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

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464287465

EFA|464287465

Shares:87.8K

Value:$7.2M

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

97717Y568

Shares:172.7K

Value:$7.1M

% of Portfolio:0.2% ($7.1M/$3.7B)

46138G649

Shares:36.4K

Value:$7.0M

% of Portfolio:0.2% ($7.0M/$3.7B)

46090A887

Shares:135.9K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$3.7B)

464288158

Shares:64.3K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$3.7B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:7.2K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$3.7B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:61.6K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$3.7B)

92206C847

VGLT|92206C847

Shares:114.8K

Value:$6.6M

% of Portfolio:0.2% ($6.6M/$3.7B)

33738R506

Shares:112.3K

Value:$6.6M

% of Portfolio:0.2% ($6.6M/$3.7B)

78468R663

Shares:69.2K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$3.7B)

922908751

VB|922908751

Shares:28.4K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$3.7B)

Walmart Inc.

WMT|931142103

Shares:71.2K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$3.7B)

46138G698

Shares:61.0K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$3.7B)

464287614

IWF|464287614

Shares:16.7K

Value:$6.0M

% of Portfolio:0.2% ($6.0M/$3.7B)

14019W109

Shares:244.2K

Value:$6.0M

% of Portfolio:0.2% ($6.0M/$3.7B)

81369Y803

XLK|81369Y803

Shares:28.7K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$3.7B)

PROCTER & GAMBLE Co

PG|742718109

Shares:34.6K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$3.7B)

SPDR GOLD TRUST

GLD|78463V107

Shares:20.3K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$3.7B)

46432F842

IEFA|46432F842

Shares:76.8K

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$3.7B)

Alphabet Inc.

GOOG|02079K107

Shares:35.9K

Value:$5.6M

% of Portfolio:0.2% ($5.6M/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFAcusip464287465)	87.8K	QoQ +0.41% (+366) YoY +8.22% (+6.7K)	All Managers (Combined)	$7.2M	0.2% ($7.2M/$3.7B)	QoQ +8.54% (+$565.3K) YoY +10.76% (+$697.7K)
(cusip97717Y568)✕	172.7K	QoQ -2.84% (-5.1K) YoY -11.11% (-21.6K)	All Managers (Combined)	$7.1M	0.2% ($7.1M/$3.7B)	QoQ +7.52% (-$496.0K) YoY +15.59% (-$956.3K)
(cusip46138G649)✕	36.4K	QoQ +9.55% (+3.2K) YoY +19.03% (+5.8K)	All Managers (Combined)	$7.0M	0.2% ($7.0M/$3.7B)	QoQ +0.47% (+$33.5K) YoY +25.76% (+$1.4M)
(cusip46090A887)✕	135.9K	QoQ +29.08% (+30.6K) YoY +643.80% (+117.6K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$3.7B)	QoQ +29.10% (+$1.5M) YoY +647.23% (+$5.9M)
(cusip464288158)✕	64.3K	QoQ -12.09% (-8.8K) YoY +21.01% (+11.2K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$3.7B)	QoQ -11.99% (-$925.0K) YoY +22.02% (+$1.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	7.2K	QoQ -1.96% (-144) YoY +14.09% (+886)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$3.7B)	QoQ +1.19% (-$80.1K) YoY +47.29% (+$2.2M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	61.6K	QoQ +6.26% (-3.6K) YoY +34.95% (-16.0K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$3.7B)	QoQ -7.31% (-$534.8K) YoY -0.13% (-$8.9K)
(VGLTcusip92206C847)	114.8K	QoQ +7.71% (+8.2K) YoY +43.05% (+34.5K)	All Managers (Combined)	$6.6M	0.2% ($6.6M/$3.7B)	QoQ +12.11% (+$714.5K) YoY +39.11% (+$1.9M)
(cusip33738R506)✕	112.3K	QoQ +28.43% (+24.9K) YoY +197.25% (+74.5K)	All Managers (Combined)	$6.6M	0.2% ($6.6M/$3.7B)	QoQ +27.13% (+$1.4M) YoY +209.79% (+$4.5M)
(cusip78468R663)✕	69.2K	QoQ -1.91% (-1.3K) YoY -46.22% (-59.5K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$3.7B)	QoQ -1.58% (-$102.5K) YoY -46.26% (-$5.5M)
(VBcusip922908751)	28.4K	QoQ +35.64% (+7.5K) YoY +36.22% (+7.5K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$3.7B)	QoQ +25.18% (+$1.3M) YoY +32.14% (+$1.5M)
Walmart Inc.(WMTcusip931142103)	71.2K	QoQ -1.02% (-737) YoY +1.71% (+1.2K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$3.7B)	QoQ -3.82% (-$249.0K) YoY +48.40% (+$2.0M)
(cusip46138G698)✕	61.0K	QoQ +4.89% (+2.8K) YoY +67.92% (+24.7K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$3.7B)	QoQ +6.41% (+$365.2K) YoY +77.97% (+$2.7M)
(IWFcusip464287614)	16.7K	QoQ +8.34% (-1.3K) YoY +44.75% (+5.2K)	All Managers (Combined)	$6.0M	0.2% ($6.0M/$3.7B)	QoQ -2.57% (-$159.6K) YoY +55.07% (+$2.1M)
(cusip14019W109)✕	244.2K	QoQ +11.49% (+25.2K) YoY +51.14% (+82.6K)	All Managers (Combined)	$6.0M	0.2% ($6.0M/$3.7B)	QoQ +10.64% (+$574.9K) YoY +43.52% (+$1.8M)
(XLKcusip81369Y803)	28.7K	QoQ +5.62% (-1.5K) YoY -24.41% (-9.3K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$3.7B)	QoQ -6.20% (-$392.0K) YoY -25.07% (-$2.0M)
PROCTER & GAMBLE Co(PGcusip742718109)	34.6K	QoQ +3.40% (+1.1K) YoY +6.33% (+2.1K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$3.7B)	QoQ +5.11% (+$286.4K) YoY +11.68% (+$616.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	20.3K	QoQ +8.71% (+1.6K) YoY +114.58% (+10.9K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$3.7B)	QoQ +29.36% (+$1.3M) YoY +200.55% (+$3.9M)
(IEFAcusip46432F842)	76.8K	QoQ -2.02% (-1.6K) YoY +90.14% (+36.4K)	All Managers (Combined)	$5.8M	0.2% ($5.8M/$3.7B)	QoQ +5.46% (-$301.2K) YoY +93.80% (+$2.8M)
Alphabet Inc.(GOOGcusip02079K107)	35.9K	QoQ +12.47% (-4.0K) YoY +22.82% (+6.7K)	All Managers (Combined)	$5.6M	0.2% ($5.6M/$3.7B)	QoQ -7.72% (-$469.6K) YoY +26.02% (+$1.2M)