Wealthcare-Advisory-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VSGX", null, null, null, null, null, "ENVX", "ALAB", null, "ARES", "HOOD", "NVR", null, "GDX", null, null, "TROW", "NLY", "RJF", "AES", "AAXJ", null, "AWR", null, "RF", "SMCI", "ONON", null, "SNOW", "MU", null, "JXN", "NVG", null, null, "ACN", "ZS", null, null, "MMM", "ABNB", "ABT", null, "ABBV", "ADBE", "OBDC", "FLG", "APD", "MWA", null, null, "VONG", null, null, "ALL", null, "GOOGL", null, "VDE", null, null, "AXP", null, null, "SCHH", null, null, "TEAM", "ASML", "T", "BLK", null, null, null, null, null, "AWP", null, null, "CAT", "AVGO", "APP", "LOW", null, null, null, "BRO", "CP.TO", "BDJ", "ARCC", "BTZ", null, "GRX", null, null, "BSX", null, null, "CSQ", null, null, null, null, null, null, null, "DBEF", "CCI", "COF", "CMI", null, null, null, null, "LNC", null, "USA", null, null, "DUK", "PECO", "PEBO", "EIM", "D", null, "JPI", null, "NAD", null, "NLOP", null, null, "RKT", "EBAY", null, "UTG", "PDI", 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Wealthcare-Advisory-Partners
Data Enrichment
55% identified498 identified405 unidentified
Holdings
903 positions • $3.7B total value
Manager:
Search and click to pin securities to the top
Page 8 of 46
81369Y506
Shares:52.2K
Value:$4.9M
% of Portfolio:0.1% ($4.9M/$3.7B)
Shares:19.0K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$3.7B)
41653L404
Shares:244.3K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$3.7B)
46641Q837
Shares:92.2K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$3.7B)
02072L516
Shares:52.5K
Value:$4.6M
% of Portfolio:0.1% ($4.6M/$3.7B)
88636R586
Shares:219.7K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.7B)
78468R523
Shares:44.3K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.7B)
33733B100
Shares:42.4K
Value:$4.3M
% of Portfolio:0.1% ($4.3M/$3.7B)
25434V872
Shares:99.8K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.7B)
92204A801
Shares:22.0K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip81369Y506)✕ | 52.2K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$3.7B) | ||
SOUTHERN CO(SOcusip842587107) | 52.9K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$3.7B) | ||
| 10.8K | All Managers (Combined) | $4.8M | 0.1% ($4.8M/$3.7B) | |||
CATERPILLAR INC(CATcusip149123101) | 14.6K | All Managers (Combined) | $4.8M | 0.1% ($4.8M/$3.7B) | ||
CHEVRON CORP(CVXcusip166764100) | 28.3K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$3.7B) | ||
| 19.0K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$3.7B) | |||
(cusip41653L404)✕ | 244.3K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$3.7B) | ||
| 24.9K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$3.7B) | |||
(cusip46641Q837)✕ | 92.2K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$3.7B) | ||
(cusip02072L516)✕ | 52.5K | YoY NEW(+52.5K) | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$3.7B) | YoY NEW(+$4.6M) |
ServiceNow, Inc.(NOWcusip81762P102) | 5.8K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$3.7B) | ||
(cusip88636R586)✕ | 219.7K | QoQ NEW(+219.7K) YoY NEW(+219.7K) | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$3.7B) | QoQ NEW(+$4.5M) YoY NEW(+$4.5M) |
(cusip78468R523)✕ | 44.3K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.7B) | ||
| 7.9K | QoQ +0.95% (-75) | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.7B) | ||
(cusip33733B100)✕ | 42.4K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.7B) | ||
(cusip25434V872)✕ | 99.8K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.7B) | ||
Tesla, Inc.(TSLAcusip88160R101) | 16.2K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.7B) | ||
| 92.1K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.7B) | |||
| 20.9K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.7B) | |||
(cusip92204A801)✕ | 22.0K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.7B) |