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 EXG
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,007 | 40,763 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $398,925 | 41,860 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $411,993 | 45,274 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $552,746 | 63,171 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $462,262 | 56,789 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $366,947 | 44,914 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $380,366 | 43,620 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $368,842 | 43,650 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $160,074 | 19,617 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $115,715 | 14,989 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $278,917 | 37,845 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||