WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Top Portfolio Positions
2,262 positions ·
$24,656,542,343 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 | 5.79% | |
| NVDA |
Nvidia Corp
Technology
|
6,482,555 | $1,130,557,592 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
2,393,953 | $886,169,582 | 3.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,927,864 | $609,786,235 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,102,382 | $604,560,967 | 2.45% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
118,257 | $497,899,788 | 2.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
992,531 | $475,620,855 | 1.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
667,038 | $433,801,492 | 1.76% | |
| AVGO |
Broadcom Inc.
Technology
|
1,326,740 | $410,639,297 | 1.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,555,687 | $380,272,130 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PEP
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,860,953 | 984,358 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $183,467,069 | 1,278,338 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $179,720,646 | 1,279,697 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $156,705,864 | 1,186,806 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $160,134,420 | 1,067,990 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $168,860,197 | 1,110,484 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $169,874,338 | 998,967 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $159,549,158 | 967,375 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $163,513,593 | 934,310 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $160,594,929 | 945,566 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $163,745,460 | 966,392 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,459,743 | 56,472 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $10,178,355 | 55,833 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,606,060 | 31,031 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $653,529 | 4,003 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $666,640 | 4,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $680,064 | 4,063 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $905,723 | 5,214 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $492,442 | 3,274 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $469,847 | 3,171 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $436,373 | 3,085 | Shares | Sole | 2021-05-12 | |
| 2020-03-31 | $224,346 | 1,868 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||