Wealth-Enhancement-Advisory-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "OCGN", null, null, null, "NVMI", null, "VSGX", null, null, null, null, "OI", "NFBK", null, null, "OSBC", null, "HYT", null, "PKST", null, null, "FISI", "MMSI", "KNSA", "AXSM", "ENVX", "PINS", "SE", "RGEN", "FIBK", "NKTR", "ALKS", "INSM", "TREX", "JOBY", "ARES", "FSV", "FPI", "GFL.TO", "HLNE", "HOOD", "APPF", "GTES", "PIPR", "AX", "AZEK", "ESGR", "FLEX", "TEM", "VRNS", "MPWR", "MC", "MGY", "FN", "GRAB", "MTCH", "NVR", "PCOR", "INSP", "ASB", "RXO", "TRU", "TRNS", "JAZZ", "RDNT", "PLTK", "PGY", "DJP", "QRVO", "KTOS", null, "PLMR", null, null, "GDX", "RRX", null, "POOL", null, null, "KAI", null, null, "CCCS", null, null, null, null, null, "OSK", null, "MTW", "MASI", "NIC", null, "MGEE", "MORN", "NTR", "SNDR", "KRNY", null, "TROW", null, "AGI.TO", "NLY", "PBR-A", "XP", "ALXO", "ITUB", null, "RJF", "AES", "AR", null, "ARW", "MOS", "AFG", "MCHI", "AAL", "BROS", "STRL", "ENTG", "AKAM", null, "FLO", 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"IJJ", "EFA", "J", "ADI", "MCO", "VMC", "VOD", "TRNO", "WULF", "TTEK", "USMV", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "MEC", "PLD", "NFLX", "PM", "PH", null, null, "AWK", null, null, null, "APO", "MO", "MLM", "XLK", "ITOT", "URI", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified1,902 identified1,031 unidentified
Holdings
2,933 positions • $52.3B total value
Manager:
Search and click to pin securities to the top
Page 146 of 147
038923BA5
Shares:14.0K
Value:$13.9K
% of Portfolio:0.0% ($13.9K/$52.3B)
90187BAB7
Shares:14.0K
Value:$13.9K
% of Portfolio:0.0% ($13.9K/$52.3B)
69352PAS2
Shares:12.0K
Value:$13.4K
% of Portfolio:0.0% ($13.4K/$52.3B)
902252AB1
Shares:11.0K
Value:$13.4K
% of Portfolio:0.0% ($13.4K/$52.3B)
844741BG2
Shares:13.0K
Value:$13.0K
% of Portfolio:0.0% ($13.0K/$52.3B)
842587DP9
Shares:11.0K
Value:$12.3K
% of Portfolio:0.0% ($12.3K/$52.3B)
337932AR8
Shares:12.0K
Value:$12.1K
% of Portfolio:0.0% ($12.1K/$52.3B)
647551AE0
Shares:12.0K
Value:$12.1K
% of Portfolio:0.0% ($12.1K/$52.3B)
749772AD1
Shares:12.0K
Value:$11.9K
% of Portfolio:0.0% ($11.9K/$52.3B)
03040WBE4
Shares:11.0K
Value:$11.2K
% of Portfolio:0.0% ($11.2K/$52.3B)
85571BBA2
Shares:10.0K
Value:$10.6K
% of Portfolio:0.0% ($10.6K/$52.3B)
40637HAD1
Shares:10.0K
Value:$10.5K
% of Portfolio:0.0% ($10.5K/$52.3B)
78573NAE2
Shares:10.0K
Value:$9.9K
% of Portfolio:0.0% ($9.9K/$52.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip038923BA5)✕ | 14.0K | QoQ - YoY NEW(+14.0K) | All Managers (Combined) | $13.9K | 0.0% ($13.9K/$52.3B) | QoQ +0.66% (+$92)YoY NEW(+$13.9K) |
