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 49 of 147
Phillips Edison & Company, Inc.
PECO|71844V201
Shares:
98078(-2.2%)
Value:
$3.6B(-4.7%)
46436E858
46436E858
Shares:
155899(+22.9%)
Value:
$3.6B(+23.6%)
BROWN & BROWN, INC.
BRO|115236101
Shares:
28636(-32.5%)
Value:
$3.6B(-17.8%)
33734X168
33734X168
Shares:
64238(+1058.9%)
Value:
$3.6B(+1031.2%)
316188705
316188705
Shares:
81784(+62.4%)
Value:
$3.6B(+66.3%)
46138G466
46138G466
Shares:
113695(+11.8%)
Value:
$3.6B(+4.4%)
37954Y459
37954Y459
Shares:
235566(-0.3%)
Value:
$3.6B(-7.8%)
BHP Group Ltd
BHP|088606108
Shares:
73080(+0.7%)
Value:
$3.5B(+0.1%)
86280R811
86280R811
Shares:
142505(+842.8%)
Value:
$3.5B(+849.4%)
464287606
IJK|464287606
Shares:
42589(-4.4%)
Value:
$3.5B(-12.4%)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
ZION|989701107
Shares:
70936(+61.5%)
Value:
$3.5B(+48.4%)
Woodward, Inc.
WWD|980745103
Shares:
19378(-3.7%)
Value:
$3.5B(+5.6%)
00214Q104
00214Q104
Shares:
74070(-10.9%)
Value:
$3.5B(-25.3%)
Albertsons Companies, Inc.
ACI|013091103
Shares:
159245(+93.3%)
Value:
$3.5B(+116.4%)
Neuberger Berman Next Generation Connectivity Fund Inc.
NBXG|64133Q108
Shares:
285666(+9.8%)
Value:
$3.5B(+5.6%)
003261104
003261104
Shares:
162533(-11.6%)
Value:
$3.5B(-4.0%)
25434V591
25434V591
Shares:
68662(+4.6%)
Value:
$3.5B(+4.9%)
NICOLET BANKSHARES INC
NIC|65406E102
Shares:
31964(-17.9%)
Value:
$3.5B(-14.7%)
Perimeter Solutions, Inc.
PRM|71385M107
Shares:
345471
Value:
$3.5B
69374H352
69374H352
Shares:
143932(+17.5%)
Value:
$3.5B(+11.6%)