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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, AAPL, AGG, MSFT, NVDA, and represent 17.58% of Wealth Enhancement Advisory Services's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$746M), VOO (+$190M), IVV (+$184M), SPY (+$134M), AGG (+$124M), AAPL (+$101M), BRK.B (+$71M), DBEF (+$67M), MSFT (+$61M), SMTH (+$59M).
Started 203 new stock positions in LH, PJIO, CVLT, MCW, BCSF, XHR, FAX, FCOM, MGRC, WTI.
Reduced shares in these 10 stocks: AGGY (-$46M), SCHX (-$35M), Pioneer Natural Resources (-$32M), JNPR (-$27M), PLD (-$26M), PJUL (-$24M), NBCM (-$24M), DFAU (-$20M), VMBS (-$15M), HII (-$15M).
Sold out of its positions in ACES, Agenus, BSVO, AMED, AEO, ATKR, TBBK, BLMN, GTLS, Chimera Investment Corp etf.
Wealth Enhancement Advisory Services was a net buyer of stock by $3.6B.
Wealth Enhancement Advisory Services has $42B in assets under management (AUM), dropping by 8.92%.
Central Index Key (CIK): 0001632972

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Portfolio Holdings for Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services holds 2490 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Wealth Enhancement Advisory Services has 2490 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Enhancement Advisory Services June 30, 2024 positions
Download the Wealth Enhancement Advisory Services June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.5	$3.2B	+6%	5.8M	547.23	View chart
Apple (AAPL)	3.0	$1.3B	+8%	6.1M	210.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$1.1B	+12%	12M	97.07	View chart
Microsoft Corporation (MSFT)	2.4	$997M	+6%	2.2M	446.95	View chart
NVIDIA Corporation (NVDA)	2.0	$824M	+961%	6.7M	123.54	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.6	$692M	+4%	18M	38.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$596M	+4%	14M	43.76	View chart
Alps Etf Tr Smith Core Plus (SMTH)	1.3	$567M	+11%	22M	25.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$554M	+5%	16M	35.03	View chart
Amazon (AMZN)	1.3	$535M	+9%	2.8M	193.25	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	1.2	$511M	+7%	6.0M	85.04	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.1	$474M	+9%	8.8M	53.60	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$474M	+6%	7.5M	63.54	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$438M	+11%	7.0M	62.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$431M	-7%	6.7M	64.25	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.0	$431M	+12%	5.9M	72.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$381M	+2%	2.1M	182.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$369M	+106%	737k	500.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$368M	+24%	904k	406.80	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$339M	+5%	5.9M	57.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$333M	+66%	612k	544.22	View chart
JPMorgan Chase & Co. (JPM)	0.8	$317M	+2%	1.6M	202.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$278M		1.4M	197.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$274M	+4%	3.5M	77.76	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$271M	+5%	4.3M	62.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$269M		3.2M	83.96	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.6	$265M	+8%	5.2M	50.89	View chart
Procter & Gamble Company (PG)	0.6	$255M	+3%	1.5M	164.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$237M	-2%	4.7M	50.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$222M	+18%	830k	267.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$220M	+15%	459k	479.11	View chart
Home Depot (HD)	0.5	$217M	+3%	629k	344.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$207M	+6%	3.6M	57.99	View chart
UnitedHealth (UNH)	0.5	$207M		407k	509.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$201M	+4%	1.1M	183.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$199M	-3%	1.0M	194.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$198M	+6%	529k	374.01	View chart
Global X Fds Adaptive Us (AUSF)	0.5	$196M		4.9M	39.68	View chart
Exxon Mobil Corporation (XOM)	0.5	$194M	+15%	1.7M	115.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$191M	-6%	2.6M	74.08	View chart
Johnson & Johnson (JNJ)	0.4	$186M	+3%	1.3M	146.16	View chart
Visa Com Cl A (V)	0.4	$185M	+3%	704k	262.47	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$173M	+13%	3.4M	50.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$172M	+15%	941k	182.55	View chart
Wal-Mart Stores (WMT)	0.4	$164M	+5%	2.4M	67.71	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$161M	-3%	2.1M	77.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$160M	+2%	2.6M	60.30	View chart
