WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,793 positions
ISHARES TR | 6.2M | $3.6B | 7.7% | $374.65 | +50.24% | 23 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 6.3M | $1.5B | 3.1% | $170.70 | +35.36% | 23 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 12.8M | $1.3B | 2.8% | $89.99 | +4.40% | 23 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 2.3M | $983.6M | 2.1% | $316.87 | +33.68% | 23 qtrssince 2019-Q1 | Increased 56 |
NVIDIA CORP | 6.4M | $774.2M | 1.7% | $48.33 | +150.61% | 14 qtrssince 2021-Q2 | Decreased 0 |
ISHARES TR | 18.6M | $752.3M | 1.6% | $30.77 | +21.90% | 11 qtrssince 2022-Q1 | Increased 52 |
ALPS ETF TR | 26.9M | $710.3M | 1.5% | $23.32 | +4.40% | 3 qtrssince 2024-Q1 | Increased 59 |
VANGUARD FTSE EMERGING MARKE | 14.2M | $677.9M | 1.5% | $34.98 | +29.43% | 23 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 16.7M | $622.4M | 1.3% | $29.78 | +17.03% | 23 qtrssince 2019-Q1 | Increased 52 |
INVESCO EXCH TRADED FD TR II | 6.1M | $568.1M | 1.2% | $76.42 | +21.29% | 7 qtrssince 2023-Q1 | Increased 50 |
J P MORGAN EXCHANGE TRADED F | 9.6M | $549.5M | 1.2% | $51.51 | +8.96% | 12 qtrssince 2021-Q4 | Increased 54 |
AMAZON.COM INC | 2.9M | $542.7M | 1.2% | $139.50 | +33.57% | 23 qtrssince 2019-Q1 | Increased 52 |
INVESCO EXCHANGE TRADED FD T | 7.8M | $527M | 1.1% | $50.38 | +30.59% | 12 qtrssince 2021-Q4 | Increased 52 |
AMERICAN CENTY ETF TR | 7.7M | $507.3M | 1.1% | $61.83 | +3.61% | 9 qtrssince 2022-Q3 | Increased 55 |
SPDR SER TR | 6.4M | $505.2M | 1.1% | $66.13 | +15.76% | 7 qtrssince 2023-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 978,657 | $450.4M | 1.0% | $372.41 | +23.59% | 7 qtrssince 2023-Q1 | Increased 48 |
VANGUARD INDEX FDS | 768,337 | $405.4M | 0.9% | $446.05 | +15.49% | 19 qtrssince 2020-Q1 | Increased 46 |
VANGUARD SCOTTSDALE FDS | 6.5M | $400.9M | 0.9% | $54.70 | +3.33% | 7 qtrssince 2023-Q1 | Increased 49 |
SCHWAB STRATEGIC TR | 5.6M | $381.8M | 0.8% | $14.11 | +57.04% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $357.4M | 0.8% | $128.47 | +28.20% | 9 qtrssince 2022-Q3 | Increased 45 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $46.5B across 2793 positions as of Q3 2024. Top holdings: IVV (7.7%), AAPL (3.1%), AGG (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 280 new positions, 122 exits, 1343 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $46.5B across 2793 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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