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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, AAPL, MSFT, IMTM, and represent 16.55% of Wealth Enhancement Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SMTH (+$511M), JMOM (+$404M), AVLV (+$391M), UYLD (+$243M), IVV (+$203M), AGG (+$155M), VGLT (+$131M), WMT (+$93M), SPHQ (+$72M), JPST (+$67M).
Started 221 new stock positions in TMFM, JLL, GABC, ACA, HYGV, MGY, VTES, NUV, ONTO, SOXS.
Reduced shares in these 10 stocks: MTUM (-$421M), TOTL (-$411M), SCHV (-$287M), SPIB (-$204M), SPTM (-$164M), VWO (-$107M), IUSV (-$59M), SPLV (-$57M), SPAB (-$49M), X (-$45M).
Sold out of its positions in ADC, ATSG, AA, BFH, YYY, APPN, ARQT, Aurora Cannabis, ACLS, OZ.
Wealth Enhancement Advisory Services was a net buyer of stock by $1.8B.
Wealth Enhancement Advisory Services has $39B in assets under management (AUM), dropping by 12.24%.
Central Index Key (CIK): 0001632972

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Portfolio Holdings for Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services holds 2378 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Wealth Enhancement Advisory Services has 2378 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Enhancement Advisory Services March 31, 2024 positions
Download the Wealth Enhancement Advisory Services March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.4	$2.9B	+7%	5.5M	525.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$1.0B	+17%	10M	97.94	View chart
Apple (AAPL)	2.5	$958M		5.6M	171.48	View chart
Microsoft Corporation (MSFT)	2.3	$881M	+2%	2.1M	420.72	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.7	$673M	+5%	17M	39.23	View chart
NVIDIA Corporation (NVDA)	1.5	$568M	-2%	628k	903.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$542M	-16%	13M	41.77	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	1.4	$534M	+4%	15M	35.61	View chart
Alps Etf Tr Smith Core Plus (SMTH)	1.3	$511M	NEW	20M	25.66	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	1.3	$506M	+9%	5.6M	90.91	View chart
Amazon (AMZN)	1.2	$458M	+10%	2.5M	180.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$450M	-3%	7.3M	62.06	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.1	$427M	+1766%	8.1M	52.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$422M	+20%	7.0M	60.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$402M	+3489%	6.3M	64.26	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.0	$398M	+15%	5.2M	76.00	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.9	$330M	+66%	5.6M	59.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$309M		2.0M	150.93	View chart
JPMorgan Chase & Co. (JPM)	0.8	$307M		1.5M	200.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$307M	+7%	729k	420.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$272M	+4%	3.4M	80.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$265M	+31%	3.2M	83.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$262M	+8%	4.1M	63.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$261M	+5%	1.4M	182.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$244M	+37%	4.8M	50.45	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.6	$243M	NEW	4.8M	50.88	View chart
Procter & Gamble Company (PG)	0.6	$242M		1.5M	162.25	View chart
Home Depot (HD)	0.6	$232M	+4%	606k	383.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$209M	-57%	2.8M	75.98	View chart
Global X Fds Adaptive Us (AUSF)	0.5	$203M		5.0M	40.87	View chart
UnitedHealth (UNH)	0.5	$200M	+4%	405k	494.70	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$197M	-68%	1.1M	187.35	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$194M	-13%	3.3M	58.07	View chart
Johnson & Johnson (JNJ)	0.5	$194M	+3%	1.2M	158.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$192M	+2%	367k	523.07	View chart
Visa Com Cl A (V)	0.5	$191M	+7%	683k	279.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$182M	+5%	698k	259.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$176M	+5%	397k	444.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$174M	-2%	2.1M	81.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$172M	+22%	357k	480.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$171M		498k	344.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$169M	+2%	1.5M	116.24	View chart
Pepsi (PEP)	0.4	$164M		934k	175.01	View chart
Merck & Co (MRK)	0.4	$162M	+2%	1.2M	131.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$160M		1.1M	152.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$157M	-5%	4.0M	39.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$156M		2.6M	60.30	View chart
