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 25 of 147
Kenvue Inc.
Shares:620.1K
Value:$14.9M
% of Portfolio:0.0% ($14.9M/$52.3B)
86280R803
Shares:364.4K
Value:$14.8M
% of Portfolio:0.0% ($14.8M/$52.3B)
Moelis & Co
Shares:253.7K
Value:$14.8M
% of Portfolio:0.0% ($14.8M/$52.3B)
MICROSTRATEGY Inc
Shares:51.3K
Value:$14.8M
% of Portfolio:0.0% ($14.8M/$52.3B)
25434V716
Shares:412.7K
Value:$14.8M
% of Portfolio:0.0% ($14.8M/$52.3B)
33734H106
Shares:330.9K
Value:$14.8M
% of Portfolio:0.0% ($14.8M/$52.3B)
SHOPIFY INC.
Shares:154.3K
Value:$14.7M
% of Portfolio:0.0% ($14.7M/$52.3B)
46654Q716
Shares:274.7K
Value:$14.7M
% of Portfolio:0.0% ($14.7M/$52.3B)
92647N535
Shares:288.3K
Value:$14.6M
% of Portfolio:0.0% ($14.6M/$52.3B)
KKR & Co. Inc.
Shares:125.8K
Value:$14.5M
% of Portfolio:0.0% ($14.5M/$52.3B)
DIAGEO PLC
Shares:138.3K
Value:$14.5M
% of Portfolio:0.0% ($14.5M/$52.3B)
316092147
Shares:612.2K
Value:$14.5M
% of Portfolio:0.0% ($14.5M/$52.3B)
464288174
Shares:190.5K
Value:$14.4M
% of Portfolio:0.0% ($14.4M/$52.3B)
500767736
Shares:759.6K
Value:$14.2M
% of Portfolio:0.0% ($14.2M/$52.3B)
46137V431
Shares:142.0K
Value:$14.2M
% of Portfolio:0.0% ($14.2M/$52.3B)
464287572
Shares:147.3K
Value:$14.2M
% of Portfolio:0.0% ($14.2M/$52.3B)
92206C706
Shares:237.1K
Value:$14.1M
% of Portfolio:0.0% ($14.1M/$52.3B)
82889N525
Shares:280.1K
Value:$14.0M
% of Portfolio:0.0% ($14.0M/$52.3B)
Spotify Technology S.A.
Shares:25.4K
Value:$14.0M
% of Portfolio:0.0% ($14.0M/$52.3B)
DOMINOS PIZZA INC
Shares:30.2K
Value:$13.9M
% of Portfolio:0.0% ($13.9M/$52.3B)