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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, NVDA, SMTH, and represent 16.34% of Wealth Enhancement Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IVV (+$3.6B), AAPL (+$1.9B), AGG (+$1.6B), NVDA (+$1.3B), SMTH (+$1.3B), MSFT (+$962M), VWO (+$868M), FNDF (+$859M), USVM (+$855M), AVLV (+$843M).
Started 3975 new stock positions in CCNE, CPRT, CTO, OOMA, MGEE, BLZE, VLUE, LPLA, TTAN, ALKS.
Wealth Enhancement Advisory Services was a net buyer of stock by $60B.
Wealth Enhancement Advisory Services has $60B in assets under management (AUM).
Central Index Key (CIK): 0001632972

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Portfolio Holdings for Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services holds 3975 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Wealth Enhancement Advisory Services has 3975 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.1	$3.6B	NEW	4.8M	755.53	View chart
Apple (AAPL)	3.2	$1.9B	NEW	6.5M	292.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$1.6B	NEW	17M	97.42	View chart
NVIDIA Corporation (NVDA)	2.2	$1.3B	NEW	7.3M	181.95	View chart
Alps Etf Tr Smith Core Plus (SMTH)	2.1	$1.3B	NEW	50M	25.30	View chart
Microsoft Corporation Put Option (MSFT)	1.6	$962M	NEW	2.7M	351.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$868M	NEW	15M	59.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.4	$859M	NEW	16M	52.32	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	1.4	$855M	NEW	8.0M	107.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.4	$843M	NEW	9.2M	91.38	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.4	$809M	NEW	9.7M	83.53	View chart
Amazon (AMZN)	1.3	$759M	NEW	3.4M	225.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$730M	NEW	2.3M	317.49	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.2	$704M	NEW	13M	52.39	View chart
Micron Technology (MU)	1.0	$581M	NEW	625k	929.56	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$580M	NEW	26M	22.44	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$523M	NEW	5.9M	87.84	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.8	$493M	NEW	9.8M	50.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$482M	NEW	674k	715.20	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$479M	NEW	5.4M	89.27	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.8	$459M	NEW	4.7M	97.50	View chart
Johnson & Johnson (JNJ)	0.7	$429M	NEW	1.8M	234.01	View chart
JPMorgan Chase & Co. (JPM)	0.7	$401M	NEW	1.3M	298.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$394M	NEW	573k	687.89	View chart
Broadcom (AVGO)	0.6	$360M	NEW	1.4M	258.20	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	0.6	$349M	NEW	727k	480.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$344M	NEW	1.0M	338.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$334M	NEW	11M	29.74	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.5	$324M	NEW	458k	709.05	View chart
Lam Research Corp Com New Put Option (LRCX)	0.5	$324M	NEW	992k	327.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$320M	NEW	1.3M	237.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$317M	NEW	1.4M	218.89	View chart
Applied Materials (AMAT)	0.5	$313M	NEW	701k	446.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$265M	NEW	748k	354.70	View chart
Wal-Mart Stores Call Option (WMT)	0.4	$265M	NEW	2.4M	112.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$259M	NEW	3.0M	87.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$255M	NEW	859k	297.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$237M	NEW	1.6M	145.15	View chart
Franklin Templeton Etf Tr Intl Aggregte Bd (FLIA)	0.4	$234M	NEW	12M	20.17	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$222M	NEW	2.6M	84.80	View chart
Cisco Systems (CSCO)	0.4	$221M	NEW	1.9M	114.96	View chart
Meta Platforms Cl A Call Option (META)	0.4	$219M	NEW	375k	583.34	View chart
Chubb (CB)	0.3	$207M	NEW	649k	319.03	View chart
Eli Lilly & Co. (LLY)	0.3	$199M	NEW	185k	1074.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$196M	NEW	3.9M	50.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$196M	NEW	608k	321.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$193M	NEW	2.0M	97.06	View chart
Procter & Gamble Company (PG)	0.3	$192M	NEW	1.4M	135.68	View chart
Visa Com Cl A (V)	0.3	$189M	NEW	611k	309.57	View chart
Merck & Co (MRK)	0.3	$184M	NEW	1.6M	112.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$182M	NEW	2.2M	83.93	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$175M	NEW	2.8M	61.73	View chart
Chevron Corporation Call Option (CVX)	0.3	$174M	NEW	1.1M	153.62	View chart
