WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,481 positions
ISHARES TR | 5.5M | $2.9B | 7.4% | $352.33 | +44.61% | 21 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 10.4M | $1B | 2.6% | $89.03 | -0.52% | 21 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 5.6M | $957.6M | 2.5% | $165.28 | +2.63% | 21 qtrssince 2019-Q1 | Increased 55 |
MICROSOFT CORP | 2.1M | $880.4M | 2.3% | $306.02 | +34.86% | 21 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 17.2M | $672.9M | 1.7% | $30.26 | +18.87% | 9 qtrssince 2022-Q1 | Increased 53 |
NVIDIA CORPORATION | 627,728 | $567.2M | 1.5% | $43.86 | +105.45% | 12 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 13M | $542M | 1.4% | $34.22 | +14.67% | 21 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 15M | $534M | 1.4% | $29.34 | +12.17% | 21 qtrssince 2019-Q1 | Increased 52 |
ALPS ETF TR | 19.9M | $511.4M | 1.3% | $22.95 | 0.00% | 1 qtr | New 72 |
INVESCO EXCH TRADED FD TR II | 5.6M | $506.1M | 1.3% | $75.47 | +19.46% | 5 qtrssince 2023-Q1 | Increased 54 |
AMAZON COM INC | 2.5M | $456.8M | 1.2% | $131.84 | +36.82% | 21 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 7.3M | $450.2M | 1.2% | $14.11 | +42.75% | 21 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 8.1M | $426.5M | 1.1% | $50.97 | +1.14% | 10 qtrssince 2021-Q4 | Increased 79 |
INVESCO EXCHANGE TRADED FD T | 7M | $421.6M | 1.1% | $48.75 | +20.52% | 10 qtrssince 2021-Q4 | Increased 59 |
AMERICAN CENTY ETF TR | 6.3M | $401.7M | 1.0% | $61.67 | +0.55% | 7 qtrssince 2022-Q3 | Increased 79 |
SPDR SERIES TRUST | 5.2M | $398M | 1.0% | $64.75 | +11.97% | 5 qtrssince 2023-Q1 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 5.6M | $329.6M | 0.9% | $54.17 | -2.42% | 5 qtrssince 2023-Q1 | Increased 64 |
ALPHABET INC | 2M | $307.8M | 0.8% | $126.07 | +18.59% | 7 qtrssince 2022-Q3 | Increased 44 |
JPMORGAN CHASE & CO | 1.5M | $306.7M | 0.8% | $133.66 | +41.49% | 21 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 728,792 | $306.5M | 0.8% | $354.77 | +18.53% | 5 qtrssince 2023-Q1 | Increased 47 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $38.7B across 2481 positions as of Q1 2024. Top holdings: IVV (7.4%), AGG (2.6%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 221 new positions, 104 exits, 1182 increased. Top move: JMOM (INCREASED, conviction 79). Portfolio: $38.7B across 2481 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR