WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
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
Holdings in AEP
Export CSVShares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,563,529 | 339,972 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $50,706,650 | 439,742 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $49,854,262 | 443,149 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $43,765,345 | 421,794 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $38,847,233 | 355,516 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $26,011,442 | 282,028 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $31,219,846 | 304,287 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,301,889 | 197,195 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $13,089,610 | 152,028 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,288,767 | 138,990 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,324,522 | 110,669 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,550 | 2,750 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $212,097 | 2,331 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,033,462 | 31,948 | Shares | Sole | 2023-02-01 | |
| No quarters match your search. | ||||||