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CIK: 0001632972
Total reported value
$59.8B
$59.8B
3344 檔
16.7%
At the close of Q2 2025, Wealth Enhancement Advisory Services, LLC disclosed equity holdings valued at approximately $59.8B, spread across 3344 reported holdings.
In Q2 2025, Wealth Enhancement Advisory Services, LLC displayed an active expansion posture, initiating 2 new positions and adding to 41 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.71% | +0.05% | +2.58% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.69% | -0.29% | +8.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.48% | +6.31% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.02% | +8.06% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.25% | +6.75% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.86% | -0.09% | +12.56% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +0.04% | +8.92% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.37% | — | +3.75% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.13% | +11.86% | |
| 10 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.24% | +0.07% | -0.34% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.13% | — | +4.73% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.11% | +0.14% | -2.61% | |
| 13 | USVM | Victoryshares US Small Mid C | ETF-Other | 1.06% | +0.09% | +11.18% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.04% | -0.06% | +0.78% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | — | +14.23% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.94% | -0.09% | +5.99% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.89% | +0.02% | -2.35% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.37% | -10.44% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.05% | +8.35% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.10% | +11.28% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | -0.02% | +17.70% | |
| 22 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.76% | -0.04% | +10.91% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | +0.03% | +22.87% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.07% | -3.99% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | — | +19.76% | |
| 26 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 0.59% | -0.02% | -1.16% | |
| 27 | AVDE | Avantis International Equity | ETF-Other | 0.58% | -0.01% | -0.07% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.57% | -0.04% | +22.65% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | +0.72% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | -0.05% | +3.54% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | — | -5.43% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | +0.04% | +4.63% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.04% | -1.28% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.09% | +15.90% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.03% | +83.76% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.08% | -2.08% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.03% | +1.49% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.01% | +0.27% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.06% | +9.63% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.01% | +2.94% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.42% | +0.01% | -0.52% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.05% | +6.92% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | +75.57% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.40% | +0.02% | +10.08% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.04% | +26.08% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.07% | +4.96% | |
| 47 | FLIA | Franklin International Aggre | ETF-Other | 0.36% | -0.02% | +6.53% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.10% | -1.57% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.06% | +57.99% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | -0.02% | +7.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +6.75% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +8.06% | Add |
| 3 | JMTG | Mortgage-backed Securities | +0.2% | NEW | New buy |
| 4 | ORCL | Oracle CORP | +0.2% | +57.99% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.2% | +83.76% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +22.87% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +75.57% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +11.86% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +14.23% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +9.63% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +77.17% | Add |
| 12 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +90.40% | Add |
| 13 | ENDW | Cambria Endowment Style ETF | +0.1% | NEW | New buy |
| 14 | IWB | Ishares Russell 1000 ETF | +0.1% | +60.74% | Add |
| 15 | ACN | Accenture plc | +0.1% | +110.01% | Add |
| 16 | SCHX | Schwab US Large-cap ETF | +0.1% | +17.70% | Add |
| 17 | ADBE | Adobe Inc | +0.1% | +154.42% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.28% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +56.79% | Add |
| 20 | SCHA | Schwab US Small-cap ETF | +0.1% | +67.19% | Add |
| 21 | NKE | Nike Inc -cl B | +0.1% | +319.87% | Add |
| 22 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +140.09% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +27.36% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +2.24% | Add |
| 25 | DSTL | Distillate US Fundamental St | +0.1% | +55.65% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.92% | Add |
| 27 | USVM | Victoryshares US Small Mid C | +0.1% | +11.18% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +8.35% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +19.76% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.28% | Trim |
| 31 | MTUM | Ishares Msci USA Momentum Fa | 0% | +10.08% | Add |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +26.08% | Add |
| 33 | ETN | Eaton Corporation plc | 0% | +0.23% | Add |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +24.32% | Add |
| 35 | JPST | Jpmorgan Ultra-short Income | 0% | +22.65% | Add |
| 36 | IMTM | Ishares Msci Intl Momentum F | 0% | +3.75% | Add |
| 37 | WMT | Walmart Inc | 0% | +6.92% | Add |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +4.73% | Add |
| 39 | VUG | Vanguard Growth ETF | 0% | +0.27% | Add |
| 40 | JMOM | Jpmorgan US Momentum Factor | 0% | -0.34% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.99% | Trim |
| 42 | UYLD | Angel Oak Ultrashort Income | 0% | +10.91% | Add |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.58% | Add |
| 44 | SMTH | Alps Smth Cor Bd Plus ETF | -0.1% | +12.56% | Add |
| 45 | PLTR | Palantir Technologies Inc-a | -0.1% | -60.98% | Trim |
| 46 | JSCP | Jpmorgan Short Duration Core | -0.2% | -86.46% | Trim |
| 47 | AGG | Ishares Core U.s. Aggregate | -0.2% | +8.61% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | -18.31% | Trim |
| 49 | AAPL | Apple Inc | -0.3% | +6.31% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -10.44% | Trim |
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 3344 disclosed positions in Q2 2025.
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, AGG, AAPL) accounted for 16.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
JMTG
市值: $140.6M
Top Position Liquidated / Trimmed
JMOM
前期市值: $655.7M
During Q2 2025, Wealth Enhancement Advisory Services, LLC's top holdings by market value included IVV (6.7%)、AGG (2.7%)、AAPL (2.7%). The largest single position, IVV, represented 6.7% of total portfolio value.
In Q2 2025, Wealth Enhancement Advisory Services, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 41 positions, trimming 7 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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