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Asset Manager ← All Institutions

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

505 NORTH HIGHWAY 169 SUITE 900, PLYMOUTH, MN 55441 • (763) 417 1700

Q2 2025 · Filed 2025-07-10
Market Value
$60.3B
+15.6%
Holdings
3,312
+198
New Purchases
480
Added To
1,597
Closed
118
Reduced
1,057
Top 10 Concentration
23.7%
Turnover
18.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.00% 1.46% +0.54% $1.2B
MSFT 2.41% 1.94% +0.48% $1.5B
JMTG 0.23% 0.00% +0.23% $141M
ORCL 0.36% 0.15% +0.20% $216M
IJR 0.47% 0.27% +0.20% $282M
META 0.72% 0.54% +0.18% $431M
SPLG 0.42% 0.25% +0.17% $252M
AVGO 0.44% 0.28% +0.16% $264M
JPM 1.00% 0.84% +0.16% $601M
AMZN 1.30% 1.14% +0.16% $784M
VEA 0.30% 0.17% +0.13% $182M
ENDW 0.12% 0.00% +0.12% $72M
SGOV 0.29% 0.17% +0.11% $172M
IWB 0.31% 0.20% +0.11% $187M
ACN 0.25% 0.14% +0.11% $153M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-B 0.84% 1.20% -0.35% $509M
AAPL 2.68% 2.99% -0.32% $1.6B
UNH 0.21% 0.51% -0.30% $129M
AGG 2.70% 2.88% -0.19% $1.6B
JSCP 0.02% 0.17% -0.15% $12M
USMV 1.04% 1.19% -0.15% $629M
PLTR 0.15% 0.29% -0.14% $87M
AVLV 1.12% 1.24% -0.12% $673M
CVX 0.26% 0.36% -0.11% $154M
GOVT 0.95% 1.04% -0.10% $571M
JNJ 0.45% 0.54% -0.09% $269M
PG 0.43% 0.51% -0.08% $256M
SPHQ 0.89% 0.97% -0.08% $538M
SCHD 0.55% 0.63% -0.08% $330M
WM 0.19% 0.26% -0.07% $115M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 67.1%
Technology 8.0%
Industrials 5.0%
Healthcare 4.5%
Consumer Cyclical 4.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $20.5B 33.9%
Large Cap 1,009 $27.4B 45.4%
Mid Cap 1,009 $7.5B 12.4%
Small Cap 888 $4.1B 6.8%
Micro Cap 324 $870M 1.4%

Portfolio Analytics

Avg Market Cap
$34.0B
Median Market Cap
$4.0B
Avg P/E
31.8
Median P/E
20.5
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
1,988
# ETFs / Funds
1,325

