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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, SMTH, VWO, IMTM, and represent 15.93% of Wealth Enhancement Advisory Services's stock portfolio.
Added to shares of these 10 stocks: USVM (+$526M), USMV (+$314M), SPYV (+$114M), AVLV (+$113M), JMOM (+$86M), AGG (+$85M), SMTH (+$82M), Thornburg Tr Etf (+$76M), XLG (+$65M), IBM (+$62M).
Started 261 new stock positions in BOE, AMPL, LAB, JANZ, KNSA, ESTC, SPCE, ESNT, Blackrock Etf Trust Ii, EOS.
Reduced shares in these 10 stocks: MDYV (-$333M), DWAS (-$175M), IVV (-$123M), QQQM (-$98M), IMTM (-$81M), KNO (-$72M), ISRG (-$69M), FNDF (-$65M), GOOG (-$56M), WFC (-$53M).
Sold out of its positions in ACCO, AMCX, ACIW, GOLF, AFRM, AIN, BFH, DRLL, KNTK, AMAL.
Wealth Enhancement Advisory Services was a net buyer of stock by $1.4B.
Wealth Enhancement Advisory Services has $47B in assets under management (AUM), dropping by 2.41%.
Central Index Key (CIK): 0001632972

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Portfolio Holdings for Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services holds 2933 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Wealth Enhancement Advisory Services has 2933 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Enhancement Advisory Services March 31, 2025 positions
Download the Wealth Enhancement Advisory Services March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.6	$3.5B	-3%	6.3M	561.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$1.5B	+6%	15M	98.92	View chart
Alps Etf Tr Smith Core Plus (SMTH)	2.1	$1.0B	+8%	39M	25.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$711M	+5%	16M	45.26	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.5	$704M	-10%	18M	39.94	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.4	$656M	+15%	12M	56.36	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.4	$646M	+21%	9.9M	65.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$624M	+3%	1.2M	532.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.3	$620M	+102%	6.6M	93.66	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.2	$584M	-9%	16M	36.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$543M	+9%	24M	22.98	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	1.1	$529M	+20640%	6.7M	78.74	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$507M	-6%	7.6M	66.34	View chart
JPMorgan Chase & Co. (JPM)	0.9	$436M	+9%	1.8M	245.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$415M		808k	513.91	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.9	$413M	+10%	8.1M	51.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$388M	+5%	2.5M	154.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$367M	-4%	17M	22.08	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.7	$328M	-34%	4.2M	77.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$326M		12M	27.96	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$314M	-3%	4.7M	66.27	View chart
Visa Com Cl A (V)	0.6	$304M	+22%	868k	350.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$294M	+5%	1.1M	274.84	View chart
International Business Machines (IBM)	0.6	$288M	+27%	1.2M	248.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$283M	+9%	5.6M	50.63	View chart
Johnson & Johnson (JNJ)	0.6	$282M	+6%	1.7M	165.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$274M	+12%	1.4M	193.99	View chart
UnitedHealth (UNH)	0.6	$268M	-12%	512k	523.76	View chart
Procter & Gamble Company (PG)	0.6	$264M	-7%	1.5M	170.42	View chart
Cisco Systems (CSCO)	0.5	$249M	+28%	4.0M	61.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$222M	+11%	599k	370.82	View chart
Home Depot (HD)	0.5	$220M	-2%	599k	366.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$217M	-30%	1.1M	193.02	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$213M	-8%	4.2M	50.71	View chart
Wal-Mart Stores (WMT)	0.4	$211M	-15%	2.4M	87.79	View chart
Global X Fds Adaptive Us (AUSF)	0.4	$204M		4.7M	43.65	View chart
Franklin Templeton Etf Tr Intl Aggregte Bd (FLIA)	0.4	$202M	+7%	10M	20.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$201M	+9%	1.2M	172.74	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.4	$194M	-63%	2.5M	77.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$191M	-22%	1.2M	156.23	View chart
Chevron Corporation (CVX)	0.4	$190M	+10%	1.1M	167.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$187M		926k	202.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$185M	-8%	7.0M	26.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$185M	+10%	9.4M	19.78	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$181M	+172%	3.5M	51.07	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$180M	+11%	1.6M	111.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$178M	+4%	2.9M	62.10	View chart
