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
+16.57%
+7.30%
631,571.0
 
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
+1.22%
+3.16%
127,888.1
 
AAPL
Apple Inc
7,551,499
1,612,622.6
+7.47%
2.670
+0.19%
0.050
+3.15%
-16.49%
3,115,912.0
Hardware
MSFT
Microsoft Corp
2,914,126
1,453,682.4
+8.41%
2.400
+0.19%
0.040
+29.95%
+19.80%
3,738,718.2
Software
NVDA
NVIDIA Corp
7,575,703
1,207,112.6
+8.05%
2.000
+0.15%
0.030
+48.21%
+22.20%
4,001,266.5
Semiconductors
SMTH
ALPS Smith Core Plus Bond ETF
43,698,035
1,127,409.3
+12.56%
1.860
+0.21%
59.780
+1.76%
+2.96%
1,877.2
 
VWO
Vanguard FTSE Emerging Markets ETF
17,096,842
855,184.1
+8.92%
1.410
+0.12%
1.000
+14.47%
+13.18%
85,504.6
 
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
+14.18%
+21.93%
3,072.8
 
AMZN
Amazon.com Inc
3,509,527
784,063.6
+11.92%
1.300
+0.14%
0.030
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
JMOM
JPMorgan U.S. Momentum Factor ETF
11,594,195
749,216.9
-0.34%
1.240
0%
43.210
+17.52%
+10.76%
1,569.8
 

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
$49.86
-0.66%
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
$98.04
0.04%
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
$113.12
9.41%
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
$25.68
0.23%
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
$503.02
16.08%
Add 8.41%
2,914,126
226,015
AAPL
Apple Inc
2025-06-30
Add
Add
+0.19%
●
172.42 ($202.27) 223.89
$208.62
3.14%
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
$149.15
27.74%
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
$73.50
9.34%
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
$627.74
9.36%
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
$47.07
0.10%
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

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