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 5 of 46

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97717X669

Shares:111.8K

Value:$8.9M

% of Portfolio:0.2% ($8.9M/$3.7B)

Alphabet Inc.

GOOGL|02079K305

Shares:56.9K

Value:$8.8M

% of Portfolio:0.2% ($8.8M/$3.7B)

33740F862

Shares:192.5K

Value:$8.8M

% of Portfolio:0.2% ($8.8M/$3.7B)

33741X102

Shares:261.0K

Value:$8.7M

% of Portfolio:0.2% ($8.7M/$3.7B)

ELI LILLY & Co

LLY|532457108

Shares:10.6K

Value:$8.7M

% of Portfolio:0.2% ($8.7M/$3.7B)

14020Y102

Shares:381.6K

Value:$8.6M

% of Portfolio:0.2% ($8.6M/$3.7B)

78464A409

SPYG|78464A409

Shares:100.3K

Value:$8.1M

% of Portfolio:0.2% ($8.1M/$3.7B)

Meta Platforms, Inc.

META|30303M102

Shares:13.9K

Value:$8.0M

% of Portfolio:0.2% ($8.0M/$3.7B)

14020V108

Shares:234.5K

Value:$7.8M

% of Portfolio:0.2% ($7.8M/$3.7B)

464288877

Shares:131.1K

Value:$7.7M

% of Portfolio:0.2% ($7.7M/$3.7B)

808524201

SCHX|808524201

Shares:349.5K

Value:$7.7M

% of Portfolio:0.2% ($7.7M/$3.7B)

464289438

Shares:36.1K

Value:$7.6M

% of Portfolio:0.2% ($7.6M/$3.7B)

78464A201

Shares:91.7K

Value:$7.6M

% of Portfolio:0.2% ($7.6M/$3.7B)

381430107

GSIE|381430107

Shares:213.3K

Value:$7.6M

% of Portfolio:0.2% ($7.6M/$3.7B)

Broadcom Inc.

AVGO|11135F101

Shares:45.4K

Value:$7.6M

% of Portfolio:0.2% ($7.6M/$3.7B)

35473P801

Shares:131.6K

Value:$7.4M

% of Portfolio:0.2% ($7.4M/$3.7B)

33939L407

Shares:188.9K

Value:$7.3M

% of Portfolio:0.2% ($7.3M/$3.7B)

46435U713

Shares:159.7K

Value:$7.2M

% of Portfolio:0.2% ($7.2M/$3.7B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:9

Value:$7.2M

% of Portfolio:0.2% ($7.2M/$3.7B)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:362.8K

