WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK
1632972
City
PLYMOUTH
State / Country
MN
Top Portfolio Positions
2,259 positions ·
$24,180,329,016 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 | 3.66% | |
| 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 AIO
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,587 | 19,878 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $967,809 | 44,497 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,051,865 | 43,773 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,111,365 | 44,777 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $905,698 | 43,902 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,301,702 | 52,786 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,062,688 | 48,370 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $981,270 | 45,199 | Shares | Sole | 2024-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||