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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JPMORGAN CHASE & CO

JPM|46625H100

Shares:52.4K

Value:$12.9M

% of Portfolio:0.3% ($12.9M/$3.7B)

VISA INC.

V|92826C839

Shares:36.6K

Value:$12.8M

% of Portfolio:0.3% ($12.8M/$3.7B)

EXXON MOBIL CORP

XOM|30231G102

Shares:104.6K

Value:$12.4M

% of Portfolio:0.3% ($12.4M/$3.7B)

464287622

IWB|464287622

Shares:39.5K

Value:$12.1M

% of Portfolio:0.3% ($12.1M/$3.7B)

922908629

VO|922908629

Shares:46.1K

Value:$11.9M

% of Portfolio:0.3% ($11.9M/$3.7B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:71.1K

Value:$11.8M

% of Portfolio:0.3% ($11.8M/$3.7B)

78464A508

SPYV|78464A508

Shares:229.0K

Value:$11.7M

% of Portfolio:0.3% ($11.7M/$3.7B)

464287507

IJH|464287507

Shares:197.1K

Value:$11.5M

% of Portfolio:0.3% ($11.5M/$3.7B)

69344A107

Shares:230.7K

Value:$11.5M

% of Portfolio:0.3% ($11.5M/$3.7B)

46434G764

EMXC|46434G764

Shares:206.8K

Value:$11.4M

% of Portfolio:0.3% ($11.4M/$3.7B)

025072877

Shares:124.5K

Value:$10.9M

% of Portfolio:0.3% ($10.9M/$3.7B)

97717Y634

Shares:283.2K

Value:$10.8M

% of Portfolio:0.3% ($10.8M/$3.7B)

41653L503

Shares:267.8K

Value:$10.3M

% of Portfolio:0.3% ($10.3M/$3.7B)

922908736

VUG|922908736

Shares:27.7K

Value:$10.3M

% of Portfolio:0.3% ($10.3M/$3.7B)

46435G326

Shares:144.0K

Value:$9.9M

% of Portfolio:0.3% ($9.9M/$3.7B)

46138G888

Shares:92.6K

Value:$9.8M

% of Portfolio:0.3% ($9.8M/$3.7B)

46432F339

QUAL|46432F339

Shares:57.1K

Value:$9.8M

% of Portfolio:0.3% ($9.8M/$3.7B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:230.7K

Value:$9.5M

% of Portfolio:0.3% ($9.5M/$3.7B)

46434V381

Shares:162.9K

Value:$9.4M

% of Portfolio:0.3% ($9.4M/$3.7B)

AbbVie Inc.

