WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,974 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 6.3M | $3.5B | 6.8% | $388.83 | +42.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 7M | $1.6B | 3.0% | $181.17 | +21.86% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 15.2M | $1.5B | 2.9% | $90.30 | +3.58% | 25 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 2.7M | $1B | 1.9% | $332.62 | +13.28% | 25 qtrssince 2019-Q1 | Increased 52 |
ALPS ETF TR | 38.8M | $1B | 1.9% | $23.52 | +3.80% | 5 qtrssince 2024-Q1 | Increased 55 |
NVIDIA CORP | 7M | $759.9M | 1.5% | $118.37 | -7.36% | 16 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 15.7M | $710.5M | 1.4% | $35.90 | +22.78% | 25 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 17.6M | $704M | 1.3% | $31.07 | +23.08% | 13 qtrssince 2022-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 11.6M | $655.7M | 1.3% | $52.56 | +5.95% | 14 qtrssince 2021-Q4 | Increased 57 |
AMERICAN CENTY ETF TR | 9.9M | $645.9M | 1.2% | $62.79 | +1.95% | 11 qtrssince 2022-Q3 | Increased 60 |
BERKSHIRE HATHAWAY INC-CL B | 1.2M | $624M | 1.2% | $388.06 | +35.63% | 9 qtrssince 2023-Q1 | Increased 52 |
ISHARES EDGE MSCI MIN VOL US | 6.6M | $620.4M | 1.2% | $82.18 | +11.56% | 25 qtrssince 2019-Q1 | Increased 80 |
AMAZON.COM INC | 3.1M | $596.6M | 1.1% | $160.49 | +20.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB FNDMN INTL LRG CO ETF | 16.2M | $583.9M | 1.1% | $29.93 | +17.58% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 23.6M | $543.2M | 1.0% | $21.66 | +0.90% | 13 qtrssince 2022-Q1 | Increased 54 |
VICTORY PORTFOLIOS II | 6.7M | $529M | 1.0% | $76.57 | -0.03% | 3 qtrssince 2024-Q3 | Increased 80 |
INVESCO S&P 500 QUALITY ETF | 7.6M | $506.9M | 1.0% | $51.48 | +26.59% | 14 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.8M | $436.2M | 0.8% | $154.72 | +53.81% | 25 qtrssince 2019-Q1 | Increased 49 |
VANGUARD S&P 500 ETF | 807,691 | $415.1M | 0.8% | $453.67 | +11.61% | 21 qtrssince 2020-Q1 | Increased 44 |
ANGEL OAK ULTRASHORT INCOME ETF | 8.1M | $412.8M | 0.8% | $45.89 | +4.45% | 5 qtrssince 2024-Q1 | Increased 49 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $52.3B across 2974 positions as of Q1 2025. Top holdings: IVV (6.8%), AAPL (3.0%), AGG (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 259 new positions, 224 exits, 1555 increased. Top move: USMV (INCREASED, conviction 80). Portfolio: $52.3B across 2974 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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