WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Top Portfolio Positions
1,970 positions ·
$30,886,871,170 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AVGO |
Broadcom Inc.
|
8,094,091 | $2,801,364,891 | 9.07% |
| AAPL |
Apple Inc.
|
7,814,046 | $2,124,326,545 | 6.88% |
| MSFT |
Microsoft Corp
|
3,016,190 | $1,458,689,807 | 4.72% |
| NVDA |
Nvidia Corp
|
7,757,490 | $1,446,771,885 | 4.68% |
| AMZN |
Amazon Com Inc
|
3,909,997 | $902,505,507 | 2.92% |
| GOOGL |
Alphabet Inc.
|
2,832,050 | $886,431,650 | 2.87% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,645,183 | $530,110,866 | 1.72% |
| SPY |
Spdr S&P 500 Etf Trust
|
698,790 | $476,518,876 | 1.54% |
| META |
Meta Platforms, Inc.
|
716,911 | $473,225,781 | 1.53% |
| V |
Visa Inc.
|
1,326,990 | $465,388,662 | 1.51% |
Portfolio Trend
Holdings in IPGP
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,209,753 | 16,896 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,491,543 | 18,835 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,125,036 | 16,388 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $793,543 | 12,568 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $310,805 | 4,274 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $303,225 | 4,080 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $247,688 | 2,282 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $277,204 | 2,730 | Shares | Sole | 2023-11-13 | |
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