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 9 of 46
92189H409
Shares:81.0K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.7B)
33739Q408
Shares:68.8K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.7B)
25460E307
Shares:138.7K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.7B)
46435G268
Shares:63.9K
Value:$4.0M
% of Portfolio:0.1% ($4.0M/$3.7B)
46138G631
Shares:134.7K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$3.7B)
025072356
Shares:86.0K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.7B)
46137V324
Shares:75.6K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip92189H409)✕ | 81.0K | All Managers (Combined) | $4.1M | 0.1% ($4.1M/$3.7B) | ||
(cusip33739Q408)✕ | 68.8K | All Managers (Combined) | $4.1M | 0.1% ($4.1M/$3.7B) | ||
(cusip25460E307)✕ | 138.7K | All Managers (Combined) | $4.1M | 0.1% ($4.1M/$3.7B) | ||
| 82.0K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.7B) | |||
(cusip46435G268)✕ | 63.9K | YoY NEW(+63.9K) | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.7B) | YoY NEW(+$4.0M) |
| 12.8K | QoQ -3.68% (-491)YoY +0.61% (+78) | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.7B) | ||
| 54.7K | QoQ NEW(+54.7K) YoY NEW(+54.7K) | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.7B) | QoQ NEW(+$4.0M) YoY NEW(+$4.0M) | |
Blackstone Inc.(BXcusip09260D107) | 28.2K | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.7B) | ||
| 13.9K | QoQ -0.83% (-117)YoY -0.77% (-108) | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.7B) | ||
(cusip46138G631)✕ | 134.7K | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.7B) | ||
| 180.6K | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.7B) | |||
| 29.6K | All Managers (Combined) | $3.8M | 0.1% ($3.8M/$3.7B) | |||
| 179.0K | All Managers (Combined) | $3.8M | 0.1% ($3.8M/$3.7B) | |||
Mastercard Inc(MAcusip57636Q104) | 6.8K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.7B) | ||
| 30.6K | QoQ -0.35% (-108)YoY +0.82% (+251) | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.7B) | ||
(cusip025072356)✕ | 86.0K | QoQ NEW(+86.0K) YoY NEW(+86.0K) | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.7B) | QoQ NEW(+$3.7M) YoY NEW(+$3.7M) |
(cusip46137V324)✕ | 75.6K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.7B) | ||
| 59.8K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.7B) | |||
| 27.5K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.7B) | |||
| 31.7K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.7B) |