WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK
1632972
City
PLYMOUTH
State / Country
MN
Top Portfolio Positions
2,262 positions ·
$24,645,649,279 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 | 5.79% | |
| NVDA |
Nvidia Corp
Technology
|
6,482,555 | $1,130,557,592 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
2,393,953 | $886,169,582 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,927,864 | $609,786,235 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,102,382 | $604,560,967 | 2.45% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
118,257 | $497,899,788 | 2.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
992,531 | $475,620,855 | 1.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
667,038 | $433,801,492 | 1.76% | |
| AVGO |
Broadcom Inc.
Technology
|
1,326,740 | $410,639,297 | 1.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,555,687 | $380,272,130 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPZ
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $182,937 | 13,481 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $227,896 | 15,588 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $309,964 | 19,181 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $311,307 | 19,181 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $321,578 | 20,667 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $281,176 | 18,960 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $472,036 | 30,089 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $480,359 | 31,499 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $487,495 | 31,594 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $429,569 | 29,728 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $687,453 | 46,481 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||