WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,944 positions
ISHARES TR | 6.5M | $3.8B | 7.3% | $385.25 | +49.63% | 24 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 7.1M | $1.8B | 3.4% | $180.25 | +37.93% | 24 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 14.3M | $1.4B | 2.7% | $89.47 | +1.04% | 24 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 2.6M | $1.1B | 2.1% | $328.77 | +26.46% | 24 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORPORATION | 7.2M | $962.9M | 1.8% | $57.82 | +131.64% | 15 qtrssince 2021-Q2 | Increased 56 |
ALPS ETF TR | 35.7M | $910.2M | 1.7% | $23.28 | +1.51% | 4 qtrssince 2024-Q1 | Increased 64 |
AMAZON COM INC | 3.9M | $859.7M | 1.6% | $160.01 | +37.11% | 24 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 19.7M | $735.4M | 1.4% | $31.01 | +13.73% | 12 qtrssince 2022-Q1 | Increased 53 |
VANGUARD INTL EQUITY INDEX F | 14.8M | $653.8M | 1.3% | $35.33 | +20.78% | 24 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 18M | $596.2M | 1.1% | $29.93 | +6.53% | 24 qtrssince 2019-Q1 | Increased 54 |
J P MORGAN EXCHANGE TRADED F | 10.1M | $588.8M | 1.1% | $51.80 | +10.86% | 13 qtrssince 2021-Q4 | Increased 52 |
INVESCO EXCH TRADED FD TR II | 6.4M | $588.3M | 1.1% | $77.17 | +18.16% | 8 qtrssince 2023-Q1 | Increased 52 |
SPDR SER TR | 6.8M | $549.1M | 1.1% | $66.96 | +16.08% | 8 qtrssince 2023-Q1 | Increased 53 |
INVESCO EXCHANGE TRADED FD T | 8.2M | $547.2M | 1.0% | $51.00 | +28.90% | 13 qtrssince 2021-Q4 | Increased 52 |
AMERICAN CENTY ETF TR | 8.2M | $545.3M | 1.0% | $62.02 | +5.22% | 10 qtrssince 2022-Q3 | Increased 53 |
BERKSHIRE HATHAWAY INC DEL | 1.1M | $511.1M | 1.0% | $383.08 | +18.32% | 8 qtrssince 2023-Q1 | Increased 51 |
ISHARES TR | 21.6M | $496.7M | 1.0% | $21.50 | +0.38% | 12 qtrssince 2022-Q1 | Increased 71 |
ALPHABET INC | 2.4M | $452.1M | 0.9% | $134.31 | +40.12% | 10 qtrssince 2022-Q3 | Increased 49 |
VANGUARD INDEX FDS | 800,436 | $431.3M | 0.8% | $449.33 | +17.44% | 20 qtrssince 2020-Q1 | Increased 46 |
SCHWAB STRATEGIC TR | 17.5M | $405M | 0.8% | $14.40 | +58.20% | 24 qtrssince 2019-Q1 | Increased 71 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $52.2B across 2944 positions as of Q4 2024. Top holdings: IVV (7.3%), AAPL (3.4%), AGG (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 372 new positions, 124 exits, 1830 increased. Top move: GOVT (INCREASED, conviction 71). Portfolio: $52.2B across 2944 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR