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 99 of 147
46138G706
Shares:18.5K
Value:$564.0K
% of Portfolio:0.0% ($564.0K/$52.3B)
HEALTHEQUITY, INC.
Shares:6.4K
Value:$563.8K
% of Portfolio:0.0% ($563.8K/$52.3B)
CubeSmart
Shares:13.2K
Value:$563.5K
% of Portfolio:0.0% ($563.5K/$52.3B)
PLUMAS BANCORP
Shares:13.0K
Value:$563.1K
% of Portfolio:0.0% ($563.1K/$52.3B)
Iridium Communications Inc.
Shares:20.6K
Value:$563.1K
% of Portfolio:0.0% ($563.1K/$52.3B)
16411Q101
Shares:8.5K
Value:$561.3K
% of Portfolio:0.0% ($561.3K/$52.3B)
GABELLI EQUITY TRUST INC
Shares:101.8K
Value:$560.8K
% of Portfolio:0.0% ($560.8K/$52.3B)
TETRA TECH INC
Shares:19.2K
Value:$560.2K
% of Portfolio:0.0% ($560.2K/$52.3B)
PORTLAND GENERAL ELECTRIC CO /OR/
Shares:12.5K
Value:$559.5K
% of Portfolio:0.0% ($559.5K/$52.3B)
FULLER H B CO
Shares:9.9K
Value:$557.7K
% of Portfolio:0.0% ($557.7K/$52.3B)
46138J395
Shares:26.3K
Value:$554.4K
% of Portfolio:0.0% ($554.4K/$52.3B)
Dynatrace, Inc.
Shares:11.8K
Value:$554.2K
% of Portfolio:0.0% ($554.2K/$52.3B)
Norwegian Cruise Line Holdings Ltd.
Shares:29.2K
Value:$553.8K
% of Portfolio:0.0% ($553.8K/$52.3B)
CHESAPEAKE UTILITIES CORP
Shares:4.3K
Value:$553.4K
% of Portfolio:0.0% ($553.4K/$52.3B)
VSE CORP
Shares:4.6K
Value:$552.9K
% of Portfolio:0.0% ($552.9K/$52.3B)
33734X150
Shares:7.9K
Value:$551.3K
% of Portfolio:0.0% ($551.3K/$52.3B)
NEW JERSEY RESOURCES CORP
Shares:11.2K
Value:$550.9K
% of Portfolio:0.0% ($550.9K/$52.3B)
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
Shares:57.3K
Value:$549.6K
% of Portfolio:0.0% ($549.6K/$52.3B)
BXP, Inc.
Shares:8.2K
Value:$549.2K
% of Portfolio:0.0% ($549.2K/$52.3B)
APi Group Corp
Shares:15.3K
Value:$548.7K
% of Portfolio:0.0% ($548.7K/$52.3B)