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 • $3.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 32 of 46

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464288372

Shares:7.9K

Value:$431.6K

% of Portfolio:0.0% ($431.6K/$3.7B)

46137V308

Shares:3.8K

Value:$429.5K

% of Portfolio:0.0% ($429.5K/$3.7B)

56167N183

Shares:17.9K

Value:$428.9K

% of Portfolio:0.0% ($428.9K/$3.7B)

46137V621

Shares:30.0K

Value:$428.0K

% of Portfolio:0.0% ($428.0K/$3.7B)

46137V365

Shares:5.2K

Value:$426.4K

% of Portfolio:0.0% ($426.4K/$3.7B)

092528108

Shares:18.8K

Value:$426.0K

% of Portfolio:0.0% ($426.0K/$3.7B)

GENERAL MILLS INC

GIS|370334104

Shares:7.1K

Value:$425.3K

% of Portfolio:0.0% ($425.3K/$3.7B)

ECOLAB INC.

ECL|278865100

Shares:1.7K

Value:$422.7K

% of Portfolio:0.0% ($422.7K/$3.7B)

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:34.1K

Value:$422.4K

% of Portfolio:0.0% ($422.4K/$3.7B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:6.6K

Value:$419.4K

% of Portfolio:0.0% ($419.4K/$3.7B)

FEDERATED HERMES, INC.

FHI|314211103

Shares:10.2K

Value:$417.5K

% of Portfolio:0.0% ($417.5K/$3.7B)

AppLovin Corp

APP|03831W108

Shares:1.6K

Value:$417.1K

% of Portfolio:0.0% ($417.1K/$3.7B)

American Healthcare REIT, Inc.

AHR|398182303

Shares:13.7K

Value:$415.6K

% of Portfolio:0.0% ($415.6K/$3.7B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:3.7K

Value:$414.6K

% of Portfolio:0.0% ($414.6K/$3.7B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.4K

Value:$413.3K

% of Portfolio:0.0% ($413.3K/$3.7B)

293828877

Shares:25.8K

Value:$411.4K

% of Portfolio:0.0% ($411.4K/$3.7B)

46138E206

Shares:17.2K

Value:$410.6K

% of Portfolio:0.0% ($410.6K/$3.7B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:2.1K

Value:$406.4K

% of Portfolio:0.0% ($406.4K/$3.7B)

Capitol Federal Financial, Inc.

CFFN|14057J101

Shares:72.5K

Value:$406.2K

% of Portfolio:0.0% ($406.2K/$3.7B)

