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 37 of 46

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Johnson Controls International plc

JCI|G51502105

Shares:4.0K

Value:$319.0K

% of Portfolio:0.0% ($319.0K/$3.7B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:3.9K

Value:$318.7K

% of Portfolio:0.0% ($318.7K/$3.7B)

72201R866

Shares:6.2K

Value:$318.5K

% of Portfolio:0.0% ($318.5K/$3.7B)

SAP SE

SAP|803054204

Shares:1.2K

Value:$317.0K

% of Portfolio:0.0% ($317.0K/$3.7B)

BLACKROCK CREDIT ALLOCATION INCOME TRUST

BTZ|092508100

Shares:29.5K

Value:$315.9K

% of Portfolio:0.0% ($315.9K/$3.7B)

26923G806

Shares:4.9K

Value:$315.7K

% of Portfolio:0.0% ($315.7K/$3.7B)

46137V779

Shares:4.7K

Value:$315.6K

% of Portfolio:0.0% ($315.6K/$3.7B)

PEOPLES BANCORP INC

PEBO|709789101

Shares:10.6K

Value:$314.9K

% of Portfolio:0.0% ($314.9K/$3.7B)

78463X756

Shares:5.6K

Value:$314.4K

% of Portfolio:0.0% ($314.4K/$3.7B)

00214Q302

Shares:15.1K

Value:$313.2K

% of Portfolio:0.0% ($313.2K/$3.7B)

46431W507

Shares:6.2K

Value:$313.2K

% of Portfolio:0.0% ($313.2K/$3.7B)

92204A876

Shares:1.8K

Value:$313.2K

% of Portfolio:0.0% ($313.2K/$3.7B)

Diamondback Energy, Inc.

FANG|25278X109

Shares:2.0K

Value:$313.1K

% of Portfolio:0.0% ($313.1K/$3.7B)

46434V407

Shares:7.4K

Value:$312.8K

% of Portfolio:0.0% ($312.8K/$3.7B)

45409B800

Shares:9.1K

Value:$310.5K

% of Portfolio:0.0% ($310.5K/$3.7B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:2.3K

Value:$310.2K

% of Portfolio:0.0% ($310.2K/$3.7B)

Gitlab Inc.

GTLB|37637K108

Shares:6.6K

Value:$309.2K

% of Portfolio:0.0% ($309.2K/$3.7B)

UMH PROPERTIES, INC.

UMH|903002103

Shares:16.5K

Value:$308.3K

% of Portfolio:0.0% ($308.3K/$3.7B)

Nuveen Preferred Securities & Income Opportunities Fund

JPI|67075A106

Shares:15.7K

Value:$308.0K

% of Portfolio:0.0% ($308.0K/$3.7B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:882

