WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Q4 2024 13F Holdings
- Locationplymouth, MN
- Num holdings
2,814
- Value ($000)
$49,486,211
- Date Filed01/10/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.61B | 7 % | 6,259,628 | ||
AAPL APPLE INC | COM | 037833100 | $1.63B | 3 % | 6,986,409 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.32B | 3 % | 13,048,808 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.12B | 2 % | 2,596,705 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $852.04M | 2 % | 7,016,147 | ||
IMTM ISHARES TR | MSCI INTL MOMENT | 46434V449 | $752.33M | 2 % | 18,631,245 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $710.60M | 1 % | 26,875,912 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $679.02M | 1 % | 14,190,508 | ||
AMZN AMAZON COM INC | COM | 023135106 | $667.28M | 1 % | 3,581,169 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $626.40M | 1 % | 16,761,981 |
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