Wealth Enhancement Advisory Services, LLC Portfolio Holdings
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
Wealth Enhancement Advisory Services, LLC has filed its 13F form on March 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $49.5 Billion distributed in 2944 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 $3.83B, Apple Inc. with a value of $1.79B, Ishares Core U.S. Aggregate Bo with a value of $1.39B, Microsoft Corp with a value of $1.1B, and Nvidia Corp with a value of $963M.
Examining the 13F form we can see an increase of $3.29B in the current position value, from $46.2B to 49.5B.
Below you can find more details about Wealth Enhancement Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$49.5 Billion
ETFs: $27.3 Billion
Technology: $6.62 Billion
Financial Services: $3.34 Billion
Consumer Cyclical: $2.38 Billion
Industrials: $2.2 Billion
Healthcare: $2.19 Billion
Communication Services: $1.55 Billion
Consumer Defensive: $1.29 Billion
Other: $1.88 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 2,944
- Current Value $49.5 Billion
- Prior Value $46.2 Billion
- Filing
- Period Q4 2024
- Filing Date March 17, 2025
- Form Type 13F-HR/A
- Activity in Q4 2024
- New Purchases 353 stocks
- Additional Purchases 1,752 stocks
- Sold out of 0 stocks
- Reduced holdings in 709 stocks