Wealth Enhancement Advisory Services, LLC Portfolio Holdings
Wealth Enhancement Advisory Services, LLC
- $65.4 Billion
- Q4 2025
Wealth Enhancement Advisory Services, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $65.4 Billion distributed in 3925 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 $4.41B, Broadcom Inc. with a value of $2.77B, Apple Inc. with a value of $2.09B, Ishares Core U.S. Aggregate Bo with a value of $1.96B, and Microsoft Corp with a value of $1.53B.
Examining the 13F form we can see an increase of $4.28B in the current position value, from $61.1B to 65.4B.
Below you can find more details about Wealth Enhancement Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$65.4 Billion
ETFs: $34.1 Billion
Technology: $11.7 Billion
Financial Services: $4.33 Billion
Industrials: $2.86 Billion
Healthcare: $2.76 Billion
Consumer Cyclical: $2.67 Billion
Communication Services: $2.25 Billion
Consumer Defensive: $1.38 Billion
Other: $2.5 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 3,925
- Current Value $65.4 Billion
- Prior Value $61.1 Billion
- Filing
- Period Q4 2025
- Filing Date January 08, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 279 stocks
- Additional Purchases 2,055 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,175 stocks