Wealth Enhancement Advisory Services, LLC Portfolio Holdings

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

Wealth Enhancement Advisory Services, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $49 Billion distributed in 2974 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 $3.54B, Apple Inc. with a value of $1.56B, Ishares Core U.S. Aggregate Bo with a value of $1.5B, Microsoft Corp with a value of $1.01B, and Nvidia Corp with a value of $760M.

Examining the 13F form we can see an decrease of $474M in the current position value, from $49.5B to 49B.

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

Portfolio value $49 Billion
ETFs: $27.4 Billion
Technology: $5.97 Billion
Financial Services: $3.54 Billion
Industrials: $2.26 Billion
Healthcare: $2.24 Billion
Consumer Cyclical: $1.92 Billion
Communication Services: $1.48 Billion
Consumer Defensive: $1.3 Billion
Other: $2.07 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$110 Million 0.22% of portfolio
1,501,736
Q1 2025 Reduced 9.33%
$0
$102 Million 0.21% of portfolio
590,120
Q1 2025 Reduced 3.63%
$0
$103 Million 0.21% of portfolio
337,657
Q1 2025 Reduced 0.46%
$0
$102 Million 0.21% of portfolio
2,532,676
Q1 2025 Reduced 7.12%
$0
$97.2 Million 0.2% of portfolio
1,607,085
Q1 2025 Reduced 1.67%
$0
$97.2 Million 0.2% of portfolio
1,665,942
Q1 2025 Reduced 4.39%
$0
$97 Million 0.2% of portfolio
1,710,856
Q1 2025 Added 8.28%
$0
$95.9 Million 0.2% of portfolio
3,760,641
Q1 2025 Reduced 18.17%
$0
$95.8 Million 0.2% of portfolio
1,211,226
Q1 2025 Added 1.69%
$0
$91.3 Million 0.19% of portfolio
2,755,707
Q1 2025 Added 2.21%
$0
$90.7 Million 0.19% of portfolio
901,325
Q1 2025 Reduced 0.33%
$0
$91.8 Million 0.19% of portfolio
1,791,943
Q1 2025 Reduced 5.78%
$0
$87.5 Million 0.18% of portfolio
2,713,560
Q1 2025 Reduced 4.44%
$0
$90.5 Million 0.18% of portfolio
1,917,581
Q1 2025 Added 6.46%
$0
$86.3 Million 0.18% of portfolio
1,587,793
Q1 2025 Reduced 33.7%
$0
$86.6 Million 0.18% of portfolio
2,357,550
Q1 2025 Added 0.93%
$0
$82.9 Million 0.17% of portfolio
2,792,511
Q1 2025 Added 13.42%
$0
$81.4 Million 0.17% of portfolio
996,046
Q1 2025 Added 5.7%
$0
$81.4 Million 0.17% of portfolio
1,516,676
Q1 2025 Reduced 1.66%
$0
$85.4 Million 0.17% of portfolio
3,691,159
Q1 2025 Added 7.41%
$0
$78.5 Million 0.16% of portfolio
1,995,650
Q1 2025 Added 0.54%
$0
$78.7 Million 0.16% of portfolio
1,450,803
Q1 2025 Added 30.23%
$0
$77.8 Million 0.16% of portfolio
737,512
Q1 2025 Reduced 36.77%
$0
$76.7 Million 0.16% of portfolio
3,065,521
Q1 2025 Reduced 5.59%
$0
$79.6 Million 0.16% of portfolio
1,606,782
Q1 2025 Reduced 16.77%
$0
$71.2 Million 0.15% of portfolio
837,097
Q1 2025 Added 1.73%
$106B
$72.2 Million 0.15% of portfolio
250,469
Q1 2025 Added 25.16%
$0
$68.8 Million 0.14% of portfolio
2,007,955
Q1 2025 Added 4.36%
$0
$69.4 Million 0.14% of portfolio
630,096
Q1 2025 Added 8.96%
$0
$71 Million 0.14% of portfolio
2,787,052
Q1 2025 Added 2.25%
$0
$66.5 Million 0.14% of portfolio
1,329,262
Q1 2025 Added 19.19%
$0
$68.1 Million 0.14% of portfolio
1,350,282
Q1 2025 Added 3.19%
$0
$62.3 Million 0.13% of portfolio
1,303,252
Q1 2025 Added 13.2%
$0
$62.7 Million 0.13% of portfolio
1,855,302
Q1 2025 Reduced 4.3%
$0
$62.6 Million 0.13% of portfolio
1,209,337
Q1 2025 Added 14.17%
$0
$65.3 Million 0.13% of portfolio
2,782,555
Q1 2025 Reduced 2.53%
$0
$64 Million 0.13% of portfolio
2,317,743
Q1 2025 Reduced 1.09%
$0
$63.2 Million 0.13% of portfolio
306,296
Q1 2025 Reduced 2.88%
$0
$63.7 Million 0.13% of portfolio
499,133
Q1 2025 Added 13.26%
$0
$57.7 Million 0.12% of portfolio
1,619,216
Q1 2025 Added 5.67%
$0
$57.9 Million 0.12% of portfolio
2,045,305
Q1 2025 Added 9.42%
$0
$57.6 Million 0.12% of portfolio
1,081,225
Q1 2025 Reduced 1.73%
$0
$56.8 Million 0.12% of portfolio
465,567
Q1 2025 Reduced 0.16%
$0
$60.3 Million 0.12% of portfolio
1,150,724
Q1 2025 Reduced 35.96%
$0
$57.1 Million 0.12% of portfolio
334,343
Q1 2025 Added 4.89%
$0
$57 Million 0.12% of portfolio
184,669
Q1 2025 Added 0.53%
$0
$60.6 Million 0.12% of portfolio
326,772
Q1 2025 Reduced 1.38%
$0
$54 Million 0.11% of portfolio
584,065
Q1 2025 Reduced 10.01%
$0
$56.3 Million 0.11% of portfolio
606,701
Q1 2025 Added 1.71%

Summary

  • Portfolio
  • No. of Stocks 2,974
  • Current Value $49 Billion
  • Prior Value $49.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 260 stocks
  • Additional Purchases 1,557 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,031 stocks
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