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CIK: 0001632972
Total reported value
$59.8B
$59.8B
2898 檔
15.2%
In Q4 2024, Wealth Enhancement Advisory Services, LLC's U.S. equity holdings reached a combined market value of $59.8B, distributed across 2898 disclosed stock positions.
In Q4 2024, Wealth Enhancement Advisory Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2898 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.34% | +0.05% | +5.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.42% | +0.48% | +13.38% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.66% | -0.29% | +11.83% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.02% | +12.93% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | +0.25% | +11.97% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.74% | -0.09% | +32.78% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | +0.13% | +33.48% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.41% | — | +5.55% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | +0.04% | +4.78% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.14% | — | +7.79% | |
| 11 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.13% | +0.07% | +5.04% | |
| 12 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 1.13% | -0.02% | +5.34% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.05% | -0.02% | +7.68% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.05% | +0.02% | +4.20% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.04% | +0.14% | +5.97% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.37% | +14.62% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.95% | -0.09% | +1066.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.10% | +9.31% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.05% | +4.18% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.78% | -0.02% | +210.48% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.07% | +5.36% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | — | +10.50% | |
| 23 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.71% | -0.04% | +13.22% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.66% | +0.01% | +11.84% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.05% | +216.09% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.06% | +24.89% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.10% | +51.52% | |
| 28 | AVDE | Avantis International Equity | ETF-Other | 0.57% | -0.01% | +7.40% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.04% | +52.42% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | +18.37% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.56% | -0.06% | +2.11% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.01% | +8.97% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.01% | +27.35% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.05% | +22.53% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.49% | -0.04% | -11.70% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.04% | +8.96% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.03% | +21.32% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | +0.04% | +33.92% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.07% | +2.55% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.09% | +17.67% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.44% | -0.01% | +8.91% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.03% | +19.66% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | -12.02% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.01% | +0.62% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | +0.01% | +26.78% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | — | +16.50% | |
| 47 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.38% | -0.02% | -0.45% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.38% | -0.03% | +198.44% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.37% | +0.02% | -2.54% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | — | +43.96% |
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 2898 disclosed positions in Q4 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 15.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
IVV
市值: $3.8B
During Q4 2024, Wealth Enhancement Advisory Services, LLC's top holdings by market value included IVV (7.3%)、AAPL (3.4%)、AGG (2.7%). The largest single position, IVV, represented 7.3% of total portfolio value.
In Q4 2024, Wealth Enhancement Advisory Services, LLC made 50 total portfolio adjustments, initiating 50 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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