Wealth Enhancement Advisory Services

Latest statistics and disclosures from Wealth Enhancement Advisory Services's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services holds 2261 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Wealth Enhancement Advisory Services has 2261 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.0 $2.4B +4% 5.1M 477.63
 View chart
Apple (AAPL) 3.1 $1.1B 5.5M 192.53
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $877M +3% 8.8M 99.25
 View chart
Microsoft Corporation (MSFT) 2.2 $770M 2.0M 376.04
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $639M -2% 16M 41.10
 View chart
Ishares Tr Msci Intl Moment (IMTM) 1.6 $557M +5% 16M 34.29
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 1.5 $518M +5% 3.3M 156.89
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.5 $513M +6% 13M 40.25
 View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.4 $483M +7% 14M 33.73
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.3 $458M +9% 6.5M 70.10
 View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 1.2 $427M +4% 5.1M 83.79
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $424M -3% 7.5M 56.40
 View chart
Amazon (AMZN) 1.0 $348M 2.3M 151.94
 View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.0 $331M +13% 4.5M 73.38
 View chart
NVIDIA Corporation (NVDA) 0.9 $318M +13% 643k 495.22
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $313M +11% 5.8M 54.08
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.8 $281M +5% 2.0M 139.69
 View chart
JPMorgan Chase & Co. (JPM) 0.8 $264M +3% 1.6M 170.10
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $263M -12% 4.5M 58.45
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $246M +71% 3.2M 76.13
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $242M +19% 679k 356.66
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.7 $229M +7% 3.8M 60.43
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.7 $228M +10% 7.0M 32.83
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $227M +47% 1.3M 168.54
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $226M +8% 3.9M 58.33
 View chart
Procter & Gamble Company (PG) 0.6 $217M 1.5M 146.54
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.6 $206M +6% 3.4M 61.53
 View chart
UnitedHealth (UNH) 0.6 $204M +6% 387k 526.47
 View chart
Home Depot (HD) 0.6 $202M +10% 582k 346.55
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $188M 2.4M 78.03
 View chart
Johnson & Johnson (JNJ) 0.5 $186M +3% 1.2M 156.74
 View chart
Global X Fds Adaptive Us (AUSF) 0.5 $186M 5.0M 37.18
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $177M +9% 3.5M 50.23
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $169M -19% 356k 475.31
 View chart
Visa Com Cl A (V) 0.5 $166M +4% 638k 260.35
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $165M -10% 2.2M 75.32
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $164M +65% 6.4M 25.64
 View chart
Pepsi (PEP) 0.5 $161M -2% 946k 169.84
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $157M +5% 662k 237.22
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $156M -27% 4.2M 36.96
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.5 $155M 499k 310.88
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $154M -6% 376k 409.52
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $150M +2% 2.6M 57.96
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.4 $148M 1.1M 140.93
 View chart
Neuberger Berman Etf Trust Berman Commodity (NBCM) 0.4 $143M 6.9M 20.67
 View chart
Exxon Mobil Corporation (XOM) 0.4 $142M +9% 1.4M 99.98
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $136M +4% 797k 170.40
 View chart
McDonald's Corporation (MCD) 0.4 $136M +3% 457k 296.51
 View chart
Tesla Motors (TSLA) 0.4 $134M -3% 540k 248.48
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $132M 4.5M 29.23
 View chart
Merck & Co (MRK) 0.4 $130M +10% 1.2M 109.02
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $130M -2% 3.5M 37.22
 View chart
Vanguard Index Fds Value Etf (VTV) 0.4 $129M 861k 149.50
 View chart
Chevron Corporation (CVX) 0.4 $128M +3% 861k 149.16
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $127M +10% 291k 436.80
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $126M +20% 2.5M 50.30
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $125M +13% 759k 165.25
 View chart
Cisco Systems (CSCO) 0.4 $124M +2% 2.5M 50.52
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $120M -3% 1.1M 108.25
