Wealth Enhancement Trust Services, Inc.
CIK
2067696
City
SIOUX FALLS
State / Country
SD
Top Portfolio Positions
556 positions ·
$421,754,033 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
116,423 | $29,546,992 | 7.01% | |
| NVDA |
Nvidia Corp
Technology
|
160,075 | $27,917,080 | 6.62% | |
| MSFT |
Microsoft Corp
Technology
|
61,079 | $22,609,612 | 5.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
72,969 | $20,982,965 | 4.98% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,285 | $16,443,846 | 3.90% | |
| V |
Visa Inc.
Financial Services
|
45,229 | $13,670,012 | 3.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,456 | $13,215,980 | 3.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
41,989 | $12,351,483 | 2.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
43,014 | $10,514,341 | 2.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,801 | $9,009,439 | 2.14% |
Portfolio Trend
2 quarters · across all stocks
Holdings in FBIZ
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,916 | 6,340 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $462,093 | 8,510 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||