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 106 of 147
Liberty Media Corp
Shares:7.0K
Value:$468.5K
% of Portfolio:0.0% ($468.5K/$52.3B)
31609A404
Shares:15.7K
Value:$468.4K
% of Portfolio:0.0% ($468.4K/$52.3B)
Nextracker Inc.
Shares:11.1K
Value:$468.4K
% of Portfolio:0.0% ($468.4K/$52.3B)
33740U505
Shares:10.8K
Value:$468.1K
% of Portfolio:0.0% ($468.1K/$52.3B)
LANDSTAR SYSTEM INC
Shares:3.1K
Value:$465.4K
% of Portfolio:0.0% ($465.4K/$52.3B)
MIZUHO FINANCIAL GROUP INC
Shares:84.3K
Value:$464.7K
% of Portfolio:0.0% ($464.7K/$52.3B)
33739P855
Shares:24.8K
Value:$463.4K
% of Portfolio:0.0% ($463.4K/$52.3B)
SMITH A O CORP
Shares:7.1K
Value:$463.3K
% of Portfolio:0.0% ($463.3K/$52.3B)
INDEPENDENCE REALTY TRUST, INC.
Shares:21.8K
Value:$462.4K
% of Portfolio:0.0% ($462.4K/$52.3B)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:56.8K
Value:$462.3K
% of Portfolio:0.0% ($462.3K/$52.3B)
PARSONS CORP
Shares:7.8K
Value:$460.8K
% of Portfolio:0.0% ($460.8K/$52.3B)
Goldman Sachs BDC, Inc.
Shares:39.5K
Value:$459.8K
% of Portfolio:0.0% ($459.8K/$52.3B)
Freshpet, Inc.
Shares:5.5K
Value:$459.5K
% of Portfolio:0.0% ($459.5K/$52.3B)
46137V787
Shares:7.2K
Value:$459.4K
% of Portfolio:0.0% ($459.4K/$52.3B)
921932885
Shares:4.6K
Value:$458.4K
% of Portfolio:0.0% ($458.4K/$52.3B)
XP Inc.
Shares:33.3K
Value:$458.3K
% of Portfolio:0.0% ($458.3K/$52.3B)
46138J486
Shares:19.8K
Value:$458.0K
% of Portfolio:0.0% ($458.0K/$52.3B)
BOK FINANCIAL CORP
Shares:4.4K
Value:$457.8K
% of Portfolio:0.0% ($457.8K/$52.3B)
464289883
Shares:12.1K
Value:$457.2K
% of Portfolio:0.0% ($457.2K/$52.3B)
SPIRE INC
Shares:5.8K
Value:$456.4K
% of Portfolio:0.0% ($456.4K/$52.3B)