WE

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Last update 2025-07-10 3322 Stocks (503 new)
Value $60.45 Bil Turnover 8 %
Countries:
Top Holdings: IVV(6.71%)AGG(2.69%)AAPL(2.67%)MSFT(2.40%)NVDA(2.00%)
Summary Stock Picks Current Portfolio
WEALTH ENHANCEMENT ADVISORY SE... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
6,456,904
4,056,033.4
+2.58%
6.710
+0.17%
0.650
+19.67%
+7.80%
634,518.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
16,505,965
1,625,342.4
+8.61%
2.690
+0.21%
1.270
+1.23%
+3.24%
127,979.5
 
AAPL
Apple Inc
7,551,499
1,612,622.6
+7.47%
2.670
+0.19%
0.050
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
2,914,126
1,453,682.4
+8.41%
2.400
+0.19%
0.040
+38.94%
+21.47%
3,790,969.0
Software
NVDA
NVIDIA Corp
7,575,703
1,207,112.6
+8.05%
2.000
+0.15%
0.030
+69.89%
+28.41%
4,204,658.7
Semiconductors
SMTH
ALPS Smith Core Plus Bond ETF
43,698,035
1,127,409.3
+12.56%
1.860
+0.21%
59.780
+1.68%
+3.00%
1,877.9
 
VWO
Vanguard FTSE Emerging Markets ETF
17,096,842
855,184.1
+8.92%
1.410
+0.12%
1.000
+16.94%
+15.09%
86,951.2
 
IMTM
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
18,286,649
828,750.9
+3.75%
1.370
+0.05%
27.290
+12.93%
+21.74%
3,068.0
 
AMZN
Amazon.com Inc
3,509,527
784,063.6
+11.92%
1.300
+0.14%
0.030
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
JMOM
JPMorgan U.S. Momentum Factor ETF
11,594,195
749,216.9
-0.34%
1.240
0%
43.210
+19.77%
+11.21%
1,576.1
 

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Historical Top Holdings Breakdowns

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JMTG
JPMorgan Mortgage-Backed Securities ETF
JPMorgan Mortgage-Backed Securities ETF
2025-06-30
New Buy
New Buy
+0.23%
●
50.19 ($50.19) 50.19
$49.73
-0.92%
New holding
2,815,302
2,815,302
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Add
Add
+0.21%
●
96.82 ($98) 99.46
$98.11
0.11%
Add 8.61%
16,505,965
1,308,103
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Add
Add
+0.21%
●
90.56 ($103.39) 109.49
$111.87
8.20%
Add 83.76%
2,492,515
1,136,151
SMTH
ALPS Smith Core Plus Bond ETF
2025-06-30
Add
Add
+0.21%
●
25.33 ($25.62) 26.04
$25.69
0.27%
Add 12.56%
43,698,035
4,875,775
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.19%
●
354.56 ($433.34) 497.45
$510.05
17.70%
Add 8.41%
2,914,126
226,015
AAPL
Apple Inc
2025-06-30
Add
Add
+0.19%
●
172.42 ($202.27) 223.89
$211.18
4.41%
Add 7.47%
7,551,499
524,612
PLTR
Palantir Technologies Inc
2025-06-30
Reduce
Reduce
-0.18%
●
74.01 ($116.76) 144.25
$153.52
31.48%
Reduce -63.24%
651,114
-1,120,026
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+0.18%
●
58.41 ($67.22) 72.69
$73.84
9.85%
Add 75.57%
3,425,956
1,474,665
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.17%
●
498.8 ($573.99) 620.9
$630.67
9.87%
Add 2.58%
6,456,904
162,611
JSCP
JPMorgan Short Duration Core Plus ETF
JPMorgan Short Duration Core Plus ETF
2025-06-30
Reduce
Reduce
-0.15%
●
46.46 ($47.02) 47.44
$47.18
0.34%
Reduce -86.46%
259,727
-1,657,854

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Total Holding History ($B)

To

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Asset Allocation

To

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Hypothetical Growth since 2025-06-30

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holdings Heat Map

Size field:

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holdings Bubble Chart

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC News

  • 1

Discussions on WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.