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

Search and click to pin securities to the top

Page 7 of 46

Sort by:

81369Y704

42599(-0.5%)

Value:

$5.6B(-1.1%)

922908611

VBR|922908611

29910(-11.3%)

Value:

$5.6B(-16.6%)

19762B202

186499(+35.4%)

Value:

$5.5B(+35.1%)

922907746

VTEB|922907746

110981(-5.7%)

Value:

$5.5B(-6.7%)

46137V167

55397(-0.1%)

Value:

$5.5B(-11.3%)

46654Q203

104301(+17.6%)

Value:

$5.4B(+8.0%)

14020Y201

200336(+2.5%)

Value:

$5.4B(+2.1%)

ORACLE CORP

ORCL|68389X105

38341(+9.3%)

Value:

$5.4B(-8.3%)

92204A504

VHT|92204A504

20202(+0.7%)

Value:

$5.3B(+5.1%)

46434G103

IEMG|46434G103

98954(+1.6%)

Value:

$5.3B(+5.0%)

33734H106

117091(-12.8%)

Value:

$5.2B(-10.9%)

Apollo Global Management, Inc.

APO|03769M106

37935(-7.4%)

Value:

$5.2B(-23.2%)

921946794

VYMI|921946794

69402(+17.2%)

Value:

$5.1B(+27.2%)

46137V472

55038(-18.4%)

Value:

$5.0B(-24.2%)

464289511

99700(-0.3%)

Value:

$5.0B(+1.4%)

464288570

48223(+15.0%)

Value:

$4.9B(+6.8%)

46138E628

78423(+2112.2%)

Value:

$4.9B(+2024.7%)

CISCO SYSTEMS, INC.

CSCO|17275R102

79471(+6.3%)

Value:

$4.9B(+10.8%)

WASTE MANAGEMENT INC

WM|94106L109

21180(+1.2%)

Value:

$4.9B(+16.1%)

37954Y673

129430(+10.1%)

Value:

$4.9B(+2.8%)

Instrument	Shares		Other Manager	Value
(cusip81369Y704)✕	42.6K	QoQ -0.54% (-232) YoY -2.70% (-1.2K)	All Managers (Combined)	$5.6M	QoQ -1.06% (-$59.9K) YoY +1.24% (-$68.6K)
(VBRcusip922908611)	29.9K	QoQ -11.26% (-3.8K) YoY +65.49% (+11.8K)	All Managers (Combined)	$5.6M	QoQ -16.59% (-$1.1M) YoY +60.67% (+$2.1M)
(cusip19762B202)✕	186.5K	QoQ +35.40% (+48.8K) YoY +62.21% (+71.5K)	All Managers (Combined)	$5.5M	QoQ +35.10% (+$1.4M) YoY +54.05% (+$1.9M)
(VTEBcusip922907746)	111.0K	QoQ -5.69% (-6.7K) YoY +150.70% (+66.7K)	All Managers (Combined)	$5.5M	QoQ -6.65% (-$392.9K) YoY +145.85% (+$3.3M)
(cusip46137V167)✕	55.4K	QoQ -0.09% (-53) YoY +18.98% (+8.8K)	All Managers (Combined)	$5.5M	QoQ -11.32% (-$699.3K) YoY +9.40% (+$470.6K)
(cusip46654Q203)✕	104.3K	QoQ +17.58% (+15.6K) YoY +108.22% (+54.2K)	All Managers (Combined)	$5.4M	QoQ +7.99% (+$399.8K) YoY +98.78% (+$2.7M)
(cusip14020Y201)✕	200.3K	QoQ +2.51% (+4.9K) YoY +66.58% (+80.1K)	All Managers (Combined)	$5.4M	QoQ +2.13% (+$112.1K) YoY +65.41% (+$2.1M)
Oracle Corp(ORCLcusip68389X105)	38.3K	QoQ +9.32% (-3.3K) YoY +11.11% (+3.8K)	All Managers (Combined)	$5.4M	QoQ -8.27% (-$483.9K) YoY +23.67% (+$1.0M)
(VHTcusip92204A504)	20.2K	QoQ +0.71% (+144) YoY -5.39% (-1.2K)	All Managers (Combined)	$5.3M	QoQ +5.09% (+$259.4K) YoY -7.41% (-$428.6K)
(IEMGcusip46434G103)	99.0K	QoQ +1.61% (+1.6K) YoY +1085.50% (+90.6K)	All Managers (Combined)	$5.3M	QoQ +5.01% (+$255.2K) YoY +1139.96% (+$4.9M)
(cusip33734H106)✕	117.1K	QoQ -12.76% (-17.1K) YoY -38.96% (-74.7K)	All Managers (Combined)	$5.2M	QoQ -10.86% (-$636.3K) YoY -35.54% (-$2.9M)
Apollo Global Management, Inc.(APOcusip03769M106)	37.9K	QoQ -7.40% (-3.0K) YoY -18.35% (-8.5K)	All Managers (Combined)	$5.2M	QoQ -23.22% (-$1.6M) YoY -0.57% (-$30.3K)
(VYMIcusip921946794)	69.4K	QoQ +17.20% (+10.2K) YoY +25.61% (+14.2K)	All Managers (Combined)	$5.1M	QoQ +27.23% (+$1.1M) YoY +34.54% (+$1.3M)
(cusip46137V472)✕	55.0K	QoQ -18.41% (-12.4K) YoY +34.01% (+14.0K)	All Managers (Combined)	$5.0M	QoQ -24.16% (-$1.6M) YoY +11.46% (+$518.0K)
(cusip464289511)✕	99.7K	QoQ -0.30% (-310) YoY +2.90% (+2.8K)	All Managers (Combined)	$5.0M	QoQ +1.36% (-$67.5K) YoY +0.34% (+$17.4K)
(cusip464288570)✕	48.2K	QoQ +14.97% (+6.3K) YoY +3.65% (+1.7K)	All Managers (Combined)	$4.9M	QoQ +6.80% (+$314.5K) YoY +5.29% (+$248.4K)
(cusip46138E628)✕	78.4K	QoQ +2112.21% (+74.9K) YoY NEW(+78.4K)	All Managers (Combined)	$4.9M	QoQ +2024.67% (+$4.7M) YoY NEW(+$4.9M)
Cisco Systems, Inc.(CSCOcusip17275R102)	79.5K	QoQ +6.34% (+4.7K) YoY +47.52% (+25.6K)	All Managers (Combined)	$4.9M	QoQ +10.85% (+$480.2K) YoY +82.39% (+$2.2M)
Waste Management Inc(WMcusip94106L109)	21.2K	QoQ +1.16% (+243) YoY +12.44% (+2.3K)	All Managers (Combined)	$4.9M	QoQ +16.05% (+$678.4K) YoY +22.12% (+$888.4K)
(cusip37954Y673)✕	129.4K	QoQ +10.09% (+11.9K) YoY +408.90% (+104.0K)	All Managers (Combined)	$4.9M	QoQ +2.79% (+$132.6K) YoY +382.31% (+$3.9M)