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

As of Q3 2022, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 317 positions in their 13F portfolio.

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

IVV at 16.1% of portfolio, worth $1.1B.

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

$7B as of Q3 2022, tracked across 317 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 Q3 2022?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q3 2022 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 Q3 2022

Top Holdings317 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	3.1M	$1.1B	16.1%	—	$294.06	+15.47%	15 qtrssince 2019-Q1	Increased 69
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	11.5M	$427.4M	6.1%	—	$33.46	-2.80%	15 qtrssince 2019-Q1	Increased 65
SCHF ETF SCHWAB INTERNATIONAL EQUITY ETF	10.7M	$306.3M	4.4%	—	$13.65	-8.81%	15 qtrssince 2019-Q1	Decreased 0
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	6.4M	$289.4M	4.1%	—	$21.67	-10.38%	15 qtrssince 2019-Q1	Increased 58
MTUM ETF ISHARES MSCI USA MOMENTUM FACTOR ETF	2.1M	$277M	4.0%	—	$121.36	+3.64%	15 qtrssince 2019-Q1	Increased 61
JPIN ETF JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	6.2M	$270M	3.9%	—	$41.25	-13.07%	15 qtrssince 2019-Q1	Increased 61
AGG ETF ISHARES TR	2.7M	$258M	3.7%	—	$96.32	-13.08%	15 qtrssince 2019-Q1	Increased 58
SCHV ETF SCHWAB U.S. LARGE-CAP VALUE ETF	3.8M	$226.1M	3.2%	—	$16.10	+11.16%	15 qtrssince 2019-Q1	Increased 59
JPST ETF JPMORGAN ULTRA-SHORT INCOME ETF	4M	$202.7M	2.9%	—	$41.92	+0.04%	7 qtrssince 2021-Q1	Increased 56
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	3.6M	$153.1M	2.2%	—	$11.23	+19.55%	15 qtrssince 2019-Q1	Decreased 0
SPTM ETF STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	3.3M	$149.8M	2.1%	—	$39.37	+6.10%	15 qtrssince 2019-Q1	Increased 55
SPHQ ETF INVESCO S&P 500 QUALITY ETF	3.3M	$134.5M	1.9%	—	$45.52	-17.13%	4 qtrssince 2021-Q4	Increased 55
VNQ ETF VANGUARD REAL ESTATE ETF	1.6M	$126.4M	1.8%	—	$62.68	+9.64%	11 qtrssince 2020-Q1	Increased 52
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	5.9M	$126.4M	1.8%	—	$20.79	-11.13%	15 qtrssince 2019-Q1	Increased 52
SCHA ETF SCHWAB U.S. SMALL-CAP ETF	3M	$116.1M	1.7%	—	$16.68	+7.42%	15 qtrssince 2019-Q1	Increased 48
SPAB ETF STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	4.1M	$102.8M	1.5%	—	$24.15	-10.95%	15 qtrssince 2019-Q1	Increased 50
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN ETF	2.9M	$102.1M	1.5%	—	$21.28	+56.63%	15 qtrssince 2019-Q1	Increased 51
SLYV ETF STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	1.4M	$94.3M	1.4%	—	$55.81	+10.26%	15 qtrssince 2019-Q1	Increased 50
FPE Preferred FIRST TRUST PREFERRED SECURITIES & INCOME ETF	5.6M	$93.2M	1.3%	—	$14.85	-11.38%	5 qtrssince 2021-Q3	Increased 54
SCHP ETF SCHWAB US TIPS ETF	1.6M	$85.4M	1.2%	—	$23.03	-3.66%	15 qtrssince 2019-Q1	Increased 50