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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, SMTH, NVDA, MSFT, and represent 16.68% of Wealth Enhancement Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SMTH (+$574M), Bny Mellon Etf Trust Ii (+$433M), Exxon Mobil Corp (+$349M), ABI (+$333M), META (+$287M), MSFT (+$238M), AAPL (+$227M), NVDA (+$214M), IVV (+$210M), SNDK (+$156M).
Started 355 new stock positions in HAUZ, DBI, LNGX, SYRE, MBI, ADME, CSRE, TPG, GAM, FDTX.
Reduced shares in these 10 stocks: AGG (-$238M), FLIA (-$217M), LRCX (-$156M), UYLD (-$142M), AMAT (-$87M), T (-$53M), IJR (-$52M), SPYM (-$52M), MU (-$51M), SCCO (-$49M).
Sold out of its positions in POWW, ATEN, AARD, AEHR, VICE, AIRS, ALEC, ALIT, AMR, ALT.
Wealth Enhancement Advisory Services was a net buyer of stock by $7.7B.
Wealth Enhancement Advisory Services has $68B in assets under management (AUM), dropping by 14.15%.
Central Index Key (CIK): 0001632972

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Positions held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services holds 4085 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Wealth Enhancement Advisory Services has 4085 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Enhancement Advisory Services Sept. 30, 2026 positions
Download the Wealth Enhancement Advisory Services September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.8	$3.9B	+5%	5.1M	774.73	View chart
Apple (AAPL)	3.3	$2.3B	+11%	7.2M	316.28	View chart
Alps Etf Tr Smith Core Plus (SMTH)	2.6	$1.8B	+47%	73M	24.56	View chart
NVIDIA Corporation (NVDA)	2.5	$1.7B	+14%	8.4M	198.69	View chart
Microsoft Corporation Put Option (MSFT)	2.5	$1.7B	+16%	3.2M	522.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$1.3B	-15%	14M	94.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$937M	+9%	16M	58.67	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.4	$921M	+6%	18M	52.61	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.3	$912M	+7%	9.9M	92.25	View chart
Amazon (AMZN)	1.3	$911M	+15%	3.9M	233.43	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	1.3	$877M	+7%	8.5M	102.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$854M	+18%	2.7M	312.58	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.2	$843M	+3%	10M	84.12	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.1	$744M	+7%	14M	51.73	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$643M	+13%	29M	21.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.8	$569M	+9%	735k	773.93	View chart
Micron Technology (MU)	0.8	$568M	-8%	574k	991.00	View chart
Meta Platforms Cl A Put Option (META)	0.8	$558M	+106%	774k	720.89	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.8	$535M	+5%	6.3M	85.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$530M	+11%	6.0M	88.52	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.7	$496M	+5%	5.0M	99.75	View chart
Johnson & Johnson (JNJ)	0.7	$465M	+8%	2.0M	234.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$458M	+13%	648k	706.31	View chart
JPMorgan Chase & Co. (JPM)	0.6	$440M	+10%	1.5M	296.10	View chart
Bny Mellon Etf Trust Ii Global Fixed Inc	0.6	$433M	NEW	18M	24.64	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	0.6	$410M	+10%	803k	511.05	View chart
Broadcom (AVGO)	0.6	$390M	+15%	1.6M	241.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$361M	+12%	1.1M	316.35	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.5	$360M	+5%	482k	747.58	View chart
Exxonmobil Holdings Corp Com Shs	0.5	$349M	NEW	2.2M	158.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$347M		11M	30.47	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.5	$344M	-29%	6.9M	49.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$341M	+7%	1.4M	236.12	View chart
Victory Portfolios Ii Pioneer Asset (ABI)	0.5	$333M	NEW	14M	24.48	View chart
Wal-Mart Stores Call Option (WMT)	0.4	$302M	+15%	2.7M	110.56	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$298M	+9%	3.3M	91.02	View chart
Sandisk Corp (SNDK)	0.4	$290M	+116%	184k	1573.47	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$288M	-9%	1.3M	219.38	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$287M	+5%	793k	361.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Put Option (QQQM)	0.4	$266M		863k	307.85	View chart
Chubb (CB)	0.4	$256M	+23%	803k	318.35	View chart
Chevron Corporation (CVX)	0.4	$250M	+18%	1.3M	187.29	View chart
Visa Com Cl A (V)	0.4	$242M	+16%	715k	338.30	View chart
Advanced Micro Devices Call Option (AMD)	0.3	$235M	+13%	378k	620.68	View chart
Merck & Co (MRK)	0.3	$232M	+9%	1.8M	130.58	View chart
Procter & Gamble Company (PG)	0.3	$223M	+14%	1.6M	138.66	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$221M	+31%	2.2M	100.36	View chart
Eli Lilly & Co. (LLY)	0.3	$220M	+11%	206k	1065.68	View chart
