Wealthcare-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RGEN",
  null,
  null,
  "FNDF",
  "GOOGL",
  null,
  null,
  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "IBRX",
  "DLN",
  "IJR",
  "NOC",
  null,
  null,
  null,
  "IEMG",
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "AMGN",
  null,
  "FNDX",
  null,
  "IEFA",
  "NOW",
  "RTX",
  "SPDW",
  null,
  null,
  "SPLG",
  null,
  "BIV",
  "VO",
  "VV",
  "SPH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "IEF",
  null,
  null,
  null,
  null,
  null,
  "F",
  "IWP",
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "ACM",
  "VGT",
  "VUG",
  "VOOV",
  "VOOG",
  "BNDX",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  "IUSG",
  null,
  null,
  null,
  "MTB",
  "SCHD",
  "SCHG",
  null,
  null,
  null,
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  null,
  null,
  "BAC",
  "CSCO",
  "COMP",
  "QQQ",
  null,
  "DIS",
  "GOOG",
  "XOM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 148
Total Value: 235820748
Accession Number: 0001951757-25-000409
Form Type: 13F-HR
CIK: wealthcare-investment-partners
Manager Name: Wealthcare-Investment-Partners

Data Enrichment

42% identified

62 identified86 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $235.8M total value

148 positions • $235.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 8

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46434G103

Shares:29.1K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$235.8M)

464287721

Shares:11.8K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$235.8M)

46138G870

Shares:63.1K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$235.8M)

33734X853

Shares:31.8K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$235.8M)

46432F842

Shares:19.8K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$235.8M)

78468R408

Shares:59.7K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$235.8M)

ServiceNow, Inc.

Shares:1.9K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$235.8M)

746729300

Shares:40.7K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$235.8M)

464287556

Shares:12.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$235.8M)

464287697

Shares:13.9K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$235.8M)

808524854

Shares:54.8K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$235.8M)

921937835

Shares:18.1K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$235.8M)

922908736

Shares:3.8K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$235.8M)

14020V108

Shares:41.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$235.8M)

922908611

Shares:7.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$235.8M)

33737K205

Shares:15.4K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$235.8M)

ALTRIA GROUP, INC.

Shares:20.7K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$235.8M)

92204A702

Shares:2.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$235.8M)

97717W307

Shares:14.3K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$235.8M)

921908844

Shares:5.6K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$235.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEMGcusip46434G103)	29.1K	QoQ +20.09% (+4.9K) YoY +36.37% (+7.8K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$235.8M)	QoQ +19.67% (+$248.7K) YoY +37.30% (+$411.0K)
(cusip464287721)✕	11.8K	QoQ +10.59% (-1.1K) YoY +140.17% (+6.9K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$235.8M)	QoQ -11.41% (-$194.6K) YoY +127.27% (+$845.9K)
(cusip46138G870)✕	63.1K	QoQ +14.10% (+7.8K) YoY NEW(+63.1K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$235.8M)	QoQ +11.98% (+$160.8K) YoY NEW(+$1.5M)
(cusip33734X853)✕	31.8K	QoQ +10.28% (+3.0K) YoY +16.75% (+4.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$235.8M)	QoQ +9.35% (+$127.5K) YoY +18.54% (+$233.2K)
(IEFAcusip46432F842)	19.8K	QoQ -47.93% (-18.2K) YoY -43.69% (-15.4K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$235.8M)	QoQ -44.30% (-$1.2M) YoY -43.07% (-$1.1M)
(cusip78468R408)✕	59.7K	QoQ -10.31% (-6.9K) YoY -47.62% (-54.3K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$235.8M)	QoQ -12.75% (-$214.7K) YoY -48.89% (-$1.4M)
ServiceNow, Inc.(NOWcusip81762P102)	1.9K	QoQ 0.00% (-0) YoY -4.97% (-100)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$235.8M)	QoQ -28.29% (-$570.1K) YoY -5.77% (-$88.5K)
(cusip746729300)✕	40.7K	QoQ -5.05% (-2.2K) YoY -8.49% (-3.8K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$235.8M)	QoQ -10.72% (-$170.0K) YoY -10.92% (-$173.6K)
(cusip464287556)✕	12.0K	QoQ +16.08% (+1.7K) YoY +25.51% (+2.4K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$235.8M)	QoQ +2.40% (+$33.0K) YoY +7.25% (+$95.2K)
(cusip464287697)✕	13.9K	QoQ +81.82% (+6.3K) YoY NEW(+13.9K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$235.8M)	QoQ +84.27% (+$624.7K) YoY NEW(+$1.4M)
(cusip808524854)✕	54.8K	QoQ -13.20% (-8.3K) YoY -17.85% (-11.9K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$235.8M)	QoQ -11.49% (-$176.2K) YoY -58.53% (-$1.9M)
(BNDcusip921937835)	18.1K	QoQ +2.38% (+423) YoY +6.39% (+1.1K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$235.8M)	QoQ +2.82% (+$36.0K) YoY +5.84% (+$72.3K)
(VUGcusip922908736)	3.8K	QoQ +14.89% (-491) YoY +37.50% (+1.0K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$235.8M)	QoQ -3.95% (-$53.3K) YoY +36.81% (+$348.9K)
(cusip14020V108)✕	41.7K	QoQ +15.51% (+5.6K) YoY +16.75% (+6.0K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$235.8M)	QoQ +1.58% (+$19.9K) YoY +14.99% (+$166.9K)
(VBRcusip922908611)	7.5K	QoQ -6.29% (-504) YoY -30.32% (-3.3K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$235.8M)	QoQ -19.45% (-$307.7K) YoY -38.34% (-$791.9K)
(cusip33737K205)✕	15.4K	QoQ +7.66% (+1.1K) YoY +4.35% (+645)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$235.8M)	QoQ +3.18% (+$38.8K) YoY +7.23% (+$84.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	20.7K	QoQ +4.13% (+823) YoY +10.81% (+2.0K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$235.8M)	QoQ +14.28% (+$149.4K) YoY +46.40% (+$378.8K)
(VGTcusip92204A702)	2.1K	QoQ +2.18% (-46) YoY +4.98% (-102)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$235.8M)	QoQ -19.14% (-$250.2K) YoY -1.56% (-$16.8K)
(DLNcusip97717W307)	14.3K	QoQ +56.03% (+5.1K) YoY NEW(+14.3K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$235.8M)	QoQ +47.28% (+$336.0K) YoY NEW(+$1.0M)
(VIGcusip921908844)	5.6K	QoQ +0.43% (-24) YoY +3.16% (+171)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$235.8M)	QoQ -7.14% (-$77.2K) YoY +1.79% (+$17.7K)