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $120M 395k 303.17
 View chart
Wal-Mart Stores (WMT) 0.3 $117M 742k 157.65
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $117M -3% 2.2M 52.33
 View chart
Franklin Templeton Etf Tr Intl Aggregte Bd (FLIA) 0.3 $114M +9% 5.6M 20.39
 View chart
Bank of America Corporation (BAC) 0.3 $111M 3.3M 33.67
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $111M 260k 426.51
 View chart
International Business Machines (IBM) 0.3 $108M +173% 661k 163.55
 View chart
Eaton Corp SHS (ETN) 0.3 $107M 445k 240.82
 View chart
Broadcom (AVGO) 0.3 $106M +7% 95k 1116.25
 View chart
Walt Disney Company (DIS) 0.3 $101M -4% 1.1M 90.29
 View chart
Abbott Laboratories (ABT) 0.3 $100M -7% 909k 110.07
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $99M -10% 2.1M 46.62
 View chart
Motorola Solutions Com New (MSI) 0.3 $98M -6% 314k 313.09
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $97M +6% 1.1M 84.33
 View chart
Investment Managers Ser Tr Knwldl Ld Etf (KLDW) 0.3 $95M 2.3M 41.80
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $93M -2% 2.7M 35.20
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $93M +3% 966k 96.39
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.3 $93M -5% 1.3M 70.35
 View chart
D.R. Horton (DHI) 0.3 $93M 611k 151.98
 View chart
United Parcel Service CL B (UPS) 0.3 $93M 590k 157.23
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $93M -4% 1.7M 55.90
 View chart
Qualcomm (QCOM) 0.3 $92M 634k 144.63
 View chart
Huntington Ingalls Inds (HII) 0.3 $91M +23% 352k 259.64
 View chart
Advanced Micro Devices (AMD) 0.3 $91M 617k 147.41
 View chart
Waste Management (WM) 0.3 $90M -2% 503k 179.10
 View chart
Texas Instruments Incorporated (TXN) 0.3 $90M -3% 526k 170.46
 View chart
Amgen (AMGN) 0.3 $89M +3% 308k 288.02
 View chart
McKesson Corporation (MCK) 0.3 $88M -8% 190k 462.98
 View chart
Morgan Stanley Com New (MS) 0.2 $84M -13% 904k 93.25
 View chart
Metropcs Communications (TMUS) 0.2 $84M 522k 160.33
 View chart
Ishares Tr Short Treas Bd (SHV) 0.2 $83M +23% 755k 110.13
 View chart
Lowe's Companies (LOW) 0.2 $82M +5% 370k 222.55
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.2 $81M +23% 1.6M 50.36
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $81M 309k 262.26
 View chart
Global X Fds Adaptive Us Risk (ONOF) 0.2 $80M +7% 2.7M 29.62
 View chart
Meta Platforms Cl A (META) 0.2 $79M +4% 224k 353.96
 View chart
Boeing Company (BA) 0.2 $79M +3% 301k 260.66
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $78M +143% 1.4M 54.98
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $78M 222k 350.91
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $77M 1.2M 62.66
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $77M -5% 1.7M 46.63
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $76M -2% 918k 82.96
 View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.2 $76M +2037% 2.2M 34.03
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $75M 1.4M 51.83
 View chart
Eli Lilly & Co. (LLY) 0.2 $74M +5% 127k 582.92
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $74M +96% 1.4M 51.99
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $73M -4% 1.4M 51.41
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $73M +193% 1.4M 51.05
 View chart
General Electric Com New (GE) 0.2 $72M -2% 565k 127.63
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $71M -2% 2.1M 34.36
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $71M 931k 76.38
 View chart
Costco Wholesale Corporation (COST) 0.2 $71M +16% 108k 660.08
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $70M -11% 1.5M 47.24
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $70M -18% 1.3M 52.20
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $69M +14% 987k 70.28
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $68M +60% 1.3M 50.58
 View chart
Raytheon Technologies Corp (RTX) 0.2 $68M -10% 806k 84.14
 View chart
Thermo Fisher Scientific (TMO) 0.2 $67M 127k 530.79
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.2 $67M 886k 75.35
 View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $66M +267% 1.4M 47.68
 View chart
Charles Schwab Corporation (SCHW) 0.2 $65M 948k 68.80
 View chart
Palo Alto Networks (PANW) 0.2 $65M +13% 220k 294.88
 View chart
Abbvie (ABBV) 0.2 $63M -10% 405k 154.97
 View chart
Ishares Tr National Mun Etf (MUB) 0.2 $63M +73% 578k 108.41
