($588.3K/$3.7B)

AMERICAN STATES WATER CO

AWR|029899101

Shares:7.4K

Value:$582.5K

% of Portfolio:0.0% ($582.5K/$3.7B)

Sunoco LP

SUN|86765K109

Shares:10.0K

Value:$581.0K

% of Portfolio:0.0% ($581.0K/$3.7B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:3.4K

Value:$577.8K

% of Portfolio:0.0% ($577.8K/$3.7B)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:5.1K

Value:$576.4K

% of Portfolio:0.0% ($576.4K/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.9K	QoQ +5.12% (+143) YoY -15.03% (-519)	All Managers (Combined)	$638.1K	0.0% ($638.1K/$3.7B)	QoQ +24.75% (+$126.6K) YoY -6.41% (-$43.8K)
(cusip46090A697)✕	13.0K	QoQ NEW(+13.0K) YoY NEW(+13.0K)	All Managers (Combined)	$637.7K	0.0% ($637.7K/$3.7B)	QoQ NEW(+$637.7K) YoY NEW(+$637.7K)
British American Tobacco p.l.c.(BTIcusip110448107)	15.4K	QoQ +7.09% (+1.0K) YoY NEW(+15.4K)	All Managers (Combined)	$636.3K	0.0% ($636.3K/$3.7B)	QoQ +21.98% (+$114.7K) YoY NEW(+$636.3K)
(cusip92204A603)✕	2.6K	QoQ 0.00% (-0) YoY +9.58% (+224)	All Managers (Combined)	$634.0K	0.0% ($634.0K/$3.7B)	QoQ -2.68% (-$17.5K) YoY +11.09% (+$63.3K)
(cusip25434V864)✕	13.3K	QoQ +44.55% (+4.1K) YoY +124.81% (+7.4K)	All Managers (Combined)	$632.4K	0.0% ($632.4K/$3.7B)	QoQ +46.52% (+$200.8K) YoY +127.10% (+$353.9K)
(cusip81369Y407)✕	3.2K	QoQ -20.18% (-809) YoY -16.84% (-648)	All Managers (Combined)	$631.7K	0.0% ($631.7K/$3.7B)	QoQ -29.75% (-$267.6K) YoY -10.70% (-$75.7K)
(cusip97717X263)✕	16.9K	QoQ NEW(+16.9K) YoY NEW(+16.9K)	All Managers (Combined)	$621.4K	0.0% ($621.4K/$3.7B)	QoQ NEW(+$621.4K) YoY NEW(+$621.4K)
(cusip464287788)✕	5.5K	QoQ -8.79% (-527) YoY -6.67% (-391)	All Managers (Combined)	$616.8K	0.0% ($616.8K/$3.7B)	QoQ -6.92% (-$45.9K) YoY +10.10% (-$56.6K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	4.2K	QoQ -2.66% (-116) YoY +8.26% (-323)	All Managers (Combined)	$614.1K	0.0% ($614.1K/$3.7B)	QoQ -13.14% (-$93.0K) YoY -23.81% (-$192.0K)
(cusip25434V781)✕	21.0K	QoQ +6.04% (+1.2K) YoY +40.30% (+6.0K)	All Managers (Combined)	$612.8K	0.0% ($612.8K/$3.7B)	QoQ +16.22% (+$85.5K) YoY +50.26% (+$205.0K)
(cusip46138E115)✕	15.3K	QoQ -38.28% (-9.5K) YoY -49.42% (-14.9K)	All Managers (Combined)	$611.4K	0.0% ($611.4K/$3.7B)	QoQ -48.17% (-$568.4K) YoY -56.31% (-$788.1K)
(cusip464287101)✕	2.3K	QoQ -1.91% (-44) YoY +1.53% (+34)	All Managers (Combined)	$610.1K	0.0% ($610.1K/$3.7B)	QoQ -8.04% (-$53.4K) YoY +11.13% (+$61.1K)
(ESGUcusip46435G425)	5.0K	QoQ +0.22% (-11) YoY -15.68% (-922)	All Managers (Combined)	$604.1K	0.0% ($604.1K/$3.7B)	QoQ -5.15% (-$32.8K) YoY -10.57% (-$71.5K)
(cusip88636J816)✕	27.3K	QoQ -0.38% (-104) YoY +23.27% (+5.1K)	All Managers (Combined)	$602.2K	0.0% ($602.2K/$3.7B)	QoQ -7.92% (-$51.8K) YoY +16.52% (+$85.4K)
(cusip14020Y300)✕	21.9K	QoQ +0.38% (+85) YoY +7.23% (+1.5K)	All Managers (Combined)	$598.0K	0.0% ($598.0K/$3.7B)	QoQ +0.46% (+$2.8K) YoY +8.26% (+$45.7K)
FAIR ISAAC CORP(FICOcusip303250104)	319	QoQ -2.14% (-7) YoY -2.14% (-7)	All Managers (Combined)	$588.3K	0.0% ($588.3K/$3.7B)	QoQ -9.36% (-$60.8K) YoY +44.40% (-$180.9K)
AMERICAN STATES WATER CO(AWRcusip029899101)	7.4K	QoQ +0.01% (+1) YoY +0.14% (+11)	All Managers (Combined)	$582.5K	0.0% ($582.5K/$3.7B)	QoQ +1.24% (+$7.2K) YoY +9.07% (+$48.5K)
Sunoco LP(SUNcusip86765K109)	10.0K	QoQ -2.41% (-248) YoY +43.20% (+3.0K)	All Managers (Combined)	$581.0K	0.0% ($581.0K/$3.7B)	QoQ +10.13% (-$53.5K) YoY +37.91% (+$159.7K)
Coinbase Global, Inc.(COINcusip19260Q107)	3.4K	QoQ +87.01% (+1.6K) YoY +168.61% (+2.1K)	All Managers (Combined)	$577.8K	0.0% ($577.8K/$3.7B)	QoQ +29.71% (+$132.4K) YoY +74.50% (+$246.7K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	5.1K	QoQ +0.37% (+19) YoY NEW(+5.1K)	All Managers (Combined)	$576.4K	0.0% ($576.4K/$3.7B)	QoQ +28.18% (+$126.7K) YoY NEW(+$576.4K)