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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45783Y400
Shares:7.9K
Value:$280.8K
% of Portfolio:0.0% ($280.8K/$52.3B)
69374H428
Shares:6.0K
Value:$280.7K
% of Portfolio:0.0% ($280.7K/$52.3B)
LEGALZOOM.COM, INC.
Shares:32.6K
Value:$280.6K
% of Portfolio:0.0% ($280.6K/$52.3B)
Clearway Energy, Inc.
Shares:9.3K
Value:$280.4K
% of Portfolio:0.0% ($280.4K/$52.3B)
PVH CORP. /DE/
Shares:4.3K
Value:$280.0K
% of Portfolio:0.0% ($280.0K/$52.3B)
EMPIRE PETROLEUM CORP
Shares:44.6K
Value:$280.0K
% of Portfolio:0.0% ($280.0K/$52.3B)
FTI CONSULTING, INC
Shares:1.7K
Value:$279.8K
% of Portfolio:0.0% ($279.8K/$52.3B)
Avantor, Inc.
Shares:17.2K
Value:$279.4K
% of Portfolio:0.0% ($279.4K/$52.3B)
45782C334
Shares:5.8K
Value:$278.8K
% of Portfolio:0.0% ($278.8K/$52.3B)
46641Q845
Shares:6.4K
Value:$278.6K
% of Portfolio:0.0% ($278.6K/$52.3B)
Sarepta Therapeutics, Inc.
Shares:4.4K
Value:$278.6K
% of Portfolio:0.0% ($278.6K/$52.3B)
464286871
Shares:15.9K
Value:$278.2K
% of Portfolio:0.0% ($278.2K/$52.3B)
FEDERAL REALTY INVESTMENT TRUST
Shares:2.8K
Value:$278.0K
% of Portfolio:0.0% ($278.0K/$52.3B)
UNIVEST FINANCIAL Corp
Shares:9.8K
Value:$276.5K
% of Portfolio:0.0% ($276.5K/$52.3B)
Columbia Seligman Premium Technology Growth Fund, Inc.
Shares:9.9K
Value:$276.2K
% of Portfolio:0.0% ($276.2K/$52.3B)
33740U885
Shares:6.7K
Value:$275.6K
% of Portfolio:0.0% ($275.6K/$52.3B)
Lazard, Inc.
Shares:6.3K
Value:$275.0K
% of Portfolio:0.0% ($275.0K/$52.3B)
45782C391
Shares:6.0K
Value:$274.9K
% of Portfolio:0.0% ($274.9K/$52.3B)
78464A755
Shares:4.9K
Value:$274.5K
% of Portfolio:0.0% ($274.5K/$52.3B)
Four Corners Property Trust, Inc.
Shares:9.6K
Value:$274.1K
% of Portfolio:0.0% ($274.1K/$52.3B)