WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Top Portfolio Positions
2,254 positions ·
$24,175,788,726 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
5,621,716 | $1,426,735,303 | 5.90% |
| NVDA |
Nvidia Corp
Technology
|
6,482,555 | $1,130,557,592 | 4.68% |
| MSFT |
Microsoft Corp
Technology
|
2,393,953 | $886,169,582 | 3.67% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,927,864 | $609,786,235 | 2.52% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,102,382 | $604,560,967 | 2.50% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
118,257 | $497,899,788 | 2.06% |
| SPY |
Spdr S&P 500 Etf Trust
|
667,038 | $433,801,492 | 1.79% |
| AVGO |
Broadcom Inc.
Technology
|
1,326,740 | $410,639,297 | 1.70% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,555,687 | $380,272,130 | 1.57% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,264,868 | $372,073,570 | 1.54% |
Portfolio Trend
Holdings in LMT
Export CSVShares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,065,156 | 236,710 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $87,694,691 | 181,311 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $153,205,052 | 306,895 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $93,707,579 | 202,331 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $102,065,640 | 228,483 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $96,018,342 | 197,593 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $94,802,187 | 162,177 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $64,765,750 | 138,655 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $60,320,765 | 132,611 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $54,679,326 | 120,641 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $39,727,601 | 97,143 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,307,557 | 18,045 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $8,413,648 | 17,798 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,499,019 | 13,359 | Shares | Sole | 2023-02-01 | |
| 2021-06-30 | $1,292,443 | 3,416 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,707,090 | 4,620 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,605,219 | 4,522 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,369,369 | 14,009 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,575,359 | 4,317 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $2,012,685 | 5,938 | Shares | Sole | 2020-05-01 | |
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