WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Q2 2025 13F Holdings
- Locationplymouth, MN
- Num holdings
3,380
- Value ($000)
$60,454,242
- Date Filed07/10/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.06B | 7 % | 6,456,904 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.63B | 3 % | 16,505,965 | ||
AAPL APPLE INC | COM | 037833100 | $1.61B | 3 % | 7,551,499 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.45B | 2 % | 2,914,126 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.21B | 2 % | 7,575,703 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $1.13B | 2 % | 43,698,035 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $855.18M | 1 % | 17,096,842 | ||
IMTM ISHARES TR | MSCI INTL MOMENT | 46434V449 | $828.75M | 1 % | 18,286,649 | ||
AMZN AMAZON COM INC | COM | 023135106 | $784.06M | 1 % | 3,509,527 | ||
JMOM J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 | $749.22M | 1 % | 11,594,195 |
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