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 3 of 147
46138G649
Shares:1.1M
Value:$217.2M
% of Portfolio:0.4% ($217.2M/$52.3B)
47103U845
Shares:4.2M
Value:$212.9M
% of Portfolio:0.4% ($212.9M/$52.3B)
Walmart Inc.
Shares:2.4M
Value:$210.8M
% of Portfolio:0.4% ($210.8M/$52.3B)
37954Y574
Shares:4.7M
Value:$204.3M
% of Portfolio:0.4% ($204.3M/$52.3B)
35473P611
Shares:10.0M
Value:$201.6M
% of Portfolio:0.4% ($201.6M/$52.3B)
922908744
Shares:1.2M
Value:$200.6M
% of Portfolio:0.4% ($200.6M/$52.3B)
78464A839
Shares:2.5M
Value:$194.1M
% of Portfolio:0.4% ($194.1M/$52.3B)
Alphabet Inc.
Shares:1.2M
Value:$191.4M
% of Portfolio:0.4% ($191.4M/$52.3B)
CHEVRON CORP
Shares:1.1M
Value:$189.7M
% of Portfolio:0.4% ($189.7M/$52.3B)
46432F396
Shares:925.6K
Value:$187.1M
% of Portfolio:0.4% ($187.1M/$52.3B)
808524409
Shares:7.0M
Value:$185.3M
% of Portfolio:0.4% ($185.3M/$52.3B)
808524805
Shares:9.4M
Value:$185.0M
% of Portfolio:0.4% ($185.0M/$52.3B)
78464A508
Shares:3.5M
Value:$180.5M
% of Portfolio:0.3% ($180.5M/$52.3B)
02072L565
Shares:1.6M
Value:$179.9M
% of Portfolio:0.3% ($179.9M/$52.3B)
921909768
Shares:2.9M
Value:$178.2M
% of Portfolio:0.3% ($178.2M/$52.3B)
Mastercard Inc
Shares:316.8K
Value:$173.6M
% of Portfolio:0.3% ($173.6M/$52.3B)
464288679
Shares:1.5M
Value:$167.6M
% of Portfolio:0.3% ($167.6M/$52.3B)
PEPSICO INC
Shares:1.1M
Value:$160.1M
% of Portfolio:0.3% ($160.1M/$52.3B)
808524508
Shares:5.9M
Value:$154.7M
% of Portfolio:0.3% ($154.7M/$52.3B)
464287440
Shares:1.6M
Value:$153.2M
% of Portfolio:0.3% ($153.2M/$52.3B)