Mastercard Incorporated Cl A (MA)	0.4	$174M	+13%	317k	548.12	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$168M	+25%	1.5M	110.46	View chart
Pepsi (PEP)	0.3	$160M	-3%	1.1M	149.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$155M	-3%	5.9M	26.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$153M		1.6M	95.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$152M	-4%	2.0M	75.65	View chart
Ishares Tr Ultra Short-term (ICSH)	0.3	$151M	+22%	3.0M	50.70	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$150M	-5%	4.6M	32.99	View chart
Metropcs Communications (TMUS)	0.3	$149M		559k	266.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$148M		411k	361.09	View chart
Merck & Co (MRK)	0.3	$148M	+5%	1.6M	89.76	View chart
Wells Fargo & Company (WFC)	0.3	$143M	-26%	2.0M	71.79	View chart
Abbott Laboratories (ABT)	0.3	$143M	-4%	1.1M	132.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$142M		1.4M	104.57	View chart
Costco Wholesale Corporation (COST)	0.3	$140M	+7%	148k	945.76	View chart
Waste Management (WM)	0.3	$137M	+3%	592k	231.51	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$135M	+3%	1.8M	76.57	View chart
Eaton Corp SHS (ETN)	0.3	$131M	-22%	483k	271.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$131M	+3%	696k	188.16	View chart
Ge Aerospace Com New (GE)	0.3	$129M	+10%	644k	200.15	View chart
McDonald's Corporation (MCD)	0.3	$129M	-6%	412k	312.37	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$128M	+10%	2.0M	65.76	View chart
Eli Lilly & Co. (LLY)	0.3	$125M	+9%	152k	825.90	View chart
McKesson Corporation (MCK)	0.3	$123M	+4%	183k	672.99	View chart
Amgen (AMGN)	0.3	$120M	-25%	385k	311.55	View chart
Bank of America Corporation (BAC)	0.3	$120M	-21%	2.9M	41.73	View chart
Motorola Solutions Com New (MSI)	0.3	$118M	-7%	270k	437.81	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$117M		2.8M	41.21	View chart
NVIDIA Corporation Put Option (NVDA)	0.2	$116M	-3%	7.6M	15.25	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$115M	+130%	2.5M	46.02	View chart
TJX Companies (TJX)	0.2	$115M		943k	121.80	View chart
Morgan Stanley Com New (MS)	0.2	$113M		970k	116.67	View chart
Abbvie (ABBV)	0.2	$112M	+2%	537k	209.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$112M	-4%	2.2M	51.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$110M	-9%	1.5M	73.45	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$108M	+3%	2.7M	40.41	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$107M	-5%	1.6M	68.01	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$106M	+4%	2.6M	40.77	View chart
Walt Disney Company (DIS)	0.2	$105M	-19%	1.1M	98.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$104M		338k	306.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$102M	-3%	590k	173.23	View chart
Lockheed Martin Corporation (LMT)	0.2	$102M	+15%	229k	446.72	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$102M	-7%	2.5M	40.29	View chart
Qualcomm (QCOM)	0.2	$99M	-25%	646k	153.61	View chart
Neuberger Berman Etf Trust Berman Commodity (NBCM)	0.2	$99M	+12%	4.4M	22.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$98M	+8%	1.7M	57.14	View chart
American Express Company (AXP)	0.2	$98M	-5%	362k	269.05	View chart
Lowe's Companies (LOW)	0.2	$97M	+5%	418k	233.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$97M	-4%	1.7M	58.35	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$97M		1.6M	60.48	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$97M		1.2M	79.86	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$96M	-18%	3.8M	25.54	View chart
Raytheon Technologies Corp (RTX)	0.2	$95M	-26%	720k	132.46	View chart
Apple Put Option (AAPL)	0.2	$93M		7.2M	12.96	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$91M	+2%	2.8M	33.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$91M	-5%	1.8M	50.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$91M		901k	100.67	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$91M	+6%	1.9M	47.21	View chart
Texas Instruments Incorporated (TXN)	0.2	$89M	+2%	496k	179.70	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.2	$88M	-4%	2.7M	32.41	View chart
3M Company (MMM)	0.2	$88M	+121%	598k	146.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$87M	-33%	1.6M	54.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$86M		2.4M	36.41	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$86M	+7%	3.7M	23.16	View chart
Microsoft Corporation Put Option (MSFT)	0.2	$85M	+3%	2.7M	31.43	View chart
Morgan Stanley Etf Trust Eaton Vance Ultr (EVSB)	0.2	$85M	+7%	1.7M	50.80	View chart
Charles Schwab Corporation (SCHW)	0.2	$85M	+9%	1.1M	78.28	View chart
Netflix (NFLX)	0.2	$85M	+24%	91k	932.51	View chart
