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 135 of 147
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC
Shares:12.1K
Value:$135.6K
% of Portfolio:0.0% ($135.6K/$52.3B)
Northfield Bancorp, Inc.
Shares:12.3K
Value:$134.7K
% of Portfolio:0.0% ($134.7K/$52.3B)
Cars.com Inc.
Shares:11.8K
Value:$133.4K
% of Portfolio:0.0% ($133.4K/$52.3B)
Empire State Realty OP, L.P.
Shares:17.2K
Value:$133.4K
% of Portfolio:0.0% ($133.4K/$52.3B)
Cornerstone Strategic Investment Fund, Inc.
Shares:17.9K
Value:$133.1K
% of Portfolio:0.0% ($133.1K/$52.3B)
880198205
Shares:15.0K
Value:$130.4K
% of Portfolio:0.0% ($130.4K/$52.3B)
Pagaya Technologies Ltd.
Shares:12.4K
Value:$129.5K
% of Portfolio:0.0% ($129.5K/$52.3B)
Array Technologies, Inc.
Shares:26.5K
Value:$129.1K
% of Portfolio:0.0% ($129.1K/$52.3B)
Peakstone Realty Trust
Shares:10.2K
Value:$128.9K
% of Portfolio:0.0% ($128.9K/$52.3B)
RECURSION PHARMACEUTICALS, INC.
Shares:24.2K
Value:$128.2K
% of Portfolio:0.0% ($128.2K/$52.3B)
NUVEEN MUNICIPAL VALUE FUND INC
Shares:14.6K
Value:$127.6K
% of Portfolio:0.0% ($127.6K/$52.3B)
Fluence Energy, Inc.
Shares:26.3K
Value:$127.5K
% of Portfolio:0.0% ($127.5K/$52.3B)
TheRealReal, Inc.
Shares:23.6K
Value:$127.4K
% of Portfolio:0.0% ($127.4K/$52.3B)
Rigetti Computing, Inc.
Shares:15.9K
Value:$125.7K
% of Portfolio:0.0% ($125.7K/$52.3B)
Rocket Companies, Inc.
Shares:10.4K
Value:$125.5K
% of Portfolio:0.0% ($125.5K/$52.3B)
Cerence Inc.
Shares:15.8K
Value:$125.1K
% of Portfolio:0.0% ($125.1K/$52.3B)
DWS MUNICIPAL INCOME TRUST
Shares:13.3K
Value:$124.4K
% of Portfolio:0.0% ($124.4K/$52.3B)
Apyx Medical Corp
Shares:90.8K
Value:$124.3K
% of Portfolio:0.0% ($124.3K/$52.3B)
OPKO HEALTH, INC.
Shares:74.7K
Value:$124.0K
% of Portfolio:0.0% ($124.0K/$52.3B)
PITNEY BOWES INC /DE/
Shares:13.7K
Value:$124.0K
% of Portfolio:0.0% ($124.0K/$52.3B)