TJX Companies (TJX)	0.3	$172M	NEW	1.2M	144.55	View chart
Ciena Corp Com New (CIEN)	0.3	$170M	NEW	380k	447.71	View chart
International Business Machines (IBM)	0.3	$170M	NEW	666k	255.04	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$168M	NEW	1.7M	100.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$167M	NEW	2.4M	70.65	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$162M	NEW	1.4M	117.40	View chart
Ge Vernova (GEV)	0.3	$162M	NEW	154k	1052.78	View chart
Corning Incorporated (GLW)	0.3	$161M	NEW	870k	184.90	View chart
Sandisk Corp (SNDK)	0.3	$159M	NEW	85k	1870.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$155M	NEW	4.8M	32.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$154M	NEW	1.2M	123.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$153M	NEW	5.5M	27.55	View chart
Ge Aerospace Com New (GE)	0.2	$148M	NEW	419k	353.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$146M	NEW	2.0M	71.58	View chart
Tesla Motors (TSLA)	0.2	$146M	NEW	372k	392.73	View chart
Amgen (AMGN)	0.2	$142M	NEW	464k	305.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$142M	NEW	297k	475.81	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$142M	NEW	3.2M	44.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$136M	NEW	336k	405.74	View chart
Verizon Communications (VZ)	0.2	$135M	NEW	3.7M	36.31	View chart
Pepsi (PEP)	0.2	$135M	NEW	1.1M	127.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$133M	NEW	2.6M	50.38	View chart
Bank of America Corporation (BAC)	0.2	$131M	NEW	2.9M	45.32	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$131M	NEW	1.4M	91.61	View chart
Global X Fds Adaptive Us (AUSF)	0.2	$131M	NEW	2.6M	50.09	View chart
Morgan Stanley Com New (MS)	0.2	$130M	NEW	730k	178.48	View chart
Western Digital (WDC)	0.2	$130M	NEW	232k	561.61	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$128M	NEW	3.7M	34.39	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$128M	NEW	1.9M	68.33	View chart
Eaton Corp SHS (ETN)	0.2	$128M	NEW	315k	405.33	View chart
Home Depot Put Option (HD)	0.2	$126M	NEW	444k	284.49	View chart
Advanced Micro Devices (AMD)	0.2	$125M	NEW	334k	374.40	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$124M	NEW	3.4M	36.79	View chart
Caterpillar Put Option (CAT)	0.2	$123M	NEW	186k	661.67	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$122M	NEW	1.1M	109.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$122M	NEW	494k	246.84	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$122M	NEW	1.5M	80.94	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$119M	NEW	2.0M	59.59	View chart
United Parcel Svcs CL B (UPS)	0.2	$119M	NEW	1.1M	110.52	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$119M	NEW	3.3M	35.81	View chart
Waste Management (WM)	0.2	$118M	NEW	565k	209.28	View chart
Abbvie (ABBV)	0.2	$118M	NEW	579k	203.63	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$117M	NEW	1.2M	94.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$114M	NEW	1.9M	58.56	View chart
At&t (T)	0.2	$113M	NEW	5.5M	20.73	View chart
Raytheon Technologies Corp (RTX)	0.2	$111M	NEW	739k	150.49	View chart
Wells Fargo & Company Put Option (WFC)	0.2	$110M	NEW	1.4M	78.34	View chart
Travelers Companies (TRV)	0.2	$109M	NEW	328k	333.99	View chart
Abbott Laboratories Call Option (ABT)	0.2	$104M	NEW	1.2M	89.31	View chart
Texas Instruments Incorporated (TXN)	0.2	$102M	NEW	342k	299.82	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$102M	NEW	330k	309.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$102M	NEW	1.9M	55.02	View chart
Qualcomm Call Option (QCOM)	0.2	$102M	NEW	573k	177.12	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$100M	NEW	1.1M	93.63	View chart
Coca-Cola Company (KO)	0.2	$100M	NEW	1.2M	81.96	View chart
Fis Tr Brig Po Equi Etf (BRIF)	0.2	$99M	NEW	2.7M	37.14	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$99M	NEW	2.0M	50.34	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$99M	NEW	4.1M	24.07	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$98M	NEW	1.9M	50.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$97M	NEW	2.8M	34.91	View chart
Neuberger Berman Etf Trust Commo Strat Etf (NBCM)	0.2	$97M	NEW	3.5M	27.38	View chart
Mastercard Incorporated Cl A (MA)	0.2	$96M	NEW	235k	411.31	View chart
Allstate Corporation (ALL)	0.2	$90M	NEW	369k	243.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$90M	NEW	937k	95.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$90M	NEW	648k	138.59	View chart
McKesson Corporation Put Option (MCK)	0.1	$87M	NEW	108k	801.19	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$85M	NEW	1.4M	61.98	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$85M	NEW	1.0M	81.30	View chart
