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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Avery Dennison Corp
Shares:12.2K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$52.3B)
316092790
Shares:33.7K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$52.3B)
CMS ENERGY CORP
Shares:28.8K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$52.3B)
MONOLITHIC POWER SYSTEMS INC
Shares:3.7K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$52.3B)
19761L706
Shares:64.8K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$52.3B)
Western Midstream Partners, LP
Shares:52.5K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
LENZ Therapeutics, Inc.
Shares:83.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
46434V738
Shares:35.5K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
Monster Beverage Corp
Shares:36.5K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
Simpson Manufacturing Co., Inc.
Shares:13.6K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
46434G764
Shares:38.6K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
78468R788
Shares:47.9K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
464288570
Shares:20.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
Cadence Bank
Shares:69.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
33735B108
Shares:19.4K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
921910733
Shares:21.5K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
RELX PLC
Shares:41.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
PINNACLE FINANCIAL PARTNERS INC
Shares:19.8K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
Meritage Homes CORP
Shares:29.6K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)
45783Y814
Shares:47.5K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$52.3B)