How many stocks does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

As of Q1 2025, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 2,974 positions in their 13F portfolio.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's largest holding?

IVV at 6.8% of portfolio, worth $3.5B.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's total portfolio value?

$52.3B as of Q1 2025, tracked across 2,974 holdings.

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC a hedge fund?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio changed in Q1 2025?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q1 2025 on HoldingsIntel.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's investment strategy?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Institutional investor · Portfolio as of Q1 2025

Top Holdings2,974 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	6.3M	$3.5B	6.8%	—	$385.25	+43.27%	25 qtrssince 2019-Q1	Decreased 0
AAPL Apple Inc.	7M	$1.6B	3.0%	—	$180.25	+22.48%	25 qtrssince 2019-Q1	Decreased 0
AGG ETF ISHARES TR	15.2M	$1.5B	2.9%	—	$90.30	+3.58%	25 qtrssince 2019-Q1	Increased 58
MSFT Microsoft Corp.	2.7M	$1B	1.9%	—	$330.18	+12.37%	25 qtrssince 2019-Q1	Increased 52
SMTH ETF ALPS ETF TR	38.8M	$1B	1.9%	—	$23.52	+3.80%	5 qtrssince 2024-Q1	Increased 55
NVDA NVIDIA Corp.	7M	$759.9M	1.5%	—	$57.82	+86.96%	16 qtrssince 2021-Q2	Decreased 0
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	15.7M	$710.5M	1.4%	—	$35.79	+22.64%	25 qtrssince 2019-Q1	Increased 53
IMTM ETF ISHARES MSCI INTL MOMENTUM FACTOR ETF	17.6M	$704M	1.3%	—	$31.01	+21.46%	13 qtrssince 2022-Q1	Decreased 0
JMOM ETF JPMORGAN U.S. MOMENTUM FACTOR ETF	11.6M	$655.7M	1.3%	—	$52.30	+6.39%	14 qtrssince 2021-Q4	Increased 57
AVLV ETF AVANTIS U.S. LARGE CAP VALUE ETF	9.9M	$645.9M	1.2%	—	$62.37	+2.61%	11 qtrssince 2022-Q3	Increased 60
BRK/B Berkshire Hathaway Inc.	1.2M	$624M	1.2%	—	$388.72	+37.01%	9 qtrssince 2023-Q1	Increased 52
USMV ETF ISHARES MSCI USA MIN VOL FACTOR ETF	6.6M	$620.4M	1.2%	—	$81.77	+12.05%	25 qtrssince 2019-Q1	Increased 80
AMZN Amazon.com, Inc.	3.1M	$596.6M	1.1%	—	$160.01	+18.91%	25 qtrssince 2019-Q1	Decreased 0
FNDF ETF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	16.2M	$583.9M	1.1%	—	$29.93	+15.93%	25 qtrssince 2019-Q1	Decreased 0
GOVT ETF ISHARES U.S. TREASURY BOND ETF	23.6M	$543.2M	1.0%	—	$21.66	+0.90%	13 qtrssince 2022-Q1	Increased 54
USVM ETF VICTORY PORTFOLIOS II	6.7M	$529M	1.0%	—	$76.57	-0.03%	3 qtrssince 2024-Q3	Increased 80
SPHQ ETF INVESCO S&P 500 QUALITY ETF	7.6M	$506.9M	1.0%	—	$51.00	+27.96%	14 qtrssince 2021-Q4	Decreased 0
JPM JPMorgan Chase & Co.	1.8M	$436.2M	0.8%	—	$153.65	+54.94%	25 qtrssince 2019-Q1	Increased 49
VOO ETF Vanguard Index Funds S&P 500 ETF SHS	807,691	$415.1M	0.8%	—	$449.83	+12.28%	21 qtrssince 2020-Q1	Increased 44
UYLD ETF ANGEL OAK ULTRASHORT INCOME ETF	8.1M	$412.8M	0.8%	—	$45.29	+5.00%	5 qtrssince 2024-Q1	Increased 49