Bristol Myers Squibb (BMY)	0.1	$84M	NEW	1.8M	47.72	View chart
UnitedHealth (UNH)	0.1	$84M	NEW	216k	389.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$84M	NEW	1.2M	71.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$83M	NEW	386k	214.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$82M	NEW	1.7M	49.44	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$81M	NEW	1.8M	46.23	View chart
McDonald's Corporation (MCD)	0.1	$81M	NEW	300k	270.68	View chart
American Express Company (AXP)	0.1	$81M	NEW	246k	329.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$80M	NEW	1.5M	55.43	View chart
Philip Morris International (PM)	0.1	$80M	NEW	459k	174.54	View chart
Motorola Solutions Com New (MSI)	0.1	$80M	NEW	220k	361.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$80M	NEW	1.2M	67.54	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$80M	NEW	867k	91.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$77M	NEW	1.0M	76.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$77M	NEW	318k	242.05	View chart
Costco Wholesale Corporation (COST)	0.1	$76M	NEW	117k	650.56	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$75M	NEW	3.1M	24.34	View chart
Palo Alto Networks (PANW)	0.1	$75M	NEW	339k	221.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$75M	NEW	379k	198.64	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$75M	NEW	2.2M	34.78	View chart
Pfizer (PFE)	0.1	$75M	NEW	3.2M	23.72	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$75M	NEW	3.0M	24.50	View chart
Northrop Grumman Corporation Put Option (NOC)	0.1	$75M	NEW	143k	523.83	View chart
Charles Schwab Corporation (SCHW)	0.1	$74M	NEW	733k	101.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$74M	NEW	248k	298.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$73M	NEW	710k	103.35	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$73M	NEW	1.0M	72.45	View chart
Metropcs Communications Put Option (TMUS)	0.1	$73M	NEW	444k	164.46	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$73M	NEW	1.5M	48.38	View chart
Oracle Corporation Call Option (ORCL)	0.1	$71M	NEW	695k	102.74	View chart
Duke Energy Corp Com New (DUK)	0.1	$71M	NEW	666k	106.98	View chart
PNC Financial Services (PNC)	0.1	$71M	NEW	291k	243.86	View chart
Intel Corporation Call Option (INTC)	0.1	$71M	NEW	725k	97.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$71M	NEW	728k	97.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$71M	NEW	2.5M	28.24	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$70M	NEW	1.4M	49.74	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$70M	NEW	653k	107.01	View chart
Medtronic SHS (MDT)	0.1	$70M	NEW	922k	75.64	View chart
Analog Devices (ADI)	0.1	$70M	NEW	261k	266.19	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$69M	NEW	1.4M	49.50	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$68M	NEW	1.4M	47.06	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$67M	NEW	366k	184.03	View chart
D.R. Horton (DHI)	0.1	$67M	NEW	452k	147.65	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$67M	NEW	2.6M	25.28	View chart
Putnam Etf Trust Franklin Sht Trm (FTMS)	0.1	$67M	NEW	6.7M	9.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$66M	NEW	429k	153.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$66M	NEW	1.9M	34.65	View chart
Gilead Sciences (GILD)	0.1	$65M	NEW	604k	108.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$65M	NEW	377k	173.24	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.1	$64M	NEW	175k	368.73	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$64M	NEW	1.2M	54.77	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$64M	NEW	1.2M	52.64	View chart
Boeing Company (BA)	0.1	$64M	NEW	338k	188.15	View chart
Nextera Energy (NEE)	0.1	$63M	NEW	756k	83.73	View chart
Ea Series Trust Cambria Endowm (ENDW)	0.1	$62M	NEW	1.8M	33.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$62M	NEW	563k	110.02	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$62M	NEW	1.3M	46.52	View chart
3M Company (MMM)	0.1	$62M	NEW	393k	156.67	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$61M	NEW	2.3M	26.30	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$60M	NEW	1.6M	37.67	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$60M	NEW	471k	127.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$59M	NEW	493k	120.22	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$59M	NEW	1.4M	41.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$58M	NEW	467k	123.95	View chart