Value:$308.0K

% of Portfolio:0.0% ($308.0K/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Johnson Controls International plc(JCIcusipG51502105)	4.0K	QoQ +8.97% (+328) YoY +17.46% (+592)	All Managers (Combined)	$319.0K	0.0% ($319.0K/$3.7B)	QoQ +10.58% (+$30.5K) YoY +44.02% (+$97.5K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	3.9K	QoQ +2.65% (+102) YoY +40.68% (+1.1K)	All Managers (Combined)	$318.7K	0.0% ($318.7K/$3.7B)	QoQ +5.98% (+$18.0K) YoY +24.91% (+$63.6K)
(cusip72201R866)✕	6.2K	QoQ 0.00% (-0) YoY +19.93% (+1.0K)	All Managers (Combined)	$318.5K	0.0% ($318.5K/$3.7B)	QoQ -0.34% (-$1.1K) YoY +17.83% (+$48.2K)
SAP SE(SAPcusip803054204)	1.2K	QoQ -10.05% (-132) YoY NEW(+1.2K)	All Managers (Combined)	$317.0K	0.0% ($317.0K/$3.7B)	QoQ -1.90% (-$6.2K) YoY NEW(+$317.0K)
BLACKROCK CREDIT ALLOCATION INCOME TRUST(BTZcusip092508100)	29.5K	QoQ NEW(+29.5K) YoY NEW(+29.5K)	All Managers (Combined)	$315.9K	0.0% ($315.9K/$3.7B)	QoQ NEW(+$315.9K) YoY NEW(+$315.9K)
(cusip26923G806)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$315.7K	0.0% ($315.7K/$3.7B)	QoQ NEW(+$315.7K) YoY NEW(+$315.7K)
(cusip46137V779)✕	4.7K	QoQ -29.47% (-2.0K) YoY -47.06% (-4.2K)	All Managers (Combined)	$315.6K	0.0% ($315.6K/$3.7B)	QoQ -37.28% (-$187.6K) YoY -52.39% (-$347.4K)
PEOPLES BANCORP INC(PEBOcusip709789101)	10.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$314.9K	0.0% ($314.9K/$3.7B)	QoQ -6.40% (-$21.6K) YoY +0.16% (+$531)
(cusip78463X756)✕	5.6K	QoQ +1.70% (-93) YoY -3.19% (-183)	All Managers (Combined)	$314.4K	0.0% ($314.4K/$3.7B)	QoQ -1.73% (-$5.5K) YoY -1.75% (-$5.6K)
(cusip00214Q302)✕	15.1K	QoQ -5.12% (-815) YoY NEW(+15.1K)	All Managers (Combined)	$313.2K	0.0% ($313.2K/$3.7B)	QoQ -16.34% (-$61.2K) YoY NEW(+$313.2K)
(cusip46431W507)✕	6.2K	QoQ +10.40% (+580) YoY +26.66% (+1.3K)	All Managers (Combined)	$313.2K	0.0% ($313.2K/$3.7B)	QoQ +11.21% (+$31.6K) YoY +27.69% (+$67.9K)
(cusip92204A876)✕	1.8K	QoQ +16.15% (+255) YoY -33.87% (-939)	All Managers (Combined)	$313.2K	0.0% ($313.2K/$3.7B)	QoQ +21.46% (+$55.3K) YoY -20.76% (-$82.1K)
Diamondback Energy, Inc.(FANGcusip25278X109)	2.0K	QoQ +2.78% (+53) YoY +66.63% (+783)	All Managers (Combined)	$313.1K	0.0% ($313.1K/$3.7B)	QoQ +0.32% (+$1.0K) YoY +34.49% (+$80.3K)
(cusip46434V407)✕	7.4K	QoQ +36.09% (+2.0K) YoY NEW(+7.4K)	All Managers (Combined)	$312.8K	0.0% ($312.8K/$3.7B)	QoQ +35.82% (+$82.5K) YoY NEW(+$312.8K)
(cusip45409B800)✕	9.1K	QoQ -30.88% (-4.0K) YoY -68.55% (-19.7K)	All Managers (Combined)	$310.5K	0.0% ($310.5K/$3.7B)	QoQ -28.07% (-$121.2K) YoY -65.73% (-$595.7K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	2.3K	QoQ -11.12% (-282) YoY -19.25% (-537)	All Managers (Combined)	$310.2K	0.0% ($310.2K/$3.7B)	QoQ +3.50% (-$10.5K) YoY -0.62% (-$1.9K)
Gitlab Inc.(GTLBcusip37637K108)	6.6K	QoQ +19.31% (-1.1K) YoY NEW(+6.6K)	All Managers (Combined)	$309.2K	0.0% ($309.2K/$3.7B)	QoQ -0.48% (-$1.5K) YoY NEW(+$309.2K)
UMH PROPERTIES, INC.(UMHcusip903002103)	16.5K	QoQ +3.50% (+559) YoY +5.59% (+873)	All Managers (Combined)	$308.3K	0.0% ($308.3K/$3.7B)	QoQ +2.52% (+$7.6K) YoY +21.58% (+$54.7K)
Nuveen Preferred Securities & Income Opportunities Fund(JPIcusip67075A106)	15.7K	QoQ -6.65% (-1.1K) YoY -20.15% (-4.0K)	All Managers (Combined)	$308.0K	0.0% ($308.0K/$3.7B)	QoQ -6.32% (-$20.8K) YoY -18.37% (-$69.4K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	882	QoQ +18.38% (+137) YoY +32.63% (+217)	All Managers (Combined)	$308.0K	0.0% ($308.0K/$3.7B)	QoQ +21.64% (+$54.8K) YoY +33.26% (+$76.9K)