Wealthcare-Advisory-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "IVZ",
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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

Page 34 of 46

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78464A474

Shares:12.7K

Value:$381.9K

% of Portfolio:0.0% ($381.9K/$3.7B)

78468R788

Shares:8.6K

Value:$380.7K

% of Portfolio:0.0% ($380.7K/$3.7B)

46138E511

Shares:33.9K

Value:$380.3K

% of Portfolio:0.0% ($380.3K/$3.7B)

025072562

Shares:9.1K

Value:$378.6K

% of Portfolio:0.0% ($378.6K/$3.7B)

FORD MOTOR CO

F|345370860

Shares:37.5K

Value:$375.9K

% of Portfolio:0.0% ($375.9K/$3.7B)

72201R833

Shares:3.7K

Value:$375.0K

% of Portfolio:0.0% ($375.0K/$3.7B)

AES CORP

AES|00130H105

Shares:30.2K

Value:$375.0K

% of Portfolio:0.0% ($375.0K/$3.7B)

33734X184

Shares:9.1K

Value:$375.0K

% of Portfolio:0.0% ($375.0K/$3.7B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.4K

Value:$374.7K

% of Portfolio:0.0% ($374.7K/$3.7B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:2.2K

Value:$373.8K

% of Portfolio:0.0% ($373.8K/$3.7B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.7K

Value:$370.7K

% of Portfolio:0.0% ($370.7K/$3.7B)

46137V746

Shares:3.8K

Value:$368.1K

% of Portfolio:0.0% ($368.1K/$3.7B)

69374H634

Shares:8.9K

Value:$367.8K

% of Portfolio:0.0% ($367.8K/$3.7B)

Cloudflare, Inc.

NET|18915M107

Shares:3.3K

Value:$366.5K

% of Portfolio:0.0% ($366.5K/$3.7B)

S&P Global Inc.

SPGI|78409V104

Shares:721

Value:$366.2K

% of Portfolio:0.0% ($366.2K/$3.7B)

37954Y632

Shares:10.0K

Value:$362.4K

% of Portfolio:0.0% ($362.4K/$3.7B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:6.0K

Value:$359.1K

% of Portfolio:0.0% ($359.1K/$3.7B)

SHOPIFY INC.

SHOP|82509L107

Shares:3.8K

Value:$358.8K

% of Portfolio:0.0% ($358.8K/$3.7B)

INTUIT INC.

INTU|461202103

Shares:582

Value:$357.4K

% of Portfolio:0.0% ($357.4K/$3.7B)

