WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Q3 2025 13F Holdings
- Locationplymouth, MN
- Num holdings
3,590
- Value ($000)
$66,136,470
- Date Filed10/29/2025
- Form type13F-HR
- CIK0001632972
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.37 B | 7 % | 6,502,855 | ||
AAPL APPLE INC | COM | 037833100 | $2.00 B | 3 % | 7,787,018 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.81 B | 3 % | 18,113,855 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.54 B | 2 % | 2,944,451 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.37 B | 2 % | 7,444,134 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $1.29 B | 2 % | 49,333,372 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $970.89 M | 2 % | 17,755,887 | ||
IMTM ISHARES TR | MSCI INTL MOMENT | 46434V449 | $911.87 M | 1 % | 19,096,731 | ||
AMZN AMAZON COM INC | COM | 023135106 | $810.79 M | 1 % | 3,656,926 | ||
JMOM J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 | $804.53 M | 1 % | 11,896,007 |
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