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Wealth Enhancement Advisory Services

Latest statistics and disclosures from Wealth Enhancement Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, MSFT, SMTH, VWO, and represent 16.48% of Wealth Enhancement Advisory Services's stock portfolio.
Added to shares of these 10 stocks: AGG (+$161M), SMTH (+$148M), PLTR (+$132M), HD (+$84M), ACN (+$82M), PMBS (+$77M), APP (+$68M), CTA (+$63M), USVM (+$62M), AVAV (+$60M).
Started 350 new stock positions in LDP, WRLD, ALEC, Box, FBRT, MSGS, ORIC, Direxion Daily Financial Bear 3x Shares, DAUG, ICLR.
Reduced shares in these 10 stocks: JPM (-$120M), CSCO (-$93M), IBM (-$90M), JAAA (-$69M), NEE (-$55M), ADBE (-$40M), GS (-$37M), MMM (-$31M), NKE (-$29M), ORCL (-$28M).
Sold out of its positions in ARAY, IVVD, AGEN, Airbnb, ALG, ALT, AMED, American Centy Etf Tr, AVIG, NDIV.
Wealth Enhancement Advisory Services was a net buyer of stock by $2.2B.
Wealth Enhancement Advisory Services has $61B in assets under management (AUM), dropping by 12.54%.
Central Index Key (CIK): 0001632972