(cusip90187BAB7)✕ | 14.0K | QoQ - YoY NEW(+14.0K) | All Managers (Combined) | $13.9K | 0.0% ($13.9K/$52.3B) | YoY NEW(+$13.9K) |
| 10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $13.9K | 0.0% ($13.9K/$52.3B) | QoQ NEW(+$13.9K) YoY NEW(+$13.9K) | |
| 10.7K | QoQ NEW(+10.7K) | All Managers (Combined) | $13.9K | 0.0% ($13.9K/$52.3B) | QoQ NEW(+$13.9K) | |
| 11.0K | QoQ NEW(+11.0K) YoY NEW(+11.0K) | All Managers (Combined) | $13.4K | 0.0% ($13.4K/$52.3B) | QoQ NEW(+$13.4K) YoY NEW(+$13.4K) | |
(cusip69352PAS2)✕ | 12.0K | QoQ - YoY NEW(+12.0K) | All Managers (Combined) | $13.4K | 0.0% ($13.4K/$52.3B) | YoY NEW(+$13.4K) |
(cusip902252AB1)✕ | 11.0K | QoQ - YoY NEW(+11.0K) | All Managers (Combined) | $13.4K | 0.0% ($13.4K/$52.3B) | QoQ +0.14% (+$20)YoY NEW(+$13.4K) |
| 11.6K | QoQ NEW(+11.6K) YoY NEW(+11.6K) | All Managers (Combined) | $13.3K | 0.0% ($13.3K/$52.3B) | QoQ NEW(+$13.3K) YoY NEW(+$13.3K) | |
(cusip844741BG2)✕ | 13.0K | QoQ - YoY NEW(+13.0K) | All Managers (Combined) | $13.0K | 0.0% ($13.0K/$52.3B) | YoY NEW(+$13.0K) |
(cusip842587DP9)✕ | 11.0K | QoQ - YoY NEW(+11.0K) | All Managers (Combined) | $12.3K | 0.0% ($12.3K/$52.3B) | YoY NEW(+$12.3K) |
(cusip337932AR8)✕ | 12.0K | QoQ - YoY NEW(+12.0K) | All Managers (Combined) | $12.1K | 0.0% ($12.1K/$52.3B) | QoQ +0.63% (+$76)YoY NEW(+$12.1K) |
(cusip647551AE0)✕ | 12.0K | QoQ - YoY NEW(+12.0K) | All Managers (Combined) | $12.1K | 0.0% ($12.1K/$52.3B) | QoQ -0.02% (-$3)YoY NEW(+$12.1K) |
(cusip749772AD1)✕ | 12.0K | All Managers (Combined) | $11.9K | 0.0% ($11.9K/$52.3B) | ||
| 17.2K | QoQ NEW(+17.2K) YoY NEW(+17.2K) | All Managers (Combined) | $11.2K | 0.0% ($11.2K/$52.3B) | QoQ NEW(+$11.2K) YoY NEW(+$11.2K) | |
(cusip03040WBE4)✕ | 11.0K | QoQ - YoY NEW(+11.0K) | All Managers (Combined) | $11.2K | 0.0% ($11.2K/$52.3B) | YoY NEW(+$11.2K) |
| 30.0K | All Managers (Combined) | $11.2K | 0.0% ($11.2K/$52.3B) | |||
(cusip85571BBA2)✕ | 10.0K | QoQ - YoY NEW(+10.0K) | All Managers (Combined) | $10.6K | 0.0% ($10.6K/$52.3B) | YoY NEW(+$10.6K) |
(cusip40637HAD1)✕ | 10.0K | QoQ - YoY NEW(+10.0K) | All Managers (Combined) | $10.5K | 0.0% ($10.5K/$52.3B) | YoY NEW(+$10.5K) |
Ocugen, Inc.(OCGNcusip67577C105) | 14.8K | QoQ +1.76% (-257)YoY NEW(+14.8K) | All Managers (Combined) | $10.5K | 0.0% ($10.5K/$52.3B) | YoY NEW(+$10.5K) |
(cusip78573NAE2)✕ | 10.0K | QoQ - YoY NEW(+10.0K) | All Managers (Combined) | $9.9K | 0.0% ($9.9K/$52.3B) | YoY NEW(+$9.9K) |