Wealth-Enhancement-Advisory-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-16
Total Holdings
2,933
Total Value
52260786093
Accession Number
0001214659-25-005972
Form Type
13F-HR
Manager Name
Wealth-Enhancement-Advisory-Services
Data Enrichment
65% identified
1,902 identified1,031 unidentified

Holdings

2,933 positions • $52.3B total value
Manager:
Search and click to pin securities to the top
Page 1 of 147
464287200
Shares:6.3M
Value:$3.5B
% of Portfolio:6.8% ($3.5B/$52.3B)
Apple Inc.
Shares:7.0M
Value:$1.6B
% of Portfolio:3.0% ($1.6B/$52.3B)
464287226
Shares:15.2M
Value:$1.5B
% of Portfolio:2.9% ($1.5B/$52.3B)
MICROSOFT CORP
Shares:2.7M
Value:$1.0B
% of Portfolio:1.9% ($1.0B/$52.3B)
00162Q346
Shares:38.8M
Value:$1.0B
% of Portfolio:1.9% ($1.0B/$52.3B)
NVIDIA CORP
Shares:7.0M
Value:$759.9M
% of Portfolio:1.5% ($759.9M/$52.3B)
922042858
Shares:15.7M
Value:$710.5M
% of Portfolio:1.4% ($710.5M/$52.3B)
46434V449
Shares:17.6M
Value:$704.0M
% of Portfolio:1.3% ($704.0M/$52.3B)
46641Q779
Shares:11.6M
Value:$655.7M
% of Portfolio:1.3% ($655.7M/$52.3B)
025072349
Shares:9.9M
Value:$645.9M
% of Portfolio:1.2% ($645.9M/$52.3B)
BERKSHIRE HATHAWAY INC
Shares:1.2M
Value:$624.0M
% of Portfolio:1.2% ($624.0M/$52.3B)
46429B697
Shares:6.6M
Value:$620.4M
% of Portfolio:1.2% ($620.4M/$52.3B)
AMAZON COM INC
Shares:3.1M
Value:$596.6M
% of Portfolio:1.1% ($596.6M/$52.3B)
808524755
Shares:16.2M
Value:$583.9M
% of Portfolio:1.1% ($583.9M/$52.3B)
46429B267
Shares:23.6M
Value:$543.2M
% of Portfolio:1.0% ($543.2M/$52.3B)
92647N568
Shares:6.7M
Value:$529.0M
% of Portfolio:1.0% ($529.0M/$52.3B)
46137V241
Shares:7.6M
Value:$506.9M
% of Portfolio:1.0% ($506.9M/$52.3B)
JPMORGAN CHASE & CO
Shares:1.8M
Value:$436.2M
% of Portfolio:0.8% ($436.2M/$52.3B)
922908363
Shares:807.7K
Value:$415.1M
% of Portfolio:0.8% ($415.1M/$52.3B)
03463K752
Shares:8.1M
Value:$412.8M
% of Portfolio:0.8% ($412.8M/$52.3B)