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, VWO, SCHF, MTUM, JPIN, and represent 43.07% of Wealth Enhancement Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$59M), SCHZ (+$24M), JPIN (+$16M), MSFT (+$11M), SPAB (+$11M), MTUM (+$11M), SCHV (+$10M), LQD (+$9.9M), SCHF (+$9.8M), ORCL (+$7.7M).
- Started 50 new stock positions in IWR, KHC, IAU, TMO, BKI, WBA, SBUX, ANTM, NKE, HPQ.
- Reduced shares in these 10 stocks: EQIX (-$5.7M), JNJ (-$5.3M), EXC, , BMY, ABBV, MOS, DAL, PM, PYPL.
- Sold out of its positions in AMED, AMT, AMAT, ARW, AZO, BMY, CBOE, COF, CERN, CTXS.
- Wealth Enhancement Advisory Services was a net buyer of stock by $277M.
- Wealth Enhancement Advisory Services has $4.4B in assets under management (AUM), dropping by 15.84%.
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Portfolio Holdings for Wealth Enhancement Advisory Services
Companies in the Wealth Enhancement Advisory Services portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 18.4 | $813M | +7% | 2.2M | 377.10 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.6 | $381M | 7.3M | 52.50 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 6.0 | $266M | +3% | 7.2M | 36.84 | |
| Ishares Tr Msci Usamomfct (MTUM) | 5.1 | $224M | +4% | 1.4M | 164.65 | |
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 5.0 | $221M | +7% | 3.7M | 59.64 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 4.9 | $218M | +12% | 3.9M | 55.60 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 4.4 | $195M | +5% | 3.2M | 61.10 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.1 | $136M | +4% | 1.5M | 91.64 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.6 | $117M | 1.2M | 95.51 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.4 | $106M | +7% | 1.3M | 84.61 | |
| Spdr Series Trust Portfolio Tl Stk (SPTM) | 2.3 | $100M | +5% | 2.1M | 46.53 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.1 | $93M | +11% | 686k | 136.14 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 2.0 | $91M | 1.3M | 72.23 | ||
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.6 | $73M | +3% | 1.9M | 37.94 | |
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| Spdr Series Trust Portfli Mortgage (SPMB) | 1.5 | $67M | +12% | 2.5M | 26.41 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 1.3 | $59M | +22% | 1.9M | 30.55 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.1 | $51M | +11% | 989k | 51.38 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.1 | $50M | +6% | 808k | 61.87 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.1 | $49M | +4% | 1.5M | 32.16 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.0 | $46M | +4% | 817k | 56.15 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $45M | 637k | 71.05 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $44M | -3% | 707k | 61.85 | |
| Barclays Bk Djubs Cmdt Etn36 (DJP) | 1.0 | $44M | +6% | 1.9M | 22.65 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $40M | +14% | 339k | 117.25 | |
| Spdr Series Trust Brcly Em Locl (EBND) | 0.8 | $36M | +10% | 1.3M | 27.78 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.8 | $34M | -5% | 194k | 176.62 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.7 | $32M | +5% | 547k | 57.88 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $31M | +5% | 883k | 34.53 | |
| Apple (AAPL) | 0.7 | $30M | -2% | 240k | 127.14 | |
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.7 | $30M | +9% | 415k | 70.96 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.7 | $29M | +20% | 792k | 37.00 | |