37954Y657

Shares:21.2K

Value:$404.0K

% of Portfolio:0.0% ($404.0K/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288372)✕	7.9K	QoQ -18.35% (-1.8K) YoY NEW(+7.9K)	All Managers (Combined)	$431.6K	0.0% ($431.6K/$3.7B)	QoQ -14.60% (-$73.8K) YoY NEW(+$431.6K)
(cusip46137V308)✕	3.8K	QoQ +1.08% (-41) YoY +18.15% (+586)	All Managers (Combined)	$429.5K	0.0% ($429.5K/$3.7B)	QoQ -1.08% (-$4.7K) YoY +23.00% (+$80.3K)
(cusip56167N183)✕	17.9K	QoQ NEW(+17.9K) YoY NEW(+17.9K)	All Managers (Combined)	$428.9K	0.0% ($428.9K/$3.7B)	QoQ NEW(+$428.9K) YoY NEW(+$428.9K)
(cusip46137V621)✕	30.0K	QoQ -1.28% (-390) YoY +10.40% (+2.8K)	All Managers (Combined)	$428.0K	0.0% ($428.0K/$3.7B)	QoQ -3.11% (-$13.8K) YoY +3.45% (+$14.3K)
(cusip46137V365)✕	5.2K	QoQ +4.47% (+223) YoY -7.54% (-425)	All Managers (Combined)	$426.4K	0.0% ($426.4K/$3.7B)	QoQ +12.01% (+$45.7K) YoY -8.88% (-$41.6K)
(cusip092528108)✕	18.8K	QoQ NEW(+18.8K) YoY NEW(+18.8K)	All Managers (Combined)	$426.0K	0.0% ($426.0K/$3.7B)	QoQ NEW(+$426.0K) YoY NEW(+$426.0K)
GENERAL MILLS INC(GIScusip370334104)	7.1K	QoQ -41.81% (-5.1K) YoY +28.90% (+1.6K)	All Managers (Combined)	$425.3K	0.0% ($425.3K/$3.7B)	QoQ -45.44% (-$354.3K) YoY +10.13% (+$39.1K)
ECOLAB INC.(ECLcusip278865100)	1.7K	QoQ +40.43% (+480) YoY +48.44% (+544)	All Managers (Combined)	$422.7K	0.0% ($422.7K/$3.7B)	QoQ +51.91% (+$144.5K) YoY +63.02% (+$163.4K)
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	34.1K	QoQ +15.65% (+4.6K) YoY +61.70% (+13.0K)	All Managers (Combined)	$422.4K	0.0% ($422.4K/$3.7B)	QoQ +16.78% (+$60.7K) YoY +64.75% (+$166.0K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	6.6K	QoQ -14.11% (-1.1K) YoY -3.38% (-232)	All Managers (Combined)	$419.4K	0.0% ($419.4K/$3.7B)	QoQ -20.22% (-$106.4K) YoY +5.37% (-$21.4K)
FEDERATED HERMES, INC.(FHIcusip314211103)	10.2K	QoQ 0.00% (-0) YoY -1.77% (-185)	All Managers (Combined)	$417.5K	0.0% ($417.5K/$3.7B)	QoQ -0.82% (-$3.5K) YoY +10.87% (-$40.9K)
AppLovin Corp(APPcusip03831W108)	1.6K	QoQ +12.99% (-181) YoY NEW(+1.6K)	All Managers (Combined)	$417.1K	0.0% ($417.1K/$3.7B)	QoQ -7.54% (-$34.0K) YoY NEW(+$417.1K)
American Healthcare REIT, Inc.(AHRcusip398182303)	13.7K	QoQ +40.97% (+4.0K) YoY NEW(+13.7K)	All Managers (Combined)	$415.6K	0.0% ($415.6K/$3.7B)	QoQ +50.29% (+$139.1K) YoY NEW(+$415.6K)
CONSOLIDATED EDISON INC(EDcusip209115104)	3.7K	QoQ +38.54% (+1.0K) YoY +58.45% (+1.4K)	All Managers (Combined)	$414.6K	0.0% ($414.6K/$3.7B)	QoQ +71.72% (+$173.2K) YoY +92.95% (+$199.7K)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.4K	QoQ +10.02% (+402) YoY +26.02% (+911)	All Managers (Combined)	$413.3K	0.0% ($413.3K/$3.7B)	QoQ +13.41% (+$48.9K) YoY +31.15% (+$98.2K)
(cusip293828877)✕	25.8K	QoQ NEW(+25.8K) YoY NEW(+25.8K)	All Managers (Combined)	$411.4K	0.0% ($411.4K/$3.7B)	QoQ NEW(+$411.4K) YoY NEW(+$411.4K)
(cusip46138E206)✕	17.2K	QoQ -1.64% (-288) YoY -2.55% (-451)	All Managers (Combined)	$410.6K	0.0% ($410.6K/$3.7B)	QoQ -5.03% (-$21.7K) YoY -6.54% (-$28.8K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	2.1K	QoQ +0.39% (-8) YoY +3.32% (+66)	All Managers (Combined)	$406.4K	0.0% ($406.4K/$3.7B)	QoQ -11.69% (-$53.8K) YoY +7.79% (+$29.4K)
Capitol Federal Financial, Inc.(CFFNcusip14057J101)	72.5K	QoQ 0.00% (-0) YoY +99.88% (+36.2K)	All Managers (Combined)	$406.2K	0.0% ($406.2K/$3.7B)	QoQ -5.24% (-$22.5K) YoY +87.81% (+$189.9K)
(cusip37954Y657)✕	21.2K	QoQ +7.82% (+1.5K) YoY NEW(+21.2K)	All Managers (Combined)	$404.0K	0.0% ($404.0K/$3.7B)	QoQ +5.22% (+$20.1K) YoY NEW(+$404.0K)