Pepsi (PEP)	0.4	$160M	+3%	967k	164.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$159M	+3%	4.1M	38.42	View chart
Merck & Co (MRK)	0.4	$157M	+3%	1.3M	123.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$155M	+7%	968k	160.41	View chart
Eaton Corp SHS (ETN)	0.4	$155M	+12%	493k	313.55	View chart
Broadcom (AVGO)	0.4	$153M		95k	1605.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$150M	+2%	4.6M	32.24	View chart
Meta Platforms Cl A (META)	0.3	$147M	+18%	292k	504.22	View chart
Eli Lilly & Co. (LLY)	0.3	$143M	+15%	158k	905.38	View chart
Franklin Templeton Etf Tr Intl Aggregte Bd (FLIA)	0.3	$141M	+10%	7.0M	20.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$140M	-2%	385k	364.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$139M	+41%	1.9M	72.64	View chart
Chevron Corporation (CVX)	0.3	$138M		883k	156.42	View chart
Neuberger Berman Etf Trust Berman Commodity (NBCM)	0.3	$133M	-15%	6.1M	21.93	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$129M		3.3M	39.27	View chart
Qualcomm (QCOM)	0.3	$129M	+3%	648k	199.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$126M	+4%	1.2M	106.66	View chart
Bank of America Corporation (BAC)	0.3	$126M		3.2M	39.77	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$125M	+18%	1.1M	110.50	View chart
International Business Machines (IBM)	0.3	$123M	+7%	711k	172.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$123M	+12%	1.3M	93.65	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$122M	+2%	2.4M	51.87	View chart
Mastercard Incorporated Cl A (MA)	0.3	$121M	+22%	275k	441.16	View chart
Wells Fargo & Company (WFC)	0.3	$118M	+97%	2.0M	59.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$116M	-11%	667k	174.47	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$116M	-10%	1.7M	66.35	View chart
Motorola Solutions Com New (MSI)	0.3	$116M	-3%	299k	386.05	View chart
Cisco Systems (CSCO)	0.3	$113M		2.4M	47.51	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$112M	+14%	2.2M	50.53	View chart
Tesla Motors (TSLA)	0.3	$111M	+22%	559k	197.88	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$108M	-3%	4.3M	25.09	View chart
Abbott Laboratories (ABT)	0.3	$108M	+12%	1.0M	103.91	View chart
Amgen (AMGN)	0.3	$107M	+4%	342k	312.45	View chart
Walt Disney Company (DIS)	0.3	$107M	-8%	1.1M	99.29	View chart
Waste Management (WM)	0.2	$104M		485k	213.34	View chart
McDonald's Corporation (MCD)	0.2	$100M	-10%	393k	254.84	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$99M		2.6M	37.95	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.2	$98M	+3%	2.9M	34.03	View chart
McKesson Corporation (MCK)	0.2	$98M	-7%	168k	584.04	View chart
Costco Wholesale Corporation (COST)	0.2	$98M		115k	849.99	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$98M		2.5M	39.72	View chart
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)	0.2	$98M	-2%	2.2M	44.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$97M	+16%	1.8M	54.49	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$96M	+14%	1.6M	58.85	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$96M	-5%	1.5M	64.00	View chart
Texas Instruments Incorporated (TXN)	0.2	$95M	-8%	486k	194.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$93M	+8%	1.6M	56.68	View chart
Morgan Stanley Com New (MS)	0.2	$92M		948k	97.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$91M	+17%	1.8M	49.42	View chart
Metropcs Communications (TMUS)	0.2	$90M	-4%	510k	176.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$90M		301k	297.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$89M		884k	100.84	View chart
Advanced Micro Devices (AMD)	0.2	$87M	-12%	538k	162.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$87M	+111%	1.2M	72.05	View chart
Ge Aerospace Com New (GE)	0.2	$87M	-2%	546k	158.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$86M	+94%	1.5M	58.52	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$84M	+36%	3.1M	27.22	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$81M	-4%	1.8M	45.58	View chart
Lowe's Companies (LOW)	0.2	$80M	+6%	363k	220.46	View chart
D.R. Horton (DHI)	0.2	$80M	-6%	566k	140.93	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$80M	+12%	2.1M	38.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$80M	+32%	484k	164.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$79M	+19%	262k	303.41	View chart
Abbvie (ABBV)	0.2	$78M	+3%	452k	171.52	View chart
Boeing Company (BA)	0.2	$77M	+5%	423k	182.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$76M		1.5M	50.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$76M	+3%	1.0M	74.89	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$76M	+758%	1.8M	41.44	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$75M	+9%	1.4M	53.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$74M	+128%	2.1M	35.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$74M		2.1M	35.94	View chart
