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

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CHART INDUSTRIES INC

GTLS|16115Q308

Shares:4.0K

Value:$575.3K

% of Portfolio:0.0% ($575.3K/$3.7B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.0K

Value:$569.6K

% of Portfolio:0.0% ($569.6K/$3.7B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.4K

Value:$568.3K

% of Portfolio:0.0% ($568.3K/$3.7B)

78463X541

Shares:10.6K

Value:$567.0K

% of Portfolio:0.0% ($567.0K/$3.7B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:2.4K

Value:$566.8K

% of Portfolio:0.0% ($566.8K/$3.7B)

BEST BUY CO INC

BBY|086516101

Shares:7.7K

Value:$565.1K

% of Portfolio:0.0% ($565.1K/$3.7B)

Edwards Lifesciences Corp

EW|28176E108

Shares:7.8K

Value:$563.1K

% of Portfolio:0.0% ($563.1K/$3.7B)

Invesco Ltd.

IVZ|G491BT108

Shares:37.1K

Value:$562.8K

% of Portfolio:0.0% ($562.8K/$3.7B)

ENBRIDGE INC

ENB|29250N105

Shares:12.6K

Value:$559.2K

% of Portfolio:0.0% ($559.2K/$3.7B)

78464A672

Shares:19.4K

Value:$554.8K

% of Portfolio:0.0% ($554.8K/$3.7B)

Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

LDP|19248C105

Shares:26.8K

Value:$544.8K

% of Portfolio:0.0% ($544.8K/$3.7B)

025072802

Shares:7.8K

Value:$543.6K

% of Portfolio:0.0% ($543.6K/$3.7B)

78464A698

Shares:9.6K

Value:$543.5K

% of Portfolio:0.0% ($543.5K/$3.7B)

46137V142

Shares:8.4K

Value:$542.0K

% of Portfolio:0.0% ($542.0K/$3.7B)

Cigna Group

CI|125523100

Shares:1.6K

Value:$541.6K

% of Portfolio:0.0% ($541.6K/$3.7B)

46434G863

Shares:15.5K

Value:$541.2K

% of Portfolio:0.0% ($541.2K/$3.7B)

808524888

Shares:15.1K

Value:$540.9K

% of Portfolio:0.0% ($540.9K/$3.7B)

KLA CORP

KLAC|482480100

Shares:794

Value:$539.9K

% of Portfolio:0.0% ($539.9K/$3.7B)

464288885

EFG|464288885

Shares:5.4K

Value:$539.5K

% of Portfolio:0.0% ($539.5K/$3.7B)

