Wealthcare Advisory Partners LLC

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: 0001683059
Manager Name: Wealthcare Advisory Partners LLC

Data Enrichment

55% identified

498 identified405 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

903 positions • $3,727,560.34K total value

903 positions

Manager:

SEC FilingSEC DataHachi Filing

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921932844

2584(+12.9%)

Value:

$237.9M(+8.7%)

921910725

VSGX|921910725

4033(-1.9%)

Value:

$237.8M(+2.1%)

33739E108

13508(+11.8%)

Value:

$237.6M(+11.1%)

92204A306

VDE|92204A306

1819(-7.6%)

Value:

$235.9M(-1.3%)

464287879

2420(-2.9%)

Value:

$235.9M(-12.8%)

25434V807

5971

Value:

$235.0M

Confluent, Inc.

CFLT|20717M103

10016(-1.6%)

Value:

$234.8M(-17.5%)

78463X772

6116(-1.1%)

Value:

$234.6M(+8.5%)

WATERS CORP /DE/

WAT|941848103

635(+3.1%)

Value:

$234.0M(+2.4%)

87283Q107

6075(+5.2%)

Value:

$231.4M(-4.8%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

905(-9.5%)

Value:

$230.2M(-23.4%)

WELLTOWER INC.

WELL|95040Q104

1500

Value:

$229.8M

Vistra Corp.

VST|92840M102

1955(+12.9%)

Value:

$229.6M(-3.8%)

78463X194

6444(+0.0%)

Value:

$227.9M(-2.5%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

470(+7.5%)

Value:

$227.6M(-2.1%)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

3647(-2.1%)

Value:

$227.0M(-2.3%)

003261203

6636(-3.6%)

Value:

$226.5M(+5.0%)

92189F601

3091(+4.4%)

Value:

$226.5M(-6.0%)

33738R308

10319(+3.6%)

Value:

$225.6M(-2.7%)

Bank of New York Mellon Corp

BK|064058100

2680(+1.4%)

Value:

$224.7M(+10.7%)

Instrument	Shares		Other Manager	Value
(cusip921932844)✕	2.6K	QoQ +12.88% (+295) YoY NEW(+2.6K)	All Managers (Combined)	$237.9K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +10.71% (+$21.8K) YoY NEW(+$224.7K)