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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5B
$14.8 Million 0.03% of portfolio
253,658
Q1 2025 Added 64.35%
$57.2B
$16.9 Million 0.03% of portfolio
71,463
Q1 2025 Added 4.05%
$254B
$15.7 Million 0.03% of portfolio
140,753
Q1 2025 Reduced 3.49%
$170B
$15.8 Million 0.03% of portfolio
228,149
Q1 2025 Reduced 18.75%
$0
$13.5 Million 0.03% of portfolio
271,150
Q1 2025 Added 52.41%
$85B
$16.5 Million 0.03% of portfolio
27,174
Q1 2025 Reduced 2.98%
$52.7B
$13.2 Million 0.03% of portfolio
44,236
Q1 2025 Added 12.02%
$14.8B
$12.3 Million 0.03% of portfolio
105,928
Q1 2025 Added 352.49%
$34.5B
$15.6 Million 0.03% of portfolio
268,992
Q1 2025 Added 6.15%
$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%
$23.9B
$12.4 Million 0.03% of portfolio
173,408
Q1 2025 Added 8.4%
$125B
$14.7 Million 0.03% of portfolio
154,273
Q1 2025 Reduced 2.03%
$0
$16.8 Million 0.03% of portfolio
574,906
Q1 2025 Added 8.69%
$17B
$15.9 Million 0.03% of portfolio
47,322
Q1 2025 Added 6.27%
$37.4B
$16.8 Million 0.03% of portfolio
223,510
Q1 2025 Added 2.26%
$44.8B
$16.7 Million 0.03% of portfolio
159,587
Q1 2025 Reduced 3.91%
$8.43B
$15 Million 0.03% of portfolio
11,294
Q1 2025 Reduced 7.21%
$168B
$15.8 Million 0.03% of portfolio
217,196
Q1 2025 Added 46.35%
$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%
$0
$14.6 Million 0.03% of portfolio
288,273
Q1 2025 Added 27.25%
$12.8B
$13.1 Million 0.03% of portfolio
207,509
Q1 2025 Added 2.98%
$0
$16 Million 0.03% of portfolio
380,899
Q1 2025 Added 5.15%
$9.75B
$13.9 Million 0.03% of portfolio
223,819
Q1 2025 Reduced 8.7%
$138B
$14 Million 0.03% of portfolio
25,441
Q1 2025 Added 238.81%
$2.43B
$7.85 Million 0.02% of portfolio
413,523
Q1 2025 Reduced 2.77%
$55.5B
$8.75 Million 0.02% of portfolio
73,246
Q1 2025 Added 39.53%
$322B
$9.6 Million 0.02% of portfolio
72,581
Q1 2025 Added 1.73%
$0
$8.6 Million 0.02% of portfolio
137,887
Q1 2025 New
$0
$9.54 Million 0.02% of portfolio
136,807
Q1 2025 Reduced 1.05%
$55.3B
$12.1 Million 0.02% of portfolio
24,902
Q1 2025 Added 6.11%
$91B
$12 Million 0.02% of portfolio
27,566
Q1 2025 Added 36.76%
$0
$8.72 Million 0.02% of portfolio
393,517
Q1 2025 Added 28.78%
$53.1B
$10.5 Million 0.02% of portfolio
42,826
Q1 2025 Added 27.44%
$90.3B
$8.78 Million 0.02% of portfolio
259,911
Q1 2025 Added 2.52%
$0
$7.99 Million 0.02% of portfolio
160,424
Q1 2025 Added 2.6%
$0
$8.26 Million 0.02% of portfolio
77,704
Q1 2025 Added 25.18%
$147B
$10.6 Million 0.02% of portfolio
105,009
Q1 2025 Added 31.01%
$18.4B
$8.54 Million 0.02% of portfolio
109,240
Q1 2025 Added 1,497.31%
$83.8B
$10.1 Million 0.02% of portfolio
149,247
Q1 2025 Reduced 48.0%
$0
$8.76 Million 0.02% of portfolio
275,806
Q1 2025 Reduced 1.68%
$0
$12.2 Million 0.02% of portfolio
492,441
Q1 2025 Added 2.05%
$31.1B
$8.27 Million 0.02% of portfolio
136,178
Q1 2025 Added 49.62%
$24B
$8.58 Million 0.02% of portfolio
77,927
Q1 2025 Added 46.58%
$20B
$10.4 Million 0.02% of portfolio
254,058
Q1 2025 Reduced 1.77%
$15.7B
$8.53 Million 0.02% of portfolio
57,934
Q1 2025 Added 17.89%

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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