Cisco Systems (CSCO)	0.3	$217M	+3%	2.0M	108.68	View chart
Teradyne Put Option (TER)	0.3	$195M	+269%	489k	398.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$195M	+2%	2.0M	95.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$189M	-3%	3.8M	50.27	View chart
TJX Companies (TJX)	0.3	$188M	+19%	1.4M	132.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$187M	-3%	589k	317.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$186M	+13%	2.7M	69.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$186M	+3%	2.2M	82.69	View chart
Abbvie (ABBV)	0.3	$181M	+32%	766k	236.16	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$181M	+2%	2.9M	62.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$176M	+11%	5.3M	32.94	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$172M	-23%	2.0M	85.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$170M	-23%	1.2M	136.24	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$169M	+205%	894k	188.98	View chart
Western Digital (WDC)	0.2	$168M	+90%	440k	381.17	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$164M	+14%	3.6M	45.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$163M	+3%	1.3M	126.04	View chart
International Business Machines Call Option (IBM)	0.2	$163M	+7%	718k	226.61	View chart
Lam Research Corp Com New Put Option (LRCX)	0.2	$162M	-48%	507k	320.59	View chart
Ciena Corp Com New (CIEN)	0.2	$160M	+2%	389k	412.33	View chart
Tesla Motors (TSLA)	0.2	$154M	+15%	431k	358.13	View chart
Ge Vernova (GEV)	0.2	$154M	+3%	160k	961.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$152M		5.6M	27.09	View chart
UnitedHealth (UNH)	0.2	$150M	+98%	430k	349.40	View chart
Home Depot Put Option (HD)	0.2	$147M	+11%	496k	295.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$144M	+2%	2.1M	69.18	View chart
Eaton Corp SHS (ETN)	0.2	$143M	+7%	339k	422.38	View chart
United Parcel Svcs CL B (UPS)	0.2	$141M	+41%	1.5M	92.22	View chart
Global X Fds Adaptive Us (AUSF)	0.2	$140M	+8%	2.8M	49.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$140M		337k	414.45	View chart
Abbott Laboratories (ABT)	0.2	$137M	+25%	1.5M	94.36	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$137M	+5%	2.0M	69.76	View chart
Travelers Companies (TRV)	0.2	$136M	+14%	375k	363.19	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$136M	+6%	3.6M	37.81	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$135M	-17%	1.1M	118.48	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$134M		1.4M	93.46	View chart
Pepsi (PEP)	0.2	$129M	+2%	1.1M	118.70	View chart
Corning Incorporated (GLW)	0.2	$129M		862k	149.79	View chart
Ge Aerospace Com New (GE)	0.2	$127M		424k	300.56	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$127M	+5%	1.6M	80.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$126M		499k	252.00	View chart
Neuberger Berman Etf Trust Commo Strat Etf (NBCM)	0.2	$125M	+12%	4.0M	31.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$125M		3.7M	33.81	View chart
Texas Instruments Incorporated (TXN)	0.2	$120M	+26%	432k	277.97	View chart
Bank of America Corporation (BAC)	0.2	$120M	+2%	3.0M	40.60	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$120M		1.1M	110.13	View chart
Coca-Cola Company (KO)	0.2	$120M	+14%	1.4M	85.27	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$119M	+3%	3.4M	34.47	View chart
Caterpillar (CAT)	0.2	$118M	+11%	207k	572.04	View chart
Qualcomm Call Option (QCOM)	0.2	$118M	+16%	671k	176.01	View chart
Verizon Communications (VZ)	0.2	$118M	-18%	3.0M	38.75	View chart
Fis Tr Brig Po Equi Etf (BRIF)	0.2	$117M	+16%	3.1M	37.99	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$116M	+72%	2.6M	44.58	View chart
Mastercard Incorporated Cl A (MA)	0.2	$116M	+7%	252k	457.77	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$113M		1.3M	90.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$113M		2.0M	56.74	View chart
Raytheon Technologies Corp (RTX)	0.2	$111M	+5%	781k	142.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$111M	+15%	1.2M	89.45	View chart
Morgan Stanley Com New (MS)	0.2	$111M		733k	150.87	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$110M	+6%	2.0M	55.67	View chart
Wells Fargo & Company (WFC)	0.2	$110M	+6%	1.5M	74.14	View chart
Duke Energy Corp Com New (DUK)	0.2	$110M	+43%	955k	114.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$110M	+17%	762k	143.67	View chart
Amgen (AMGN)	0.2	$109M	-26%	340k	320.44	View chart
Pfizer (PFE)	0.2	$107M	+30%	4.1M	25.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$107M	+9%	4.5M	23.87	View chart
Intel Corporation Call Option (INTC)	0.2	$106M	+36%	989k	107.08	View chart
Bristol Myers Squibb (BMY)	0.2	$104M	+16%	2.1M	50.68	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$104M	-16%	1.7M	62.43	View chart