Top Holdings (3,312 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 6.73% 6,456,904 $4.1B $628.17 $519M +162,611 +2.6%
2 AGG 2.70% 16,505,965 $1.6B $98.47 $122M +1,308,103 +8.6%
3 AAPL 2.68% 7,551,499 $1.6B $213.55 $52M +524,612 +7.5%
4 MSFT 2.41% 2,914,126 $1.5B $498.84 $445M +226,015 +8.4%
5 NVDA 2.00% 7,575,703 $1.2B $159.34 $447M +564,208 +8.1%
6 SMTH 1.87% 43,698,035 $1.1B $25.80 $122M +4,875,775 +12.6%
7 VWO 1.42% 17,096,842 $855M $50.02 $145M +1,399,523 +8.9%
8 IMTM 1.38% 18,286,649 $829M $45.32 $125M +660,650 +3.8%
9 AMZN 1.30% 3,509,527 $784M $223.41 $187M +373,721 +11.9%
10 JMOM 1.24% 11,594,195 $749M $64.62 $94M -39,265 -0.3%
11 FNDF 1.14% 16,921,668 $685M $40.50 $101M +763,822 +4.7%
12 AVLV 1.12% 9,645,590 $673M $69.76 $27M -258,612 -2.6%
13 USVM 1.06% 7,468,966 $640M $85.66 $111M +750,761 +11.2%
14 USMV 1.04% 6,675,665 $629M $94.16 $8M +51,463 +0.8%
15 JPM 1.00% 2,031,381 $601M $296.00 $165M +252,986 +14.2%
16 GOVT 0.95% 25,048,499 $571M $22.78 $27M +1,415,215 +6.0%
17 SPHQ 0.89% 7,461,240 $538M $72.11 $31M -179,348 -2.4%
18 BRK-B 0.84% 1,049,335 $509M $485.00 -$115M -122,358 -10.4%
19 VOO 0.84% 875,114 $503M $575.22 $88M +67,423 +8.3%
20 GOOGL 0.83% 2,780,037 $499M $179.53 $111M +271,123 +10.8%
21 SCHX 0.80% 19,566,506 $485M $24.77 $118M +2,942,434 +17.7%
22 UYLD 0.76% 8,961,125 $458M $51.10 $45M +881,145 +10.9%
23 META 0.72% 599,490 $431M $719.01 $150M +111,818 +22.9%
24 SPY 0.70% 670,291 $419M $625.34 $50M +10,896 +1.6%
25 V 0.62% 1,039,172 $373M $358.86 $69M +171,468 +19.8%
26 DWAS 0.59% 4,154,304 $357M $86.02 $30M -48,594 -1.2%
27 AVDE 0.58% 4,728,205 $351M $74.21 $37M -3,431 -0.1%
28 JPST 0.57% 6,853,875 $346M $50.50 $63M +1,265,522 +22.6%
29 VTI 0.55% 1,078,645 $332M $308.03 $38M +7,742 +0.7%
30 SCHD 0.55% 12,067,607 $330M $27.35 $4M +412,988 +3.5%
31 IBM 0.53% 1,095,434 $320M $291.97 $32M -62,932 -5.4%
32 VIG 0.51% 1,478,914 $307M $207.81 $33M +65,450 +4.6%
33 QQQ 0.50% 540,056 $300M $556.22 $59M +25,456 +5.0%
34 XOM 0.47% 2,532,886 $284M $112.20 $26M +360,473 +16.6%
35 IJR 0.47% 2,492,515 $282M $113.08 $140M +1,136,151 +83.8%
36 CSCO 0.46% 3,953,763 $274M $69.37 $25M -84,146 -2.1%
37 JNJ 0.45% 1,724,086 $269M $156.01 -$13M +25,255 +1.5%
38 VUG 0.44% 601,004 $266M $441.98 $43M +1,640 +0.3%
39 AVGO 0.44% 960,695 $264M $275.18 $120M +95,970 +11.1%
40 PG 0.43% 1,593,343 $256M $160.83 -$8M +45,557 +2.9%
41 QQQM 0.43% 1,119,216 $256M $228.92 $39M -5,805 -0.5%
42 WMT 0.42% 2,566,767 $252M $98.36 $42M +166,015 +6.9%
43 SPLG 0.42% 3,425,956 $252M $73.57 $124M +1,474,665 +75.6%
44 MTUM 0.40% 1,018,853 $244M $239.37 $57M +93,297 +10.1%
45 SPYV 0.39% 4,456,511 $237M $53.21 $57M +921,933 +26.1%
46 HD 0.39% 628,710 $234M $371.68 $14M +29,725 +5.0%
47 FLIA 0.36% 10,619,579 $218M $20.52 $16M +651,107 +6.5%
48 GOOG 0.36% 1,205,624 $218M $180.55 $26M -19,266 -1.6%
49 ORCL 0.36% 908,649 $216M $237.32 $135M +333,525 +58.0%
50 VXUS 0.35% 3,073,670 $214M $69.49 $35M +204,640 +7.1%
51 IEFA 0.35% 2,555,298 $214M $83.57 $62M +548,922 +27.4%
52 VTV 0.35% 1,179,606 $212M $179.63 $11M +18,498 +1.6%
53 MA 0.35% 369,640 $210M $569.24 $37M +52,850 +16.7%
54 AUSF 0.34% 4,563,502 $208M $45.54 $4M -115,983 -2.5%
55 SCHF 0.34% 9,316,311 $207M $22.18 $22M -37,301 -0.4%
56 JAAA 0.34% 4,053,852 $205M $50.56 -$8M -144,254 -3.4%
57 SCHV 0.32% 6,808,311 $192M $28.16 $6M -161,606 -2.3%
58 BOXX 0.31% 1,679,613 $189M $112.71 $9M +65,649 +4.1%
59 MDYV 0.31% 2,272,842 $187M $82.29 -$7M -246,815 -9.8%
60 IWB 0.31% 542,758 $187M $343.73 $83M +205,101 +60.7%
61 VEA 0.30% 3,174,782 $182M $57.22 $91M +1,382,839 +77.2%
62 ABT 0.30% 1,338,060 $180M $134.44 $37M +263,216 +24.5%
63 ETN 0.29% 483,708 $175M $362.22 $44M +1,130 +0.2%
64 IWF 0.29% 405,606 $174M $428.27 $25M -5,127 -1.2%
65 SGOV 0.29% 1,716,119 $172M $100.42 $82M +814,794 +90.4%
66 IJH 0.28% 2,611,984 $167M $63.79 $69M +946,042 +56.8%
67 SCHM 0.28% 5,797,612 $166M $28.71 $12M -105,813 -1.8%
68 DFAC 0.27% 4,513,314 $165M $36.52 $14M -44,089 -1.0%
69 SHV 0.27% 1,462,732 $161M $110.11 -$7M -54,451 -3.6%
70 PEP 0.27% 1,186,806 $161M $135.38 $535K +118,816 +11.1%
71 COST 0.26% 156,861 $155M $987.02 $15M +8,900 +6.0%
72 GE 0.26% 623,814 $154M $246.88 $25M -19,845 -3.1%
73 CVX 0.26% 1,037,632 $154M $148.37 -$36M -96,120 -8.5%
74 WFC 0.26% 1,840,682 $154M $83.60 $11M -150,891 -7.6%
75 IEF 0.25% 1,620,106 $154M $94.76 $321K +13,733 +0.8%
76 ACN 0.25% 500,447 $153M $304.78 $78M +262,152 +110.0%
77 BIV 0.25% 1,979,402 $152M $76.73 $17M +217,357 +12.3%
78 SPTM 0.25% 1,962,221 $149M $75.89 $42M +383,922 +24.3%
79 LLY 0.24% 187,931 $147M $780.67 $21M +36,066 +23.8%
80 BAC 0.24% 2,943,137 $144M $48.93 $24M +74,623 +2.6%
81 MS 0.23% 982,218 $142M $144.14 $28M +12,298 +1.3%
82 JMTG 0.23% 2,815,302 $141M $49.93 +2,815,302 NEW
83 TMUS 0.23% 582,680 $140M $240.75 -$9M +23,549 +4.2%
84 IWD 0.22% 684,004 $135M $197.41 $4M -11,964 -1.7%
85 MRK 0.22% 1,662,739 $135M $80.93 -$13M +15,836 +1.0%
86 MCK 0.22% 185,788 $134M $719.30 $10M +2,530 +1.4%
87 ICSH 0.22% 2,644,271 $134M $50.53 -$18M -341,316 -11.4%
88 UNH 0.21% 418,007 $129M $308.55 -$139M -93,662 -18.3%
89 XLG 0.21% 2,428,269 $128M $52.61 $12M -77,678 -3.1%
90 MMM 0.21% 832,495 $127M $152.94 $39M +234,094 +39.1%
91 DSTL 0.21% 2,258,144 $127M $56.29 $48M +807,341 +55.6%
92 DFUV 0.20% 2,840,265 $123M $43.19 $6M +1,494 +0.1%
93 DFAT 0.20% 2,171,151 $122M $56.35 $11M +5,739 +0.3%
94 SCHA 0.20% 4,652,197 $121M $26.08 $56M +1,869,642 +67.2%
95 MCD 0.20% 412,295 $121M $294.08 -$7M +689 +0.2%
96 TSLA 0.20% 379,478 $120M $315.35 $35M +52,082 +15.9%
97 DIS 0.20% 964,662 $120M $124.00 $15M -94,210 -8.9%
98 AMGN 0.20% 399,185 $119M $298.24 -$948K +14,017 +3.6%
99 QCOM 0.20% 728,559 $118M $162.21 $19M +82,110 +12.7%
100 TJX 0.20% 938,040 $118M $125.86 $3M -5,096 -0.5%

