Wealth Enhancement Advisory Services as of Dec. 31, 2014
Portfolio Holdings for Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services holds 106 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr cmn (SCHV) | 6.9 | $18M | 396k | 44.10 | |
Schwab U S Small Cap ETF (SCHA) | 4.7 | $12M | 216k | 55.12 | |
iShares S&P 500 Index (IVV) | 4.7 | $12M | 57k | 206.87 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 4.6 | $12M | 222k | 52.36 | |
Schwab International Equity ETF (SCHF) | 4.2 | $11M | 369k | 28.91 | |
PowerShares DWA Technical Ldrs Pf | 4.2 | $11M | 259k | 41.06 | |
Rydex S&P Equal Weight ETF | 4.2 | $11M | 132k | 80.06 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 3.8 | $9.7M | 92k | 105.74 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 3.7 | $9.4M | 388k | 24.16 | |
Schwab Emerging Markets Equity ETF (SCHE) | 3.4 | $8.5M | 356k | 23.90 | |
Vanguard Total World Stock Idx (VT) | 3.2 | $8.1M | 135k | 60.12 | |
Ishares Inc ctr wld minvl (ACWV) | 3.1 | $7.9M | 114k | 68.84 | |
Powershares Etf Tr Ii em mrk low vol | 3.0 | $7.6M | 299k | 25.57 | |
Powershares Etf Tr Ii s^p500 low vol | 2.9 | $7.4M | 195k | 37.96 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 2.9 | $7.4M | 151k | 49.05 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 2.4 | $6.0M | 60k | 100.75 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.2 | $5.7M | 48k | 119.42 | |
iShares MSCI EAFE Index Fund (EFA) | 1.5 | $3.8M | 63k | 60.84 | |
Powershares Exchange | 1.5 | $3.8M | 123k | 30.94 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 1.5 | $3.7M | 128k | 28.85 | |
Powershares Etf Tr Ii s&p600 lovl pt | 1.4 | $3.6M | 108k | 33.60 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.3 | $3.2M | 61k | 53.01 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.9 | $2.4M | 59k | 40.67 | |
Wells Fargo & Company (WFC) | 0.9 | $2.3M | 42k | 54.82 | |
Ubs Ag Jersey Brh fund | 0.9 | $2.3M | 141k | 16.36 | |
General Mills (GIS) | 0.8 | $2.1M | 39k | 53.33 | |
Spdr Series Trust equity (IBND) | 0.8 | $2.1M | 61k | 34.36 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.8 | $2.0M | 18k | 111.99 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.7 | $1.9M | 19k | 96.78 | |
Xcel Energy (XEL) | 0.6 | $1.5M | 42k | 35.92 | |
SPDR Barclays Capital High Yield B | 0.6 | $1.4M | 37k | 38.61 | |
Johnson & Johnson (JNJ) | 0.6 | $1.4M | 14k | 104.54 | |
Archer Daniels Midland Company (ADM) | 0.6 | $1.4M | 27k | 51.99 | |
Coca-Cola Company (KO) | 0.5 | $1.4M | 32k | 42.23 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.5 | $1.3M | 25k | 53.59 | |
Spdr Series Trust brcly em locl (EBND) | 0.5 | $1.3M | 47k | 28.41 | |
McDonald's Corporation (MCD) | 0.5 | $1.3M | 14k | 93.71 | |
Procter & Gamble Company (PG) | 0.5 | $1.3M | 14k | 91.09 | |
Altria (MO) | 0.5 | $1.2M | 23k | 49.27 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $1.1M | 9.3k | 115.57 | |
Wal-Mart Stores (WMT) | 0.4 | $1.0M | 12k | 85.91 | |
Pepsi (PEP) | 0.4 | $1.0M | 11k | 94.59 | |
Staples | 0.4 | $995k | 55k | 18.11 | |
Duke Energy (DUK) | 0.4 | $982k | 12k | 83.55 | |
Northeast Utilities System | 0.3 | $890k | 17k | 53.50 | |
Consolidated Edison (ED) | 0.3 | $887k | 13k | 66.03 | |
Dominion Resources (D) | 0.3 | $884k | 12k | 76.91 | |
Reynolds American | 0.3 | $894k | 14k | 64.24 | |
