Wealth Enhancement Advisory Services, LLC

Investment Portfolio & 13F Holdings Analysis

About

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2933 holdings worth $52.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001632972
Manager Name: Wealth Enhancement Advisory Services, LLC

Data Enrichment

65% identified

1,902 identified1,031 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,933 positions • $52,260,786.093K total value

2,933 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 147

Sort by:

464287200

IVV|464287200

6294293(-3.4%)

Value:

$3.5T(-7.8%)

Apple Inc.

AAPL|037833100

7026887(-1.5%)

Value:

$1.6T(-12.6%)

464287226

15197862(+6.0%)

Value:

$1.5T(+8.2%)

MICROSOFT CORP

MSFT|594918104

2688111(+3.5%)

Value:

$1.0T(-7.9%)

00162Q346

38822260(+8.8%)

Value:

$1.0T(+10.4%)

NVIDIA CORP

NVDA|67066G104

7011495(-2.2%)

Value:

$759.9B(-21.1%)

922042858

VWO|922042858

15697319(+5.7%)

Value:

$710.5B(+8.7%)

46434V449

17625999(-10.4%)

Value:

$704.0B(-4.3%)

46641Q779

11633460(+15.1%)

Value:

$655.7B(+11.4%)

025072349

9904202(+21.3%)

Value:

$645.9B(+18.4%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

1171693(+3.9%)

Value:

$624.0B(+22.1%)

46429B697

USMV|46429B697

6624202(+102.5%)

Value:

$620.4B(+113.6%)

AMAZON COM INC

AMZN|023135106

3135806(-20.0%)

Value:

$596.6B(-30.6%)

808524755

FNDF|808524755

16157846(-10.0%)

Value:

$583.9B(-2.0%)

46429B267

23633284(+9.3%)

Value:

$543.2B(+9.4%)

92647N568

6718205(+20640.3%)

Value:

$529.0B(+19292.5%)

46137V241

7640588(-6.4%)

Value:

$506.9B(-7.4%)

JPMORGAN CHASE & CO

JPM|46625H100

1778395(+10.9%)

Value:

$436.2B(+13.5%)

922908363

VOO|922908363

807691(+0.9%)

Value:

$415.1B(-3.8%)

03463K752

8079980(+10.7%)

Value:

$412.8B(+10.7%)

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	6.3M	QoQ -3.35% (-218.4K) YoY +15.13% (+827.4K)	All Managers (Combined)	$3.5B	QoQ -7.75% (-$297.1M) YoY +23.05% (+$662.6M)
Apple Inc.(AAPLcusip037833100)	7.0M	QoQ -1.51% (-108.1K) YoY +7026787.00% (+7.0M)	All Managers (Combined)	$1.6B	QoQ -12.64% (-$225.9M) YoY +3547461940.90% (+$1560.9M)
(cusip464287226)✕	15.2M	QoQ +6.02% (+863.0K) YoY +45.83% (+4.8M)	All Managers (Combined)	$1.5B	QoQ +8.23% (+$114.3M) YoY +47.29% (+$482.7M)
Microsoft Corp(MSFTcusip594918104)	2.7M	QoQ +3.45% (-89.8K) YoY +223909.25% (+2.7M)	All Managers (Combined)	$1.0B	QoQ -7.86% (-$86.1M) YoY +1451246.37% (+$1009.0M)
(cusip00162Q346)✕	38.8M	QoQ +8.84% (+3.2M) YoY +94.82% (+18.9M)	All Managers (Combined)	$1.0B	QoQ +10.40% (+$94.7M) YoY +96.49% (+$493.5M)
Nvidia Corp(NVDAcusip67066G104)	7.0M	QoQ -2.21% (-158.9K) YoY +7011395.00% (+7.0M)	All Managers (Combined)	$759.9M	QoQ -21.08% (-$203.0M) YoY +2135129.37% (+$759.9M)
(VWOcusip922042858)	15.7M	QoQ +5.73% (+851.4K) YoY +20.97% (+2.7M)	All Managers (Combined)	$710.5M	QoQ +8.66% (+$56.6M) YoY +31.08% (+$168.5M)
(cusip46434V449)✕	17.6M	QoQ -10.36% (-2.0M) YoY +2.75% (+472.2K)	All Managers (Combined)	$704.0M	QoQ -4.27% (-$31.5M) YoY +4.61% (+$31.0M)
(cusip46641Q779)✕	11.6M	QoQ +15.13% (+1.5M) YoY +43.69% (+3.5M)	All Managers (Combined)	$655.7M	QoQ +11.36% (+$66.9M) YoY +53.72% (+$229.2M)
(cusip025072349)✕	9.9M	QoQ +21.28% (+1.7M) YoY +58.43% (+3.7M)	All Managers (Combined)	$645.9M	QoQ +18.45% (+$100.6M) YoY +60.77% (+$244.1M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	1.2M	QoQ +3.92% (+44.2K) YoY +60.77% (+442.9K)	All Managers (Combined)	$624.0M	QoQ +22.10% (+$113.0M) YoY +103.61% (+$317.5M)
(USMVcusip46429B697)	6.6M	QoQ +102.47% (+3.4M) YoY +108.93% (+3.5M)	All Managers (Combined)	$620.4M	QoQ +113.58% (+$329.9M) YoY +134.13% (+$355.4M)
Amazon Com Inc(AMZNcusip023135106)	3.1M	QoQ -19.97% (-782.9K) YoY +313480.60% (+3.1M)	All Managers (Combined)	$596.6M	QoQ -30.60% (-$263.1M) YoY +1449726.63% (+$596.6M)
(FNDFcusip808524755)	16.2M	QoQ -9.99% (-1.8M) YoY +7.75% (+1.2M)	All Managers (Combined)	$583.9M	QoQ -2.05% (-$12.3M) YoY +9.35% (+$50.0M)
(cusip46429B267)✕	23.6M	QoQ +9.34% (+2.0M) YoY +2990.53% (+22.9M)	All Managers (Combined)	$543.2M	QoQ +9.36% (+$46.5M) YoY +3019.71% (+$525.8M)
(cusip92647N568)✕	6.7M	QoQ +20640.32% (+6.7M) YoY NEW(+6.7M)	All Managers (Combined)	$529.0M	QoQ +19292.45% (+$526.3M) YoY NEW(+$529.0M)
(cusip46137V241)✕	7.6M	QoQ -6.40% (-523.2K) YoY +9.49% (+662.4K)	All Managers (Combined)	$506.9M	QoQ -7.37% (-$40.3M) YoY +20.22% (+$85.3M)
Jpmorgan Chase & Co(JPMcusip46625H100)	1.8M	QoQ +10.91% (+175.1K) YoY +444498.75% (+1.8M)	All Managers (Combined)	$436.2M	QoQ +13.50% (+$51.9M) YoY +12253849.88% (+$436.2M)
(VOOcusip922908363)	807.7K	QoQ +0.90% (-7.3K) YoY +125.96% (+450.3K)	All Managers (Combined)	$415.1M	QoQ -3.75% (-$16.2M) YoY +141.58% (+$243.3M)
(cusip03463K752)✕	8.1M	QoQ +10.67% (+779.3K) YoY +69.28% (+3.3M)	All Managers (Combined)	$412.8M	QoQ +10.72% (+$40.0M) YoY +70.00% (+$170.0M)