ABBV|00287Y109

Shares:43.9K

Value:$9.2M

% of Portfolio:0.2% ($9.2M/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	52.4K	QoQ -0.21% (-115) YoY +2.83% (+1.4K)	All Managers (Combined)	$12.9M	0.3% ($12.9M/$3.7B)	QoQ +2.10% (-$265.4K) YoY +25.93% (+$2.6M)
VISA INC.(Vcusip92826C839)	36.6K	QoQ +0.72% (+263) YoY +6.31% (+2.2K)	All Managers (Combined)	$12.8M	0.3% ($12.8M/$3.7B)	QoQ +11.69% (+$1.3M) YoY +33.51% (+$3.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	104.6K	QoQ +2.40% (+2.5K) YoY +19.44% (+17.0K)	All Managers (Combined)	$12.4M	0.3% ($12.4M/$3.7B)	QoQ +13.21% (+$1.5M) YoY +22.20% (+$2.3M)
(IWBcusip464287622)	39.5K	QoQ +48.23% (+12.9K) YoY +31.50% (+9.5K)	All Managers (Combined)	$12.1M	0.3% ($12.1M/$3.7B)	QoQ +41.13% (+$3.5M) YoY +40.04% (+$3.5M)
(VOcusip922908629)	46.1K	QoQ +12.62% (+5.2K) YoY +9.43% (+4.0K)	All Managers (Combined)	$11.9M	0.3% ($11.9M/$3.7B)	QoQ +10.27% (+$1.1M) YoY +13.27% (+$1.4M)
JOHNSON & JOHNSON(JNJcusip478160104)	71.1K	QoQ -1.78% (-1.3K) YoY -4.86% (-3.6K)	All Managers (Combined)	$11.8M	0.3% ($11.8M/$3.7B)	QoQ +12.62% (-$1.3M) YoY -0.26% (-$31.3K)
(SPYVcusip78464A508)	229.0K	QoQ +6.66% (+14.3K) YoY +33.46% (+57.4K)	All Managers (Combined)	$11.7M	0.3% ($11.7M/$3.7B)	QoQ +6.52% (+$716.1K) YoY +36.05% (+$3.1M)
(IJHcusip464287507)	197.1K	QoQ +1.67% (-3.2K) YoY -29.82% (-83.8K)	All Managers (Combined)	$11.5M	0.3% ($11.5M/$3.7B)	QoQ -4.78% (-$578.2K) YoY -32.58% (-$5.6M)
(cusip69344A107)✕	230.7K	QoQ +93.12% (+111.2K) YoY +352.87% (+179.7K)	All Managers (Combined)	$11.5M	0.3% ($11.5M/$3.7B)	QoQ +93.82% (+$5.6M) YoY +353.14% (+$8.9M)
(EMXCcusip46434G764)	206.8K	QoQ -0.67% (-1.4K) YoY +12.62% (+23.2K)	All Managers (Combined)	$11.4M	0.3% ($11.4M/$3.7B)	QoQ -1.32% (-$152.5K) YoY +7.77% (+$821.6K)
(cusip025072877)✕	124.5K	QoQ -5.66% (-7.5K) YoY +96.28% (+61.1K)	All Managers (Combined)	$10.9M	0.3% ($10.9M/$3.7B)	QoQ -14.80% (-$1.9M) YoY +82.58% (+$4.9M)
(cusip97717Y634)✕	283.2K	QoQ +1.29% (+3.6K) YoY +26.85% (+60.0K)	All Managers (Combined)	$10.8M	0.3% ($10.8M/$3.7B)	QoQ +9.51% (+$934.4K) YoY +30.00% (+$2.5M)
(cusip41653L503)✕	267.8K	QoQ +2.17% (+5.7K) YoY +85.70% (+123.6K)	All Managers (Combined)	$10.3M	0.3% ($10.3M/$3.7B)	QoQ +1.62% (+$164.5K) YoY +83.83% (+$4.7M)
(VUGcusip922908736)	27.7K	QoQ -1.53% (-431) YoY +51.90% (+9.4K)	All Managers (Combined)	$10.3M	0.3% ($10.3M/$3.7B)	QoQ -11.03% (-$1.3M) YoY +63.65% (+$4.0M)
(cusip46435G326)✕	144.0K	QoQ -1.54% (-2.3K) YoY +4438.63% (+140.8K)	All Managers (Combined)	$9.9M	0.3% ($9.9M/$3.7B)	QoQ +5.20% (-$491.1K) YoY +4557.63% (+$9.7M)
(cusip46138G888)✕	92.6K	QoQ +10.47% (+8.8K) YoY NEW(+92.6K)	All Managers (Combined)	$9.8M	0.3% ($9.8M/$3.7B)	QoQ +10.40% (+$921.2K) YoY NEW(+$9.8M)
(QUALcusip46432F339)	57.1K	QoQ -1.20% (-699) YoY +2.26% (+1.3K)	All Managers (Combined)	$9.8M	0.3% ($9.8M/$3.7B)	QoQ -5.19% (-$535.3K) YoY +6.33% (+$582.0K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	230.7K	QoQ -8.95% (-22.7K) YoY +5.30% (+11.6K)	All Managers (Combined)	$9.5M	0.3% ($9.5M/$3.7B)	QoQ -13.63% (-$1.5M) YoY +11.16% (+$953.4K)
(cusip46434V381)✕	162.9K	QoQ -2.59% (-4.3K) YoY -23.85% (-51.0K)	All Managers (Combined)	$9.4M	0.3% ($9.4M/$3.7B)	QoQ -6.01% (-$600.7K) YoY -26.48% (-$3.4M)
AbbVie Inc.(ABBVcusip00287Y109)	43.9K	QoQ +1.53% (+664) YoY +2.48% (+1.1K)	All Managers (Combined)	$9.2M	0.2% ($9.2M/$3.7B)	QoQ +19.71% (+$1.5M) YoY +17.91% (+$1.4M)