McKesson Corporation Put Option (MCK)	0.2	$103M		110k	930.25	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$102M	+73%	4.0M	25.39	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$102M	+57%	677k	150.84	View chart
Oracle Corporation Call Option (ORCL)	0.1	$102M	+7%	749k	135.69	View chart
Philip Morris International (PM)	0.1	$101M	+14%	525k	192.25	View chart
RBB F/m Us Treasury (TBIL)	0.1	$101M	+142%	2.0M	49.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$101M	-19%	2.1M	47.40	View chart
Northrop Grumman Corporation (NOC)	0.1	$100M	+66%	237k	422.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$100M	+7%	407k	245.51	View chart
Palo Alto Networks (PANW)	0.1	$100M	+5%	358k	277.57	View chart
Palantir Technologies Cl A (PLTR)	0.1	$99M	+6%	525k	189.21	View chart
Adobe Systems Incorporated (ADBE)	0.1	$99M	+350%	444k	222.65	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$99M	+42%	2.1M	47.86	View chart
Allstate Corporation (ALL)	0.1	$98M	+19%	440k	221.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$97M	+18%	459k	211.87	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$97M	NEW	2.0M	48.72	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$97M	+12%	3.5M	27.78	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$97M	+20%	1.7M	55.28	View chart
Costco Wholesale Corporation (COST)	0.1	$96M	+16%	137k	699.12	View chart
McDonald's Corporation (MCD)	0.1	$95M	+35%	408k	233.23	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$93M	+7%	1.1M	83.06	View chart
Lockheed Martin Corporation (LMT)	0.1	$93M	-30%	208k	445.24	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$92M		2.8M	32.66	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$92M	-6%	1.8M	50.31	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$91M	+33%	1.9M	49.25	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$90M	+282%	825k	109.54	View chart
Motorola Solutions Com New (MSI)	0.1	$90M	+6%	236k	383.43	View chart
Oneok	0.1	$90M	NEW	998k	90.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$89M	+4%	397k	224.93	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$88M	+18%	376k	233.91	View chart
Goldman Sachs Call Option (GS)	0.1	$88M	+17%	99k	882.59	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.1	$87M	-7%	1.8M	48.32	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$87M	+12%	1.3M	65.73	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$86M	+46%	2.3M	37.05	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$86M	+4%	1.8M	46.86	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$85M	NEW	1.2M	71.25	View chart
Applied Materials (AMAT)	0.1	$85M	-50%	346k	244.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$85M	+2%	962k	88.02	View chart
Netflix Call Option (NFLX)	0.1	$84M	+23%	1.2M	71.57	View chart
Medtronic SHS (MDT)	0.1	$84M	+15%	1.1M	79.07	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$83M	+11%	2.4M	34.32	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$81M	+13%	1.6M	50.66	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$81M	+13%	414k	195.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$81M	+11%	791k	101.80	View chart
W.W. Grainger (GWW)	0.1	$80M	+311%	64k	1240.06	View chart
Waste Management (WM)	0.1	$79M	-31%	386k	204.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$79M	+9%	3.3M	23.74	View chart
Fastenal Company (FAST)	0.1	$79M	+52%	1.6M	49.06	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$79M	+124%	1.0M	77.97	View chart
At&t (T)	0.1	$79M	-40%	3.3M	24.03	View chart
Walt Disney Company (DIS)	0.1	$77M	+19%	867k	89.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$77M	+6%	2.7M	28.83	View chart
Citigroup Com New Call Option (C)	0.1	$77M	+14%	600k	128.08	View chart
Analog Devices (ADI)	0.1	$76M	+4%	273k	278.15	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$75M	+5%	262k	287.63	View chart
General Dynamics Corporation (GD)	0.1	$75M	+39%	271k	275.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$75M	+33%	621k	120.13	View chart
American Express Company (AXP)	0.1	$74M	+3%	255k	289.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$74M	+12%	733k	100.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$73M	-5%	1.6M	46.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$73M	+5%	2.0M	36.42	View chart
Lumentum Hldgs (LITE)	0.1	$73M	+503%	71k	1017.64	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$73M	-17%	1.1M	64.49	View chart
Metropcs Communications Put Option (TMUS)	0.1	$72M	-5%	422k	171.31	View chart
Charles Schwab Corporation (SCHW)	0.1	$72M	+3%	760k	94.75	View chart
3M Company Put Option (MMM)	0.1	$72M	+11%	439k	163.58	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$72M		724k	98.66	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.1	$71M	+7%	187k	378.62	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$71M	+103%	935k	75.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$70M		1.0M	69.49	View chart