| Etfs Tr Bbrg All Comd K1 (BCI) | 0.6 | $25M | 1.1M | 22.43 | ||
| Ishares Tr Agency Bond Etf (AGZ) | 0.5 | $23M | +23% | 191k | 119.27 | |
| Microsoft Corporation (MSFT) | 0.5 | $23M | +100% | 106k | 212.65 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.5 | $22M | +11% | 618k | 35.18 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $21M | +19% | 299k | 70.38 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.4 | $17M | +22% | 564k | 30.68 | |
| Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) | 0.3 | $14M | +4% | 149k | 94.64 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $14M | +17% | 220k | 63.69 | |
| Spdr Series Trust Brcly Intl Crp (IBND) | 0.3 | $13M | +9% | 356k | 37.38 | |
| Powershares Etf Tr Ii S&p600 Lovl Pt (XSLV) | 0.3 | $13M | +20% | 297k | 42.70 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $12M | -2% | 133k | 92.16 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.3 | $12M | +14% | 273k | 44.79 | |
| Amazon (AMZN) | 0.3 | $12M | -17% | 3.9k | 3104.25 | |
| Oracle Corporation (ORCL) | 0.3 | $11M | +210% | 183k | 61.78 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $11M | +7% | 305k | 35.75 | |
| Intel Corporation (INTC) | 0.2 | $11M | +115% | 188k | 57.58 | |
| Spdr Ser Tr Portfolio Sm Etf (SPSM) | 0.2 | $10M | 265k | 38.77 | ||
| Eli Lilly & Co. (LLY) | 0.2 | $9.6M | +58% | 50k | 190.77 | |
| Danaher Corporation (DHR) | 0.2 | $9.2M | +63% | 39k | 236.74 | |
| Bank of America Corporation (BAC) | 0.2 | $9.0M | +11% | 274k | 33.01 | |
| At&t (T) | 0.2 | $8.5M | +28% | 293k | 29.17 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $8.5M | -22% | 61k | 138.64 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $7.8M | +335% | 84k | 92.18 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $7.1M | +14% | 103k | 69.07 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.9M | +12% | 70k | 99.56 | |
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.2 | $6.7M | +4% | 57k | 118.54 | |
| Epam Systems (EPAM) | 0.1 | $6.6M | +274% | 19k | 348.02 | |
| Zoetis Cl A (ZTS) | 0.1 | $6.4M | NEW | 40k | 161.56 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $6.4M | +20% | 58k | 110.16 | |
| State Street Corporation (STT) | 0.1 | $6.3M | +148% | 82k | 77.19 | |
| Cisco Systems (CSCO) | 0.1 | $6.3M | +71% | 138k | 45.43 | |
| Cintas Corporation (CTAS) | 0.1 | $5.8M | NEW | 18k | 326.06 | |
| Hershey Company (HSY) | 0.1 | $5.8M | +240% | 39k | 148.46 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $5.6M | +125% | 64k | 88.62 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $5.5M | +22% | 98k | 56.03 | |
| Vanguard Group Div App Etf (VIG) | 0.1 | $5.5M | -8% | 39k | 140.76 | |
| ResMed (RMD) | 0.1 | $5.4M | +39% | 41k | 131.22 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $5.4M | +215% | 8.6k | 628.92 | |
| Wec Energy Group (WEC) | 0.1 | $5.4M | +2211% | 61k | 88.69 | |
| Costco Wholesale Corporation (COST) | 0.1 | $5.4M | +71% | 15k | 362.19 | |
| Ishares Tr Min Vol Usa Etf (USMV) | 0.1 | $5.4M | +18% | 80k | 67.29 | |
| World Wrestling Entmt Cl A (WWE) | 0.1 | $5.3M | +169% | 105k | 50.83 | |
| Alleghany Corporation (Y) | 0.1 | $5.1M | NEW | 8.4k | 605.90 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.0M | +5% | 67k | 74.40 | |
| Dupont De Nemours (DD) | 0.1 | $4.9M | NEW | 60k | 82.34 | |
| Xerox Corp Com New (XRX) | 0.1 | $4.9M | NEW | 219k | 22.49 | |
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.1 | $4.7M | 53k | 88.26 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $4.6M | +17% | 54k | 86.34 | |