Neuberger Berman Etf Trust Berman Commodity (NBCM)	0.4	$154M	+2%	7.1M	21.62	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$153M	+19%	3.0M	50.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$148M		811k	182.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$147M	+4%	902k	162.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$145M		4.5M	31.95	View chart
Walt Disney Company (DIS)	0.4	$144M	+4%	1.2M	122.36	View chart
Chevron Corporation (CVX)	0.4	$140M	+3%	889k	157.74	View chart
Eaton Corp SHS (ETN)	0.4	$137M		439k	312.68	View chart
Wal-Mart Stores (WMT)	0.4	$137M	+207%	2.3M	60.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$135M	-5%	3.3M	40.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$134M		750k	179.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$133M		395k	337.05	View chart
Franklin Templeton Etf Tr Intl Aggregte Bd (FLIA)	0.3	$128M	+13%	6.3M	20.23	View chart
International Business Machines (IBM)	0.3	$127M		663k	190.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$126M	+2%	1.1M	110.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$125M	+2%	2.3M	54.43	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$125M	-56%	1.9M	64.15	View chart
McDonald's Corporation (MCD)	0.3	$124M	-3%	441k	281.95	View chart
Broadcom (AVGO)	0.3	$124M		94k	1325.42	View chart
Meta Platforms Cl A (META)	0.3	$120M	+10%	248k	485.58	View chart
Bank of America Corporation (BAC)	0.3	$120M	-4%	3.2M	37.92	View chart
Cisco Systems (CSCO)	0.3	$119M	-3%	2.4M	49.91	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$113M	-30%	4.5M	25.28	View chart
Advanced Micro Devices (AMD)	0.3	$111M		614k	180.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$111M	+20%	1.2M	94.66	View chart
Motorola Solutions Com New (MSI)	0.3	$110M		309k	354.98	View chart
Mastercard Incorporated Cl A (MA)	0.3	$108M	-13%	224k	481.57	View chart
Eli Lilly & Co. (LLY)	0.3	$106M	+7%	137k	777.96	View chart
Qualcomm (QCOM)	0.3	$106M		626k	169.30	View chart
Waste Management (WM)	0.3	$106M		495k	213.15	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$105M	+26%	953k	110.54	View chart
Abbott Laboratories (ABT)	0.3	$105M		921k	113.66	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$102M		2.6M	38.47	View chart
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)	0.3	$101M		2.3M	44.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$101M	+2%	1.4M	74.22	View chart
D.R. Horton (DHI)	0.3	$99M		603k	164.55	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$99M	-80%	2.5M	40.05	View chart
General Electric Com New (GE)	0.3	$98M		559k	175.53	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$98M	+19%	1.9M	50.56	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$98M	-4%	1.6M	61.53	View chart
McKesson Corporation (MCK)	0.3	$98M	-4%	182k	536.85	View chart
Amgen (AMGN)	0.2	$93M	+6%	327k	284.32	View chart
Texas Instruments Incorporated (TXN)	0.2	$92M		529k	174.21	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.2	$92M	+3%	2.8M	32.75	View chart
Morgan Stanley Com New (MS)	0.2	$88M	+3%	939k	94.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$88M	+6%	1.5M	58.11	View chart
Metropcs Communications (TMUS)	0.2	$87M	+2%	533k	163.22	View chart
Lowe's Companies (LOW)	0.2	$87M	-7%	342k	254.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$87M	+5%	1.5M	57.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$87M	-2%	302k	288.03	View chart
Costco Wholesale Corporation (COST)	0.2	$86M	+8%	117k	732.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$85M	-12%	1.9M	46.00	View chart
Huntington Ingalls Inds (HII)	0.2	$85M	-16%	292k	291.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$84M		902k	92.72	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$81M		1.4M	56.98	View chart
Tesla Motors (TSLA)	0.2	$80M	-15%	455k	175.79	View chart
Abbvie (ABBV)	0.2	$80M	+7%	437k	182.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$79M	+61%	1.6M	50.17	View chart
Boeing Company (BA)	0.2	$77M	+33%	401k	192.99	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$77M		1.4M	55.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$76M	+6%	1.5M	50.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$76M		219k	346.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$75M	+3%	1.5M	49.24	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$75M		2.0M	36.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$74M	+5%	980k	75.40	View chart
Thermo Fisher Scientific (TMO)	0.2	$73M		126k	581.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$71M		893k	79.86	View chart
Devon Energy Corporation (DVN)	0.2	$71M	+63%	1.4M	50.18	View chart
