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
$97.7B
$63.4 Million 0.13% of portfolio
453,706
Q1 2025 Reduced 0.21%
$184B
$63.2 Million 0.13% of portfolio
191,640
Q1 2025 Added 17.52%
$42.6B
$65.8 Million 0.13% of portfolio
517,961
Q1 2025 Reduced 16.63%
$0
$62.3 Million 0.13% of portfolio
1,303,252
Q1 2025 Added 13.2%
$0
$62.7 Million 0.13% of portfolio
1,855,302
Q1 2025 Reduced 4.3%
$197B
$62.1 Million 0.13% of portfolio
125,299
Q1 2025 Reduced 52.54%
$0
$62.6 Million 0.13% of portfolio
1,209,337
Q1 2025 Added 14.17%
$130B
$66 Million 0.13% of portfolio
2,606,123
Q1 2025 Added 55.46%
$0
$65.3 Million 0.13% of portfolio
2,782,555
Q1 2025 Reduced 2.53%
$0
$64 Million 0.13% of portfolio
2,317,743
Q1 2025 Reduced 1.09%
$0
$63.2 Million 0.13% of portfolio
306,296
Q1 2025 Reduced 2.88%
$156B
$63.3 Million 0.13% of portfolio
127,150
Q1 2025 Reduced 0.1%
$0
$63.7 Million 0.13% of portfolio
499,133
Q1 2025 Added 13.26%
$101B
$60.2 Million 0.12% of portfolio
276,533
Q1 2025 Added 0.44%
$0
$57.7 Million 0.12% of portfolio
1,619,216
Q1 2025 Added 5.67%
$0
$57.9 Million 0.12% of portfolio
2,045,305
Q1 2025 Added 9.42%
$99.5B
$57.2 Million 0.12% of portfolio
162,167
Q1 2025 Reduced 39.4%
$0
$57.6 Million 0.12% of portfolio
1,081,225
Q1 2025 Reduced 1.73%
$0
$56.8 Million 0.12% of portfolio
465,567
Q1 2025 Reduced 0.16%
$0
$60.3 Million 0.12% of portfolio
1,150,724
Q1 2025 Reduced 35.96%
$0
$57.1 Million 0.12% of portfolio
334,343
Q1 2025 Added 4.89%
$70.7B
$57.7 Million 0.12% of portfolio
524,510
Q1 2025 Added 3.64%
$0
$57 Million 0.12% of portfolio
184,669
Q1 2025 Added 0.53%
$0
$60.6 Million 0.12% of portfolio
326,772
Q1 2025 Reduced 1.38%
$0
$54 Million 0.11% of portfolio
584,065
Q1 2025 Reduced 10.01%
$112B
$55.4 Million 0.11% of portfolio
274,501
Q1 2025 Reduced 0.4%
$440B
$53.5 Million 0.11% of portfolio
67
Q1 2025 Added 123.33%
$207B
$53.5 Million 0.11% of portfolio
98,008
Q1 2025 Reduced 32.93%
$110B
$52.7 Million 0.11% of portfolio
152,618
Q1 2025 Reduced 4.74%
$8.98B
$51.5 Million 0.11% of portfolio
252,193
Q1 2025 Reduced 1.68%
$0
$56.3 Million 0.11% of portfolio
606,701
Q1 2025 Added 1.71%
$0
$56.3 Million 0.11% of portfolio
2,270,896
Q1 2025 Reduced 31.7%
$0
$52.6 Million 0.11% of portfolio
1,965,014
Q1 2025 Added 33.77%
$206B
$54.3 Million 0.11% of portfolio
68,244
Q1 2025 Reduced 26.91%
$145B
$55.2 Million 0.11% of portfolio
148,356
Q1 2025 Added 2.14%
$0
$54.1 Million 0.11% of portfolio
1,168,797
Q1 2025 Added 4.14%
$0
$55.6 Million 0.11% of portfolio
251,025
Q1 2025 Added 13.62%
$38.4B
$50.6 Million 0.1% of portfolio
273,522
Q1 2025 Added 0.69%
$10.8B
$49 Million 0.1% of portfolio
811,011
Q1 2025 Reduced 0.39%
$0
$47.1 Million 0.1% of portfolio
1,224,621
Q1 2025 Added 20.86%
$0
$48.8 Million 0.1% of portfolio
1,563,655
Q1 2025 Reduced 6.65%
$75.3B
$47 Million 0.1% of portfolio
172,361
Q1 2025 Reduced 17.88%
$14.3B
$48.9 Million 0.1% of portfolio
702,568
Q1 2025 Added 7.51%
$70.6B
$48.9 Million 0.1% of portfolio
278,404
Q1 2025 Reduced 31.84%
$164B
$50.2 Million 0.1% of portfolio
177,377
Q1 2025 Added 0.87%
$0
$47.6 Million 0.1% of portfolio
593,721
Q1 2025 Added 2.26%
$0
$49.8 Million 0.1% of portfolio
370,787
Q1 2025 Added 0.53%
$267B
$48.2 Million 0.1% of portfolio
179,426
Q1 2025 Added 10.51%
$96.2B
$49.6 Million 0.1% of portfolio
539,504
Q1 2025 Added 2.67%

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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