Nextera Energy (NEE)	0.2	$84M	-15%	1.2M	70.89	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$84M	+36%	1.4M	59.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$83M	+13%	2.8M	29.69	View chart
Coca-Cola Company (KO)	0.2	$83M	+5%	1.2M	71.62	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$82M		1.5M	53.97	View chart
Boeing Company (BA)	0.2	$82M	-28%	479k	170.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$81M	+5%	996k	81.73	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$81M		1.9M	43.30	View chart
Oracle Corporation (ORCL)	0.2	$80M	+20%	575k	139.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$80M	-16%	1.6M	49.62	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$79M	+30%	1.5M	54.24	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$79M		2.0M	39.36	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$78M	-36%	738k	105.44	View chart
Duke Energy Corp Com New (DUK)	0.2	$77M	+10%	632k	121.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$77M	-5%	3.1M	25.04	View chart
Automatic Data Processing (ADP)	0.2	$77M	+8%	251k	305.53	View chart
AmerisourceBergen (COR)	0.2	$76M		274k	278.09	View chart
Thornburg Etf Tr Intl Equity Etf	0.2	$76M	NEW	2.9M	26.41	View chart
Verizon Communications (VZ)	0.2	$74M	+23%	1.6M	45.36	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$74M	+2%	238k	312.04	View chart
At&t (T)	0.2	$74M	+9%	2.6M	28.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$72M	+17%	251k	288.14	View chart
Meta Platforms Cl A Call Option (META)	0.2	$72M	+15%	491k	145.92	View chart
Devon Energy Corporation (DVN)	0.2	$72M	-36%	1.9M	37.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$71M		837k	85.07	View chart
Honeywell International (HON)	0.2	$71M	+7%	334k	211.75	View chart
Amazon Call Option (AMZN)	0.2	$71M	-20%	3.2M	22.28	View chart
Philip Morris International (PM)	0.1	$70M	+24%	439k	158.73	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$69M	+8%	630k	110.08	View chart
Republic Services (RSG)	0.1	$69M		285k	242.16	View chart
Chubb (CB)	0.1	$69M	-17%	228k	301.99	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$69M	+4%	2.0M	34.25	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$68M	+2%	2.8M	24.50	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$68M	+3%	1.4M	50.38	View chart
Ge Vernova (GEV)	0.1	$68M	+79%	222k	305.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$67M	+19%	1.3M	50.00	View chart
Pfizer (PFE)	0.1	$66M	+55%	2.6M	25.34	View chart
D.R. Horton (DHI)	0.1	$66M	-16%	518k	127.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$65M	-2%	2.8M	23.43	View chart
Air Products & Chemicals (APD)	0.1	$65M	-40%	220k	294.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$64M	+13%	499k	128.96	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.1	$64M	+161%	1.9M	34.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$64M		2.3M	27.57	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$63M		454k	139.78	View chart
Thermo Fisher Scientific (TMO)	0.1	$63M		127k	497.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$63M	-2%	306k	206.48	View chart
Caterpillar (CAT)	0.1	$63M	+17%	192k	329.80	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$63M	-4%	1.9M	33.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$63M	+14%	1.2M	51.78	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$62M	+13%	1.3M	47.81	View chart
Intuitive Surgical Com New (ISRG)	0.1	$62M	-52%	125k	495.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$61M		327k	186.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$60M	-35%	1.2M	52.37	View chart
American Tower Reit (AMT)	0.1	$60M		277k	217.60	View chart
Corning Incorporated (GLW)	0.1	$60M		1.3M	45.78	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$58M	+9%	2.0M	28.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$58M	+5%	1.6M	35.64	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$58M		1.1M	53.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$57M	+4%	334k	170.89	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$57M		185k	308.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$57M		466k	122.01	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$57M	-31%	2.3M	24.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$56M		607k	92.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$56M	+13%	251k	221.75	View chart
Analog Devices (ADI)	0.1	$55M		275k	201.67	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$54M	+11%	1.7M	32.28	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$54M	+255%	1.0M	52.35	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$54M	+4%	1.2M	46.31	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$54M	+5%	1.1M	50.01	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$54M	-10%	584k	92.38	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$54M	+9%	1.7M	30.98	View chart