Value:$7.2M

% of Portfolio:0.2% ($7.2M/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717X669)✕	111.8K	QoQ +14.00% (+13.7K) YoY +80.25% (+49.8K)	All Managers (Combined)	$8.9M	0.2% ($8.9M/$3.7B)	QoQ +12.50% (+$992.0K) YoY +88.93% (+$4.2M)
Alphabet Inc.(GOOGLcusip02079K305)	56.9K	QoQ +3.86% (-2.1K) YoY +9.31% (+4.8K)	All Managers (Combined)	$8.8M	0.2% ($8.8M/$3.7B)	QoQ -15.15% (-$1.6M) YoY +12.00% (+$942.8K)
(cusip33740F862)✕	192.5K	QoQ -13.25% (-29.4K) YoY NEW(+192.5K)	All Managers (Combined)	$8.8M	0.2% ($8.8M/$3.7B)	QoQ -15.21% (-$1.6M) YoY NEW(+$8.8M)
(cusip33741X102)✕	261.0K	QoQ +35.16% (+67.9K) YoY +91.77% (+124.9K)	All Managers (Combined)	$8.7M	0.2% ($8.7M/$3.7B)	QoQ +26.30% (+$1.8M) YoY +84.50% (+$4.0M)
ELI LILLY & Co(LLYcusip532457108)	10.6K	QoQ +8.50% (+829) YoY +19.68% (+1.7K)	All Managers (Combined)	$8.7M	0.2% ($8.7M/$3.7B)	QoQ +16.09% (+$1.2M) YoY +27.06% (+$1.9M)
(cusip14020Y102)✕	381.6K	QoQ +13.31% (+44.8K) YoY +167.66% (+239.0K)	All Managers (Combined)	$8.6M	0.2% ($8.6M/$3.7B)	QoQ +14.59% (+$1.1M) YoY +167.54% (+$5.4M)
(SPYGcusip78464A409)	100.3K	QoQ -0.63% (-644) YoY -0.57% (-581)	All Managers (Combined)	$8.1M	0.2% ($8.1M/$3.7B)	QoQ -9.14% (-$811.7K) YoY +9.23% (-$681.6K)
Meta Platforms, Inc.(METAcusip30303M102)	13.9K	QoQ -1.91% (-272) YoY +17.79% (+2.1K)	All Managers (Combined)	$8.0M	0.2% ($8.0M/$3.7B)	QoQ -3.45% (-$286.7K) YoY +39.81% (+$2.3M)
(cusip14020V108)✕	234.5K	QoQ +0.32% (-755) YoY +5.97% (+13.2K)	All Managers (Combined)	$7.8M	0.2% ($7.8M/$3.7B)	QoQ -4.18% (-$341.8K) YoY +13.59% (+$937.4K)
(cusip464288877)✕	131.1K	QoQ -0.51% (-676) YoY +10.00% (+11.9K)	All Managers (Combined)	$7.7M	0.2% ($7.7M/$3.7B)	QoQ +11.75% (-$812.5K) YoY +19.18% (+$1.2M)
(SCHXcusip808524201)	349.5K	QoQ -1.30% (-4.6K) YoY +29.08% (-78.7K)	All Managers (Combined)	$7.7M	0.2% ($7.7M/$3.7B)	QoQ -5.98% (-$491.5K) YoY -54.07% (-$9.1M)
(cusip464289438)✕	36.1K	QoQ -66.51% (-71.7K) YoY -71.02% (-88.5K)	All Managers (Combined)	$7.6M	0.2% ($7.6M/$3.7B)	QoQ -69.97% (-$17.8M) YoY -68.67% (-$16.7M)
(cusip78464A201)✕	91.7K	QoQ -3.61% (-3.4K) YoY -12.47% (-13.1K)	All Managers (Combined)	$7.6M	0.2% ($7.6M/$3.7B)	QoQ -11.45% (-$984.3K) YoY -16.72% (-$1.5M)
(GSIEcusip381430107)	213.3K	QoQ +9.50% (+18.5K) YoY +22.06% (+38.6K)	All Managers (Combined)	$7.6M	0.2% ($7.6M/$3.7B)	QoQ +17.09% (+$1.1M) YoY +26.91% (+$1.6M)
Broadcom Inc.(AVGOcusip11135F101)	45.4K	QoQ +4.45% (-1.9K) YoY +1104.83% (+41.6K)	All Managers (Combined)	$7.6M	0.2% ($7.6M/$3.7B)	QoQ -24.56% (-$2.5M) YoY +52.21% (+$2.6M)
(cusip35473P801)✕	131.6K	QoQ +0.32% (-427) YoY +1.39% (+1.8K)	All Managers (Combined)	$7.4M	0.2% ($7.4M/$3.7B)	QoQ -3.43% (-$264.5K) YoY +7.47% (+$516.5K)
(cusip33939L407)✕	188.9K	QoQ +13.01% (+21.8K) YoY -5.85% (-11.8K)	All Managers (Combined)	$7.3M	0.2% ($7.3M/$3.7B)	QoQ +20.62% (+$1.3M) YoY -11.03% (-$909.7K)
(cusip46435U713)✕	159.7K	QoQ -9.48% (-16.7K) YoY NEW(+159.7K)	All Managers (Combined)	$7.2M	0.2% ($7.2M/$3.7B)	QoQ -11.87% (-$969.6K) YoY NEW(+$7.2M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	9	QoQ +12.50% (+1) YoY +350.00% (+7)	All Managers (Combined)	$7.2M	0.2% ($7.2M/$3.7B)	QoQ +31.91% (+$1.7M) YoY +466.32% (+$5.9M)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	362.8K	QoQ +7.24% (+24.5K) YoY +36.04% (+96.1K)	All Managers (Combined)	$7.2M	0.2% ($7.2M/$3.7B)	QoQ +15.78% (+$979.3K) YoY +39.63% (+$2.0M)