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $63M 806k 77.73
 View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $62M 1.7M 36.55
 View chart
AmerisourceBergen (COR) 0.2 $62M 299k 205.38
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $62M -3% 2.5M 24.79
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $61M 743k 81.55
 View chart
American Express Company (AXP) 0.2 $60M -4% 321k 187.34
 View chart
Nextera Energy (NEE) 0.2 $59M -4% 971k 60.74
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $58M +44% 682k 84.87
 View chart
Select Sector Spdr Tr Technology (XLK) 0.2 $58M 300k 192.48
 View chart
Air Products & Chemicals (APD) 0.2 $57M -7% 209k 273.80
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $57M 316k 179.97
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $57M -4% 434k 130.92
 View chart
Honeywell International (HON) 0.2 $56M 267k 209.71
 View chart
TJX Companies (TJX) 0.2 $56M 593k 93.81
 View chart
Analog Devices (ADI) 0.2 $55M 275k 198.56
 View chart
Lockheed Martin Corporation (LMT) 0.2 $55M +24% 121k 453.24
 View chart
United States Steel Corporation (X) 0.2 $54M 1.1M 48.65
 View chart
Automatic Data Processing (ADP) 0.2 $54M -8% 231k 232.97
 View chart
Servicenow (NOW) 0.2 $54M 76k 706.49
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $53M -4% 566k 93.81
 View chart
Pfizer (PFE) 0.2 $53M +3% 1.8M 28.79
 View chart
Constellation Brands Cl A (STZ) 0.2 $53M 217k 241.75
 View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $52M +31% 1.8M 29.02
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $51M +29% 1.1M 46.36
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $51M +8% 998k 51.27
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $51M +2% 150k 337.36
 View chart
Republic Services (RSG) 0.1 $50M -4% 304k 164.91
 View chart
Starbucks Corporation (SBUX) 0.1 $49M 506k 96.01
 View chart
American Tower Reit (AMT) 0.1 $48M -4% 224k 215.88
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $48M -4% 964k 49.72
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $48M 455k 105.23
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $48M +4% 323k 147.14
 View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.1 $47M +13% 937k 50.48
 View chart
Chubb (CB) 0.1 $47M +10% 209k 226.00
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $47M +2% 973k 47.90
 View chart
Hca Holdings (HCA) 0.1 $45M 167k 270.68
 View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.1 $45M +27% 900k 50.01
 View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $45M -25% 953k 47.03
 View chart
Zoetis Cl A (ZTS) 0.1 $45M +2% 227k 197.37
 View chart
Masco Corporation (MAS) 0.1 $45M 667k 66.98
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $44M +2% 1.3M 33.25
 View chart
Danaher Corporation (DHR) 0.1 $43M +2% 187k 231.34
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $43M -2% 861k 50.24
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $42M -74% 472k 89.81
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $42M +14% 266k 157.80
 View chart
Dbx Etf Tr Xtrackers Risk M (HYRM) 0.1 $42M -5% 1.8M 23.13
 View chart
Ford Motor Company (F) 0.1 $42M -3% 3.4M 12.19
 View chart
Goldman Sachs (GS) 0.1 $42M +9% 108k 385.77
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $42M -2% 372k 111.63
 View chart
PNC Financial Services (PNC) 0.1 $41M +3% 268k 154.85
 View chart
Duke Energy Corp Com New (DUK) 0.1 $41M 422k 97.04
 View chart
Wells Fargo & Company (WFC) 0.1 $40M +4% 821k 49.22
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $40M 160k 252.22
 View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $40M -10% 740k 54.32
 View chart
Coca-Cola Company (KO) 0.1 $40M -24% 676k 58.93
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $40M -2% 397k 100.27
 View chart
Oracle Corporation (ORCL) 0.1 $40M 377k 105.43
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $40M -2% 528k 75.10
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $40M -2% 255k 155.33
 View chart
Two Rds Shared Tr Condctr Gbl Eqty (CGV) 0.1 $40M -3% 3.0M 13.35
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.1 $40M +11% 152k 259.51
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $40M +5% 1.1M 37.49
 View chart
Devon Energy Corporation (DVN) 0.1 $39M +494% 870k 45.30
 View chart
Emerson Electric (EMR) 0.1 $39M 399k 97.33
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $38M +12% 1.1M 35.41
 View chart
