Wealthcare-Advisory-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "VSGX",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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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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78468R721

Shares:416.3K

Value:$18.8M

% of Portfolio:0.5% ($18.8M/$3.7B)

922042775

VEU|922042775

Shares:300.3K

Value:$18.2M

% of Portfolio:0.5% ($18.2M/$3.7B)

92189F437

Shares:608.3K

Value:$17.6M

% of Portfolio:0.5% ($17.6M/$3.7B)

AMAZON COM INC

AMZN|023135106

Shares:90.4K

Value:$17.2M

% of Portfolio:0.5% ($17.2M/$3.7B)

46137V431

Shares:168.2K

Value:$16.8M

% of Portfolio:0.5% ($16.8M/$3.7B)

92189F643

Shares:190.5K

Value:$16.8M

% of Portfolio:0.4% ($16.8M/$3.7B)

921908844

VIG|921908844

Shares:84.5K

Value:$16.4M

% of Portfolio:0.4% ($16.4M/$3.7B)

921946406

VYM|921946406

Shares:124.2K

Value:$16.0M

% of Portfolio:0.4% ($16.0M/$3.7B)

46137V357

RSP|46137V357

Shares:91.1K

Value:$15.8M

% of Portfolio:0.4% ($15.8M/$3.7B)

922908553

VNQ|922908553

Shares:167.8K

Value:$15.2M

% of Portfolio:0.4% ($15.2M/$3.7B)

808524300

SCHG|808524300

Shares:601.9K

Value:$15.1M

% of Portfolio:0.4% ($15.1M/$3.7B)

921937835

BND|921937835

Shares:203.6K

Value:$15.0M

% of Portfolio:0.4% ($15.0M/$3.7B)

45783Y855

Shares:470.6K

Value:$14.8M

% of Portfolio:0.4% ($14.8M/$3.7B)

808524409

Shares:535.7K

Value:$14.2M

% of Portfolio:0.4% ($14.2M/$3.7B)

921910840

MGV|921910840

Shares:108.3K

Value:$14.0M

% of Portfolio:0.4% ($14.0M/$3.7B)

46641Q332

Shares:243.7K

Value:$13.9M

% of Portfolio:0.4% ($13.9M/$3.7B)

47103U845

Shares:270.0K

Value:$13.7M

% of Portfolio:0.4% ($13.7M/$3.7B)

HOME DEPOT, INC.

HD|437076102

Shares:36.6K

Value:$13.4M

% of Portfolio:0.4% ($13.4M/$3.7B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:25.1K

Value:$13.4M

% of Portfolio:0.4% ($13.4M/$3.7B)