25434V880

DFAX|25434V880

Shares:13.6K

Value:$356.7K

% of Portfolio:0.0% ($356.7K/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A474)✕	12.7K	QoQ +66.26% (+5.1K) YoY NEW(+12.7K)	All Managers (Combined)	$381.9K	0.0% ($381.9K/$3.7B)	QoQ +67.59% (+$154.0K) YoY NEW(+$381.9K)
(cusip78468R788)✕	8.6K	QoQ +6.81% (+549) YoY NEW(+8.6K)	All Managers (Combined)	$380.7K	0.0% ($380.7K/$3.7B)	QoQ +9.33% (+$32.5K) YoY NEW(+$380.7K)
(cusip46138E511)✕	33.9K	QoQ +1.41% (-473) YoY -1.42% (-491)	All Managers (Combined)	$380.3K	0.0% ($380.3K/$3.7B)	QoQ -1.30% (-$5.0K) YoY -6.90% (-$28.2K)
(cusip025072562)✕	9.1K	QoQ -5.41% (-524) YoY -45.73% (-7.7K)	All Managers (Combined)	$378.6K	0.0% ($378.6K/$3.7B)	QoQ -3.50% (-$13.7K) YoY -45.54% (-$316.7K)
FORD MOTOR CO(Fcusip345370860)	37.5K	QoQ -21.23% (-10.1K) YoY -41.57% (-26.7K)	All Managers (Combined)	$375.9K	0.0% ($375.9K/$3.7B)	QoQ -20.20% (-$95.2K) YoY -55.87% (-$475.9K)
(cusip72201R833)✕	3.7K	QoQ -31.47% (-1.7K) YoY -54.69% (-4.5K)	All Managers (Combined)	$375.0K	0.0% ($375.0K/$3.7B)	QoQ -31.28% (-$170.8K) YoY -54.65% (-$452.0K)
AES CORP(AEScusip00130H105)	30.2K	QoQ +23.94% (+5.8K) YoY NEW(+30.2K)	All Managers (Combined)	$375.0K	0.0% ($375.0K/$3.7B)	QoQ +19.61% (+$61.5K) YoY NEW(+$375.0K)
(cusip33734X184)✕	9.1K	QoQ -18.00% (-2.0K) YoY 0.00% (+0)	All Managers (Combined)	$375.0K	0.0% ($375.0K/$3.7B)	QoQ -11.10% (-$46.9K) YoY +26.33% (+$78.2K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.4K	QoQ -10.82% (-172) YoY +0.35% (+5)	All Managers (Combined)	$374.7K	0.0% ($374.7K/$3.7B)	QoQ -2.08% (-$8.0K) YoY +15.29% (+$49.7K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	2.2K	QoQ +9.16% (+182) YoY +19.39% (+352)	All Managers (Combined)	$373.8K	0.0% ($373.8K/$3.7B)	QoQ +26.40% (+$78.1K) YoY +49.88% (+$124.4K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.7K	QoQ +25.81% (+754) YoY NEW(+3.7K)	All Managers (Combined)	$370.7K	0.0% ($370.7K/$3.7B)	QoQ +42.09% (+$109.8K) YoY NEW(+$370.7K)
(cusip46137V746)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$368.1K	0.0% ($368.1K/$3.7B)	QoQ NEW(+$368.1K) YoY NEW(+$368.1K)
(cusip69374H634)✕	8.9K	QoQ +0.37% (+33) YoY -41.40% (-6.3K)	All Managers (Combined)	$367.8K	0.0% ($367.8K/$3.7B)	QoQ +3.73% (+$13.2K) YoY -24.04% (-$116.5K)
Cloudflare, Inc.(NETcusip18915M107)	3.3K	QoQ -7.58% (-267) YoY -10.16% (-368)	All Managers (Combined)	$366.5K	0.0% ($366.5K/$3.7B)	QoQ -3.28% (-$12.5K) YoY +4.54% (-$15.9K)
S&P Global Inc.(SPGIcusip78409V104)	721	QoQ +2.12% (+15) YoY +4.04% (+28)	All Managers (Combined)	$366.2K	0.0% ($366.2K/$3.7B)	QoQ +4.20% (+$14.8K) YoY +24.13% (+$71.2K)
(cusip37954Y632)✕	10.0K	QoQ +11.80% (+1.1K) YoY NEW(+10.0K)	All Managers (Combined)	$362.4K	0.0% ($362.4K/$3.7B)	QoQ +5.27% (+$18.1K) YoY NEW(+$362.4K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	6.0K	QoQ -2.79% (-173) YoY NEW(+6.0K)	All Managers (Combined)	$359.1K	0.0% ($359.1K/$3.7B)	QoQ +7.33% (-$24.5K) YoY NEW(+$359.1K)
SHOPIFY INC.(SHOPcusip82509L107)	3.8K	QoQ -11.78% (-502) YoY -13.38% (-581)	All Managers (Combined)	$358.8K	0.0% ($358.8K/$3.7B)	QoQ -20.80% (-$94.3K) YoY +7.13% (-$23.9K)
INTUIT INC.(INTUcusip461202103)	582	QoQ -11.95% (-79) YoY -26.60% (-211)	All Managers (Combined)	$357.4K	0.0% ($357.4K/$3.7B)	QoQ -13.95% (-$58.0K) YoY -30.63% (-$157.8K)
(DFAXcusip25434V880)	13.6K	QoQ -2.24% (-312) YoY +1.03% (+139)	All Managers (Combined)	$356.7K	0.0% ($356.7K/$3.7B)	QoQ +3.02% (-$10.5K) YoY +4.04% (+$13.9K)