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Portfolio Holdings for Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services holds 3544 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Wealth Enhancement Advisory Services has 3544 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Enhancement Advisory Services Sept. 30, 2025 positions
Download the Wealth Enhancement Advisory Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.2	$4.4B		6.5M	672.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.0	$1.8B	+9%	18M	100.13	View chart
Microsoft Corporation (MSFT)	2.6	$1.6B		3.0M	523.47	View chart
Alps Etf Tr Smith Core Plus (SMTH)	2.1	$1.3B	+12%	49M	26.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$971M	+3%	18M	54.68	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.5	$912M	+4%	19M	47.75	View chart
Amazon (AMZN)	1.3	$813M	+3%	3.7M	221.71	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.3	$805M	+2%	12M	67.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$775M	+5%	18M	43.49	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	1.2	$737M	+9%	8.2M	90.32	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$723M	+3%	10M	72.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$651M	+2%	6.8M	95.24	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$629M	+8%	27M	23.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$565M	+2%	7.7M	73.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$540M		878k	615.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$532M		1.1M	502.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$514M		19M	26.48	View chart
JPMorgan Chase & Co. (JPM)	0.8	$505M	-19%	1.6M	307.65	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.8	$501M	+9%	9.8M	51.19	View chart
NVIDIA Corporation Call Option (NVDA)	0.7	$431M	-4%	7.8M	55.45	View chart
Visa Com Cl A (V)	0.7	$426M	+16%	1.2M	352.43	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.7	$410M	+5%	4.4M	93.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$389M	+3%	4.9M	79.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$359M	+3%	7.1M	50.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$355M		1.1M	329.62	View chart
Johnson & Johnson (JNJ)	0.6	$348M	+6%	1.8M	188.89	View chart
Home Depot (HD)	0.5	$328M	+34%	847k	386.80	View chart
Exxon Mobil Corporation (XOM)	0.5	$323M	+10%	2.8M	114.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$322M		1.5M	217.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$316M	-4%	12M	27.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$302M		1.2M	247.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$289M		2.4M	118.24	View chart
Wal-Mart Stores (WMT)	0.5	$288M	+8%	2.8M	103.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$286M		594k	482.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$281M		1.1M	248.85	View chart
Mastercard Incorporated Cl A (MA)	0.4	$258M	+20%	445k	579.85	View chart
Procter & Gamble Company (PG)	0.4	$258M	+5%	1.7M	152.54	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.4	$256M	+3%	4.6M	55.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$255M		1.0M	254.50	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.4	$250M	-7%	3.2M	78.72	View chart
Franklin Templeton Etf Tr Intl Aggregte Bd (FLIA)	0.4	$239M	+9%	12M	20.54	View chart
International Business Machines (IBM)	0.4	$232M	-27%	790k	293.87	View chart
Oracle Corporation (ORCL)	0.4	$231M	-10%	812k	284.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$230M		3.1M	74.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$229M	+3%	1.2M	187.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$221M	-2%	2.5M	88.19	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.4	$220M	+150%	1.8M	120.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$217M		9.2M	23.56	View chart
Global X Fds Adaptive Us (AUSF)	0.4	$214M		4.6M	46.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$208M	+65%	829k	251.23	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$201M	+5%	1.8M	113.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$195M		3.2M	60.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$193M	-3%	524k	367.23	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$192M	-3%	6.6M	29.14	View chart
Ge Aerospace Com New (GE)	0.3	$189M		626k	301.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$189M	+9%	1.9M	100.44	View chart
Abbott Laboratories (ABT)	0.3	$188M	+5%	1.4M	133.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$187M	-2%	397k	470.26	View chart
Pepsi (PEP)	0.3	$180M	+7%	1.3M	140.78	View chart
Cisco Systems (CSCO)	0.3	$179M	-34%	2.6M	68.98	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.3	$179M	-5%	2.1M	83.40	View chart
Tesla Motors (TSLA)	0.3	$179M	+6%	413k	432.67	View chart
Chevron Corporation (CVX)	0.3	$171M	+6%	1.1M	154.89	View chart
Eaton Corp SHS (ETN)	0.3	$171M	-4%	461k	370.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$171M		5.7M	29.75	View chart
Eli Lilly & Co. (LLY)	0.3	$171M	+7%	202k	843.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$170M	-2%	4.4M	38.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$170M		2.6M	65.15	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$166M	+2%	1.5M	110.20	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$160M		2.0M	80.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$158M		1.6M	96.36	View chart
Applovin Corp Com Cl A (APP)	0.3	$158M	+76%	250k	631.85	View chart
Lockheed Martin Corporation (LMT)	0.3	$157M	+51%	307k	511.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$156M		2.0M	78.02	View chart
Merck & Co (MRK)	0.3	$154M	+5%	1.8M	87.61	View chart
UnitedHealth (UNH)	0.3	$153M		421k	363.65	View chart
Morgan Stanley Com New (MS)	0.3	$153M		980k	155.93	View chart
Bank of America Corporation (BAC)	0.2	$151M		3.0M	50.28	View chart
Waste Management (WM)	0.2	$150M	+36%	689k	217.56	View chart
Wells Fargo & Company (WFC)	0.2	$149M		1.8M	81.14	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$149M	+3%	2.9M	50.94	View chart
Costco Wholesale Corporation (COST)	0.2	$145M		159k	914.80	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$139M	+6%	2.4M	58.02	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$139M		2.4M	57.78	View chart
McKesson Corporation (MCK)	0.2	$138M		184k	750.13	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$137M	+2%	2.7M	50.62	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$136M	-33%	2.7M	50.62	View chart
Metropcs Communications (TMUS)	0.2	$136M	+2%	596k	227.68	View chart
TJX Companies (TJX)	0.2	$133M		933k	142.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$133M	-4%	650k	204.54	View chart
Ge Vernova (GEV)	0.2	$133M	-3%	219k	606.12	View chart
Abbvie (ABBV)	0.2	$133M	+2%	570k	232.71	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$128M	+33%	2.5M	50.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$127M	-2%	4.5M	27.99	View chart
McDonald's Corporation (MCD)	0.2	$126M	+3%	426k	296.32	View chart
Raytheon Technologies Corp (RTX)	0.2	$126M		743k	169.27	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$125M	+8%	1.9M	64.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$125M		2.8M	44.85	View chart
Motorola Solutions Com New (MSI)	0.2	$125M		272k	458.50	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$123M		2.7M	45.40	View chart
Netflix (NFLX)	0.2	$123M	+39%	103k	1191.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$123M	-2%	2.1M	58.03	View chart
Ciena Corp Com New (CIEN)	0.2	$122M		805k	151.48	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$121M		2.7M	44.44	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$120M		1.8M	66.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$120M	+6%	3.6M	33.45	View chart
Amgen (AMGN)	0.2	$118M		401k	295.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$116M	-2%	1.6M	72.74	View chart
Qualcomm (QCOM)	0.2	$116M	-3%	700k	165.46	View chart
Corning Incorporated (GLW)	0.2	$113M		1.3M	85.00	View chart
Meta Platforms Cl A Call Option (META)	0.2	$112M	+4%	629k	177.67	View chart
Walt Disney Company (DIS)	0.2	$109M		971k	112.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$109M	+5%	1.2M	89.01	View chart
Neuberger Berman Etf Trust Berman Commodity (NBCM)	0.2	$108M	+4%	4.5M	23.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$107M	-2%	2.8M	37.92	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$106M	+9%	2.2M	47.42	View chart
Charles Schwab Corporation (SCHW)	0.2	$106M		1.1M	94.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$106M	-6%	1.4M	74.28	View chart
American Express Company (AXP)	0.2	$105M	-2%	321k	327.97	View chart
