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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25461A726
Shares:48.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$52.3B)
30151E806
Shares:68.7K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$52.3B)
Gen Digital Inc.
Shares:55.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$52.3B)
Seagate Technology Holdings plc
Shares:17.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$52.3B)
067901108
Shares:74.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$52.3B)
Barings BDC, Inc.
Shares:152.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$52.3B)
808524649
Shares:57.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
Blackstone Secured Lending Fund
Shares:44.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
Otter Tail Corp
Shares:17.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
CHARTER COMMUNICATIONS, INC. /MO/
Shares:3.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
COHEN & STEERS QUALITY INCOME REALTY FUND INC
Shares:114.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
COSTAR GROUP, INC.
Shares:18.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
Apollo Global Management, Inc.
Shares:10.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
KB Financial Group Inc.
Shares:26.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
97717W588
Shares:24.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
OGE ENERGY CORP.
Shares:30.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
CNA FINANCIAL CORP
Shares:27.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
464287697
Shares:14.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
72201R866
Shares:27.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)
LOEWS CORP
Shares:15.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$52.3B)