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 MO
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,298,769 | 686,449 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $1,636,552 | 24,800 | Call | Sole | 2026-04-08 | |
| 2025-12-31 | $52,371,770 | 908,286 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $952,197 | 16,514 | Call | Sole | 2026-01-08 | |
| 2025-09-30 | $1,620,385 | 24,529 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $56,827,520 | 860,241 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $45,712,169 | 779,672 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $1,454,024 | 24,800 | Call | Sole | 2025-07-10 | |
| 2025-03-31 | $39,446,884 | 657,229 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $1,488,496 | 24,800 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $25,211,257 | 482,143 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $1,296,792 | 24,800 | Call | Sole | 2025-03-17 | |
| 2024-09-30 | $18,096,078 | 354,547 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $16,344,159 | 358,818 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,939,696 | 388,347 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,204,831 | 376,917 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,532,741 | 321,825 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,500,469 | 55,198 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,191,868 | 49,123 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,717,233 | 37,568 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,393,101 | 108,794 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,007,930 | 119,893 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,610,449 | 30,822 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,406,914 | 29,688 | Shares | Sole | 2022-02-08 | |
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