Lowe's Companies (LOW)	0.2	$102M		426k	239.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$102M	+3%	1.1M	94.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$100M		390k	255.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$99M		3.1M	32.17	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.2	$99M		2.7M	37.17	View chart
3M Company (MMM)	0.2	$98M	-24%	630k	155.33	View chart
Chubb (CB)	0.2	$97M	+17%	335k	289.24	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$97M		2.1M	46.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$96M	+11%	263k	366.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$96M	-4%	461k	208.75	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.2	$96M		3.1M	30.63	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$94M		3.6M	25.83	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$94M	+5%	2.0M	45.92	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$92M	-7%	2.3M	40.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$92M		321k	285.68	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$91M		2.1M	44.18	View chart
D.R. Horton (DHI)	0.1	$90M		560k	161.16	View chart
Duke Energy Corp Com New (DUK)	0.1	$89M	+4%	711k	125.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$89M		501k	177.06	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$88M	+2%	2.8M	31.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$88M	+2%	1.8M	50.07	View chart
Morgan Stanley Etf Trust Eaton Vance Ultr (EVSB)	0.1	$87M		1.7M	50.98	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$87M	+22%	1.7M	49.88	View chart
Pfizer (PFE)	0.1	$87M	+7%	3.3M	26.27	View chart
AmerisourceBergen (COR)	0.1	$86M		280k	308.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$86M		1.5M	56.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$85M		3.6M	23.44	View chart
Philip Morris International (PM)	0.1	$85M	+10%	550k	154.55	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$84M	+3%	791k	106.54	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$83M	-2%	1.4M	57.46	View chart
Progressive Corporation (PGR)	0.1	$83M	+23%	339k	243.89	View chart
Verizon Communications (VZ)	0.1	$83M	+11%	2.0M	41.40	View chart
At&t (T)	0.1	$82M		3.1M	26.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$80M	-8%	1.9M	43.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$80M		827k	96.66	View chart
Medtronic SHS (MDT)	0.1	$80M	+42%	812k	98.28	View chart
Boeing Company (BA)	0.1	$78M		352k	221.82	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$78M	+15%	1.7M	44.55	View chart
Caterpillar (CAT)	0.1	$77M	+2%	159k	486.71	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$77M	NEW	1.6M	49.54	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$77M	+8%	821k	93.89	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$76M		463k	164.91	View chart
Ea Series Trust Cambria Endowm (ENDW)	0.1	$76M		2.5M	30.25	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$76M	+10%	2.0M	38.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$76M		2.2M	33.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$74M		615k	120.98	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$74M	+5%	1.6M	47.55	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$73M	+4%	1.7M	42.34	View chart
Automatic Data Processing (ADP)	0.1	$73M		250k	292.94	View chart
Devon Energy Corporation (DVN)	0.1	$72M		2.0M	34.99	View chart
Thermo Fisher Scientific (TMO)	0.1	$71M		132k	539.17	View chart
AeroVironment (AVAV)	0.1	$70M	+550%	178k	395.13	View chart
Servicenow (NOW)	0.1	$70M		77k	904.24	View chart
Gilead Sciences (GILD)	0.1	$70M	+22%	595k	116.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$69M	+10%	1.9M	36.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$69M		490k	141.05	View chart
Hca Holdings (HCA)	0.1	$69M	+3%	157k	437.57	View chart
Air Products & Chemicals (APD)	0.1	$68M		251k	270.91	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$68M		1.3M	50.78	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$68M	+7%	1.9M	34.87	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$68M	+4%	2.0M	34.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$67M		344k	195.81	View chart
Honeywell International (HON)	0.1	$67M		321k	209.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$67M	-2%	459k	146.32	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$67M	+89%	2.7M	24.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$66M		608k	108.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$66M		225k	294.03	View chart
Coca-Cola Company (KO)	0.1	$66M	-19%	989k	66.80	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$66M		504k	130.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$66M	+3%	224k	293.69	View chart
General Dynamics Corporation (GD)	0.1	$65M	+5%	191k	343.43	View chart
PNC Financial Services (PNC)	0.1	$65M	+3%	337k	193.81	View chart
United Parcel Service CL B (UPS)	0.1	$65M		759k	85.96	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$65M	+2620%	2.3M	28.21	View chart
Fortinet (FTNT)	0.1	$64M	+465%	757k	84.92	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$64M	+22%	1.2M	52.15	View chart
Analog Devices (ADI)	0.1	$64M		273k	233.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$64M	+4%	84k	755.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$63M	+8%	2.5M	25.82	View chart
Southern Company (SO)	0.1	$63M	+7%	652k	96.42	View chart
Adobe Systems Incorporated (ADBE)	0.1	$63M	-38%	180k	348.47	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$61M		1.8M	34.36	View chart
Northrop Grumman Corporation (NOC)	0.1	$61M	+167%	98k	621.63	View chart
Cintas Corporation (CTAS)	0.1	$61M	+128%	304k	199.17	View chart
Illinois Tool Works (ITW)	0.1	$61M	+8%	237k	255.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$60M	+16%	500k	120.47	View chart
Republic Services (RSG)	0.1	$60M		270k	222.75	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$60M	-5%	997k	60.24	View chart
Intuitive Surgical Com New (ISRG)	0.1	$60M	+2%	136k	440.94	View chart
Huntington Ingalls Inds (HII)	0.1	$60M	-16%	209k	285.38	View chart
Apple Put Option (AAPL)	0.1	$59M	+3%	7.9M	7.46	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$58M	+2%	2.3M	25.10	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$58M		555k	104.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$58M	+3%	1.2M	46.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$57M		186k	309.22	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$57M	+4%	2.1M	26.89	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$57M	-3%	176k	324.23	View chart
Stryker Corporation (SYK)	0.1	$57M	+3%	153k	369.24	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.1	$56M	-2%	1.4M	40.80	View chart
Goldman Sachs (GS)	0.1	$56M	-39%	71k	789.66	View chart
Travelers Companies (TRV)	0.1	$56M	+13%	196k	284.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$55M	+15%	226k	243.57	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$55M	+36%	1.1M	50.92	View chart
Bristol Myers Squibb (BMY)	0.1	$54M	+36%	1.2M	44.66	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$54M	-21%	132k	404.60	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$53M		378k	140.19	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$53M	-2%	113k	465.97	View chart
American Electric Power Company (AEP)	0.1	$52M	+5%	443k	118.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$52M	+2%	69.00	753715.00	View chart
American Tower Reit (AMT)	0.1	$52M	-4%	277k	187.04	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$51M	+5%	86k	595.07	View chart
Terex Corporation (TEX)	0.1	$51M	-6%	965k	52.67	View chart
Masco Corporation (MAS)	0.1	$50M		732k	68.53	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$50M	+2%	1.7M	29.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$48M	-30%	835k	57.32	View chart
Nextera Energy (NEE)	0.1	$48M	-53%	572k	83.21	View chart
Public Storage (PSA)	0.1	$47M	+108%	161k	293.53	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$46M	-8%	1.7M	27.82	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$46M		458k	100.59	View chart
Xcel Energy (XEL)	0.1	$46M	+7%	560k	81.85	View chart
S&p Global (SPGI)	0.1	$46M	+4%	95k	481.22	View chart
Two Rds Shared Tr Condctr Gbl Eqty (CGV)	0.1	$46M	-2%	3.1M	14.57	View chart
Toll Brothers (TOL)	0.1	$46M		344k	132.86	View chart
Howmet Aerospace (HWM)	0.1	$46M	+16%	238k	191.46	View chart
Deere & Company (DE)	0.1	$45M	+2%	98k	461.51	View chart
salesforce (CRM)	0.1	$45M		189k	239.74	View chart
Fastenal Company (FAST)	0.1	$45M	+10%	945k	47.45	View chart
Danaher Corporation (DHR)	0.1	$45M		215k	208.77	View chart
Dbx Etf Tr Xtrackers Risk M (HYRM)	0.1	$45M		1.9M	23.51	View chart
Advanced Micro Devices (AMD)	0.1	$45M	+4%	212k	210.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$44M	-3%	250k	177.77	View chart