Putnam Etf Trust Franklin Sht Trm (FTMS)	0.1	$70M	+6%	7.2M	9.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$68M	+9%	614k	111.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$68M	+11%	524k	128.86	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$67M	+75%	1.5M	44.14	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$67M	+17%	1.7M	39.27	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$66M	+7%	1.3M	50.47	View chart
Altria (MO)	0.1	$66M	+19%	948k	69.68	View chart
Ross Stores (ROST)	0.1	$66M	+15%	301k	218.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$65M	+48%	175k	371.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$64M	-20%	935k	68.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$64M	-13%	878k	72.97	View chart
Ea Series Trust Cambria Endowm (ENDW)	0.1	$63M		1.8M	34.33	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$63M	-2%	2.6M	24.38	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$63M	+3%	1.8M	34.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$62M	-2%	1.1M	54.50	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$62M	+39%	500k	123.92	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$61M		559k	108.87	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$61M	+34%	651k	93.31	View chart
Union Pacific Corporation (UNP)	0.1	$61M	+55%	288k	210.67	View chart
Arista Networks Com Shs (ANET)	0.1	$61M	+4%	302k	200.69	View chart
Blackrock Call Option (BLK)	0.1	$60M	+10%	56k	1065.35	View chart
Servicenow (NOW)	0.1	$60M	-13%	443k	134.48	View chart
Amphenol Corp Cl A (APH)	0.1	$59M	+119%	1.2M	51.47	View chart
Target Corporation (TGT)	0.1	$59M	+133%	395k	150.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$59M	+5%	374k	158.25	View chart
PNC Financial Services (PNC)	0.1	$59M	-4%	277k	212.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$58M	+2%	847k	68.87	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$58M	-26%	639k	90.15	View chart
Freeport Mcmoran CL B Call Option (FCX)	0.1	$57M	+5%	802k	71.14	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$57M		1.2M	49.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$57M	+2%	251k	226.13	View chart
Space Exploration Techn Corp Class A Com Stk Call Option (SPCX)	0.1	$56M	+193%	351k	160.57	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$56M	+4%	1.3M	43.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$55M	+9%	33k	1639.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$55M	+24%	201k	271.24	View chart
Southern Company (SO)	0.1	$54M	+14%	651k	83.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$54M	+12%	2.2M	25.04	View chart
Boeing Company (BA)	0.1	$54M		340k	158.39	View chart
AmerisourceBergen (COR)	0.1	$53M	+2%	166k	317.80	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.1	$53M	+3%	1.3M	41.41	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$52M	-12%	1.2M	44.77	View chart
Verisign (VRSN)	0.1	$52M	+20%	182k	284.87	View chart
Marathon Petroleum Corp Put Option (MPC)	0.1	$52M	+11%	112k	463.34	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$52M	-3%	575k	89.73	View chart
Phillips 66 Put Option (PSX)	0.1	$51M	+9%	181k	281.60	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val	0.1	$51M	NEW	1.3M	38.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$51M	+7%	320k	158.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$51M	+34%	543k	93.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$50M	+34%	225k	223.16	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$50M	+4%	2.3M	22.10	View chart
Invesco SHS (IVZ)	0.1	$50M	-13%	1.7M	29.35	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$50M	+2%	904k	55.36	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$50M	+4%	621k	80.40	View chart
ConocoPhillips (COP)	0.1	$50M		411k	121.33	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$50M	+9%	1.6M	31.95	View chart
Lowe's Companies (LOW)	0.1	$50M	+12%	349k	142.33	View chart
American Beacon Select Funds Glg Nat Res Etf (MGNR)	0.1	$50M	+10%	1.0M	49.32	View chart
Putnam Etf Trust Frank Minn Etf (FTMN)	0.1	$50M	NEW	6.1M	8.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$49M	+3%	1.2M	41.07	View chart
EOG Resources (EOG)	0.1	$49M	+46%	350k	140.21	View chart
Hartford Financial Services (HIG)	0.1	$49M	+31%	398k	123.32	View chart
Linde SHS (LIN)	0.1	$49M	+49%	176k	276.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$49M	+3%	1.4M	35.63	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 2026 Q3 filed Oct. 13, 2026
Wealth Enhancement Advisory Services 2026 Q2 filed July 15, 2026
Wealth Enhancement Advisory Services 2026 Q1 filed April 8, 2026
Wealth Enhancement Advisory Services 2025 Q4 filed Jan. 8, 2026
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

View all past filings

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