Wealth Enhancement Trust Services, Inc.
Top Portfolio Positions
554 positions ·
$412,805,437 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
116,423 | $29,546,992 | 7.16% |
| NVDA |
Nvidia Corp
Technology
|
160,075 | $27,917,080 | 6.76% |
| MSFT |
Microsoft Corp
Technology
|
61,079 | $22,609,612 | 5.48% |
| GOOGL |
Alphabet Inc.
Communication Services
|
72,969 | $20,982,965 | 5.08% |
| SPY |
Spdr S&P 500 Etf Trust
|
25,285 | $16,443,846 | 3.98% |
| V |
Visa Inc.
Financial Services
|
45,229 | $13,670,012 | 3.31% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,456 | $13,215,980 | 3.20% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
41,989 | $12,351,483 | 2.99% |
| JNJ |
Johnson & Johnson
Healthcare
|
43,014 | $10,514,341 | 2.55% |
| AVGO |
Broadcom Inc.
Technology
|
28,769 | $8,904,292 | 2.16% |
Holdings in WAL
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,125 | 30 | Shares | Defined | 2026-04-08 | |
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