Past Filings by Wealth Enhancement Advisory Services

SEC 13F filings are viewable for Wealth Enhancement Advisory Services going back to 2014

Wealth Enhancement Advisory Services 2025 Q3 filed Oct. 29, 2025
Wealth Enhancement Advisory Services 2025 Q2 filed July 10, 2025
Wealth Enhancement Advisory Services 2025 Q1 filed April 16, 2025
Wealth Enhancement Advisory Services 2024 Q4 restated filed March 17, 2025
Wealth Enhancement Advisory Services 2024 Q4 filed Jan. 10, 2025
Wealth Enhancement Advisory Services 2024 Q2 filed July 16, 2024
Wealth Enhancement Advisory Services 2024 Q1 filed April 15, 2024
Wealth Enhancement Advisory Services 2023 Q4 filed Jan. 30, 2024
Wealth Enhancement Advisory Services 2023 Q3 filed Nov. 13, 2023
Wealth Enhancement Advisory Services 2023 Q2 filed July 21, 2023
Wealth Enhancement Advisory Services 2023 Q1 filed April 25, 2023
Wealth Enhancement Advisory Services 2022 Q4 filed Feb. 1, 2023
Wealth Enhancement Advisory Services 2022 Q3 filed Oct. 17, 2022
Wealth Enhancement Advisory Services 2022 Q2 filed July 18, 2022
Wealth Enhancement Advisory Services 2022 Q1 filed April 18, 2022
Wealth Enhancement Advisory Services 2021 Q4 filed Feb. 8, 2022

View all past filings

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