WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Top Portfolio Positions
2,259 positions ·
$24,180,329,016 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 | 5.90% | |
| NVDA |
Nvidia Corp
Technology
|
6,482,555 | $1,130,557,592 | 4.68% | |
| MSFT |
Microsoft Corp
Technology
|
2,393,953 | $886,169,582 | 3.66% | |
| 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 PDI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,332,834 | 77,898 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,956,919 | 110,498 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,671,614 | 134,930 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,539,912 | 133,891 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,938,973 | 148,433 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,966,696 | 161,761 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,373,394 | 166,423 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,887,312 | 206,662 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,849,589 | 199,564 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,722,440 | 151,668 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,133,002 | 181,308 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||