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
$48.8B
$18.8 Million 0.04% of portfolio
82,110
Q1 2025 Added 50.58%
$60.9B
$17.8 Million 0.04% of portfolio
76,919
Q1 2025 Added 63.72%
$1.46B
$18.8 Million 0.04% of portfolio
373,432
Q1 2025 Added 21.11%
$23.9B
$17.3 Million 0.04% of portfolio
117,385
Q1 2025 Reduced 2.58%
$0
$17.2 Million 0.04% of portfolio
589,099
Q1 2025 Added 7.83%
$0
$20 Million 0.04% of portfolio
420,114
Q1 2025 Reduced 16.81%
$0
$21.5 Million 0.04% of portfolio
819,862
Q1 2025 Reduced 5.45%
$65.1B
$20.9 Million 0.04% of portfolio
162,603
Q1 2025 Added 37.9%
$94.9B
$19.4 Million 0.04% of portfolio
438,557
Q1 2025 Added 6.06%
$54.5B
$17.5 Million 0.04% of portfolio
941,444
Q1 2025 Added 23.12%
$18.2B
$19.3 Million 0.04% of portfolio
160,855
Q1 2025 Added 53.42%
$0
$21.5 Million 0.04% of portfolio
640,983
Q1 2025 Added 0.32%
$79.5B
$20.4 Million 0.04% of portfolio
163,014
Q1 2025 Added 15.98%
$72.7B
$18.3 Million 0.04% of portfolio
140,883
Q1 2025 Added 233.52%
$0
$18 Million 0.04% of portfolio
435,198
Q1 2025 Added 368.33%
$216B
$20 Million 0.04% of portfolio
32,535
Q1 2025 Added 6.06%
$0
$19.9 Million 0.04% of portfolio
525,359
Q1 2025 Reduced 1.89%
$53.7B
$21.1 Million 0.04% of portfolio
357,429
Q1 2025 Added 17.87%
$0
$19.8 Million 0.04% of portfolio
178,402
Q1 2025 Added 24.46%
$0
$18 Million 0.04% of portfolio
412,807
Q1 2025 Reduced 2.65%
$0
$20.1 Million 0.04% of portfolio
143,291
Q1 2025 Added 12.38%
$0
$17.6 Million 0.04% of portfolio
187,975
Q1 2025 Reduced 9.28%
$0
$20.8 Million 0.04% of portfolio
396,663
Q1 2025 Reduced 30.81%
$0
$18.1 Million 0.04% of portfolio
174,422
Q1 2025 Reduced 46.21%
$0
$20.5 Million 0.04% of portfolio
133,627
Q1 2025 Added 9.66%
$0
$19.3 Million 0.04% of portfolio
326,903
Q1 2025 Added 4.47%
$0
$20.8 Million 0.04% of portfolio
687,431
Q1 2025 Reduced 24.13%
$0
$20.5 Million 0.04% of portfolio
472,792
Q1 2025 Reduced 4.9%
$0
$19.3 Million 0.04% of portfolio
236,047
Q1 2025 Reduced 3.36%
$0
$20.9 Million 0.04% of portfolio
183,077
Q1 2025 Added 16.87%
$45.7B
$17.8 Million 0.04% of portfolio
125,323
Q1 2025 Added 31.95%
$63.5B
$19.9 Million 0.04% of portfolio
698,888
Q1 2025 Reduced 19.8%
$47.4B
$20.8 Million 0.04% of portfolio
307,790
Q1 2025 Added 8.78%
$62.7B
$21.4 Million 0.04% of portfolio
266,844
Q1 2025 Reduced 1.43%
$35.6B
$19.5 Million 0.04% of portfolio
403,829
Q1 2025 Added 32.1%
$75.1B
$18 Million 0.04% of portfolio
35,193
Q1 2025 Reduced 40.96%
$57.4B
$18.4 Million 0.04% of portfolio
119,291
Q1 2025 Added 32.59%
$54B
$19.6 Million 0.04% of portfolio
158,934
Q1 2025 Added 20.31%
$0
$20.4 Million 0.04% of portfolio
212,722
Q1 2025 Added 17.2%
$51.4B
$17.5 Million 0.04% of portfolio
68,770
Q1 2025 Added 3.74%
$51.8B
$21.4 Million 0.04% of portfolio
33,745
Q1 2025 Reduced 26.63%
$0
$21.1 Million 0.04% of portfolio
337,242
Q1 2025 Added 6.33%
$0
$17.8 Million 0.04% of portfolio
598,954
Q1 2025 Reduced 11.04%
$0
$18.4 Million 0.04% of portfolio
610,462
Q1 2025 Added 10.59%
$0
$20.5 Million 0.04% of portfolio
132,070
Q1 2025 Added 3.13%
$0
$17.4 Million 0.04% of portfolio
120,687
Q1 2025 Reduced 2.02%
$0
$21.3 Million 0.04% of portfolio
230,468
Q1 2025 Added 2.11%
$0
$17.4 Million 0.04% of portfolio
352,656
Q1 2025 Added 3.65%
$5.71B
$17.6 Million 0.04% of portfolio
319,132
Q1 2025 Added 14.32%

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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