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
$151B
$32.6 Million 0.07% of portfolio
883,677
Q1 2025 Added 19.4%
$138B
$32.8 Million 0.07% of portfolio
292,966
Q1 2025 Added 4.72%
$54.9B
$33.5 Million 0.07% of portfolio
33,917
Q1 2025 Added 116.02%
$0
$35.6 Million 0.07% of portfolio
429,838
Q1 2025 Reduced 17.67%
$0
$32.2 Million 0.07% of portfolio
276,771
Q1 2025 Reduced 1.16%
$0
$32.3 Million 0.07% of portfolio
1,051,535
Q1 2025 Added 3.0%
$0
$35.6 Million 0.07% of portfolio
630,913
Q1 2025 Reduced 0.29%
$91B
$33.8 Million 0.07% of portfolio
497,768
Q1 2025 Added 1.92%
$86.1B
$33.2 Million 0.07% of portfolio
23,195
Q1 2025 Added 16.42%
$0
$34.4 Million 0.07% of portfolio
689,632
Q1 2025 Added 15.63%
$0
$33.5 Million 0.07% of portfolio
694,501
Q1 2025 Added 5.38%
$0
$34.7 Million 0.07% of portfolio
879,660
Q1 2025 Reduced 14.17%
$0
$34 Million 0.07% of portfolio
1,396,302
Q1 2025 Reduced 34.77%
$1.05T
$34.1 Million 0.07% of portfolio
205,145
Q1 2025 Reduced 14.59%
$12.3B
$32.2 Million 0.07% of portfolio
304,756
Q1 2025 Reduced 0.06%
$64.9B
$36 Million 0.07% of portfolio
852,467
Q1 2025 Reduced 16.72%
$0
$32.8 Million 0.07% of portfolio
558,828
Q1 2025 Reduced 8.18%
$0
$36.5 Million 0.07% of portfolio
461,855
Q1 2025 Added 12.8%
$0
$34.9 Million 0.07% of portfolio
376,801
Q1 2025 Reduced 0.78%
$0
$34.5 Million 0.07% of portfolio
141,128
Q1 2025 Added 2.4%
$37.5B
$33.4 Million 0.07% of portfolio
472,344
Q1 2025 Added 18.29%
$64.6B
$31.8 Million 0.06% of portfolio
285,872
Q1 2025 Reduced 0.54%
$70.7B
$27.7 Million 0.06% of portfolio
7,261
Q1 2025 Added 21.81%
$94.9B
$30.1 Million 0.06% of portfolio
91,609
Q1 2025 Reduced 10.75%
$98.8B
$27.9 Million 0.06% of portfolio
105,044
Q1 2025 Added 62.98%
$66.7B
$27.7 Million 0.06% of portfolio
942,846
Q1 2025 Reduced 0.26%
$75.2B
$30.9 Million 0.06% of portfolio
329,826
Q1 2025 Added 23.81%
$109B
$28.3 Million 0.06% of portfolio
269,154
Q1 2025 Added 14.6%
$36.3B
$27.6 Million 0.06% of portfolio
250,014
Q1 2025 Added 2.83%
$0
$31.4 Million 0.06% of portfolio
1,212,516
Q1 2025 Reduced 5.51%
$76.1B
$30.5 Million 0.06% of portfolio
120,176
Q1 2025 Added 19.29%
$23.7B
$28.3 Million 0.06% of portfolio
364,694
Q1 2025 Added 55.44%
$6.17B
$31.3 Million 0.06% of portfolio
639,859
Q1 2025 Reduced 0.66%
$0
$28.5 Million 0.06% of portfolio
783,043
Q1 2025 Added 1.8%
$0
$31.2 Million 0.06% of portfolio
803,543
Q1 2025 Reduced 1.06%
$0
$30.7 Million 0.06% of portfolio
290,761
Q1 2025 Reduced 14.83%
$0
$28.2 Million 0.06% of portfolio
493,782
Q1 2025 Reduced 5.69%
$0
$30.9 Million 0.06% of portfolio
261,940
Q1 2025 Added 107.01%
$0
$31.5 Million 0.06% of portfolio
259,668
Q1 2025 Reduced 3.3%
$0
$28.3 Million 0.06% of portfolio
405,806
Q1 2025 Added 8.52%
$0
$28.9 Million 0.06% of portfolio
501,889
Q1 2025 Reduced 9.74%
$36.3B
$28.9 Million 0.06% of portfolio
290,937
Q1 2025 Added 20.89%
$5.37B
$28.7 Million 0.06% of portfolio
867,825
Q1 2025 Reduced 0.23%
$0
$27.1 Million 0.06% of portfolio
294,969
Q1 2025 Added 4.87%
$0
$31.8 Million 0.06% of portfolio
783,768
Q1 2025 Added 2.12%
$92.7B
$29.6 Million 0.06% of portfolio
84,841
Q1 2025 Added 13.95%
$0
$28.2 Million 0.06% of portfolio
1,172,384
Q1 2025 Added 131.16%
$52.6B
$29.2 Million 0.06% of portfolio
709,902
Q1 2025 Reduced 16.78%
$0
$31.2 Million 0.06% of portfolio
688,408
Q1 2025 Reduced 8.28%

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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