Goldman Sachs (GS)	0.1	$54M	-32%	98k	546.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$54M	+123%	67.00	798441.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$53M	+33%	2.0M	26.89	View chart
Hca Holdings (HCA)	0.1	$53M	-4%	153k	345.55	View chart
Huntington Ingalls Inds (HII)	0.1	$52M		252k	204.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$50M	+27%	195k	258.62	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$50M		371k	135.68	View chart
Progressive Corporation (PGR)	0.1	$50M		177k	283.01	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$50M	+13%	1.8M	27.30	View chart
Southern Company (SO)	0.1	$50M	+2%	540k	91.95	View chart
Ciena Corp Com New (CIEN)	0.1	$49M		811k	60.43	View chart
PNC Financial Services (PNC)	0.1	$49M	-31%	278k	175.77	View chart
Masco Corporation (MAS)	0.1	$49M	+7%	703k	69.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$49M	-6%	1.6M	31.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$49M	-11%	189k	257.03	View chart
Medtronic SHS (MDT)	0.1	$48M	+11%	531k	89.86	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$48M	+2%	594k	80.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$47M	+20%	1.2M	38.44	View chart
General Dynamics Corporation (GD)	0.1	$47M	-17%	172k	272.58	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$47M		533k	88.00	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$46M	+12541%	1.2M	37.58	View chart
Starbucks Corporation (SBUX)	0.1	$46M	+5%	473k	98.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$46M	-4%	181k	255.53	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$46M	+13%	456k	100.62	View chart
Applovin Corp Com Cl A (APP)	0.1	$46M	+62%	172k	264.97	View chart
Cintas Corporation (CTAS)	0.1	$45M	+75%	221k	205.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$45M	+5%	108k	419.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$45M	+9%	2.1M	21.53	View chart
Adobe Systems Incorporated (ADBE)	0.1	$44M	+3%	116k	383.53	View chart
S&p Global (SPGI)	0.1	$44M		87k	508.13	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$44M	-5%	82k	533.49	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.1	$43M	+9%	1.5M	29.78	View chart
Illinois Tool Works (ITW)	0.1	$43M	+83%	175k	248.01	View chart
Dbx Etf Tr Xtrackers Risk M (HYRM)	0.1	$43M	+4%	1.8M	23.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$43M		551k	78.40	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$43M	+2%	839k	51.18	View chart
Travelers Companies (TRV)	0.1	$43M		162k	264.46	View chart
Danaher Corporation (DHR)	0.1	$43M	+3%	207k	205.00	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$42M		458k	92.47	View chart
Deere & Company (DE)	0.1	$42M	+3%	90k	469.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$42M	-3%	457k	92.29	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$42M		1.5M	27.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$42M		531k	78.28	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$41M	+690%	422k	97.48	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$41M		1.1M	38.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$41M	+18%	545k	74.72	View chart
Two Rds Shared Tr Condctr Gbl Eqty (CGV)	0.1	$40M		3.2M	12.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$39M	+2%	245k	160.54	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$39M	-4%	781k	50.33	View chart
Constellation Brands Cl A (STZ)	0.1	$39M	-23%	212k	183.52	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$39M		80k	484.83	View chart
American Electric Power Company (AEP)	0.1	$39M	+26%	356k	109.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$39M		623k	61.78	View chart
Union Pacific Corporation (UNP)	0.1	$38M	+12%	162k	236.24	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$38M	+28%	1.1M	33.24	View chart
Emerson Electric (EMR)	0.1	$38M	+15%	348k	109.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$38M	-3%	252k	150.98	View chart
Enterprise Products Partners (EPD)	0.1	$38M	+4%	1.1M	34.14	View chart
Paccar (PCAR)	0.1	$38M		389k	97.37	View chart
MGIC Investment (MTG)	0.1	$37M	-7%	1.5M	24.78	View chart
Cbre Group Cl A (CBRE)	0.1	$37M	+1079%	281k	130.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$37M	+12%	462k	78.94	View chart
Broadcom Put Option (AVGO)	0.1	$36M	-33%	876k	40.90	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$36M		631k	56.47	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 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
Wealth Enhancement Advisory Services 2021 Q3 filed Nov. 3, 2021
Wealth Enhancement Advisory Services 2021 Q2 filed Aug. 10, 2021

View all past filings

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