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
$0
$3.44 Million 0.01% of portfolio
174,864
Q1 2025 Added 43.54%
$0
$3.58 Million 0.01% of portfolio
155,899
Q1 2025 Added 22.86%
$24B
$3.58 Million 0.01% of portfolio
26,310
Q1 2025 Added 17.89%
$0
$3.65 Million 0.01% of portfolio
65,440
Q1 2025 Added 10.8%
$0
$3.18 Million 0.01% of portfolio
46,065
Q1 2025 Added 7.25%
$0
$3.25 Million 0.01% of portfolio
71,832
Q1 2025 Reduced 5.19%
$0
$3.64 Million 0.01% of portfolio
73,999
Q1 2025 Added 4.32%
$11.6B
$5.94 Million 0.01% of portfolio
164,254
Q1 2025 Added 1,521.46%
$15.3B
$2.46 Million 0.01% of portfolio
154,069
Q1 2025 Added 50.38%
$21.1B
$2.54 Million 0.01% of portfolio
100,140
Q1 2025 Added 1.15%
$32.6B
$3.65 Million 0.01% of portfolio
119,937
Q1 2025 Reduced 22.93%
$0
$3.37 Million 0.01% of portfolio
96,268
Q1 2025 Added 2.14%
$30.3B
$2.62 Million 0.01% of portfolio
8,017
Q1 2025 Added 7.39%
$10.6B
$4.82 Million 0.01% of portfolio
42,394
Q1 2025 Added 17.04%
$0
$6.22 Million 0.01% of portfolio
192,141
Q1 2025 Added 29.39%
$19.9B
$4.6 Million 0.01% of portfolio
34,107
Q1 2025 Added 0.97%
$0
$3.89 Million 0.01% of portfolio
593,341
Q1 2025 Reduced 5.39%
$0
$5.15 Million 0.01% of portfolio
155,457
Q1 2025 New
$0
$3.29 Million 0.01% of portfolio
149,431
Q4 2024 Reduced 7.26%
$31.6B
$2.82 Million 0.01% of portfolio
9,953
Q1 2025 Added 22.91%
$32.1B
$2.76 Million 0.01% of portfolio
15,446
Q1 2025 Reduced 52.74%
$51.2B
$5.83 Million 0.01% of portfolio
108,988
Q1 2025 Added 16.96%
$4.39B
$3.72 Million 0.01% of portfolio
65,742
Q1 2025 Added 11.51%
$60.5B
$2.69 Million 0.01% of portfolio
86,408
Q1 2025 Reduced 11.12%
$34.6B
$2.47 Million 0.01% of portfolio
5,159
Q1 2025 Added 41.19%
$58.7B
$5.5 Million 0.01% of portfolio
89,378
Q1 2025 Added 54.9%
$27.4B
$2.6 Million 0.01% of portfolio
2,202
Q1 2025 Added 95.04%
$17.3B
$5.15 Million 0.01% of portfolio
15,635
Q1 2025 Added 82.14%
$10.5B
$3.08 Million 0.01% of portfolio
50,646
Q1 2025 Reduced 17.42%
$14.6B
$3.76 Million 0.01% of portfolio
21,411
Q1 2025 Reduced 2.15%
$1.8B
$3.84 Million 0.01% of portfolio
89,528
Q1 2025 Reduced 17.62%
$35B
$3.59 Million 0.01% of portfolio
37,572
Q1 2025 Added 5.84%
$42.3B
$2.87 Million 0.01% of portfolio
37,864
Q1 2025 Added 18.05%
$15.9B
$2.74 Million 0.01% of portfolio
19,346
Q1 2025 Reduced 0.75%
$22.3B
$4.56 Million 0.01% of portfolio
51,950
Q1 2025 Added 6.56%
$0
$3.5 Million 0.01% of portfolio
285,666
Q1 2025 Added 9.8%
$1.76B
$3.48 Million 0.01% of portfolio
31,964
Q1 2025 Reduced 17.9%
$17.4B
$3.46 Million 0.01% of portfolio
49,515
Q1 2025 Added 49.74%
$0
$7.29 Million 0.01% of portfolio
93,167
Q1 2025 Reduced 8.75%
$0
$3.89 Million 0.01% of portfolio
101,123
Q1 2025 Reduced 3.0%
$0
$3.97 Million 0.01% of portfolio
135,627
Q1 2025 Added 12.23%
$40.9B
$5.41 Million 0.01% of portfolio
109,614
Q1 2025 Added 14.31%
$15.3B
$4.09 Million 0.01% of portfolio
38,917
Q1 2025 Added 220.94%
$18.8B
$2.91 Million 0.01% of portfolio
17,595
Q1 2025 Added 9.52%
$7.24B
$2.73 Million 0.01% of portfolio
29,013
Q1 2025 Added 159.42%
$39.7B
$3.27 Million 0.01% of portfolio
31,644
Q1 2025 Added 4.29%
$10B
$2.8 Million 0.01% of portfolio
65,439
Q1 2025 Added 65.16%
$29.4B
$4.37 Million 0.01% of portfolio
254,549
Q1 2025 Added 138.82%
$0
$6.12 Million 0.01% of portfolio
122,413
Q1 2025 Reduced 17.66%

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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