Wealth Enhancement Advisory Services as of June 30, 2016
Portfolio Holdings for Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services holds 114 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 7.2 | $40M | 188k | 210.50 | |
Schwab Strategic Tr cmn (SCHV) | 6.8 | $38M | 837k | 44.79 | |
Schwab International Equity ETF (SCHF) | 6.2 | $34M | 1.3M | 27.11 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 5.9 | $33M | 608k | 53.72 | |
Schwab U S Small Cap ETF (SCHA) | 4.4 | $24M | 446k | 54.03 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 3.4 | $19M | 190k | 100.07 | |
Schwab Emerging Markets Equity ETF (SCHE) | 3.4 | $19M | 890k | 21.29 | |
Powershares Etf Tr Ii s^p500 low vol | 3.4 | $19M | 435k | 42.78 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 3.2 | $18M | 235k | 76.40 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 3.2 | $18M | 360k | 49.77 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 3.1 | $17M | 588k | 28.80 | |
Powershares Etf Tr Ii em mrk low vol | 3.0 | $16M | 742k | 22.15 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.5 | $14M | 114k | 122.74 | |
PowerShares DWA Technical Ldrs Pf | 2.0 | $11M | 265k | 42.10 | |
Rydex S&P Equal Weight ETF | 1.9 | $11M | 131k | 80.35 | |
J P Morgan Exchange Traded F div rtn int eq (JPIN) | 1.8 | $9.9M | 200k | 49.48 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 1.8 | $9.7M | 360k | 26.96 | |
Ubs Ag Jersey Brh fund | 1.8 | $9.7M | 700k | 13.90 | |
Ishares Inc ctr wld minvl (ACWV) | 1.5 | $8.2M | 108k | 76.37 | |
Powershares Etf Tr Ii s&p600 lovl pt | 1.4 | $7.8M | 212k | 37.03 | |
Schwab Strategic Tr 0 (SCHP) | 1.4 | $7.7M | 136k | 56.48 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.4 | $7.7M | 142k | 53.85 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.1 | $6.1M | 145k | 42.01 | |
Schwab Strategic Tr intrm trm (SCHR) | 1.0 | $5.6M | 100k | 55.97 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 1.0 | $5.6M | 57k | 97.29 | |
Powershares Exchange | 1.0 | $5.4M | 182k | 29.89 | |
Spdr Series Trust equity (IBND) | 0.9 | $5.2M | 160k | 32.53 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.9 | $4.8M | 48k | 99.57 | |
SPDR Barclays Capital High Yield B | 0.7 | $3.7M | 103k | 35.69 | |
Spdr Series Trust brcly em locl (EBND) | 0.7 | $3.7M | 131k | 27.85 | |
Vanguard Total World Stock Idx (VT) | 0.6 | $3.1M | 53k | 58.07 | |
Etfs Precious Metals Basket phys pm bskt | 0.4 | $2.3M | 35k | 65.79 | |
General Mills (GIS) | 0.4 | $2.3M | 32k | 71.33 | |
Johnson & Johnson (JNJ) | 0.4 | $2.1M | 17k | 121.30 | |
Wec Energy Group (WEC) | 0.4 | $2.1M | 32k | 65.29 | |
Consolidated Edison (ED) | 0.4 | $2.0M | 25k | 80.42 | |
Xcel Energy (XEL) | 0.4 | $2.1M | 46k | 44.77 | |
Dominion Resources (D) | 0.4 | $2.0M | 26k | 77.92 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $2.0M | 14k | 137.47 | |
Reynolds American | 0.4 | $2.0M | 37k | 53.93 | |
Colgate-Palmolive Company (CL) | 0.4 | $2.0M | 27k | 73.21 | |
Kellogg Company (K) | 0.4 | $2.0M | 25k | 81.66 | |
Duke Energy (DUK) | 0.4 | $2.0M | 23k | 85.78 | |
American Financial (AFG) | 0.3 | $1.9M | 26k | 73.93 | |
Pepsi (PEP) | 0.3 | $1.9M | 18k | 105.95 | |
Procter & Gamble Company (PG) | 0.3 | $1.9M | 23k | 84.66 | |
Coca-Cola Company (KO) | 0.3 | $1.9M | 42k | 45.34 | |
Arch Capital Group (ACGL) | 0.3 | $1.8M | 25k | 72.02 | |
Hd Supply | 0.3 | $1.6M | 45k | 34.83 | |
Cincinnati Financial Corporation (CINF) | 0.3 | $1.6M | 21k | 74.88 | |