American Express Company (AXP)	0.2	$71M	-2%	313k	227.69	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$71M	+7%	1.8M	38.88	View chart
Charles Schwab Corporation (SCHW)	0.2	$71M	+2%	977k	72.34	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$70M	+12%	652k	107.60	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$69M	+3%	1.4M	48.18	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$69M	-8%	2.0M	33.74	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$68M	+2%	760k	89.50	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$68M	-2%	1.3M	52.16	View chart
AmerisourceBergen (COR)	0.2	$67M	-8%	275k	242.99	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$66M	-2%	789k	84.09	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$66M	-4%	1.3M	51.60	View chart
Raytheon Technologies Corp (RTX)	0.2	$64M	-18%	659k	97.53	View chart
TJX Companies (TJX)	0.2	$64M	+6%	632k	101.42	View chart
Nextera Energy (NEE)	0.2	$64M	+3%	1.0M	63.91	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$63M	+26%	2.3M	27.94	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$63M		304k	208.27	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$63M	-15%	831k	76.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$63M	+2%	699k	89.90	View chart
Intuitive Surgical Com New (ISRG)	0.2	$62M	+4%	157k	399.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$62M	+37%	366k	169.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$61M	-2%	2.4M	25.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$61M		319k	191.88	View chart
Constellation Brands Cl A (STZ)	0.2	$61M	+2%	223k	271.76	View chart
Lockheed Martin Corporation (LMT)	0.2	$60M	+9%	133k	454.87	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$60M		574k	103.79	View chart
Servicenow (NOW)	0.2	$59M		77k	762.40	View chart
Wells Fargo & Company (WFC)	0.2	$58M	+22%	1.0M	57.96	View chart
Republic Services (RSG)	0.1	$58M		302k	191.44	View chart
Automatic Data Processing (ADP)	0.1	$58M		231k	249.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$56M	-2%	424k	131.37	View chart
Palo Alto Networks (PANW)	0.1	$56M	-11%	195k	284.13	View chart
United Parcel Service CL B (UPS)	0.1	$55M	-37%	370k	148.63	View chart
Adobe Systems Incorporated (ADBE)	0.1	$55M	+97%	108k	504.60	View chart
Analog Devices (ADI)	0.1	$54M		275k	197.79	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$54M	+5%	1.1M	51.28	View chart
Air Products & Chemicals (APD)	0.1	$54M	+6%	222k	242.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$54M		468k	114.86	View chart
Honeywell International (HON)	0.1	$54M	-2%	261k	205.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$54M		326k	164.35	View chart
Hca Holdings (HCA)	0.1	$53M	-5%	158k	333.53	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$52M	NEW	966k	53.91	View chart
Masco Corporation (MAS)	0.1	$52M		660k	78.88	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$52M	+2%	1.1M	45.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$52M		446k	115.30	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$51M	+12%	1.0M	50.35	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$50M	+2%	1.4M	36.54	View chart
Oracle Corporation (ORCL)	0.1	$50M	+5%	397k	125.61	View chart
Chubb (CB)	0.1	$50M	-8%	192k	259.13	View chart
American Tower Reit (AMT)	0.1	$49M	+11%	249k	197.59	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$49M	+3%	1.0M	49.05	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$49M		953k	51.15	View chart
Danaher Corporation (DHR)	0.1	$49M	+3%	195k	249.72	View chart
Starbucks Corporation (SBUX)	0.1	$49M	+5%	531k	91.39	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$48M	+8%	166k	286.61	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$47M	+9%	175k	270.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$47M	+3%	385k	120.99	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$47M	+42%	1.1M	43.40	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$47M	+7%	925k	50.29	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$46M	+11%	1.2M	39.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$46M	+482%	757k	60.74	View chart
Pfizer (PFE)	0.1	$45M	-11%	1.6M	27.75	View chart
Netflix (NFLX)	0.1	$45M	+39%	74k	607.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$45M		528k	84.44	View chart
Ford Motor Company (F)	0.1	$44M	-2%	3.3M	13.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$44M	-57%	491k	90.44	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$44M	+17%	866k	50.97	View chart
Goldman Sachs (GS)	0.1	$44M	-2%	105k	417.69	View chart
PNC Financial Services (PNC)	0.1	$44M		270k	161.60	View chart
Paccar (PCAR)	0.1	$44M		352k	123.89	View chart
