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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92189H409

81036(+2.0%)

Value:

$4.1B(+0.6%)

33739Q408

68787(+118.6%)

Value:

$4.1B(+118.8%)

25460E307

138712(+5.1%)

Value:

$4.1B(+8.8%)

92203J407

BNDX|92203J407

81955(+0.5%)

Value:

$4.0B(+0.0%)

46435G268

63892(-23.9%)

Value:

$4.0B(-30.0%)

AMGEN INC

AMGN|031162100

12822(-3.7%)

Value:

$4.0B(+15.1%)

LAM RESEARCH CORP

LRCX|512807306

54652

Value:

$4.0B

Blackstone Inc.

BX|09260D107

28202(+1.5%)

Value:

$3.9B(-17.7%)

PROGRESSIVE CORP/OH/

PGR|743315103

13859(-0.8%)

Value:

$3.9B(+17.1%)

46138G631

134665(+1.3%)

Value:

$3.9B(-4.9%)

808524102

SCHB|808524102

180611(-4.1%)

Value:

$3.9B(-9.1%)

464287671

IUSG|464287671

29607(+7.6%)

Value:

$3.8B(-1.9%)

FS KKR Capital Corp

FSK|302635206

179024(+236.5%)

Value:

$3.8B(+224.6%)

Mastercard Inc

MA|57636Q104

6819(+3.2%)

Value:

$3.7B(+7.4%)

TJX COMPANIES INC /DE/

TJX|872540109

30604(-0.3%)

Value:

$3.7B(+0.5%)

025072356

86021

Value:

$3.7B

46137V324

75608(-55.5%)

Value:

$3.7B(-56.6%)

46434V621

DGRO|46434V621

59774(+6.3%)

Value:

$3.7B(+7.1%)

464287168

DVY|464287168

27478(-0.3%)

Value:

$3.7B(+1.9%)

922042742

VT|922042742

31676(-3.3%)

Value:

$3.7B(-4.5%)

Instrument	Shares		Other Manager	Value
(cusip92189H409)✕	81.0K	QoQ +1.98% (+1.6K) YoY +36.26% (+21.6K)	All Managers (Combined)	$4.1M	QoQ +0.55% (+$22.8K) YoY +33.45% (+$1.0M)
(cusip33739Q408)✕	68.8K	QoQ +118.59% (+37.3K) YoY +315.85% (+52.2K)	All Managers (Combined)	$4.1M	QoQ +118.85% (+$2.2M) YoY +317.40% (+$3.1M)
(cusip25460E307)✕	138.7K	QoQ +5.07% (+6.7K) YoY -40.89% (-96.0K)	All Managers (Combined)	$4.1M	QoQ +8.85% (+$331.1K) YoY -38.71% (-$2.6M)
(BNDXcusip92203J407)	82.0K	QoQ +0.46% (-383) YoY +304.23% (+61.7K)	All Managers (Combined)	$4.0M	QoQ 0.00% (-$63) YoY +301.18% (+$3.0M)
(cusip46435G268)✕	63.9K	QoQ -23.88% (-20.0K) YoY NEW(+63.9K)	All Managers (Combined)	$4.0M	QoQ -29.99% (-$1.7M) YoY NEW(+$4.0M)
Amgen Inc(AMGNcusip031162100)	12.8K	QoQ -3.68% (-491) YoY +0.61% (+78)	All Managers (Combined)	$4.0M	QoQ +15.12% (-$524.7K) YoY +10.24% (+$371.3K)
Lam Research Corp(LRCXcusip512807306)	54.7K	QoQ NEW(+54.7K) YoY NEW(+54.7K)	All Managers (Combined)	$4.0M	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
Blackstone Inc.(BXcusip09260D107)	28.2K	QoQ +1.54% (-428) YoY +21.45% (+5.0K)	All Managers (Combined)	$3.9M	QoQ -17.68% (-$846.7K) YoY +29.22% (+$891.5K)
Progressive Corp/Oh/(PGRcusip743315103)	13.9K	QoQ -0.83% (-117) YoY -0.77% (-108)	All Managers (Combined)	$3.9M	QoQ +17.12% (-$573.3K) YoY +35.78% (-$1.0M)
(cusip46138G631)✕	134.7K	QoQ +1.25% (-1.7K) YoY +8.18% (+10.2K)	All Managers (Combined)	$3.9M	QoQ -4.87% (-$200.2K) YoY +8.56% (+$308.1K)
(SCHBcusip808524102)	180.6K	QoQ -4.11% (-7.8K) YoY +165.37% (-112.6K)	All Managers (Combined)	$3.9M	QoQ -9.05% (-$387.3K) YoY -6.41% (-$266.4K)
(IUSGcusip464287671)	29.6K	QoQ +7.57% (-2.1K) YoY +4.05% (+1.2K)	All Managers (Combined)	$3.8M	QoQ -1.89% (-$72.7K) YoY +12.82% (+$427.6K)
Fs Kkr Capital Corp(FSKcusip302635206)	179.0K	QoQ +236.51% (+125.8K) YoY +290.68% (+133.2K)	All Managers (Combined)	$3.8M	QoQ +224.58% (+$2.6M) YoY +329.20% (+$2.9M)
Mastercard Inc(MAcusip57636Q104)	6.8K	QoQ +3.20% (+212) YoY +23.86% (+1.3K)	All Managers (Combined)	$3.7M	QoQ +7.43% (+$258.6K) YoY +40.98% (+$1.1M)
Tjx Companies Inc /De/(TJXcusip872540109)	30.6K	QoQ -0.35% (-108) YoY +0.82% (+251)	All Managers (Combined)	$3.7M	QoQ +0.46% (-$17.3K) YoY +21.08% (+$649.2K)
(cusip025072356)✕	86.0K	QoQ NEW(+86.0K) YoY NEW(+86.0K)	All Managers (Combined)	$3.7M	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
(cusip46137V324)✕	75.6K	QoQ -55.45% (-94.1K) YoY -54.15% (-89.3K)	All Managers (Combined)	$3.7M	QoQ -56.57% (-$4.8M) YoY -52.97% (-$4.2M)
(DGROcusip46434V621)	59.8K	QoQ +6.33% (+3.6K) YoY +118.31% (+32.4K)	All Managers (Combined)	$3.7M	QoQ +7.09% (+$244.6K) YoY +132.30% (+$2.1M)
(DVYcusip464287168)	27.5K	QoQ -0.32% (-89) YoY +26.27% (+5.7K)	All Managers (Combined)	$3.7M	QoQ +1.95% (-$70.8K) YoY +37.66% (+$1.0M)
(VTcusip922042742)	31.7K	QoQ -3.28% (-1.1K) YoY -5.91% (-2.0K)	All Managers (Combined)	$3.7M	QoQ -4.54% (-$174.9K) YoY -1.27% (-$47.4K)