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
$141B
$97.4 Million 0.2% of portfolio
417,824
Q1 2025 Added 5.14%
$166B
$99.3 Million 0.2% of portfolio
646,449
Q1 2025 Reduced 25.75%
$0
$95.9 Million 0.2% of portfolio
3,760,641
Q1 2025 Reduced 18.17%
$177B
$96.4 Million 0.2% of portfolio
495,548
Q1 2025 Added 2.28%
$0
$95.8 Million 0.2% of portfolio
1,211,226
Q1 2025 Added 1.69%
$0
$91.3 Million 0.19% of portfolio
2,755,707
Q1 2025 Added 2.21%
$0
$90.7 Million 0.19% of portfolio
901,325
Q1 2025 Reduced 0.33%
$204B
$95.3 Million 0.19% of portfolio
719,636
Q1 2025 Reduced 26.96%
$0
$91.8 Million 0.19% of portfolio
1,791,943
Q1 2025 Reduced 5.78%
$0
$87.5 Million 0.18% of portfolio
2,713,560
Q1 2025 Reduced 4.44%
$0
$90.5 Million 0.18% of portfolio
1,917,581
Q1 2025 Added 6.46%
$0
$86.3 Million 0.18% of portfolio
1,587,793
Q1 2025 Reduced 33.7%
$0
$86.6 Million 0.18% of portfolio
2,357,550
Q1 2025 Added 0.93%
$80.8B
$87.9 Million 0.18% of portfolio
598,401
Q1 2025 Added 121.07%
$125B
$81.7 Million 0.17% of portfolio
478,859
Q1 2025 Reduced 28.83%
$307B
$82.5 Million 0.17% of portfolio
1,151,849
Q1 2025 Added 5.24%
$0
$82.9 Million 0.17% of portfolio
2,792,511
Q1 2025 Added 13.42%
$0
$81.4 Million 0.17% of portfolio
996,046
Q1 2025 Added 5.7%
$0
$81.4 Million 0.17% of portfolio
1,516,676
Q1 2025 Reduced 1.66%
$557B
$84.9 Million 0.17% of portfolio
91,054
Q1 2025 Added 24.39%
$140B
$84 Million 0.17% of portfolio
1,184,958
Q1 2025 Reduced 13.53%
$159B
$85.1 Million 0.17% of portfolio
1,087,355
Q1 2025 Added 9.61%
$0
$85.4 Million 0.17% of portfolio
3,691,159
Q1 2025 Added 7.41%
$899B
$84.8 Million 0.17% of portfolio
327,396
Q1 2025 Reduced 52.1%
$135B
$76.6 Million 0.16% of portfolio
250,836
Q1 2025 Added 8.88%
$0
$78.5 Million 0.16% of portfolio
1,995,650
Q1 2025 Added 0.54%
$89.1B
$77 Million 0.16% of portfolio
631,566
Q1 2025 Added 10.05%
$0
$78.7 Million 0.16% of portfolio
1,450,803
Q1 2025 Added 30.23%
$0
$77.8 Million 0.16% of portfolio
737,512
Q1 2025 Reduced 36.77%
$461B
$80.4 Million 0.16% of portfolio
575,124
Q1 2025 Added 20.53%
$59B
$78 Million 0.16% of portfolio
456,850
Q1 2025 Reduced 14.2%
$0
$76.7 Million 0.16% of portfolio
3,065,521
Q1 2025 Reduced 5.59%
$0
$79.6 Million 0.16% of portfolio
1,606,782
Q1 2025 Reduced 16.77%
$198B
$74.3 Million 0.15% of portfolio
2,628,232
Q1 2025 Added 9.61%
$20.6B
$71.5 Million 0.15% of portfolio
1,912,888
Q1 2025 Reduced 36.79%
$0
$71.2 Million 0.15% of portfolio
837,097
Q1 2025 Added 1.73%
$107B
$72.2 Million 0.15% of portfolio
250,469
Q1 2025 Added 25.16%
$182B
$74.4 Million 0.15% of portfolio
1,641,090
Q1 2025 Added 23.61%
$199B
$74.4 Million 0.15% of portfolio
238,295
Q1 2025 Added 2.98%
$0
$68.8 Million 0.14% of portfolio
2,007,955
Q1 2025 Added 4.36%
$0
$69.4 Million 0.14% of portfolio
630,096
Q1 2025 Added 8.96%
$0
$71 Million 0.14% of portfolio
2,787,052
Q1 2025 Added 2.25%
$152B
$70.8 Million 0.14% of portfolio
334,145
Q1 2025 Added 7.57%
$0
$66.5 Million 0.14% of portfolio
1,329,262
Q1 2025 Added 19.19%
$282B
$69.7 Million 0.14% of portfolio
439,082
Q1 2025 Added 24.93%
$0
$68.1 Million 0.14% of portfolio
1,350,282
Q1 2025 Added 3.19%
$80B
$69 Million 0.14% of portfolio
285,044
Q1 2025 Reduced 0.79%
$121B
$68.9 Million 0.14% of portfolio
228,104
Q1 2025 Reduced 17.94%
$61.3B
$64.8 Million 0.13% of portfolio
219,810
Q1 2025 Reduced 40.25%

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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