General Dynamics Corporation (GD) 0.1 $37M +2% 144k 259.67
 View chart
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $37M -9% 688k 54.29
 View chart
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $37M +12% 738k 50.54
 View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $37M -5% 1.3M 29.05
 View chart
Ciena Corp Com New (CIEN) 0.1 $37M 811k 45.01
 View chart
Corning Incorporated (GLW) 0.1 $36M -2% 1.2M 30.45
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $36M 130k 277.15
 View chart
S&p Global (SPGI) 0.1 $36M -20% 82k 440.52
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $35M +4% 803k 43.85
 View chart
Prologis (PLD) 0.1 $35M 263k 133.30
 View chart
Paccar (PCAR) 0.1 $35M 357k 97.65
 View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.1 $35M 1.4M 24.68
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $35M +356% 676k 50.96
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $34M +11% 1.0M 34.01
 View chart
Harbor Etf Trust Long Term Grower (WINN) 0.1 $34M +6% 1.6M 20.67
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $34M -7% 466k 72.43
 View chart
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $33M -27% 754k 44.02
 View chart
MGIC Investment (MTG) 0.1 $33M 1.7M 19.29
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $33M +19% 1.3M 25.73
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $33M +7% 55k 596.60
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $32M +67% 80k 406.89
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $32M +7% 561k 56.14
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $32M +7% 351k 89.80
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $31M -2% 1.0M 31.19
 View chart
Toll Brothers (TOL) 0.1 $31M +1057% 306k 102.79
 View chart
Crown Castle Intl (CCI) 0.1 $31M 272k 115.19
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $30M -17% 274k 110.66
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $30M +6% 158k 191.17
 View chart
CSX Corporation (CSX) 0.1 $30M +2% 863k 34.67
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $30M -3% 385k 77.37
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.1 $30M -8% 553k 53.82
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $29M +4% 529k 55.67
 View chart
Lennar Corp Cl A (LEN) 0.1 $29M +2390% 197k 149.04
 View chart
Shell Spon Ads (SHEL) 0.1 $29M 444k 65.80
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $29M -33% 113k 255.32
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $29M -4% 199k 145.01
 View chart
ConocoPhillips (COP) 0.1 $29M +25% 247k 116.07
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $29M -2% 440k 65.06
 View chart
Lam Research Corporation (LRCX) 0.1 $29M 37k 783.25
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $29M +2% 996k 28.64
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $28M -2% 364k 78.02
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $28M +10% 129k 219.57
 View chart
Applied Materials (AMAT) 0.1 $28M -7% 174k 162.07
 View chart
Carrier Global Corporation (CARR) 0.1 $28M -23% 486k 57.45
 View chart
Verizon Communications (VZ) 0.1 $28M 739k 37.70
 View chart
Union Pacific Corporation (UNP) 0.1 $28M +5% 113k 245.62
 View chart
Pioneer Natural Resources (PXD) 0.1 $28M -52% 123k 224.88
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $28M -20% 260k 105.43
 View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $27M -5% 751k 36.19
 View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $27M +103% 542k 50.03
 View chart
Donaldson Company (DCI) 0.1 $27M +6% 412k 65.35
 View chart
3M Company (MMM) 0.1 $27M -8% 245k 109.32
 View chart
Caterpillar (CAT) 0.1 $27M -26% 90k 295.67
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $27M -13% 384k 69.34
 View chart
Nike CL B (NKE) 0.1 $27M -23% 245k 108.57
 View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $27M +4% 569k 46.55
 View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.1 $26M +4% 718k 36.83
 View chart
Microchip Technology (MCHP) 0.1 $26M +2% 291k 90.18
 View chart
Medtronic SHS (MDT) 0.1 $26M -21% 318k 82.38
 View chart
Us Bancorp Del Com New (USB) 0.1 $26M -6% 604k 43.28
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $26M -2% 747k 34.89
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $26M -15% 284k 91.39
 View chart

Past Filings by Wealth Enhancement Advisory Services

SEC 13F filings are viewable for Wealth Enhancement Advisory Services going back to 2014

View all past filings