salesforce (CRM)	0.1	$43M	+94%	144k	301.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$43M	+6%	273k	158.81	View chart
Coca-Cola Company (KO)	0.1	$43M	+2%	696k	61.18	View chart
Dbx Etf Tr Xtrackers Risk M (HYRM)	0.1	$42M		1.8M	23.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$42M	+62%	184k	228.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$42M	+3%	435k	96.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$42M	+7%	1.2M	36.19	View chart
General Dynamics Corporation (GD)	0.1	$42M	+2%	148k	282.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$42M	+73%	572k	72.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$41M	+205%	1.3M	31.61	View chart
Zoetis Cl A (ZTS)	0.1	$41M	+7%	244k	169.21	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$41M	-51%	811k	50.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$40M	+11%	126k	320.59	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$40M	+5%	1.7M	23.47	View chart
Ciena Corp Com New (CIEN)	0.1	$40M		816k	49.45	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$40M	+33%	1.3M	30.22	View chart
Toll Brothers (TOL)	0.1	$40M		308k	129.37	View chart
Two Rds Shared Tr Condctr Gbl Eqty (CGV)	0.1	$40M		3.0M	13.28	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$39M	-11%	841k	46.51	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$39M	-2%	388k	100.71	View chart
Us Bancorp Del Com New (USB)	0.1	$39M	+44%	870k	44.70	View chart
Corning Incorporated (GLW)	0.1	$39M		1.2M	32.96	View chart
MGIC Investment (MTG)	0.1	$38M		1.7M	22.36	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$37M	-10%	664k	56.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$37M	+31%	155k	239.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$36M	+10%	387k	93.71	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$36M	+5%	712k	50.74	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$36M		1.3M	28.80	View chart
Consolidated Edison (ED)	0.1	$36M	+41%	397k	90.81	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$36M	+10%	513k	70.00	View chart
S&p Global (SPGI)	0.1	$36M	+2%	84k	425.45	View chart
Prologis (PLD)	0.1	$36M	+3%	273k	130.22	View chart
Comcast Corp Cl A (CMCSA)	0.1	$35M		809k	43.35	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$35M	+4%	83k	418.01	View chart
Lennar Corp Cl A (LEN)	0.1	$35M	+2%	202k	171.98	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$35M	+9%	398k	86.67	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$34M	+8%	216k	155.91	View chart
Emerson Electric (EMR)	0.1	$34M	-25%	297k	113.42	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$34M	-9%	1.2M	28.92	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$33M	+12%	433k	77.31	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$33M	-3%	1.4M	24.67	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$33M	+3%	245k	136.05	View chart
Verizon Communications (VZ)	0.1	$33M	+7%	794k	41.96	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$33M	+14266%	663k	50.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$33M		565k	58.65	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$33M	-7%	925k	35.84	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$33M		1.0M	32.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$33M		160k	205.72	View chart
Applied Materials (AMAT)	0.1	$33M	-8%	159k	206.23	View chart
Caterpillar (CAT)	0.1	$33M		89k	366.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$33M	+7%	138k	235.79	View chart
Pioneer Natural Resources (PXD)	0.1	$32M		123k	262.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$32M	+27%	370k	86.48	View chart
Deere & Company (DE)	0.1	$32M	+45%	78k	410.74	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$32M	+18%	639k	49.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$32M		522k	61.05	View chart
CSX Corporation (CSX)	0.1	$32M		857k	37.07	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$32M		434k	73.15	View chart
ConocoPhillips (COP)	0.1	$32M		248k	127.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$32M	+175%	317k	99.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$32M		543k	58.06	View chart
Travelers Companies (TRV)	0.1	$31M		133k	230.14	View chart
Medtronic SHS (MDT)	0.1	$30M	+8%	347k	87.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$30M	+13%	119k	249.86	View chart
Radian (RDN)	0.1	$29M		878k	33.47	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$29M	+4%	30k	970.48	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 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
Wealth Enhancement Advisory Services 2020 Q2 restated filed Oct. 13, 2020

View all past filings

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