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 47 of 147
NBT BANCORP INC
Shares:89.5K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
FMC CORP
Shares:90.9K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
97717X131
Shares:107.3K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
69374H709
Shares:103.1K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
UBS Group AG
Shares:124.4K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
INTERNATIONAL FLAVORS & FRAGRANCES INC
Shares:49.1K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
TRI-CONTINENTAL Corp
Shares:124.1K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
132061201
Shares:59.3K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
AXIS CAPITAL HOLDINGS LTD
Shares:37.7K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
ROYAL BANK OF CANADA
Shares:33.4K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
33738R704
Shares:55.2K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
46435UAA9
Shares:155.6K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
MongoDB, Inc.
Shares:21.4K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$52.3B)
46138E537
Shares:162.3K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$52.3B)
032108698
Shares:132.5K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$52.3B)
Robinhood Markets, Inc.
Shares:89.5K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$52.3B)
921910709
Shares:52.4K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$52.3B)
46138J643
Shares:182.9K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$52.3B)
45783Y673
Shares:118.5K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$52.3B)
Main Street Capital CORP
Shares:65.7K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$52.3B)