Netflix Put Option (NFLX)	0.1	$58M	NEW	951k	60.77	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$58M	NEW	1.2M	49.99	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$58M	NEW	1.7M	33.14	View chart
General Dynamics Corporation (GD)	0.1	$58M	NEW	195k	295.57	View chart
Walt Disney Company (DIS)	0.1	$57M	NEW	727k	78.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$57M	NEW	353k	161.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$57M	NEW	561k	101.47	View chart
Altria Call Option (MO)	0.1	$56M	NEW	793k	71.12	View chart
Ross Stores (ROST)	0.1	$56M	NEW	260k	216.68	View chart
Invesco SHS (IVZ)	0.1	$56M	NEW	2.0M	28.43	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$56M	NEW	595k	93.72	View chart
Citigroup Com New (C)	0.1	$55M	NEW	522k	105.19	View chart
Servicenow (NOW)	0.1	$54M	NEW	512k	105.88	View chart
Southern Company (SO)	0.1	$54M	NEW	571k	94.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$54M	NEW	244k	219.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$53M	NEW	827k	64.07	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$52M	NEW	1.2M	44.73	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$52M	NEW	1.2M	41.92	View chart
Comcast Corp Cl A Call Option (CMCSA)	0.1	$52M	NEW	2.2M	23.03	View chart
Arista Networks Com Shs (ANET)	0.1	$51M	NEW	289k	177.72	View chart
Cigna Corp (CI)	0.1	$51M	NEW	181k	279.27	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$50M	NEW	31k	1654.14	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$50M	NEW	1.9M	26.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$50M	NEW	2.2M	22.93	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$49M	NEW	1.0M	48.98	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.1	$49M	NEW	1.2M	40.25	View chart
Southern Copper Corporation (SCCO)	0.1	$49M	NEW	284k	173.26	View chart
AmerisourceBergen (COR)	0.1	$49M	NEW	162k	299.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$48M	NEW	1.2M	41.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$48M	NEW	595k	80.94	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$48M	NEW	883k	54.48	View chart
Lowe's Companies (LOW)	0.1	$48M	NEW	311k	153.88	View chart
State Street Corporation (STT)	0.1	$48M	NEW	270k	176.94	View chart
Fastenal Company (FAST)	0.1	$48M	NEW	1.1M	45.19	View chart
Realty Income (O)	0.1	$47M	NEW	750k	62.66	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$47M	NEW	1.3M	35.83	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$47M	NEW	122k	384.68	View chart
Amphenol Corp Cl A (APH)	0.1	$47M	NEW	526k	88.66	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.1	$47M	NEW	161k	288.10	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$46M	NEW	578k	80.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$46M	NEW	298k	154.99	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$46M	NEW	1.4M	32.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$46M	NEW	133k	344.76	View chart
Teradyne (TER)	0.1	$45M	NEW	132k	338.98	View chart
American Beacon Select Funds Glg Nat Res Etf (MGNR)	0.1	$44M	NEW	913k	48.26	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$44M	NEW	278k	157.68	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$44M	NEW	840k	52.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$44M	NEW	392k	111.71	View chart
Goldman Sachs (GS)	0.1	$44M	NEW	84k	517.82	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$43M	NEW	1.1M	39.16	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$43M	NEW	626k	69.17	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$43M	NEW	360k	120.00	View chart
Terawulf (WULF)	0.1	$43M	NEW	2.0M	21.97	View chart
Kla Corp Com New (KLAC)	0.1	$43M	NEW	192k	222.73	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$43M	NEW	485k	87.78	View chart
Paccar (PCAR)	0.1	$42M	NEW	340k	124.57	View chart
Automatic Data Processing (ADP)	0.1	$42M	NEW	176k	240.08	View chart
CVS Caremark Corporation (CVS)	0.1	$42M	NEW	428k	97.69	View chart
RBB F/m Us Treasury (TBIL)	0.1	$42M	NEW	833k	49.93	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$41M	NEW	2.5M	16.44	View chart
Comfort Systems USA (FIX)	0.1	$41M	NEW	26k	1604.56	View chart
Intuitive Surgical Com New (ISRG)	0.1	$41M	NEW	117k	350.70	View chart
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG)	0.1	$41M	NEW	821k	49.97	View chart
Republic Services (RSG)	0.1	$41M	NEW	215k	190.26	View chart
Hartford Financial Services (HIG)	0.1	$40M	NEW	302k	132.09	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 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
Wealth Enhancement Advisory Services 2022 Q3 filed Oct. 17, 2022

View all past filings

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