WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK
1632972
City
PLYMOUTH
State / Country
MN

Top Portfolio Positions

2,254 positions · $24,175,788,726 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
5,621,716 $1,426,735,303 5.90%
NVDA
Nvidia Corp
Technology
6,482,555 $1,130,557,592 4.68%
MSFT
Microsoft Corp
Technology
2,393,953 $886,169,582 3.67%
AMZN
Amazon Com Inc
Consumer Cyclical
2,927,864 $609,786,235 2.52%
GOOGL
Alphabet Inc.
Communication Services
2,102,382 $604,560,967 2.50%
BKNG
Booking Holdings Inc.
Consumer Cyclical
118,257 $497,899,788 2.06%
SPY
Spdr S&P 500 Etf Trust
667,038 $433,801,492 1.79%
AVGO
Broadcom Inc.
Technology
1,326,740 $410,639,297 1.70%
JNJ
Johnson & Johnson
Healthcare
1,555,687 $380,272,130 1.57%
JPM
Jpmorgan Chase & Co
Financial Services
1,264,868 $372,073,570 1.54%

Portfolio Trend

25 quarters · across all stocks

Holdings in AEE

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Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2026-03-31 $4,110,348 37,394
2025-12-31 $8,742,043 87,543
2025-09-30 $2,648,120 25,370
2025-06-30 $1,891,315 19,693
2025-03-31 $1,699,370 16,926
2024-12-31 $1,422,941 15,963
2024-09-30 $1,384,666 15,832
2024-06-30 $1,064,872 14,975
2024-03-31 $942,990 12,750
2023-12-31 $797,403 11,023
2023-09-30 $856,878 11,451
2022-03-31 $1,553,978 16,574
2021-12-31 $1,416,861 15,918
2021-09-30 $1,288,548 15,908