Nextera Energy (NEE)	0.2	$74M	+4%	1.0M	70.81	View chart
TJX Companies (TJX)	0.2	$73M	+4%	660k	110.10	View chart
American Express Company (AXP)	0.2	$72M		311k	231.55	View chart
Palo Alto Networks (PANW)	0.2	$72M	+8%	212k	339.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$71M		902k	78.33	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$71M	+2%	1.5M	48.32	View chart
Adobe Systems Incorporated (ADBE)	0.2	$71M	+17%	127k	555.54	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$70M		653k	106.55	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$69M		307k	226.23	View chart
Thermo Fisher Scientific (TMO)	0.2	$69M		125k	553.00	View chart
Intuitive Surgical Com New (ISRG)	0.2	$69M		155k	444.85	View chart
Charles Schwab Corporation (SCHW)	0.2	$68M	-5%	928k	73.69	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$68M	+61%	2.1M	31.99	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$67M	-9%	1.3M	52.49	View chart
Devon Energy Corporation (DVN)	0.2	$67M		1.4M	47.40	View chart
Raytheon Technologies Corp (RTX)	0.2	$67M		664k	100.39	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$67M	+2%	854k	78.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$67M	-8%	1.4M	47.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$67M	+3%	820k	81.08	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$67M	-2%	2.0M	33.49	View chart
Servicenow (NOW)	0.2	$65M	+7%	83k	786.67	View chart
Lockheed Martin Corporation (LMT)	0.2	$65M	+4%	139k	467.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$65M	-5%	716k	90.19	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$64M		2.4M	26.56	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$63M	+22%	1.2M	50.37	View chart
Analog Devices (ADI)	0.1	$62M		271k	228.26	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$61M		571k	106.95	View chart
AmerisourceBergen (COR)	0.1	$61M	-2%	268k	225.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$60M		697k	86.61	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$60M	+110%	554k	107.81	View chart
Oracle Corporation (ORCL)	0.1	$60M	+6%	422k	141.20	View chart
Air Products & Chemicals (APD)	0.1	$60M	+3%	231k	258.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$59M		324k	182.52	View chart
Constellation Brands Cl A (STZ)	0.1	$58M		223k	257.28	View chart
Huntington Ingalls Inds (HII)	0.1	$57M	-20%	233k	246.33	View chart
Republic Services (RSG)	0.1	$57M	-2%	294k	194.34	View chart
Honeywell International (HON)	0.1	$55M		260k	213.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$55M	+2%	1.1M	51.24	View chart
United Parcel Service CL B (UPS)	0.1	$55M	+8%	402k	136.85	View chart
Automatic Data Processing (ADP)	0.1	$55M		230k	238.69	View chart
American Tower Reit (AMT)	0.1	$54M	+12%	280k	194.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$54M	-2%	319k	170.76	View chart
Goldman Sachs (GS)	0.1	$54M	+13%	120k	452.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$54M	+11%	141k	383.19	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$54M	+2%	171k	314.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$54M		432k	123.80	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$53M	-21%	1.0M	52.01	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$53M	+8%	1.0M	51.16	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$53M	+21%	2.1M	25.29	View chart
Hca Holdings (HCA)	0.1	$52M	+3%	163k	321.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$52M		438k	118.78	View chart
Applied Materials (AMAT)	0.1	$51M	+36%	218k	235.99	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$51M	+32%	205k	249.62	View chart
Netflix (NFLX)	0.1	$51M	+2%	76k	674.88	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$51M	+2%	993k	51.39	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$51M	+4%	1.0M	48.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$50M	+2%	541k	92.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$50M	+28%	497k	100.71	View chart
Coca-Cola Company (KO)	0.1	$50M	+12%	785k	63.65	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$50M	+12%	974k	51.10	View chart
Chubb (CB)	0.1	$50M		195k	255.08	View chart
Danaher Corporation (DHR)	0.1	$49M		197k	249.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$49M	+7%	415k	118.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$49M	+360%	1.7M	28.92	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$48M	+4%	183k	262.53	View chart
Duke Energy Corp Com New (DUK)	0.1	$47M	+7%	466k	100.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$46M	+17%	1.6M	29.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$46M	+114%	363k	127.18	View chart
