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
$18.1 Million 0.04% of portfolio
174,422
Q1 2025 Reduced 46.21%
$0
$20.5 Million 0.04% of portfolio
133,627
Q1 2025 Added 9.66%
$0
$19.3 Million 0.04% of portfolio
326,903
Q1 2025 Added 4.47%
$0
$20.8 Million 0.04% of portfolio
687,431
Q1 2025 Reduced 24.13%
$0
$20.5 Million 0.04% of portfolio
472,792
Q1 2025 Reduced 4.9%
$0
$19.3 Million 0.04% of portfolio
236,047
Q1 2025 Reduced 3.36%
$0
$20.9 Million 0.04% of portfolio
183,077
Q1 2025 Added 16.87%
$0
$20.4 Million 0.04% of portfolio
212,722
Q1 2025 Added 17.2%
$0
$21.1 Million 0.04% of portfolio
337,242
Q1 2025 Added 6.33%
$0
$17.8 Million 0.04% of portfolio
598,954
Q1 2025 Reduced 11.04%
$0
$18.4 Million 0.04% of portfolio
610,462
Q1 2025 Added 10.59%
$0
$20.5 Million 0.04% of portfolio
132,070
Q1 2025 Added 3.13%
$0
$17.4 Million 0.04% of portfolio
120,687
Q1 2025 Reduced 2.02%
$0
$21.3 Million 0.04% of portfolio
230,468
Q1 2025 Added 2.11%
$0
$17.4 Million 0.04% of portfolio
352,656
Q1 2025 Added 3.65%
$1.18B
$21.5 Million 0.04% of portfolio
713,610
Q1 2025 Reduced 5.57%
$0
$18.7 Million 0.04% of portfolio
382,985
Q1 2025 Added 6.92%
$0
$20.1 Million 0.04% of portfolio
245,723
Q1 2025 Added 11.58%
$0
$20 Million 0.04% of portfolio
342,197
Q1 2025 Reduced 26.5%
$0
$15.8 Million 0.03% of portfolio
263,288
Q1 2025 Reduced 1.6%
$0
$16.9 Million 0.03% of portfolio
522,027
Q1 2025 Reduced 13.08%
$0
$14.8 Million 0.03% of portfolio
330,904
Q1 2025 Reduced 6.33%
$0
$14.9 Million 0.03% of portfolio
254,976
Q1 2025 Reduced 2.83%
$0
$15.2 Million 0.03% of portfolio
424,062
Q1 2025 Added 770.66%
$0
$12.4 Million 0.03% of portfolio
265,234
Q1 2025 Added 50.51%
$0
$15.5 Million 0.03% of portfolio
1,151,608
Q1 2025 Added 4.01%
$0
$14.2 Million 0.03% of portfolio
142,009
Q1 2025 Added 4.92%
$0
$13.8 Million 0.03% of portfolio
179,461
Q1 2025 Added 3.42%
$0
$17 Million 0.03% of portfolio
89,050
Q1 2025 Added 4.09%
$0
$16.5 Million 0.03% of portfolio
181,751
Q1 2025 Reduced 5.48%
$0
$13.7 Million 0.03% of portfolio
116,131
Q1 2025 Reduced 0.48%
$0
$14.2 Million 0.03% of portfolio
147,294
Q1 2025 Reduced 4.15%
$0
$12.3 Million 0.03% of portfolio
103,576
Q1 2025 Reduced 6.56%
$0
$16.1 Million 0.03% of portfolio
267,366
Q1 2025 Added 20.47%
$0
$16.2 Million 0.03% of portfolio
161,692
Q1 2025 Reduced 2.87%
$0
$12.3 Million 0.03% of portfolio
179,236
Q1 2025 Reduced 9.27%
$0
$13.4 Million 0.03% of portfolio
596,976
Q1 2025 Added 0.98%
$0
$15.4 Million 0.03% of portfolio
657,298
Q1 2025 Added 1.08%
$0
$15.4 Million 0.03% of portfolio
303,361
Q1 2025 Reduced 4.25%
$0
$14.2 Million 0.03% of portfolio
759,558
Q1 2025 New
$0
$13.5 Million 0.03% of portfolio
271,150
Q1 2025 Added 52.41%
$0
$15.7 Million 0.03% of portfolio
550,254
Q1 2025 Reduced 15.65%
$0
$15.1 Million 0.03% of portfolio
516,874
Q1 2025 Reduced 1.89%
$0
$16.4 Million 0.03% of portfolio
209,807
Q1 2025 Added 1.72%
$0
$16.8 Million 0.03% of portfolio
574,906
Q1 2025 Added 8.69%
$0
$14.8 Million 0.03% of portfolio
364,401
Q1 2025 Added 120.6%
$0
$16 Million 0.03% of portfolio
79,888
Q1 2025 Added 105.7%
$0
$15.3 Million 0.03% of portfolio
58,246
Q1 2025 Added 50.72%
$0
$14.1 Million 0.03% of portfolio
237,096
Q1 2025 Reduced 2.15%

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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