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 33 of 147
DuPont de Nemours, Inc.
Shares:111.5K
Value:$8.3M
% of Portfolio:0.0% ($8.3M/$52.3B)
92841M101
Shares:376.1K
Value:$8.3M
% of Portfolio:0.0% ($8.3M/$52.3B)
Targa Resources Corp.
Shares:41.5K
Value:$8.3M
% of Portfolio:0.0% ($8.3M/$52.3B)
46138E404
Shares:439.0K
Value:$8.3M
% of Portfolio:0.0% ($8.3M/$52.3B)
CENTENE CORP
Shares:136.2K
Value:$8.3M
% of Portfolio:0.0% ($8.3M/$52.3B)
09661T107
Shares:77.7K
Value:$8.3M
% of Portfolio:0.0% ($8.3M/$52.3B)
GRACO INC
Shares:98.8K
Value:$8.3M
% of Portfolio:0.0% ($8.3M/$52.3B)
MERCADOLIBRE INC
Shares:4.2K
Value:$8.2M
% of Portfolio:0.0% ($8.2M/$52.3B)
46434VBD1
Shares:325.9K
Value:$8.2M
% of Portfolio:0.0% ($8.2M/$52.3B)
37960A438
Shares:81.3K
Value:$8.2M
% of Portfolio:0.0% ($8.2M/$52.3B)
464288273
Shares:128.4K
Value:$8.2M
% of Portfolio:0.0% ($8.2M/$52.3B)
Ubiquiti Inc.
Shares:26.2K
Value:$8.1M
% of Portfolio:0.0% ($8.1M/$52.3B)
Gitlab Inc.
Shares:172.9K
Value:$8.1M
% of Portfolio:0.0% ($8.1M/$52.3B)
Roblox Corp
Shares:139.1K
Value:$8.1M
% of Portfolio:0.0% ($8.1M/$52.3B)
316092378
Shares:243.2K
Value:$8.1M
% of Portfolio:0.0% ($8.1M/$52.3B)
MARKEL GROUP INC.
Shares:4.3K
Value:$8.0M
% of Portfolio:0.0% ($8.0M/$52.3B)
WATSCO INC
Shares:15.8K
Value:$8.0M
% of Portfolio:0.0% ($8.0M/$52.3B)
Interactive Brokers Group, Inc.
Shares:48.4K
Value:$8.0M
% of Portfolio:0.0% ($8.0M/$52.3B)
DoorDash, Inc.
Shares:43.8K
Value:$8.0M
% of Portfolio:0.0% ($8.0M/$52.3B)
BANK OF MONTREAL /CAN/
Shares:160.4K
Value:$8.0M
% of Portfolio:0.0% ($8.0M/$52.3B)