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CIK: 0001632972
Total reported value
$59.8B
$59.8B
2490 檔
12.4%
During the Q2 2024 filing period, Wealth Enhancement Advisory Services, LLC (CIK: 0001632972) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $59.8B across 2490 reported positions.
During Q2 2024, Wealth Enhancement Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2490 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.54% | +0.05% | +6.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.03% | +0.48% | +8.60% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.70% | -0.29% | +12.25% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.02% | +6.56% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.25% | +961.19% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.64% | — | +4.29% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +0.04% | +4.90% | |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.35% | -0.09% | +11.68% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.32% | — | +5.52% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.13% | +9.16% | |
| 11 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 1.21% | -0.02% | +7.85% | |
| 12 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.13% | +0.07% | +9.22% | |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.13% | +0.02% | +6.87% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.04% | +0.14% | +11.51% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.02% | -0.02% | -7.49% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.02% | -0.02% | +12.78% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.10% | +2.01% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.05% | +106.22% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.37% | +24.03% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.81% | -0.01% | +5.64% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.07% | +66.95% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | — | +2.31% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.66% | +0.01% | -1.18% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.05% | +4.50% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.64% | -0.01% | +5.74% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | -0.06% | +1.00% | |
| 27 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.63% | -0.04% | +8.92% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.01% | +3.35% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.56% | -0.04% | -2.72% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.01% | +18.85% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.04% | +15.58% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.07% | +3.81% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.49% | -0.01% | +6.80% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.04% | +0.33% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.10% | +4.10% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.47% | +0.02% | -3.24% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.01% | +6.24% | |
| 38 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.46% | -0.02% | -0.89% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.09% | +15.67% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.45% | -0.03% | -6.22% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.03% | +3.78% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +3.05% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.41% | -0.01% | +13.05% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | +0.04% | +15.93% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.05% | +5.89% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | -0.02% | -3.24% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | -0.02% | +2.29% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.06% | +3.54% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.38% | -0.03% | +3.43% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.01% | +3.18% |
According to official SEC Form 13F filings, Wealth Enhancement Advisory Services, LLC reported a total U.S. public equity portfolio value of $59.8B across 2490 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, AGG) accounted for 12.4% of total reported equity market value during Q2 2024.
During Q2 2024, Wealth Enhancement Advisory Services, LLC's top holdings by market value included IVV (7.5%)、AAPL (3.0%)、AGG (2.7%). The largest single position, IVV, represented 7.5% of total portfolio value.
In Q2 2024, Wealth Enhancement Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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