AUTOZONE INC

AZO|053332102

Shares:141

Value:$537.6K

% of Portfolio:0.0% ($537.6K/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHART INDUSTRIES INC(GTLScusip16115Q308)	4.0K	QoQ +1.76% (-69) YoY +108.63% (+2.1K)	All Managers (Combined)	$575.3K	0.0% ($575.3K/$3.7B)	QoQ -23.02% (-$172.1K) YoY +82.85% (+$260.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.0K	QoQ +6.06% (+229) YoY -30.91% (-1.8K)	All Managers (Combined)	$569.6K	0.0% ($569.6K/$3.7B)	QoQ +15.12% (+$74.8K) YoY -24.03% (-$180.2K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.4K	QoQ -5.92% (-151) YoY -17.27% (-501)	All Managers (Combined)	$568.3K	0.0% ($568.3K/$3.7B)	QoQ -5.04% (-$30.2K) YoY -23.10% (-$170.7K)
(cusip78463X541)✕	10.6K	QoQ -57.28% (-14.3K) YoY -27.84% (-4.1K)	All Managers (Combined)	$567.0K	0.0% ($567.0K/$3.7B)	QoQ -54.29% (-$673.4K) YoY -33.67% (-$287.8K)
LABCORP HOLDINGS INC.(LHcusip504922105)	2.4K	QoQ -4.24% (-108) YoY NEW(+2.4K)	All Managers (Combined)	$566.8K	0.0% ($566.8K/$3.7B)	QoQ -2.81% (-$16.4K) YoY NEW(+$566.8K)
BEST BUY CO INC(BBYcusip086516101)	7.7K	QoQ -5.94% (-485) YoY NEW(+7.7K)	All Managers (Combined)	$565.1K	0.0% ($565.1K/$3.7B)	QoQ -19.30% (-$135.2K) YoY NEW(+$565.1K)
Edwards Lifesciences Corp(EWcusip28176E108)	7.8K	QoQ +5.84% (+429) YoY -12.40% (-1.1K)	All Managers (Combined)	$563.1K	0.0% ($563.1K/$3.7B)	QoQ +3.62% (+$19.7K) YoY -33.55% (-$284.4K)
Invesco Ltd.(IVZcusipG491BT108)	37.1K	QoQ +7.42% (-2.6K) YoY -3.09% (-1.2K)	All Managers (Combined)	$562.8K	0.0% ($562.8K/$3.7B)	QoQ -6.77% (-$40.9K) YoY -11.38% (-$72.3K)
ENBRIDGE INC(ENBcusip29250N105)	12.6K	QoQ -3.20% (-418) YoY +58.53% (+4.7K)	All Managers (Combined)	$559.2K	0.0% ($559.2K/$3.7B)	QoQ +1.08% (-$6.0K) YoY +94.16% (+$271.2K)
(cusip78464A672)✕	19.4K	QoQ +7.08% (+1.3K) YoY +80.92% (+8.7K)	All Managers (Combined)	$554.8K	0.0% ($554.8K/$3.7B)	QoQ +9.77% (+$49.4K) YoY +83.48% (+$252.4K)
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.(LDPcusip19248C105)	26.8K	QoQ +12.36% (+2.9K) YoY NEW(+26.8K)	All Managers (Combined)	$544.8K	0.0% ($544.8K/$3.7B)	QoQ +13.25% (+$63.8K) YoY NEW(+$544.8K)
(cusip025072802)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$543.6K	0.0% ($543.6K/$3.7B)	QoQ NEW(+$543.6K) YoY NEW(+$543.6K)
(cusip78464A698)✕	9.6K	QoQ -13.83% (-1.5K) YoY +32.66% (+2.4K)	All Managers (Combined)	$543.5K	0.0% ($543.5K/$3.7B)	QoQ -18.83% (-$126.1K) YoY +49.98% (+$181.1K)
(cusip46137V142)✕	8.4K	QoQ -23.86% (-2.6K) YoY -36.42% (-4.8K)	All Managers (Combined)	$542.0K	0.0% ($542.0K/$3.7B)	QoQ -25.33% (-$183.9K) YoY -38.38% (-$337.6K)
Cigna Group(CIcusip125523100)	1.6K	QoQ +0.30% (+5) YoY +10.91% (+162)	All Managers (Combined)	$541.6K	0.0% ($541.6K/$3.7B)	QoQ +19.55% (+$88.6K) YoY +0.49% (+$2.7K)
(cusip46434G863)✕	15.5K	QoQ +20.46% (+2.6K) YoY +52.75% (+5.3K)	All Managers (Combined)	$541.2K	0.0% ($541.2K/$3.7B)	QoQ +26.09% (+$112.0K) YoY +65.64% (+$214.5K)
(cusip808524888)✕	15.1K	QoQ -4.38% (-692) YoY +78.74% (+6.6K)	All Managers (Combined)	$540.9K	0.0% ($540.9K/$3.7B)	QoQ -0.07% (-$383) YoY +79.13% (+$238.9K)
KLA CORP(KLACcusip482480100)	794	QoQ +1.79% (+14) YoY +11.98% (+85)	All Managers (Combined)	$539.9K	0.0% ($539.9K/$3.7B)	QoQ +9.78% (+$48.1K) YoY +8.97% (+$44.5K)
(EFGcusip464288885)	5.4K	QoQ +9.69% (+477) YoY -27.97% (-2.1K)	All Managers (Combined)	$539.5K	0.0% ($539.5K/$3.7B)	QoQ +13.28% (+$63.3K) YoY -30.59% (-$237.8K)
AUTOZONE INC(AZOcusip053332102)	141	QoQ +2.17% (+3) YoY -6.62% (-10)	All Managers (Combined)	$537.6K	0.0% ($537.6K/$3.7B)	QoQ +21.66% (+$95.7K) YoY +12.96% (-$61.7K)