Wealth Enhancement Advisory Services, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001632972
Manager Name: Wealth Enhancement Advisory Services, LLC

Data Enrichment

65% identified

1,902 identified1,031 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,933 positions • $52,260,786.093K total value

2,933 positions

Manager:

SEC FilingSEC DataHachi Filing

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WILLIAMS SONOMA INC

WSM|969904101

62690(+14.5%)

Value:

$9.9B(-2.2%)

SUNCOR ENERGY INC

SU|867224107

255758(+2.4%)

Value:

$9.9B(+11.1%)

RELIANCE, INC.

RS|759509102

34291(+20.7%)

Value:

$9.9B(+29.4%)

921932505

VOOG|921932505

29557(-8.5%)

Value:

$9.9B(-16.4%)

33739E108

561213(-11.8%)

Value:

$9.9B(-12.3%)

GENUINE PARTS CO

GPC|372460105

82829(-27.8%)

Value:

$9.9B(-26.3%)

14020Y508

372953(+0.6%)

Value:

$9.8B(+2.5%)

EMCOR Group, Inc.

EME|29084Q100

26421(-12.7%)

Value:

$9.8B(-28.9%)

81369Y704

74302(-9.8%)

Value:

$9.7B(-10.3%)

46436E577

945603(-0.3%)

Value:

$9.7B(+3.6%)

464287101

35732(-8.8%)

Value:

$9.7B(-14.5%)

464288109

118738(-1.8%)

Value:

$9.7B(-1.2%)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

77906(-23.3%)

Value:

$9.6B(-13.3%)

921910840

MGV|921910840

74702(+79.1%)

Value:

$9.6B(+84.8%)

Alibaba Group Holding Ltd

BABA|01609W102

72581(+1.7%)

Value:

$9.6B(+58.6%)

46641Q159

207874(+41.0%)

Value:

$9.6B(+42.4%)

025072802

136807(-1.0%)

Value:

$9.5B(+6.0%)

47103U753

195819(+153.4%)

Value:

$9.5B(+150.8%)

78464A870

117428(-1.2%)

Value:

$9.5B(-11.0%)

Workday, Inc.

WDAY|98138H101

40545(+3.8%)

Value:

$9.5B(-6.1%)

Instrument	Shares		Other Manager	Value
Williams Sonoma Inc(WSMcusip969904101)	62.7K	QoQ +14.51% (-7.9K) YoY +123.30% (+34.6K)	All Managers (Combined)	$9.9M	QoQ -2.23% (-$226.2K) YoY +11.18% (+$996.9K)
Suncor Energy Inc(SUcusip867224107)	255.8K	QoQ +2.35% (+5.9K) YoY +205.45% (+172.0K)	All Managers (Combined)	$9.9M	QoQ +11.07% (+$987.5K) YoY +220.42% (+$6.8M)
Reliance, Inc.(RScusip759509102)	34.3K	QoQ +20.70% (+5.9K) YoY +234.48% (+24.0K)	All Managers (Combined)	$9.9M	QoQ +29.45% (+$2.3M) YoY +189.04% (+$6.5M)
(VOOGcusip921932505)	29.6K	QoQ -8.47% (-2.7K) YoY +182.78% (+19.1K)	All Managers (Combined)	$9.9M	QoQ -16.37% (-$1.9M) YoY +210.39% (+$6.7M)
(cusip33739E108)✕	561.2K	QoQ -11.79% (-75.1K) YoY -12.78% (-82.3K)	All Managers (Combined)	$9.9M	QoQ -12.34% (-$1.4M) YoY -11.42% (-$1.3M)
Genuine Parts Co(GPCcusip372460105)	82.8K	QoQ -27.77% (-31.8K) YoY +72.49% (+34.8K)	All Managers (Combined)	$9.9M	QoQ -26.29% (-$3.5M) YoY +32.64% (+$2.4M)
(cusip14020Y508)✕	373.0K	QoQ +0.59% (+2.2K) YoY +998.69% (+339.0K)	All Managers (Combined)	$9.8M	QoQ +2.50% (+$240.0K) YoY +1010.78% (+$8.9M)
Emcor Group, Inc.(EMEcusip29084Q100)	26.4K	QoQ -12.70% (-3.8K) YoY +21.82% (+4.7K)	All Managers (Combined)	$9.8M	QoQ -28.91% (-$4.0M) YoY +28.58% (+$2.2M)
(cusip81369Y704)✕	74.3K	QoQ -9.81% (-8.1K) YoY +52.61% (+25.6K)	All Managers (Combined)	$9.7M	QoQ -10.28% (-$1.1M) YoY +58.80% (+$3.6M)
(cusip46436E577)✕	945.6K	QoQ -0.29% (-2.8K) YoY +184.18% (+612.9K)	All Managers (Combined)	$9.7M	QoQ +3.64% (-$341.2K) YoY +156.69% (+$5.9M)
(cusip464287101)✕	35.7K	QoQ -8.82% (-3.5K) YoY +5.81% (+2.0K)	All Managers (Combined)	$9.7M	QoQ -14.51% (-$1.6M) YoY +15.82% (+$1.3M)
(cusip464288109)✕	118.7K	QoQ -1.79% (-2.2K) YoY +23.03% (+22.2K)	All Managers (Combined)	$9.7M	QoQ -1.22% (-$120.2K) YoY +30.38% (+$2.3M)
Hartford Insurance Group, Inc.(HIGcusip416515104)	77.9K	QoQ -23.34% (-23.7K) YoY +27.59% (+16.8K)	All Managers (Combined)	$9.6M	QoQ -13.30% (-$1.5M) YoY +53.19% (+$3.3M)
(MGVcusip921910840)	74.7K	QoQ +79.13% (+33.0K) YoY +838.23% (+66.7K)	All Managers (Combined)	$9.6M	QoQ +84.77% (+$4.4M) YoY +911.53% (+$8.7M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	72.6K	QoQ +1.72% (+1.2K) YoY +239.17% (+51.2K)	All Managers (Combined)	$9.6M	QoQ +58.64% (+$3.5M) YoY +519.79% (+$8.0M)
(cusip46641Q159)✕	207.9K	QoQ +40.99% (+60.4K) YoY +2994.74% (+201.2K)	All Managers (Combined)	$9.6M	QoQ +42.39% (+$2.9M) YoY +3029.37% (+$9.3M)
(cusip025072802)✕	136.8K	QoQ -1.04% (-1.4K) YoY +34.72% (+35.3K)	All Managers (Combined)	$9.5M	QoQ +6.03% (-$543.3K) YoY +42.66% (+$2.9M)
(cusip47103U753)✕	195.8K	QoQ +153.36% (+118.5K) YoY +1356.87% (+182.4K)	All Managers (Combined)	$9.5M	QoQ +150.83% (+$5.7M) YoY +1350.36% (+$8.9M)
(cusip78464A870)✕	117.4K	QoQ -1.19% (-1.4K) YoY +2.43% (-2.8K)	All Managers (Combined)	$9.5M	QoQ -11.02% (-$1.2M) YoY -12.44% (-$1.4M)
Workday, Inc.(WDAYcusip98138H101)	40.5K	QoQ +3.75% (-1.5K) YoY +812.35% (+36.1K)	All Managers (Combined)	$9.5M	QoQ -6.09% (-$614.4K) YoY +681.20% (+$8.3M)