| Rockwell Automation (ROK) | 0.1 | $4.6M | NEW | 18k | 255.62 | |
| Anthem (ANTM) | 0.1 | $4.6M | NEW | 14k | 326.45 | |
| Booking Holdings (BKNG) | 0.1 | $4.4M | +28% | 2.1k | 2119.07 | |
| Procter & Gamble Company (PG) | 0.1 | $4.4M | -6% | 32k | 134.78 | |
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $4.3M | -4% | 35k | 124.30 | |
| Newmont Mining Corporation (NEM) | 0.1 | $4.1M | +172% | 67k | 61.86 | |
| Amgen (AMGN) | 0.1 | $4.1M | NEW | 17k | 245.52 | |
| Starbucks Corporation (SBUX) | 0.1 | $4.0M | NEW | 39k | 102.33 | |
| Facebook Cl A (FB) | 0.1 | $3.8M | -43% | 15k | 251.34 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $3.8M | NEW | 80k | 47.66 | |
| Fastenal Company (FAST) | 0.1 | $3.8M | NEW | 75k | 50.48 | |
| Visa Com Cl A (V) | 0.1 | $3.7M | -47% | 19k | 201.57 | |
| Toll Brothers (TOL) | 0.1 | $3.7M | NEW | 83k | 44.62 | |
| Powershares Etf Tr Ii Em Mrk Low Vol (EELV) | 0.1 | $3.2M | 142k | 22.82 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $3.2M | +15% | 28k | 113.43 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.2M | -16% | 22k | 144.65 | |
| Invesco Activly Mangd Etc Optimum Yield (PDBC) | 0.1 | $3.2M | 200k | 15.88 | ||
| Tesla Motors (TSLA) | 0.1 | $3.1M | 3.8k | 826.03 | ||
| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.1 | $3.0M | +31% | 45k | 68.04 | |
| Ishares Tr Global Reit Etf (REET) | 0.1 | $2.9M | +59% | 122k | 23.81 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $2.8M | +56% | 58k | 48.37 | |
| Maxim Integrated Products (MXIM) | 0.1 | $2.8M | NEW | 29k | 95.13 | |
| Cummins (CMI) | 0.1 | $2.7M | NEW | 12k | 237.21 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.7M | 42k | 65.13 | ||
| UnitedHealth (UNH) | 0.1 | $2.7M | -36% | 7.7k | 351.32 | |
| Dollar General (DG) | 0.1 | $2.6M | +71% | 12k | 211.44 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.6M | +14% | 47k | 54.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.5M | 12k | 210.72 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.5M | 28k | 87.39 | ||
| Roper Industries (ROP) | 0.1 | $2.4M | +14% | 6.0k | 411.63 | |
| Kraft Heinz (KHC) | 0.1 | $2.4M | NEW | 75k | 31.99 | |
| Chevron Corporation (CVX) | 0.1 | $2.4M | +8% | 26k | 92.08 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.4M | +9% | 20k | 117.08 | |
| Ishares Tr Edge Msci Usa Vl (VLUE) | 0.1 | $2.3M | +6% | 25k | 92.75 | |
| CIGNA Corporation | 0.1 | $2.3M | -26% | 11k | 218.88 | |
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $2.3M | -3% | 64k | 35.61 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $2.1M | 8.7k | 238.50 | ||
| Johnson & Johnson (JNJ) | 0.0 | $2.1M | -71% | 13k | 160.27 | |
| Jefferies Finl Group (JEF) | 0.0 | $2.1M | NEW | 80k | 26.16 | |
| Spdr Series Trust Portfli Tips Etf (SPIP) | 0.0 | $2.1M | +7% | 66k | 31.01 | |
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $2.0M | NEW | 67k | 30.44 | |
| Hldgs (UAL) | 0.0 | $2.0M | NEW | 46k | 43.90 | |
| Principal Financial (PFG) | 0.0 | $2.0M | -39% | 37k | 53.31 | |
| Boston Beer Cl A (SAM) | 0.0 | $2.0M | +43% | 2.2k | 907.45 | |
| Ishares Cntry Min Vl Etf (ACWV) | 0.0 | $1.9M | 20k | 97.17 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $1.9M | +27% | 43k | 44.04 | |
| Cable One (CABO) | 0.0 | $1.9M | NEW | 932.00 | 1986.05 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $1.8M | -7% | 4.8k | 375.76 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.7M | -5% | 8.4k | 205.34 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.6M | -47% | 34k | 47.88 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $1.6M | -67% | 4.5k | 347.19 | |
