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

As of Q2 2023, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 511 positions in their 13F portfolio.

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

IVV at 16.5% of portfolio, worth $1.5B.

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

$9.3B as of Q2 2023, tracked across 511 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 Q2 2023?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2023 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 Q2 2023

Top Holdings511 positions

Checking export access…

Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	3.4M	$1.5B	16.5%	—	$302.12	+41.30%	18 qtrssince 2019-Q1	Increased 62
AGG ETF ISHARES TR	7M	$689.2M	7.4%	—	$90.90	-4.32%	18 qtrssince 2019-Q1	Increased 68
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	13.2M	$535.2M	5.8%	—	$33.84	+9.56%	18 qtrssince 2019-Q1	Increased 63
IMTM ETF ISHARES MSCI INTL MOMENTUM FACTOR ETF	12.9M	$429.1M	4.6%	—	$30.11	+0.05%	6 qtrssince 2022-Q1	Increased 92
TOTL ETF STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF	9.7M	$394.3M	4.3%	—	$34.43	-0.03%	2 qtrssince 2023-Q1	Increased 70
FNDF ETF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	10.6M	$343.2M	3.7%	—	$29.12	+0.07%	18 qtrssince 2019-Q1	Increased 92
MTUM ETF ISHARES MSCI USA MOMENTUM FACTOR ETF	2.2M	$318.4M	3.4%	—	$122.68	+14.51%	18 qtrssince 2019-Q1	Increased 58
SCHV ETF SCHWAB U.S. LARGE-CAP VALUE ETF	4M	$267.8M	2.9%	—	$16.48	+26.99%	18 qtrssince 2019-Q1	Increased 55
DWAS ETF INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF	3.4M	$266.2M	2.9%	—	$73.76	+4.54%	2 qtrssince 2023-Q1	Increased 74
MDYV ETF STATE STREET SPDR S&P 400 MID CAP VALUE ETF	3.2M	$217.6M	2.3%	—	$63.05	+2.78%	2 qtrssince 2023-Q1	Increased 76
SPHQ ETF INVESCO S&P 500 QUALITY ETF	4.2M	$209.8M	2.3%	—	$45.48	+6.73%	7 qtrssince 2021-Q4	Increased 55
SPTM ETF STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	3.8M	$206.4M	2.2%	—	$41.31	+26.36%	18 qtrssince 2019-Q1	Increased 61
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	3.4M	$179.5M	1.9%	—	$11.34	+48.19%	18 qtrssince 2019-Q1	Decreased 0
VGSH ETF VANGUARD SHORT-TERM TREASURY ETF	3M	$171.8M	1.9%	—	$51.22	-0.55%	7 qtrssince 2021-Q4	Increased 56
SPIB ETF STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	5.3M	$170.8M	1.8%	—	$28.11	-0.58%	18 qtrssince 2019-Q1	Increased 57
VGLT ETF VANGUARD LONG-TERM TREASURY ETF	2.7M	$168.5M	1.8%	—	$56.73	-1.96%	2 qtrssince 2023-Q1	Increased 56
SCHF ETF SCHWAB INTERNATIONAL EQUITY ETF	4.6M	$162.9M	1.8%	—	$13.76	+17.42%	18 qtrssince 2019-Q1	Decreased 0
AVDE ETF AVANTIS INTERNATIONAL EQUITY ETF	2.7M	$154.9M	1.7%	—	$52.37	0.00%	1 qtr	New 69
NBCM ETF NEUBERGER COMMODITY STRATEGY ETF	7M	$149.8M	1.6%	—	$18.93	-6.75%	3 qtrssince 2022-Q4	Decreased 0
JPST ETF JPMORGAN ULTRA-SHORT INCOME ETF	2.2M	$108.9M	1.2%	—	$41.92	+2.97%	10 qtrssince 2021-Q1	Decreased 0