Options Breakdown

30 Calls $43M Call Value 20 Puts $2M Put Value 0.05 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 541,400 $21M
PLTR 83,200 $6M
VRT 70,000 $3M
CRWD 9,000 $2M
SPY 36,700 $1M
AMZN 39,700 $1M
PANW 25,600 $1M
CDNS 20,700 $1M
NOW 3,800 $1M
ARM 20,000 $1M

Top Puts

SymbolSharesValueStatus
AAPL 69,500 $877K
SHW 10,800 $340K
SPY 23,000 $251K
TSLA 3,600 $206K
UPS 20,400 $196K
NVDA 33,500 $124K
BSX 15,000 $80K
CLS 13,000 $65K NEW
XOM 16,500 $36K
QQQ 10,000 $24K

New Positions

SymbolValue% Port
JMTG $141M 0.23%
ENDW $72M 0.12%
FIXT $16M 0.03%
LRGG $9M 0.02%
RISR $9M 0.02%
EVYM $8M 0.01%
CLOI $8M 0.01%
CDX $8M 0.01%
IPKW $7M 0.01%
RSPN $7M 0.01%
RKLB $7M 0.01%
PTRB $7M 0.01%
HFXI $6M 0.01%
FLCV $5M 0.01%
CLSE $5M 0.01%

Sold Out Positions

SymbolValue% Port
KW —%
DDD —%
SPB —%
INSP —%
WTI —%
STLA —%
BCSF —%
BIT —%
WMS —%
STEM —%
MG —%
HHH —%
GRND —%
ASAN —%
ARLO —%
View SEC EDGAR Filings for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms