WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,617 positions
iShares Core S&P 500 ETF | 5.8M | $3.2B | 7.5% | $362.75 | +46.64% | 22 qtrssince 2019-Q1 | Increased 66 |
Apple Inc | 6.1M | $1.3B | 3.0% | $168.64 | +23.71% | 22 qtrssince 2019-Q1 | Increased 64 |
iShares Core U.S. Aggregate Bond ETF | 11.7M | $1.1B | 2.7% | $89.61 | -0.43% | 22 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corp | 2.2M | $995.5M | 2.4% | $314.07 | +39.85% | 22 qtrssince 2019-Q1 | Increased 58 |
NVIDIA Corp | 6.7M | $821.8M | 2.0% | $48.33 | +154.93% | 13 qtrssince 2021-Q2 | Increased 81 |
iShares MSCI Intl Momentum Factor ETF | 17.9M | $692.1M | 1.6% | $30.49 | +17.87% | 10 qtrssince 2022-Q1 | Increased 52 |
VANGUARD EMERGING MARKETS ETF | 13.6M | $595.6M | 1.4% | $34.55 | +19.45% | 22 qtrssince 2019-Q1 | Increased 52 |
ALPS ETF TR | 22.3M | $566.6M | 1.3% | $23.11 | +0.33% | 2 qtrssince 2024-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 15.8M | $554.3M | 1.3% | $29.51 | +10.69% | 22 qtrssince 2019-Q1 | Increased 52 |
Amazon.com Inc | 2.8M | $534.3M | 1.3% | $137.00 | +41.06% | 22 qtrssince 2019-Q1 | Increased 54 |
INVESCO EXCH TRADED FD TR II | 6M | $510.6M | 1.2% | $76.12 | +10.90% | 6 qtrssince 2023-Q1 | Increased 53 |
J P MORGAN EXCHANGE TRADED F | 8.8M | $474M | 1.1% | $51.11 | +2.84% | 11 qtrssince 2021-Q4 | Increased 54 |
INVESCO EXCHANGE TRADED FD T | 7.5M | $473.9M | 1.1% | $49.60 | +24.93% | 11 qtrssince 2021-Q4 | Increased 53 |
AMERICAN CENTY ETF TR | 7M | $438M | 1.0% | $61.59 | -1.13% | 8 qtrssince 2022-Q3 | Increased 55 |
Schwab US Large-Cap ETF | 6.7M | $431.2M | 1.0% | $14.11 | +48.26% | 22 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 5.9M | $430.8M | 1.0% | $65.34 | +7.07% | 6 qtrssince 2023-Q1 | Increased 55 |
Alphabet Inc | 2.1M | $379.3M | 0.9% | $127.21 | +42.00% | 8 qtrssince 2022-Q3 | Increased 45 |
VANGUARD S&P500 INDEX ETF | 737,110 | $368.7M | 0.9% | $443.13 | +9.84% | 18 qtrssince 2020-Q1 | Increased 71 |
Berkshire Hathaway Inc | 898,931 | $365.7M | 0.9% | $364.62 | +11.57% | 6 qtrssince 2023-Q1 | Increased 53 |
VANGUARD SCOTTSDALE FDS | 5.9M | $339M | 0.8% | $54.50 | -3.79% | 6 qtrssince 2023-Q1 | Increased 46 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $42.1B across 2617 positions as of Q2 2024. Top holdings: IVV (7.5%), AAPL (3.0%), AGG (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 203 new positions, 91 exits, 1375 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $42.1B across 2617 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
Verify source filings on SEC EDGAR