Pfizer (PFE)	0.1	$46M		1.6M	27.98	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$46M	+2%	1.2M	38.14	View chart
Corning Incorporated (GLW)	0.1	$46M		1.2M	38.85	View chart
Stryker Corporation (SYK)	0.1	$45M	+78%	133k	340.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$45M	+3%	1.2M	37.67	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$45M	-16%	392k	113.99	View chart
Dbx Etf Tr Xtrackers Risk M (HYRM)	0.1	$44M	+5%	1.9M	23.07	View chart
General Dynamics Corporation (GD)	0.1	$44M	+2%	152k	290.14	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$44M	-5%	873k	50.31	View chart
Masco Corporation (MAS)	0.1	$44M		655k	66.67	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$44M	+118%	82k	535.08	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$43M	+149%	553k	78.31	View chart
Starbucks Corporation (SBUX)	0.1	$43M	+4%	556k	77.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$43M		245k	173.81	View chart
Zoetis Cl A (ZTS)	0.1	$43M		246k	173.36	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$42M	+14%	1.4M	29.44	View chart
PNC Financial Services (PNC)	0.1	$42M		272k	155.48	View chart
Ford Motor Company (F)	0.1	$42M		3.3M	12.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$42M	-3%	473k	88.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$42M	+3%	191k	218.04	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$41M	-2%	267k	152.30	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$40M	+2%	86k	468.72	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$40M		823k	48.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$40M	+130%	1.8M	22.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$39M	+133%	101k	391.13	View chart
Ciena Corp Com New (CIEN)	0.1	$39M		806k	48.18	View chart
Sherwin-Williams Company (SHW)	0.1	$38M	+81%	127k	298.43	View chart
Two Rds Shared Tr Condctr Gbl Eqty (CGV)	0.1	$38M		3.0M	12.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$38M	+9%	174k	215.01	View chart
S&p Global (SPGI)	0.1	$38M		84k	446.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$37M		392k	93.81	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$37M	+2%	731k	50.38	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$37M	+12256%	627k	58.56	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$37M	-4%	799k	45.84	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$37M	-28%	805k	45.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$36M	+22%	252k	142.74	View chart
Paccar (PCAR)	0.1	$36M		347k	102.94	View chart
Verizon Communications (VZ)	0.1	$36M	+8%	862k	41.24	View chart
MGIC Investment (MTG)	0.1	$36M	-2%	1.6M	21.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$36M	+9%	236k	150.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$36M	+8%	565k	62.87	View chart
Caterpillar (CAT)	0.1	$35M	+18%	106k	333.10	View chart
Toll Brothers (TOL)	0.1	$35M		306k	115.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$35M	+28%	1.1M	33.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$35M		388k	89.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$35M	+4%	592k	58.64	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$34M	-6%	620k	55.28	View chart
Lennar Corp Cl A (LEN)	0.1	$34M	+12%	227k	149.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$34M	+7%	148k	229.56	View chart
salesforce (CRM)	0.1	$34M	-8%	132k	257.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$34M	+16%	139k	242.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$34M	-3%	420k	80.13	View chart
Us Bancorp Del Com New (USB)	0.1	$34M	-3%	843k	39.70	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$33M		667k	50.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$33M		426k	77.28	View chart
Shell Spon Ads (SHEL)	0.1	$33M	+5%	455k	72.18	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$33M	+2%	658k	49.87	View chart
Emerson Electric (EMR)	0.1	$33M		296k	110.16	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$33M	+4%	566k	57.61	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.1	$33M	+60%	1.1M	29.68	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$32M	-3%	1.1M	28.87	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$32M	+4%	31k	1022.73	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$32M	+36%	961k	32.89	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$32M	-2%	1.0M	31.55	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 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
Wealth Enhancement Advisory Services 2021 Q1 filed May 12, 2021
Wealth Enhancement Advisory Services 2020 Q4 filed Feb. 10, 2021
Wealth Enhancement Advisory Services 2020 Q3 filed Nov. 12, 2020

View all past filings

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