Steel Dynamics (STLD) | 0.3 | $1.6M | 64k | 24.50 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $1.6M | 13k | 116.69 | |
At&t (T) | 0.3 | $1.5M | 35k | 43.22 | |
Mead Johnson Nutrition | 0.3 | $1.5M | 16k | 90.78 | |
Centene Corporation (CNC) | 0.3 | $1.5M | 21k | 71.39 | |
Gaming & Leisure Pptys (GLPI) | 0.3 | $1.5M | 43k | 34.47 | |
Broadridge Financial Solutions (BR) | 0.3 | $1.5M | 22k | 65.19 | |
Assurant (AIZ) | 0.3 | $1.4M | 17k | 86.30 | |
Total System Services | 0.3 | $1.4M | 27k | 53.11 | |
McDonald's Corporation (MCD) | 0.3 | $1.5M | 12k | 120.34 | |
NVIDIA Corporation (NVDA) | 0.3 | $1.4M | 30k | 47.01 | |
Universal Health Services (UHS) | 0.3 | $1.4M | 11k | 134.06 | |
Gartner (IT) | 0.3 | $1.4M | 15k | 97.42 | |
Lam Research Corporation (LRCX) | 0.3 | $1.4M | 17k | 84.05 | |
Teleflex Incorporated (TFX) | 0.3 | $1.4M | 8.1k | 177.35 | |
Allegion Plc equity (ALLE) | 0.3 | $1.4M | 21k | 69.42 | |
Reinsurance Group of America (RGA) | 0.2 | $1.4M | 14k | 96.96 | |
Rollins (ROL) | 0.2 | $1.4M | 47k | 29.28 | |
Verisign (VRSN) | 0.2 | $1.4M | 16k | 86.49 | |
TJX Companies (TJX) | 0.2 | $1.4M | 18k | 77.21 | |
Estee Lauder Companies (EL) | 0.2 | $1.4M | 15k | 90.99 | |
World Fuel Services Corporation (WKC) | 0.2 | $1.4M | 29k | 47.51 | |
Facebook Inc cl a (META) | 0.2 | $1.4M | 12k | 114.30 | |
Tractor Supply Company (TSCO) | 0.2 | $1.3M | 15k | 91.21 | |
Digital Realty Trust (DLR) | 0.2 | $1.3M | 12k | 109.03 | |
Activision Blizzard | 0.2 | $1.3M | 34k | 39.63 | |
Hanover Insurance (THG) | 0.2 | $1.3M | 16k | 84.61 | |
Hca Holdings (HCA) | 0.2 | $1.3M | 17k | 77.03 | |
Orbital Atk | 0.2 | $1.3M | 15k | 85.13 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 21k | 62.15 | |
Moody's Corporation (MCO) | 0.2 | $1.3M | 13k | 93.72 | |
Edwards Lifesciences (EW) | 0.2 | $1.3M | 13k | 99.73 | |
Tyson Foods (TSN) | 0.2 | $1.3M | 19k | 66.78 | |
Baker Hughes Incorporated | 0.2 | $1.2M | 28k | 45.12 | |
Echostar Corporation (SATS) | 0.2 | $1.3M | 32k | 39.70 | |
Assured Guaranty (AGO) | 0.2 | $1.3M | 49k | 25.38 | |
Citigroup (C) | 0.2 | $1.3M | 30k | 42.40 | |
Marathon Petroleum Corp (MPC) | 0.2 | $1.3M | 33k | 37.96 | |
Quintiles Transnatio Hldgs I | 0.2 | $1.2M | 19k | 65.32 | |
Morgan Stanley (MS) | 0.2 | $1.2M | 48k | 25.97 | |
Western Digital (WDC) | 0.2 | $1.2M | 26k | 47.26 | |
Domtar Corp | 0.2 | $1.2M | 34k | 35.00 | |
Starbucks Corporation (SBUX) | 0.2 | $1.2M | 22k | 57.12 | |
Marriott International (MAR) | 0.2 | $1.2M | 18k | 66.45 | |
Fiserv (FI) | 0.2 | $1.2M | 11k | 108.74 | |
Southwest Airlines (LUV) | 0.2 | $1.2M | 31k | 39.21 | |
Jack Henry & Associates (JKHY) | 0.2 | $1.2M | 14k | 87.25 | |
Amc Networks Inc Cl A (AMCX) | 0.2 | $1.2M | 20k | 60.41 | |
Home Depot (HD) | 0.2 | $1.2M | 9.1k | 127.71 | |
Global Payments (GPN) | 0.2 | $1.2M | 16k | 71.38 | |
C.R. Bard | 0.2 | $1.2M | 5.0k | 235.22 | |
Xilinx | 0.2 | $1.1M | 25k | 46.13 | |
Apple (AAPL) | 0.2 | $1.2M | 12k | 95.56 | |
Spirit AeroSystems Holdings (SPR) | 0.2 | $1.1M | 27k | 43.02 | |
Valero Energy Corporation (VLO) | 0.2 | $1.1M | 21k | 51.02 | |
Gilead Sciences (GILD) | 0.2 | $1.1M | 13k | 83.40 | |
Aaron's | 0.2 | $1.1M | 51k | 21.89 | |
Goodyear Tire & Rubber Company (GT) | 0.2 | $1.1M | 41k | 25.65 | |
Bruker Corporation (BRKR) | 0.2 | $1.0M | 46k | 22.75 | |
Trinity Industries (TRN) | 0.2 | $1.1M | 58k | 18.57 | |
Delta Air Lines (DAL) | 0.2 | $1.0M | 28k | 36.42 | |
Arris | 0.2 | $1.0M | 49k | 20.96 | |
L Brands | 0.2 | $931k | 14k | 67.16 | |
Hollyfrontier Corp | 0.2 | $883k | 37k | 23.78 |