Wealth Enhancement Advisory Services, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

2,933 positions
Manager:
SEC
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Page 47 of 147
NBT BANCORP INC
NBTB|628778102
Shares:
89528(-17.6%)
Value:
$3.8B(-26.0%)
FMC CORP
FMC|302491303
Shares:
90946(+212.6%)
Value:
$3.8B(+171.3%)
97717X131
97717X131
Shares:
107287(-1.7%)
Value:
$3.8B(+2.5%)
69374H709
69374H709
Shares:
103132(-0.4%)
Value:
$3.8B(+9.2%)
UBS Group AG
UBS|H42097107
Shares:
124395(+18.3%)
Value:
$3.8B(+19.5%)
INTERNATIONAL FLAVORS & FRAGRANCES INC
IFF|459506101
Shares:
49062(-32.2%)
Value:
$3.8B(-37.8%)
TRI-CONTINENTAL Corp
TY|895436103
Shares:
124064(-3.6%)
Value:
$3.8B(-6.7%)
132061201
132061201
Shares:
59336(-14.3%)
Value:
$3.8B(-20.1%)
AXIS CAPITAL HOLDINGS LTD
AXS|G0692U109
Shares:
37666(+36.2%)
Value:
$3.8B(+54.0%)
ROYAL BANK OF CANADA
RY|780087102
Shares:
33415(+0.7%)
Value:
$3.8B(-5.8%)
33738R704
33738R704
Shares:
55213(+55.5%)
Value:
$3.8B(+37.6%)
46435UAA9
46435UAA9
Shares:
155606(+44.3%)
Value:
$3.8B(+45.6%)
MongoDB, Inc.
MDB|60937P106
Shares:
21411(-2.1%)
Value:
$3.8B(-26.3%)
46138E537
46138E537
Shares:
162310(+2.9%)
Value:
$3.7B(+0.4%)
032108698
032108698
Shares:
132525(+3.7%)
Value:
$3.7B(-1.0%)
Robinhood Markets, Inc.
HOOD|770700102
Shares:
89527(-35.9%)
Value:
$3.7B(-28.4%)
921910709
921910709
Shares:
52372(+178.1%)
Value:
$3.7B(+192.0%)
46138J643
46138J643
Shares:
182861(+8.3%)
Value:
$3.7B(+9.5%)
45783Y673
45783Y673
Shares:
118502(+121.5%)
Value:
$3.7B(+112.9%)
Main Street Capital CORP
MAIN|56035L104
Shares:
65742(+11.5%)
Value:
$3.7B(+7.7%)