Wealth Enhancement Advisory Services, LLC Portfolio Holdings

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

Wealth Enhancement Advisory Services, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $55.6 Billion distributed in 3397 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 $4.01B, Ishares Core U.S. Aggregate Bo with a value of $1.64B, Apple Inc. with a value of $1.55B, Microsoft Corp with a value of $1.45B, and Nvidia Corp with a value of $1.2B.

Examining the 13F form we can see an increase of $6.6B in the current position value, from $49B to 55.6B.

Below you can find more details about Wealth Enhancement Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $55.6 Billion
ETFs: $30.8 Billion
Technology: $7.57 Billion
Financial Services: $3.97 Billion
Industrials: $2.58 Billion
Consumer Cyclical: $2.27 Billion
Healthcare: $2.21 Billion
Communication Services: $1.82 Billion
Consumer Defensive: $1.39 Billion
Other: $2.21 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.01 Billion 7.21% of portfolio
6,456,904
Q2 2025 Added 2.58%
$0
$1.64 Billion 2.94% of portfolio
16,505,965
Q2 2025 Added 8.61%
$0
$846 Million 1.52% of portfolio
17,096,842
Q2 2025 Added 8.92%
$0
$836 Million 1.5% of portfolio
18,286,649
Q2 2025 Added 3.75%
$0
$745 Million 1.34% of portfolio
11,594,195
Q2 2025 Reduced 0.34%
$0
$677 Million 1.22% of portfolio
16,921,668
Q2 2025 Added 4.73%
$0
$658 Million 1.18% of portfolio
9,645,590
Q2 2025 Reduced 2.61%
$0
$627 Million 1.13% of portfolio
6,675,665
Q2 2025 Added 0.78%
$0
$627 Million 1.13% of portfolio
7,468,966
Q2 2025 Added 11.18%
$0
$576 Million 1.04% of portfolio
25,048,499
Q2 2025 Added 5.99%
$0
$532 Million 0.96% of portfolio
7,461,240
Q2 2025 Reduced 2.35%
$0
$497 Million 0.89% of portfolio
875,114
Q2 2025 Added 8.35%
$0
$478 Million 0.86% of portfolio
19,566,506
Q2 2025 Added 17.7%
$0
$414 Million 0.74% of portfolio
670,291
Q2 2025 Added 1.65%
$0
$350 Million 0.63% of portfolio
4,728,205
Q2 2025 Reduced 0.07%
$0
$353 Million 0.63% of portfolio
4,154,304
Q2 2025 Reduced 1.16%
$0
$328 Million 0.59% of portfolio
1,078,645
Q2 2025 Added 0.72%
$0
$320 Million 0.58% of portfolio
12,067,607
Q2 2025 Added 3.54%
$0
$298 Million 0.54% of portfolio
540,056
Q2 2025 Added 4.95%
$0
$272 Million 0.49% of portfolio
2,492,515
Q2 2025 Added 83.76%
$0
$269 Million 0.48% of portfolio
1,478,914
Q2 2025 Added 4.63%
$0
$263 Million 0.47% of portfolio
601,004
Q2 2025 Added 0.27%
$0
$254 Million 0.46% of portfolio
1,119,216
Q2 2025 Reduced 0.52%
$0
$249 Million 0.45% of portfolio
3,425,956
Q2 2025 Added 75.57%
$0
$245 Million 0.44% of portfolio
1,018,853
Q2 2025 Added 10.08%
$0
$233 Million 0.42% of portfolio
4,456,511
Q2 2025 Added 26.08%
$0
$218 Million 0.39% of portfolio
10,619,579
Q2 2025 Added 6.53%
$0
$212 Million 0.38% of portfolio
3,073,670
Q2 2025 Added 7.13%
$0
$213 Million 0.38% of portfolio
2,555,298
Q2 2025 Added 27.36%
$0
$206 Million 0.37% of portfolio
9,316,311
Q2 2025 Reduced 0.4%
$0
$208 Million 0.37% of portfolio
1,179,606
Q2 2025 Added 1.59%
$0
$204 Million 0.37% of portfolio
4,563,502
Q2 2025 Reduced 2.48%
$0
$206 Million 0.37% of portfolio
4,053,852
Q2 2025 Reduced 3.44%
$0
$188 Million 0.34% of portfolio
6,808,311
Q2 2025 Reduced 2.32%
$0
$184 Million 0.33% of portfolio
542,758
Q2 2025 Added 60.74%
$0
$181 Million 0.33% of portfolio
3,174,782
Q2 2025 Added 77.17%
$0
$181 Million 0.32% of portfolio
2,272,842
Q2 2025 Reduced 9.8%
$0
$171 Million 0.31% of portfolio
405,606
Q2 2025 Reduced 1.25%
$0
$173 Million 0.31% of portfolio
1,716,119
Q2 2025 Added 90.4%
$0
$162 Million 0.29% of portfolio
2,611,984
Q2 2025 Added 56.79%
$0
$162 Million 0.29% of portfolio
1,462,732
Q2 2025 Reduced 3.59%
$0
$163 Million 0.29% of portfolio
5,797,612
Q2 2025 Reduced 1.79%
$0
$162 Million 0.29% of portfolio
4,513,314
Q2 2025 Reduced 0.97%
$0
$155 Million 0.28% of portfolio
1,620,106
Q2 2025 Added 0.85%
$0
$153 Million 0.28% of portfolio
1,979,402
Q2 2025 Added 12.34%
$0
$147 Million 0.26% of portfolio
1,962,221
Q2 2025 Added 24.33%
$0
$133 Million 0.24% of portfolio
684,004
Q2 2025 Reduced 1.72%
$0
$134 Million 0.24% of portfolio
2,644,271
Q2 2025 Reduced 11.43%
$0
$127 Million 0.23% of portfolio
2,428,269
Q2 2025 Reduced 3.1%

Summary

  • Portfolio
  • No. of Stocks 3,397
  • Current Value $55.6 Billion
  • Prior Value $49 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 543 stocks
  • Additional Purchases 1,631 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,081 stocks
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