| International Business Machines (IBM) | 0.0 | $1.5M | 12k | 128.40 | ||
| Exelon Corporation (EXC) | 0.0 | $1.5M | -75% | 34k | 43.36 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $1.5M | +6% | 48k | 30.46 | |
| Chemed Corp Call (CHE) | 0.0 | $1.4M | -59% | 2.7k | 529.03 | |
| Goldman Sachs (GS) | 0.0 | $1.4M | -64% | 4.6k | 301.10 | |
| McDonald's Corporation (MCD) | 0.0 | $1.4M | -30% | 6.6k | 209.87 | |
| IDEXX Laboratories (IDXX) | 0.0 | $1.3M | -56% | 2.7k | 489.55 | |
| Expeditors International of Washington (EXPD) | 0.0 | $1.3M | -42% | 14k | 93.19 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.3M | -39% | 17k | 76.28 | |
| General Electric Company (GE) | 0.0 | $1.2M | +904% | 107k | 11.33 | |
| Monster Beverage Corp (MNST) | 0.0 | $1.2M | NEW | 13k | 91.66 | |
| Generac Holdings (GNRC) | 0.0 | $1.2M | -56% | 4.6k | 252.75 | |
| T. Rowe Price (TROW) | 0.0 | $1.2M | -38% | 7.4k | 156.46 | |
| Nike CL B (NKE) | 0.0 | $1.2M | NEW | 8.2k | 140.69 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.2M | 5.8k | 197.13 | ||
| Hp (HPQ) | 0.0 | $1.1M | NEW | 45k | 25.17 | |
| Synopsys (SNPS) | 0.0 | $1.1M | -39% | 4.3k | 258.92 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.0 | $1.1M | NEW | 112k | 9.83 | |
| Viacomcbs CL B (VIAC) | 0.0 | $1.1M | NEW | 24k | 45.31 | |
| Progressive Corporation (PGR) | 0.0 | $1.1M | NEW | 12k | 94.78 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.1M | 12k | 92.16 | ||
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | -72% | 12k | 88.23 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $1.1M | NEW | 7.3k | 148.29 | |
| Mosaic (MOS) | 0.0 | $1.1M | -78% | 38k | 28.65 | |
| Tractor Supply Company (TSCO) | 0.0 | $1.1M | -33% | 6.7k | 157.43 | |
| eBay (EBAY) | 0.0 | $1.1M | -36% | 19k | 55.43 | |
| Biogen Idec (BIIB) | 0.0 | $1.1M | NEW | 3.8k | 275.73 | |
| Ally Financial (ALLY) | 0.0 | $1.1M | -58% | 26k | 40.88 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $1.0M | -36% | 20k | 52.21 | |
| Penske Automotive (PAG) | 0.0 | $1.0M | -63% | 16k | 64.41 | |
| Bunge (BG) | 0.0 | $1.0M | -53% | 15k | 70.63 | |
| Domino's Pizza (DPZ) | 0.0 | $1.0M | -25% | 2.8k | 375.23 | |
| Gentex Corporation (GNTX) | 0.0 | $1.0M | NEW | 29k | 35.89 | |
| West Pharmaceutical Services (WST) | 0.0 | $1.0M | NEW | 3.4k | 299.36 | |
| Kinder Morgan (KMI) | 0.0 | $1.0M | NEW | 66k | 15.49 | |
| Black Knight (BKI) | 0.0 | $1.0M | NEW | 12k | 84.71 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.0M | NEW | 2.0k | 502.99 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.0M | -33% | 2.2k | 466.85 | |
| Kohl's Corporation (KSS) | 0.0 | $1.0M | NEW | 23k | 43.61 | |
| Ross Stores (ROST) | 0.0 | $999k | NEW | 8.5k | 116.99 | |
| PPG Industries (PPG) | 0.0 | $996k | NEW | 6.7k | 148.02 | |
| Henry Schein (HSIC) | 0.0 | $995k | NEW | 14k | 71.49 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $990k | NEW | 6.2k | 159.73 | |
| Graham Hldgs Com Cl B (GHC) | 0.0 | $985k | NEW | 1.8k | 556.81 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $979k | -2% | 21k | 46.89 | |
| Acceleron Pharma (XLRN) | 0.0 | $930k | NEW | 7.4k | 126.17 | |
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $890k | +4% | 30k | 29.74 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $878k | -3% | 6.2k | 140.68 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $872k | NEW | 6.9k | 127.13 | |
| Ishares Tr Mrngstr Lg-cp Et (JKD) | 0.0 | $840k | 3.9k | 216.22 | ||
