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

Page 42 of 46

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921932844

Shares:2.6K

Value:$237.9K

% of Portfolio:0.0% ($237.9K/$3.7B)

921910725

VSGX|921910725

Shares:4.0K

Value:$237.8K

% of Portfolio:0.0% ($237.8K/$3.7B)

33739E108

Shares:13.5K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$3.7B)

92204A306

VDE|92204A306

Shares:1.8K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$3.7B)

464287879

Shares:2.4K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$3.7B)

25434V807

Shares:6.0K

Value:$235.0K

% of Portfolio:0.0% ($235.0K/$3.7B)

Confluent, Inc.

CFLT|20717M103

Shares:10.0K

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$3.7B)

78463X772

Shares:6.1K

Value:$234.6K

% of Portfolio:0.0% ($234.6K/$3.7B)

WATERS CORP /DE/

WAT|941848103

Shares:635

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$3.7B)

87283Q107

Shares:6.1K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$3.7B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:905

Value:$230.2K

% of Portfolio:0.0% ($230.2K/$3.7B)

WELLTOWER INC.

WELL|95040Q104

Shares:1.5K

Value:$229.8K

% of Portfolio:0.0% ($229.8K/$3.7B)

Vistra Corp.

VST|92840M102

Shares:2.0K

Value:$229.6K

% of Portfolio:0.0% ($229.6K/$3.7B)

78463X194

Shares:6.4K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$3.7B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:470

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$3.7B)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

Shares:3.6K

Value:$227.0K

% of Portfolio:0.0% ($227.0K/$3.7B)

003261203

Shares:6.6K

Value:$226.5K

% of Portfolio:0.0% ($226.5K/$3.7B)

92189F601

Shares:3.1K

Value:$226.5K

% of Portfolio:0.0% ($226.5K/$3.7B)

33738R308

Shares:10.3K

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$3.7B)

Bank of New York Mellon Corp

BK|064058100

Shares:2.7K

Value:$224.7K

% of Portfolio:0.0% ($224.7K/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip921932844)✕	2.6K	QoQ +12.88% (+295) YoY NEW(+2.6K)	All Managers (Combined)	$237.9K	0.0% ($237.9K/$3.7B)	QoQ +8.73% (+$19.1K) YoY NEW(+$237.9K)
(VSGXcusip921910725)	4.0K	QoQ -1.87% (-77) YoY NEW(+4.0K)	All Managers (Combined)	$237.8K	0.0% ($237.8K/$3.7B)	QoQ +2.06% (-$4.8K) YoY NEW(+$237.8K)
(cusip33739E108)✕	13.5K	QoQ +11.83% (+1.4K) YoY NEW(+13.5K)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$3.7B)	QoQ +11.14% (+$23.8K) YoY NEW(+$237.6K)
(VDEcusip92204A306)	1.8K	QoQ -7.61% (-150) YoY -46.15% (-1.6K)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$3.7B)	QoQ -1.26% (-$3.0K) YoY -46.97% (-$209.0K)
(cusip464287879)✕	2.4K	QoQ -2.85% (-71) YoY -10.70% (-290)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$3.7B)	QoQ -12.83% (-$34.7K) YoY -15.29% (-$42.6K)
(cusip25434V807)✕	6.0K	QoQ NEW(+6.0K) YoY -20.03% (-1.5K)	All Managers (Combined)	$235.0K	0.0% ($235.0K/$3.7B)	QoQ NEW(+$235.0K) YoY -14.35% (-$39.4K)
Confluent, Inc.(CFLTcusip20717M103)	10.0K	QoQ -1.59% (-162) YoY NEW(+10.0K)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$3.7B)	QoQ -17.50% (-$49.8K) YoY NEW(+$234.8K)
(cusip78463X772)✕	6.1K	QoQ -1.13% (-70) YoY NEW(+6.1K)	All Managers (Combined)	$234.6K	0.0% ($234.6K/$3.7B)	QoQ +8.48% (-$18.3K) YoY NEW(+$234.6K)
WATERS CORP /DE/(WATcusip941848103)	635	QoQ +3.08% (+19) YoY +0.15% (+1)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$3.7B)	QoQ +2.41% (+$5.5K) YoY +7.23% (+$15.8K)
(cusip87283Q107)✕	6.1K	QoQ +5.19% (-300) YoY NEW(+6.1K)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$3.7B)	QoQ -4.84% (-$11.8K) YoY NEW(+$231.4K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	905	QoQ -9.50% (-95) YoY -4.83% (-46)	All Managers (Combined)	$230.2K	0.0% ($230.2K/$3.7B)	QoQ -23.39% (-$70.3K) YoY -22.24% (-$65.9K)
WELLTOWER INC.(WELLcusip95040Q104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$229.8K	0.0% ($229.8K/$3.7B)	QoQ NEW(+$229.8K) YoY NEW(+$229.8K)
Vistra Corp.(VSTcusip92840M102)	2.0K	QoQ +12.94% (-224) YoY NEW(+2.0K)	All Managers (Combined)	$229.6K	0.0% ($229.6K/$3.7B)	QoQ -3.78% (-$9.0K) YoY NEW(+$229.6K)
(cusip78463X194)✕	6.4K	QoQ 0.00% (-0) YoY NEW(+6.4K)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$3.7B)	QoQ -2.53% (-$5.9K) YoY NEW(+$227.9K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	470	QoQ +7.55% (-33) YoY NEW(+470)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$3.7B)	QoQ -2.14% (-$5.0K) YoY NEW(+$227.6K)
COMMERCE BANCSHARES INC /MO/(CBSHcusip200525103)	3.6K	QoQ -2.14% (-80) YoY NEW(+3.6K)	All Managers (Combined)	$227.0K	0.0% ($227.0K/$3.7B)	QoQ -2.27% (-$5.3K) YoY NEW(+$227.0K)
(cusip003261203)✕	6.6K	QoQ -3.63% (-250) YoY NEW(+6.6K)	All Managers (Combined)	$226.5K	0.0% ($226.5K/$3.7B)	QoQ +4.98% (-$10.7K) YoY NEW(+$226.5K)
(cusip92189F601)✕	3.1K	QoQ +4.39% (-130) YoY NEW(+3.1K)	All Managers (Combined)	$226.5K	0.0% ($226.5K/$3.7B)	QoQ -5.96% (-$14.4K) YoY NEW(+$226.5K)
(cusip33738R308)✕	10.3K	QoQ +3.56% (-355) YoY NEW(+10.3K)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$3.7B)	QoQ -2.70% (-$6.3K) YoY NEW(+$225.6K)
Bank of New York Mellon Corp(BKcusip064058100)	2.7K	QoQ +1.43% (+38) YoY NEW(+2.7K)	All Managers (Combined)	$224.7K	0.0% ($224.7K/$3.7B)	QoQ +10.71% (+$21.8K) YoY NEW(+$224.7K)