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CIK: 0001632972
Total reported value
$59.8B
$59.8B
2649 檔
13.5%
According to the latest 13F quarterly dataset, Wealth Enhancement Advisory Services, LLC managed an equity portfolio of $59.8B at the end of Q3 2024, spanning 2649 distinct U.S. exchange-listed positions.
In Q3 2024, Wealth Enhancement Advisory Services, LLC displayed an active expansion posture, initiating 1 new positions and adding to 41 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2649 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.65% | +0.05% | +6.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.48% | +5.44% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.79% | -0.29% | +9.58% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.02% | +4.04% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.25% | +6.31% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.62% | — | +4.14% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.53% | -0.09% | +20.70% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.46% | +0.04% | +4.09% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.34% | — | +5.25% | |
| 10 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 1.22% | -0.02% | +1.89% | |
| 11 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.18% | +0.07% | +8.78% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.13% | +7.51% | |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.13% | +0.02% | +5.05% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.09% | +0.14% | +10.55% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.09% | -0.02% | +7.63% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.37% | +8.82% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.05% | +4.24% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.86% | -0.01% | +10.85% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.82% | -0.02% | -16.14% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.07% | +16.17% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.10% | +4.56% | |
| 22 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.71% | -0.04% | +24.04% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | — | -6.38% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.05% | +2.88% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.66% | -0.01% | +4.77% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | +0.01% | +3.25% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | -0.06% | +0.06% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.04% | +22.40% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.01% | -0.62% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.01% | +3.09% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.07% | -4.60% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.49% | -0.01% | +8.18% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.04% | -5.53% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | — | +14.12% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.04% | +4.17% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.09% | +12.68% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.03% | +5.05% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | -0.01% | +23.43% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.01% | +1.10% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.44% | -0.03% | -1.27% | |
| 41 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.44% | -0.02% | -3.72% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | +0.03% | +20.00% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.42% | +0.02% | -5.00% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.05% | -4.03% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | +0.04% | -0.57% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.06% | +1010.19% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | -0.05% | +6.23% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.10% | -4.67% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | — | +9.67% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | -0.02% | -0.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KNO | Axs Knowledge Leaders ETF | +0.2% | NEW | New buy |
| 2 | SMTH | Alps Smth Cor Bd Plus ETF | +0.2% | +20.70% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.32% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +5.44% | Add |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +89.04% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.82% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.1% | +9.58% | Add |
| 8 | BIV | Vanguard Intermediate-term B | +0.1% | +59.03% | Add |
| 9 | UYLD | Angel Oak Ultrashort Income | +0.1% | +24.04% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +20.00% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +9.67% | Add |
| 12 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +7.63% | Add |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +22.40% | Add |
| 14 | ABBV | Abbvie Inc | +0.1% | +25.95% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.09% | Add |
| 16 | JMOM | Jpmorgan US Momentum Factor | +0.1% | +8.78% | Add |
| 17 | AVLV | Avantis US Large Cap Value | +0.1% | +10.55% | Add |
| 18 | VGLT | Vanguard Long-term Treasury | +0.1% | +10.85% | Add |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +23.43% | Add |
| 20 | LMT | Lockheed Martin CORP | +0.1% | +16.96% | Add |
| 21 | MU | Micron Technology Inc | +0.1% | +321.65% | Add |
| 22 | TSLA | Tesla Inc | 0% | +1.46% | Add |
| 23 | DUK | Duke Energy CORP | 0% | +27.71% | Add |
| 24 | V | Visa Inc-class A Shares | 0% | +14.12% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +1010.19% | Add |
| 26 | FLIA | Franklin International Aggre | 0% | +16.90% | Add |
| 27 | MA | Mastercard Inc - A | 0% | +10.13% | Add |
| 28 | CSCO | Cisco Systems Inc | 0% | +9.13% | Add |
| 29 | DHI | Dr Horton Inc | 0% | -3.25% | Trim |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +27.44% | Add |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +5.25% | Add |
| 32 | AVDE | Avantis International Equity | 0% | +4.77% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | +5.05% | Add |
| 34 | VTV | Vanguard Value ETF | 0% | +6.23% | Add |
| 35 | DWAS | Invesco Dorsey Wright Smallc | 0% | +1.89% | Add |
| 36 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.88% | Add |
| 37 | XOM | Exxon Mobil CORP | 0% | +12.68% | Add |
| 38 | HD | Home Depot Inc | 0% | -4.60% | Trim |
| 39 | WMT | Walmart Inc | 0% | -4.03% | Trim |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | — | +5.05% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | +4.24% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +16.17% | Add |
| 43 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.06% | Add |
| 44 | IMTM | Ishares Msci Intl Momentum F | 0% | +4.14% | Add |
| 45 | JSCP | Jpmorgan Short Duration Core | -0.1% | -81.73% | Trim |
| 46 | PAAA | Pgim Aaa Clo ETF | -0.1% | -82.34% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | -4.67% | Trim |
| 48 | SCHX | Schwab US Large-cap ETF | -0.2% | -16.14% | Trim |
| 49 | ✓ | Investment Managers Ser Tr | -0.2% | EXIT | Sold out |
| 50 | NVDA | Nvidia CORP | -0.2% | +6.31% | Add |
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 2649 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, AGG) accounted for 13.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
KNO
市值: $102.0M
Top Position Liquidated / Trimmed
INVESTMENT MANAGERS SER TR
前期市值: $97.5M
During Q3 2024, Wealth Enhancement Advisory Services, LLC's top holdings by market value included IVV (7.7%)、AAPL (3.1%)、AGG (2.8%). The largest single position, IVV, represented 7.7% of total portfolio value.
In Q3 2024, Wealth Enhancement Advisory Services, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 41 positions, trimming 7 holdings, and fully liquidating 1 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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