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 40 of 147
78468R721
Shares:126.4K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$52.3B)
PACKAGING CORP OF AMERICA
Shares:28.6K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$52.3B)
BANK OF MONTREAL /CAN/
Shares:59.3K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$52.3B)
464288240
Shares:102.1K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$52.3B)
46138E511
Shares:502.9K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
46138G656
Shares:115.6K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
45782C813
Shares:140.3K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
Allegion plc
Shares:43.0K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
46435G102
Shares:66.9K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
Edwards Lifesciences Corp
Shares:77.0K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
CAPITAL ONE FINANCIAL CORP
Shares:31.1K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
HESS CORP
Shares:34.9K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
46138J825
Shares:268.9K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
464287762
Shares:91.3K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$52.3B)
CONAGRA BRANDS INC.
Shares:207.4K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$52.3B)
Marvell Technology, Inc.
Shares:89.4K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$52.3B)
TE Connectivity plc
Shares:38.7K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$52.3B)
COPART INC
Shares:96.6K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$52.3B)
Verisk Analytics, Inc.
Shares:18.4K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$52.3B)
78468R606
Shares:232.7K
Value:$5.4M
% of Portfolio:0.0% ($5.4M/$52.3B)