Wealth Enhancement Advisory Services, LLC Portfolio Holdings
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
Wealth Enhancement Advisory Services, LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $46.2 Billion distributed in 2814 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $3.68B, Apple Inc. with a value of $1.75B, Ishares Core U.S. Aggregate Bo with a value of $1.26B, Microsoft Corp with a value of $1.09B, and Nvidia Corp with a value of $942M.
Examining the 13F form we can see an increase of $1.73B in the current position value, from $44.5B to 46.2B.
Below you can find more details about Wealth Enhancement Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$46.2 Billion
ETFs: $24.8 Billion
Technology: $6.42 Billion
Financial Services: $3.32 Billion
Consumer Cyclical: $2.34 Billion
Healthcare: $2.13 Billion
Industrials: $2.02 Billion
Communication Services: $1.44 Billion
Consumer Defensive: $1.27 Billion
Other: $1.8 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 2,814
- Current Value $46.2 Billion
- Prior Value $44.5 Billion
- Filing
- Period Q4 2024
- Filing Date January 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 21 stocks
- Additional Purchases 1,229 stocks
- Sold out of 0 stocks
- Reduced holdings in 289 stocks