Wealth Enhancement Advisory Services, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Wealth Enhancement Advisory Services, LLC

CIK Number: 0001632972

60.45B
Market Value
3,082
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 10, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
672.48
+0.10% 6.46M +2.58% 4.06B 407.45 6.71% Share
2 AGG iShares Core U....
100.29
+0.11% 16.51M +8.61% 1.63B 100.55 2.69% Share
3 AAPL Apple Inc.
257.13
+0.66% 7.55M +7.47% 1.61B 184.38 2.67% Share
4 MSFT Microsoft Corpo...
515.74
-0.76% 2.91M +8.41% 1.45B 349.98 2.40% Share
5 NVDA NVIDIA Corporat...
188.89
+0.88% 7.58M +8.05% 1.21B 65.47 2.00% Share
6 SMTH Alps Etf Trust ...
26.24
+0.23% 43.7M +12.56% 1.13B 25.75 1.86% Share
7 VWO Vanguard Emergi...
54.67
+0.28% 17.1M +8.92% 855.18M 41.16 1.41% Share
8 IMTM iShares MSCI In...
47.93
-0.04% 18.29M +3.75% 828.75M 34.41 1.37% Share
9 AMZN Amazon.com, Inc...
222.41
+0.81% 3.51M +11.92% 784.06M 166.55 1.30% Share
10 JMOM JPMorgan U.S. M...
68.05
+0.22% 11.59M -0.34% 749.22M 53.27 1.24% Share
11 FNDF Schwab Fundamen...
43.31
+0.05% 16.92M +4.73% 685.33M 33.14 1.13% Share
12 AVLV Avantis U.S. La...
72.51
+0.19% 9.65M -2.61% 672.88M 64.26 1.11% Share
13 USVM VictoryShares U...
91.06
+0.34% 7.47M +11.18% 639.79M 79.28 1.06% Share
14 USMV iShares MSCI US...
94.84
-0.14% 6.68M +0.78% 628.58M 84.55 1.04% Share
15 JPM JPMorgan Chase ...
307.56
-1.01% 2.03M +14.23% 601.29M 178.63 0.99% Share
16 GOVT iShares U.S. Tr...
23.12
+0.09% 25.05M +5.99% 570.6M 22.94 0.94% Share
17 SPHQ Invesco S&P 500...
73.97
+0.32% 7.46M -2.35% 538.03M 53.17 0.89% Share
18 BRK-B Berkshire Hatha...
495.96
-0.45% 1.05M -10.44% 508.93M 388.48 0.84% Share
19 VOO Vanguard S&P 50...
615.21
+0.10% 875.11K +8.35% 503.38M 472.18 0.83% Share
20 GOOGL Alphabet Inc.
245.69
+0.32% 2.78M +10.81% 499.1M 140.37 0.83% Share
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