| Ishares Min Vol Emrg Mkt (EEMV) | 0.0 | $798k | -8% | 13k | 62.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $770k | +36% | 2.2k | 345.60 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $762k | 3.2k | 241.67 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $738k | -10% | 4.6k | 161.59 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $737k | +3% | 22k | 33.75 | |
| Abbott Laboratories (ABT) | 0.0 | $719k | 6.5k | 111.27 | ||
| Ishares Tr Esg Msci Usa Etf (ESGU) | 0.0 | $715k | -2% | 8.3k | 86.62 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $705k | +11% | 5.6k | 126.59 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $617k | -3% | 5.3k | 115.89 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $592k | +354% | 9.4k | 63.07 | |
| Caterpillar (CAT) | 0.0 | $589k | NEW | 3.0k | 194.52 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $536k | +32% | 2.5k | 213.55 | |
| Abbvie (ABBV) | 0.0 | $533k | -87% | 4.8k | 110.53 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $489k | +63% | 7.1k | 69.09 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $458k | -7% | 10k | 45.92 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $450k | NEW | 3.5k | 127.44 | |
| Welbilt (WBT) | 0.0 | $414k | 29k | 14.18 | ||
| Automatic Data Processing (ADP) | 0.0 | $410k | 2.5k | 161.04 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $404k | 4.3k | 94.28 | ||
| Ishares Tr Esg Msci Eafe (ESGD) | 0.0 | $389k | 5.2k | 74.38 | ||
| Home Depot (HD) | 0.0 | $345k | -3% | 1.3k | 275.56 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $336k | NEW | 2.9k | 116.87 | |
| Ishares Intrm Tr Crp Etf (IGIB) | 0.0 | $303k | -39% | 4.9k | 61.29 | |
| Disney Walt Com Disney (DIS) | 0.0 | $303k | NEW | 1.8k | 171.19 | |
| Allstate Corporation (ALL) | 0.0 | $287k | 2.6k | 108.42 | ||
| Ishares Gold Trust Ishares (IAU) | 0.0 | $273k | NEW | 16k | 17.38 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $261k | 1.0k | 250.24 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $253k | 1.9k | 130.95 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $253k | NEW | 3.6k | 70.81 | |
| Baxter International (BAX) | 0.0 | $248k | -90% | 3.1k | 80.03 | |
| Corning Incorporated (GLW) | 0.0 | $229k | NEW | 6.1k | 37.85 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $224k | NEW | 5.5k | 40.74 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $205k | NEW | 1.2k | 176.88 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $202k | NEW | 4.1k | 49.02 | |
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 2020 Q4 filed Feb. 10, 2021
- Wealth Enhancement Advisory Services 2020 Q3 filed Nov. 12, 2020
- Wealth Enhancement Advisory Services 2020 Q2 restated filed Oct. 13, 2020
- Wealth Enhancement Advisory Services 2020 Q2 filed Aug. 10, 2020
- Wealth Enhancement Advisory Services 2020 Q1 filed May 1, 2020
- Wealth Enhancement Advisory Services 2019 Q4 filed Feb. 5, 2020
- Wealth Enhancement Advisory Services 2019 Q3 filed Nov. 6, 2019
- Wealth Enhancement Advisory Services 2019 Q2 filed Aug. 2, 2019
- Wealth Enhancement Advisory Services 2019 Q1 filed April 30, 2019
- Wealth Enhancement Advisory Services 2018 Q4 filed Feb. 4, 2019
- Wealth Enhancement Advisory Services 2018 Q3 filed Nov. 2, 2018
- Wealth Enhancement Advisory Services 2018 Q2 filed July 30, 2018
- Wealth Enhancement Advisory Services 2018 Q1 filed April 26, 2018
- Wealth Enhancement Advisory Services 2017 Q4 filed Jan. 19, 2018
- Wealth Enhancement Advisory Services 2017 Q3 filed Oct. 18, 2017
- Wealth Enhancement Advisory Services 2017 Q2 filed July 26, 2017