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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46432F842
Shares:2.0M
Value:$151.8M
% of Portfolio:0.3% ($151.8M/$52.3B)
46434V878
Shares:3.0M
Value:$151.4M
% of Portfolio:0.3% ($151.4M/$52.3B)
25434V708
Shares:4.6M
Value:$150.3M
% of Portfolio:0.3% ($150.3M/$52.3B)
Palantir Technologies Inc.
Shares:1.8M
Value:$149.5M
% of Portfolio:0.3% ($149.5M/$52.3B)
T-Mobile US, Inc.
Shares:559.1K
Value:$149.1M
% of Portfolio:0.3% ($149.1M/$52.3B)
464287614
Shares:410.7K
Value:$148.3M
% of Portfolio:0.3% ($148.3M/$52.3B)
Merck & Co., Inc.
Shares:1.6M
Value:$147.8M
% of Portfolio:0.3% ($147.8M/$52.3B)
Broadcom Inc.
Shares:864.7K
Value:$144.8M
% of Portfolio:0.3% ($144.8M/$52.3B)
WELLS FARGO & COMPANY/MN
Shares:2.0M
Value:$143.0M
% of Portfolio:0.3% ($143.0M/$52.3B)
ABBOTT LABORATORIES
Shares:1.1M
Value:$142.6M
% of Portfolio:0.3% ($142.6M/$52.3B)
464287804
Shares:1.4M
Value:$141.8M
% of Portfolio:0.3% ($141.8M/$52.3B)
COSTCO WHOLESALE CORP /NEW
Shares:148.0K
Value:$139.9M
% of Portfolio:0.3% ($139.9M/$52.3B)
WASTE MANAGEMENT INC
Shares:592.2K
Value:$137.1M
% of Portfolio:0.3% ($137.1M/$52.3B)
921937819
Shares:1.8M
Value:$134.9M
% of Portfolio:0.3% ($134.9M/$52.3B)
Eaton Corp plc
Shares:482.6K
Value:$131.2M
% of Portfolio:0.3% ($131.2M/$52.3B)
464287598
Shares:696.0K
Value:$131.0M
% of Portfolio:0.3% ($131.0M/$52.3B)
GENERAL ELECTRIC CO
Shares:643.7K
Value:$128.8M
% of Portfolio:0.2% ($128.8M/$52.3B)
MCDONALDS CORP
Shares:411.6K
Value:$128.6M
% of Portfolio:0.2% ($128.6M/$52.3B)
78464A854
Shares:2.0M
Value:$128.3M
% of Portfolio:0.2% ($128.3M/$52.3B)
ELI LILLY & Co
Shares:151.9K
Value:$125.4M
% of Portfolio:0.2% ($125.4M/$52.3B)