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 49 of 147
Phillips Edison & Company, Inc.
Shares:98.1K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$52.3B)
46436E858
Shares:155.9K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$52.3B)
BROWN & BROWN, INC.
Shares:28.6K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$52.3B)
33734X168
Shares:64.2K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$52.3B)
316188705
Shares:81.8K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$52.3B)
46138G466
Shares:113.7K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$52.3B)
37954Y459
Shares:235.6K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$52.3B)
BHP Group Ltd
Shares:73.1K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
86280R811
Shares:142.5K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
464287606
Shares:42.6K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Shares:70.9K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
Woodward, Inc.
Shares:19.4K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
00214Q104
Shares:74.1K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
Albertsons Companies, Inc.
Shares:159.2K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
Neuberger Berman Next Generation Connectivity Fund Inc.
Shares:285.7K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
003261104
Shares:162.5K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
25434V591
Shares:68.7K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
NICOLET BANKSHARES INC
Shares:32.0K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
Perimeter Solutions, Inc.
Shares:345.5K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)
69374H352
Shares:143.9K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$52.3B)