Wealth Enhancement Advisory Services, LLC Portfolio Holdings
Wealth Enhancement Advisory Services, LLC
- $61.1 Billion
- Q3 2025
Wealth Enhancement Advisory Services, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $61.1 Billion distributed in 3831 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 $4.35B, Apple Inc. with a value of $1.98B, Ishares Core U.S. Aggregate Bo with a value of $1.82B, Microsoft Corp with a value of $1.53B, and Nvidia Corp with a value of $1.39B.
Examining the 13F form we can see an increase of $5.54B in the current position value, from $55.6B to 61.1B.
Below you can find more details about Wealth Enhancement Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$61.1 Billion
ETFs: $33.1 Billion
Technology: $8.94 Billion
Financial Services: $4.25 Billion
Industrials: $2.89 Billion
Consumer Cyclical: $2.53 Billion
Healthcare: $2.5 Billion
Communication Services: $2.16 Billion
Consumer Defensive: $1.42 Billion
Other: $2.42 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 3,831
- Current Value $61.1 Billion
- Prior Value $55.6 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 348 stocks
- Additional Purchases 1,938 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,133 stocks