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 Market Cap. of $2 Billions to $10 Billions
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