WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Q1 2025 13F Holdings
- Locationplymouth, MN
- Num holdings
2,974
- Value ($000)
$52,287,926
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001632972
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.54B | 7 % | 6,294,293 | ||
AAPL APPLE INC | COM | 037833100 | $1.56B | 3 % | 7,026,887 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.50B | 3 % | 15,197,862 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.01B | 2 % | 2,688,111 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $1.00B | 2 % | 38,822,260 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $759.91M | 2 % | 7,011,495 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $710.46M | 1 % | 15,697,319 | ||
IMTM ISHARES TR | MSCI INTL MOMENT | 46434V449 | $703.98M | 1 % | 17,625,999 | ||
JMOM J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 | $655.66M | 1 % | 11,633,460 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $645.85M | 1 % | 9,904,202 |
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