Wealth Enhancement Advisory Services, LLC Portfolio Holdings
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
Wealth Enhancement Advisory Services, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.5 Billion distributed in 2793 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 $3.56B, Apple Inc. with a value of $1.46B, Ishares Core U.S. Aggregate Bo with a value of $1.3B, Microsoft Corp with a value of $983M, and Nvidia Corp with a value of $774M.
Examining the 13F form we can see an increase of $4.2B in the current position value, from $40.3B to 44.5B.
Below you can find more details about Wealth Enhancement Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$44.5 Billion
ETFs: $25.6 Billion
Technology: $5.6 Billion
Financial Services: $2.76 Billion
Healthcare: $2.07 Billion
Industrials: $1.91 Billion
Consumer Cyclical: $1.89 Billion
Communication Services: $1.17 Billion
Consumer Defensive: $1.16 Billion
Other: $1.72 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 2,793
- Current Value $44.5 Billion
- Prior Value $40.3 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 280 stocks
- Additional Purchases 1,343 stocks
- Sold out of 0 stocks
- Reduced holdings in 948 stocks