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 DIA
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,572,855 | 66,005 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $4,631,900 | 10,000 | Put | Sole | 2026-04-08 | |
| 2025-12-31 | $47,651,879 | 99,157 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $52,566,320 | 113,353 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $51,378,027 | 116,596 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $45,135,420 | 107,496 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $43,158,890 | 101,431 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,442,760 | 10,500 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $41,753,481 | 98,680 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $1,269,360 | 3,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $39,140,770 | 100,071 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $234,678 | 600 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $39,113 | 100 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $14,744,167 | 37,068 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $2,386,560 | 6,000 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $5,653,050 | 15,000 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $14,428,844 | 38,286 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $14,580,373 | 43,530 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $256,512 | 746 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $243,477 | 732 | Shares | Sole | 2023-04-25 | |
| No 13F history on record for this holder in this stock. | ||||||