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 84 of 147
97717Y477
Shares:20.2K
Value:$887.3K
% of Portfolio:0.0% ($887.3K/$52.3B)
46138E198
Shares:14.3K
Value:$883.5K
% of Portfolio:0.0% ($883.5K/$52.3B)
921937793
Shares:12.5K
Value:$882.0K
% of Portfolio:0.0% ($882.0K/$52.3B)
American Healthcare REIT, Inc.
Shares:28.9K
Value:$875.9K
% of Portfolio:0.0% ($875.9K/$52.3B)
H&R BLOCK INC
Shares:15.9K
Value:$875.8K
% of Portfolio:0.0% ($875.8K/$52.3B)
EQUITY LIFESTYLE PROPERTIES INC
Shares:13.1K
Value:$873.4K
% of Portfolio:0.0% ($873.4K/$52.3B)
QXO, Inc.
Shares:64.3K
Value:$870.9K
% of Portfolio:0.0% ($870.9K/$52.3B)
Penumbra Inc
Shares:3.3K
Value:$869.4K
% of Portfolio:0.0% ($869.4K/$52.3B)
Toast, Inc.
Shares:26.1K
Value:$865.9K
% of Portfolio:0.0% ($865.9K/$52.3B)
Healthcare Realty Trust Inc
Shares:51.2K
Value:$865.3K
% of Portfolio:0.0% ($865.3K/$52.3B)
33740U703
Shares:34.7K
Value:$864.7K
% of Portfolio:0.0% ($864.7K/$52.3B)
HEXCEL CORP /DE/
Shares:15.8K
Value:$864.2K
% of Portfolio:0.0% ($864.2K/$52.3B)
SOUTHWEST AIRLINES CO
Shares:25.7K
Value:$862.2K
% of Portfolio:0.0% ($862.2K/$52.3B)
464286319
Shares:31.6K
Value:$861.8K
% of Portfolio:0.0% ($861.8K/$52.3B)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Shares:5.7K
Value:$861.4K
% of Portfolio:0.0% ($861.4K/$52.3B)
NOV Inc.
Shares:56.5K
Value:$860.5K
% of Portfolio:0.0% ($860.5K/$52.3B)
500767678
Shares:30.4K
Value:$858.5K
% of Portfolio:0.0% ($858.5K/$52.3B)
92189F387
Shares:38.2K
Value:$858.1K
% of Portfolio:0.0% ($858.1K/$52.3B)
CATALYST PHARMACEUTICALS, INC.
Shares:35.3K
Value:$856.9K
% of Portfolio:0.0% ($856.9K/$52.3B)
Meridian Corp
Shares:59.5K
Value:$856.3K
% of Portfolio:0.0% ($856.3K/$52.3B)