85207H104

Shares:541.7K

Value:$13.0M

% of Portfolio:0.3% ($13.0M/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R721)✕	416.3K	QoQ +41.73% (+122.6K) YoY +39.93% (+118.8K)	All Managers (Combined)	$18.8M	0.5% ($18.8M/$3.7B)	QoQ +40.02% (+$5.4M) YoY +35.68% (+$4.9M)
(VEUcusip922042775)	300.3K	QoQ -17.33% (-63.0K) YoY -29.74% (-127.2K)	All Managers (Combined)	$18.2M	0.5% ($18.2M/$3.7B)	QoQ -12.65% (-$2.6M) YoY -27.33% (-$6.9M)
(cusip92189F437)✕	608.3K	QoQ +9.16% (+51.1K) YoY +32.44% (+149.0K)	All Managers (Combined)	$17.6M	0.5% ($17.6M/$3.7B)	QoQ +9.88% (+$1.6M) YoY +31.71% (+$4.2M)
AMAZON COM INC(AMZNcusip023135106)	90.4K	QoQ +2.47% (-2.2K) YoY +7.14% (+6.0K)	All Managers (Combined)	$17.2M	0.5% ($17.2M/$3.7B)	QoQ -11.13% (-$2.2M) YoY +13.01% (+$2.0M)
(cusip46137V431)✕	168.2K	QoQ +2.08% (-3.4K) YoY -5.80% (-10.4K)	All Managers (Combined)	$16.8M	0.5% ($16.8M/$3.7B)	QoQ -2.78% (-$481.1K) YoY -11.65% (-$2.2M)
(cusip92189F643)✕	190.5K	QoQ +4.12% (-7.5K) YoY +4.29% (+7.8K)	All Managers (Combined)	$16.8M	0.4% ($16.8M/$3.7B)	QoQ -1.17% (-$200.0K) YoY +2.08% (+$343.1K)
(VIGcusip921908844)	84.5K	QoQ +4.87% (+3.9K) YoY +2.40% (+2.0K)	All Managers (Combined)	$16.4M	0.4% ($16.4M/$3.7B)	QoQ +3.88% (+$613.5K) YoY +8.78% (+$1.3M)
(VYMcusip921946406)	124.2K	QoQ +3.45% (+4.2K) YoY +3.72% (+4.5K)	All Managers (Combined)	$16.0M	0.4% ($16.0M/$3.7B)	QoQ +4.56% (+$700.1K) YoY +10.56% (+$1.5M)
(RSPcusip46137V357)	91.1K	QoQ +12.72% (+10.3K) YoY +124.95% (+50.6K)	All Managers (Combined)	$15.8M	0.4% ($15.8M/$3.7B)	QoQ +11.43% (+$1.6M) YoY +130.08% (+$8.9M)
(VNQcusip922908553)	167.8K	QoQ -8.17% (-14.9K) YoY -27.51% (-63.7K)	All Managers (Combined)	$15.2M	0.4% ($15.2M/$3.7B)	QoQ -6.66% (-$1.1M) YoY -24.10% (-$4.8M)
(SCHGcusip808524300)	601.9K	QoQ +4.38% (-25.3K) YoY +3511.87% (+585.2K)	All Managers (Combined)	$15.1M	0.4% ($15.1M/$3.7B)	QoQ -6.21% (-$999.2K) YoY +875.44% (+$13.5M)
(BNDcusip921937835)	203.6K	QoQ -2.88% (-6.0K) YoY +667.02% (+177.1K)	All Managers (Combined)	$15.0M	0.4% ($15.0M/$3.7B)	QoQ -0.80% (-$121.4K) YoY +675.69% (+$13.0M)
(cusip45783Y855)✕	470.6K	QoQ +8.83% (+38.2K) YoY +91.86% (+225.3K)	All Managers (Combined)	$14.8M	0.4% ($14.8M/$3.7B)	QoQ +8.69% (+$1.2M) YoY +105.76% (+$7.6M)
(cusip808524409)✕	535.7K	QoQ -1.06% (-5.8K) YoY +6829.02% (+528.0K)	All Managers (Combined)	$14.2M	0.4% ($14.2M/$3.7B)	QoQ +0.87% (-$123.2K) YoY +2323.86% (+$13.7M)
(MGVcusip921910840)	108.3K	QoQ -1.19% (-1.3K) YoY -24.03% (-34.3K)	All Managers (Combined)	$14.0M	0.4% ($14.0M/$3.7B)	QoQ +1.90% (-$261.5K) YoY -18.10% (-$3.1M)
(cusip46641Q332)✕	243.7K	QoQ +3.97% (+9.3K) YoY -5.19% (-13.4K)	All Managers (Combined)	$13.9M	0.4% ($13.9M/$3.7B)	QoQ +3.26% (+$440.5K) YoY -6.37% (-$948.4K)
(cusip47103U845)✕	270.0K	QoQ +17.88% (+41.0K) YoY +270.64% (+197.1K)	All Managers (Combined)	$13.7M	0.4% ($13.7M/$3.7B)	QoQ +17.88% (+$2.1M) YoY +270.42% (+$10.0M)
HOME DEPOT, INC.(HDcusip437076102)	36.6K	QoQ +0.21% (-79) YoY -4.30% (-1.6K)	All Managers (Combined)	$13.4M	0.4% ($13.4M/$3.7B)	QoQ -5.57% (-$792.9K) YoY -8.56% (-$1.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	25.1K	QoQ -0.13% (-34) YoY +29.24% (+5.7K)	All Managers (Combined)	$13.4M	0.4% ($13.4M/$3.7B)	QoQ +17.33% (-$2.0M) YoY +63.68% (+$5.2M)
(cusip85207H104)✕	541.7K	QoQ +338.87% (+418.3K) YoY +360.76% (+424.1K)	All Managers (Combined)	$13.0M	0.3% ($13.0M/$3.7B)	QoQ +424.29% (+$10.5M) YoY +540.81% (+$11.0M)