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:
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Page 10 of 147
CrowdStrike Holdings, Inc.
Shares:162.2K
Value:$57.2M
% of Portfolio:0.1% ($57.2M/$52.3B)
46432F339
Shares:334.3K
Value:$57.1M
% of Portfolio:0.1% ($57.1M/$52.3B)
921910816
Shares:184.7K
Value:$57.0M
% of Portfolio:0.1% ($57.0M/$52.3B)
464287150
Shares:465.6K
Value:$56.8M
% of Portfolio:0.1% ($56.8M/$52.3B)
808524854
Shares:2.3M
Value:$56.5M
% of Portfolio:0.1% ($56.5M/$52.3B)
464287309
Shares:606.7K
Value:$56.3M
% of Portfolio:0.1% ($56.3M/$52.3B)
922908751
Shares:251.0K
Value:$55.7M
% of Portfolio:0.1% ($55.7M/$52.3B)
ANALOG DEVICES INC
Shares:274.5K
Value:$55.4M
% of Portfolio:0.1% ($55.4M/$52.3B)
STRYKER CORP
Shares:148.4K
Value:$55.2M
% of Portfolio:0.1% ($55.2M/$52.3B)
87283Q867
Shares:1.7M
Value:$54.4M
% of Portfolio:0.1% ($54.4M/$52.3B)
ServiceNow, Inc.
Shares:68.2K
Value:$54.3M
% of Portfolio:0.1% ($54.3M/$52.3B)
47103U746
Shares:1.0M
Value:$54.3M
% of Portfolio:0.1% ($54.3M/$52.3B)
92206C771
Shares:1.2M
Value:$54.1M
% of Portfolio:0.1% ($54.1M/$52.3B)
74933W452
Shares:1.1M
Value:$54.1M
% of Portfolio:0.1% ($54.1M/$52.3B)
025072885
Shares:584.1K
Value:$54.0M
% of Portfolio:0.1% ($54.0M/$52.3B)
14021D107
Shares:1.7M
Value:$53.8M
% of Portfolio:0.1% ($53.8M/$52.3B)
GOLDMAN SACHS GROUP INC
Shares:98.0K
Value:$53.5M
% of Portfolio:0.1% ($53.5M/$52.3B)
BERKSHIRE HATHAWAY INC
Shares:67
Value:$53.5M
% of Portfolio:0.1% ($53.5M/$52.3B)
808524870
Shares:2.0M
Value:$52.8M
% of Portfolio:0.1% ($52.8M/$52.3B)
HCA Healthcare, Inc.
Shares:152.6K
Value:$52.7M
% of Portfolio:0.1% ($52.7M/$52.3B)