WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,974 positions
ISHARES TR | 6.3M | $3.5B | 6.8% | $385.25 | +43.27% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 7M | $1.6B | 3.0% | $180.25 | +22.48% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 15.2M | $1.5B | 2.9% | $89.67 | +3.58% | 25 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 2.7M | $1B | 1.9% | $330.18 | +12.37% | 25 qtrssince 2019-Q1 | Increased 52 |
ALPS ETF TR | 38.8M | $1B | 1.9% | $23.36 | +3.80% | 5 qtrssince 2024-Q1 | Increased 55 |
NVIDIA CORPORATION | 7M | $759.9M | 1.5% | $57.82 | +86.96% | 16 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 15.7M | $710.5M | 1.4% | $35.79 | +22.64% | 25 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 17.6M | $704M | 1.3% | $31.01 | +21.46% | 13 qtrssince 2022-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 11.6M | $655.7M | 1.3% | $52.30 | +6.39% | 14 qtrssince 2021-Q4 | Increased 57 |
AMERICAN CENTY ETF TR | 9.9M | $645.9M | 1.2% | $62.37 | +2.61% | 11 qtrssince 2022-Q3 | Increased 60 |
BERKSHIRE HATHAWAY INC DEL | 1.2M | $624M | 1.2% | $388.72 | +37.01% | 9 qtrssince 2023-Q1 | Increased 52 |
ISHARES TR | 6.6M | $620.4M | 1.2% | $81.77 | +12.05% | 25 qtrssince 2019-Q1 | Increased 80 |
AMAZON COM INC | 3.1M | $596.6M | 1.1% | $160.01 | +18.91% | 25 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 16.2M | $583.9M | 1.1% | $29.93 | +15.93% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 23.6M | $543.2M | 1.0% | $21.52 | +0.90% | 13 qtrssince 2022-Q1 | Increased 54 |
VICTORY PORTFOLIOS II | 6.7M | $529M | 1.0% | $76.26 | -0.03% | 3 qtrssince 2024-Q3 | Increased 80 |
INVESCO EXCHANGE TRADED FD T | 7.6M | $506.9M | 1.0% | $51.00 | +27.96% | 14 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.8M | $436.2M | 0.8% | $152.89 | +54.94% | 25 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 807,691 | $415.1M | 0.8% | $449.83 | +12.28% | 21 qtrssince 2020-Q1 | Increased 44 |
ANGEL OAK FUNDS TRUST | 8.1M | $412.8M | 0.8% | $45.29 | +5.00% | 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 Score: 4/5.0.
Active quarter - 260 new positions, 226 exits, 1557 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
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