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
$56.3 Million 0.11% of portfolio
2,270,896
Q1 2025 Reduced 31.7%
$0
$52.6 Million 0.11% of portfolio
1,965,014
Q1 2025 Added 33.77%
$0
$54.1 Million 0.11% of portfolio
1,168,797
Q1 2025 Added 4.14%
$0
$55.6 Million 0.11% of portfolio
251,025
Q1 2025 Added 13.62%
$0
$47.1 Million 0.1% of portfolio
1,224,621
Q1 2025 Added 20.86%
$0
$48.8 Million 0.1% of portfolio
1,563,655
Q1 2025 Reduced 6.65%
$0
$47.6 Million 0.1% of portfolio
593,721
Q1 2025 Added 2.26%
$0
$49.8 Million 0.1% of portfolio
370,787
Q1 2025 Added 0.53%
$0
$50.1 Million 0.1% of portfolio
194,666
Q1 2025 Added 27.83%
$0
$48.2 Million 0.1% of portfolio
188,549
Q1 2025 Reduced 11.91%
$0
$41.8 Million 0.09% of portfolio
1,541,377
Q1 2025 Added 1.3%
$0
$43.3 Million 0.09% of portfolio
1,841,098
Q1 2025 Added 4.29%
$0
$46.2 Million 0.09% of portfolio
180,809
Q1 2025 Reduced 4.41%
$0
$42.2 Million 0.09% of portfolio
457,178
Q1 2025 Reduced 3.55%
$0
$42.3 Million 0.09% of portfolio
457,870
Q1 2025 Reduced 0.45%
$0
$45.9 Million 0.09% of portfolio
456,449
Q1 2025 Added 13.41%
$0
$42.8 Million 0.09% of portfolio
839,124
Q1 2025 Added 2.48%
$0
$45.1 Million 0.09% of portfolio
107,496
Q1 2025 Added 5.98%
$0
$43.5 Million 0.09% of portfolio
81,630
Q1 2025 Reduced 5.67%
$0
$44.9 Million 0.09% of portfolio
2,095,500
Q1 2025 Added 9.34%
$0
$45.7 Million 0.09% of portfolio
532,833
Q1 2025 Reduced 0.2%
$0
$40.7 Million 0.08% of portfolio
544,684
Q1 2025 Added 18.42%
$0
$38.1 Million 0.08% of portfolio
252,395
Q1 2025 Reduced 3.94%
$0
$37.2 Million 0.08% of portfolio
186,366
Q1 2025 Added 1.35%
$0
$41 Million 0.08% of portfolio
422,021
Q1 2025 Added 690.92%
$0
$38.1 Million 0.08% of portfolio
622,905
Q1 2025 Added 1.35%
$0
$40.7 Million 0.08% of portfolio
1,080,078
Q1 2025 Reduced 0.73%
$0
$38.2 Million 0.08% of portfolio
1,149,292
Q1 2025 Added 28.81%
$0
$41.6 Million 0.08% of portfolio
531,411
Q1 2025 Added 1.06%
$0
$39 Million 0.08% of portfolio
245,441
Q1 2025 Added 2.65%
$0
$39.3 Million 0.08% of portfolio
780,738
Q1 2025 Reduced 4.56%
$0
$33.7 Million 0.07% of portfolio
386,563
Q1 2025 Reduced 8.15%
$0
$34.9 Million 0.07% of portfolio
1,553,363
Q1 2025 Added 1.05%
$0
$35.6 Million 0.07% of portfolio
429,838
Q1 2025 Reduced 17.67%
$0
$32.2 Million 0.07% of portfolio
276,771
Q1 2025 Reduced 1.16%
$0
$32.3 Million 0.07% of portfolio
1,051,535
Q1 2025 Added 3.0%
$0
$35.6 Million 0.07% of portfolio
630,913
Q1 2025 Reduced 0.29%
$0
$34.4 Million 0.07% of portfolio
689,632
Q1 2025 Added 15.63%
$0
$33.5 Million 0.07% of portfolio
694,501
Q1 2025 Added 5.38%
$0
$34.7 Million 0.07% of portfolio
879,660
Q1 2025 Reduced 14.17%
$0
$34 Million 0.07% of portfolio
1,396,302
Q1 2025 Reduced 34.77%
$0
$32.9 Million 0.07% of portfolio
60,528
Q1 2025 Reduced 15.77%
$0
$32.8 Million 0.07% of portfolio
558,828
Q1 2025 Reduced 8.18%
$0
$36.5 Million 0.07% of portfolio
461,855
Q1 2025 Added 12.8%
$0
$34.9 Million 0.07% of portfolio
376,801
Q1 2025 Reduced 0.78%
$0
$34.5 Million 0.07% of portfolio
141,128
Q1 2025 Added 2.4%
$0
$31.4 Million 0.06% of portfolio
1,212,516
Q1 2025 Reduced 5.51%
$0
$28.5 Million 0.06% of portfolio
783,043
Q1 2025 Added 1.8%
$0
$31.2 Million 0.06% of portfolio
803,543
Q1 2025 Reduced 1.06%

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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