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 Market Cap. of Under $50 Millions
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