Automatic Data Processing (ADP) | 0.3 | $893k | 11k | 83.39 | |
Wisconsin Energy Corporation | 0.3 | $898k | 17k | 52.76 | |
American Electric Power Company (AEP) | 0.3 | $885k | 15k | 60.70 | |
SCANA Corporation | 0.3 | $895k | 15k | 60.37 | |
Hershey Company (HSY) | 0.3 | $834k | 8.0k | 103.90 | |
Intel Corporation (INTC) | 0.3 | $812k | 22k | 36.28 | |
Kellogg Company (K) | 0.3 | $778k | 12k | 65.42 | |
Skyworks Solutions (SWKS) | 0.3 | $788k | 11k | 72.75 | |
Applied Materials (AMAT) | 0.3 | $759k | 31k | 24.92 | |
Delta Air Lines (DAL) | 0.3 | $758k | 15k | 49.16 | |
MasterCard Incorporated (MA) | 0.3 | $699k | 8.1k | 86.20 | |
Toro Company (TTC) | 0.3 | $704k | 11k | 63.77 | |
Tesoro Corporation | 0.3 | $711k | 9.6k | 74.36 | |
Hewlett-Packard Company | 0.3 | $688k | 17k | 40.13 | |
FactSet Research Systems (FDS) | 0.3 | $696k | 4.9k | 140.69 | |
Micron Technology (MU) | 0.3 | $687k | 20k | 35.01 | |
Schwab Strategic Tr 0 (SCHP) | 0.3 | $693k | 13k | 54.24 | |
Bank of America Corporation (BAC) | 0.3 | $668k | 37k | 17.90 | |
Legg Mason | 0.3 | $657k | 12k | 53.41 | |
SEI Investments Company (SEIC) | 0.3 | $665k | 17k | 40.04 | |
Edwards Lifesciences (EW) | 0.3 | $661k | 5.2k | 127.29 | |
Morgan Stanley (MS) | 0.3 | $649k | 17k | 38.82 | |
CBOE Holdings (CBOE) | 0.3 | $657k | 10k | 63.38 | |
Citigroup (C) | 0.3 | $670k | 12k | 54.12 | |
Lincoln National Corporation (LNC) | 0.2 | $640k | 11k | 57.65 | |
Whitewave Foods | 0.2 | $634k | 18k | 34.97 | |
Rollins (ROL) | 0.2 | $617k | 19k | 33.11 | |
Verisign (VRSN) | 0.2 | $608k | 11k | 57.03 | |
Southwest Airlines (LUV) | 0.2 | $618k | 15k | 42.34 | |
Huntington Ingalls Inds (HII) | 0.2 | $611k | 5.4k | 112.38 | |
Level 3 Communications | 0.2 | $602k | 12k | 49.39 | |
Owens Corning (OC) | 0.2 | $583k | 16k | 35.82 | |
Molson Coors Brewing Company (TAP) | 0.2 | $577k | 7.7k | 74.47 | |
Gilead Sciences (GILD) | 0.2 | $581k | 6.2k | 94.27 | |
Estee Lauder Companies (EL) | 0.2 | $588k | 7.7k | 76.21 | |
Etfs Precious Metals Basket phys pm bskt | 0.2 | $582k | 9.6k | 60.83 | |
Directv | 0.2 | $575k | 6.6k | 86.77 | |
Arrow Electronics (ARW) | 0.2 | $554k | 9.6k | 57.91 | |
Avnet (AVT) | 0.2 | $565k | 13k | 43.03 | |
Domtar Corp | 0.2 | $560k | 14k | 40.19 | |
W.R. Berkley Corporation (WRB) | 0.2 | $562k | 11k | 51.28 | |
Hanover Insurance (THG) | 0.2 | $556k | 7.8k | 71.38 | |
Tech Data Corporation | 0.2 | $563k | 8.9k | 63.21 | |
Ryder System (R) | 0.2 | $545k | 5.9k | 92.92 | |
United Rentals (URI) | 0.2 | $528k | 5.2k | 101.99 | |
Vishay Intertechnology (VSH) | 0.2 | $543k | 38k | 14.15 | |
Valero Energy Corporation (VLO) | 0.2 | $527k | 11k | 49.54 | |
Robert Half International (RHI) | 0.2 | $529k | 9.1k | 58.37 | |
Community Health Systems (CYH) | 0.2 | $537k | 10k | 53.92 | |
Facebook Inc cl a (META) | 0.2 | $530k | 6.8k | 78.00 | |
CVS Caremark Corporation (CVS) | 0.2 | $473k | 4.9k | 96.31 | |
Starbucks Corporation (SBUX) | 0.2 | $483k | 5.9k | 82.03 | |
Universal Health Services (UHS) | 0.2 | $462k | 4.2k | 111.33 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $448k | 3.0k | 150.03 | |
Chesapeake Energy Corporation | 0.2 | $402k | 21k | 19.57 | |
Mead Johnson Nutrition | 0.2 | $399k | 4.0k | 100.53 | |
Pbf Energy Inc cl a (PBF) | 0.1 | $392k | 15k | 26.62 | |
Baker Hughes Incorporated | 0.1 | $330k | 5.9k | 56.15 |