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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PG&E Corp
Shares:254.5K
Value:$4.4M
% of Portfolio:0.0% ($4.4M/$52.3B)
INTERNATIONAL PAPER CO /NEW/
Shares:81.7K
Value:$4.4M
% of Portfolio:0.0% ($4.4M/$52.3B)
33739P103
Shares:67.9K
Value:$4.4M
% of Portfolio:0.0% ($4.4M/$52.3B)
EAST WEST BANCORP INC
Shares:48.1K
Value:$4.3M
% of Portfolio:0.0% ($4.3M/$52.3B)
LyondellBasell Industries N.V.
Shares:61.2K
Value:$4.3M
% of Portfolio:0.0% ($4.3M/$52.3B)
Trade Desk, Inc.
Shares:78.7K
Value:$4.3M
% of Portfolio:0.0% ($4.3M/$52.3B)
SIMON PROPERTY GROUP INC /DE/
Shares:25.9K
Value:$4.3M
% of Portfolio:0.0% ($4.3M/$52.3B)
WATERS CORP /DE/
Shares:11.6K
Value:$4.3M
% of Portfolio:0.0% ($4.3M/$52.3B)
00039J608
Shares:115.8K
Value:$4.3M
% of Portfolio:0.0% ($4.3M/$52.3B)
IRON MOUNTAIN INC
Shares:49.1K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
BROWN FORMAN CORP
Shares:124.4K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
ALLIANT ENERGY CORP
Shares:65.6K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares:55.1K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
46434V407
Shares:98.0K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
ROBERT HALF INC.
Shares:76.4K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
THOMSON REUTERS CORP /CAN/
Shares:24.1K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
25434V674
Shares:80.8K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
HUMANA INC
Shares:15.7K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
46138J783
Shares:211.9K
Value:$4.2M
% of Portfolio:0.0% ($4.2M/$52.3B)
14020Y607
Shares:159.5K
Value:$4.1M
% of Portfolio:0.0% ($4.1M/$52.3B)