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 7 of 147
SCHWAB CHARLES CORP
Shares:1.1M
Value:$85.1M
% of Portfolio:0.2% ($85.1M/$52.3B)
NETFLIX INC
Shares:91.1K
Value:$84.9M
% of Portfolio:0.2% ($84.9M/$52.3B)
Tesla, Inc.
Shares:327.4K
Value:$84.8M
% of Portfolio:0.2% ($84.8M/$52.3B)
NEXTERA ENERGY INC
Shares:1.2M
Value:$84.0M
% of Portfolio:0.2% ($84.0M/$52.3B)
46654Q724
Shares:1.4M
Value:$83.8M
% of Portfolio:0.2% ($83.8M/$52.3B)
33740F755
Shares:2.8M
Value:$82.9M
% of Portfolio:0.2% ($82.9M/$52.3B)
COCA COLA CO
Shares:1.2M
Value:$82.5M
% of Portfolio:0.2% ($82.5M/$52.3B)
46434G103
Shares:1.5M
Value:$81.9M
% of Portfolio:0.2% ($81.9M/$52.3B)
BOEING CO
Shares:478.9K
Value:$81.7M
% of Portfolio:0.2% ($81.7M/$52.3B)
464287465
Shares:996.0K
Value:$81.4M
% of Portfolio:0.2% ($81.4M/$52.3B)
233051200
Shares:1.9M
Value:$80.6M
% of Portfolio:0.2% ($80.6M/$52.3B)
ORACLE CORP
Shares:575.1K
Value:$80.4M
% of Portfolio:0.2% ($80.4M/$52.3B)
922907746
Shares:1.6M
Value:$79.7M
% of Portfolio:0.2% ($79.7M/$52.3B)
26922A321
Shares:1.5M
Value:$78.7M
% of Portfolio:0.2% ($78.7M/$52.3B)
25434V807
Shares:2.0M
Value:$78.5M
% of Portfolio:0.2% ($78.5M/$52.3B)
Palo Alto Networks Inc
Shares:456.9K
Value:$78.0M
% of Portfolio:0.1% ($78.0M/$52.3B)
464288414
Shares:737.5K
Value:$77.8M
% of Portfolio:0.1% ($77.8M/$52.3B)
Duke Energy CORP
Shares:631.6K
Value:$77.0M
% of Portfolio:0.1% ($77.0M/$52.3B)
808524300
Shares:3.1M
Value:$76.8M
% of Portfolio:0.1% ($76.8M/$52.3B)
AUTOMATIC DATA PROCESSING INC
Shares:250.8K
Value:$76.6M
% of Portfolio:0.1% ($76.6M/$52.3B)