WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current Portfolio:
$73.73B
Previous Portfolio:
$66.14B
Change:
+11.48%
Current Portfolio
$73.73B
Previous Portfolio
$66.14B
Change
+11.48%
Holdings: 3667
Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  IVV ISHARES TR | 6.16% | Increased | $4.54B | 6,536,789 | +33,934 | |
| 2 |  AVGO BROADCOM INC | 3.77% | Increased | $2.78B | 8,079,491 | +7,061,626 | Technology |
| 3 |  AAPL APPLE INC | 2.78% | Increased | $2.05B | 7,814,046 | +27,028 | |
| 4 |  AGG ISHARES TR | 2.66% | Increased | $1.96B | 19,621,070 | +1,507,215 | |
| 5 |  NVDA NVIDIA CORPORATION | 1.97% | Increased | $1.45B | 7,757,490 | +313,356 | |
| 6 |  ALPS ETF TR ALPS ETF TR | 1.96% | Increased | $1.45B | 55,466,105 | +6,132,733 | |
| 7 |  MSFT MICROSOFT CORP | 1.96% | Increased | $1.44B | 3,016,190 | +71,739 | Technology |
| 8 |  VWO VANGUARD INTL EQUITY INDEX F | 1.39% | Increased | $1.02B | 18,397,000 | +641,113 | |
| 9 |  IMTM ISHARES TR | 1.33% | Increased | $984M | 19,865,565 | +768,834 | |
| 10 |  AMZN AMAZON COM INC | 1.28% | Increased | $945M | 3,909,997 | +253,071 | Consumer Cyclical |
Portfolio Changes
Buy Positions
New Buy
- NEOS ETF TRUST
Current 0.13%
+3,197,675Shares
- PUTNAM ETF TRUST
Current 0.11%
+8,342,735Shares
- PROFESIONALLY MANAGED PORTFO
Current 0.06%
+719,197Shares
- IBDNORTHERN LTS FD TR IV
Current 0.02%
+585,420Shares
- ULUNILEVER PLC
Current 0.02%
+189,792Shares
Additional Buy
- IVVISHARES TR
+0.52%
+33,934Shares
- AVGOBROADCOM INC
+693.77%
+7,061,626Shares
- AAPLAPPLE INC
+0.35%
+27,028Shares
- AGGISHARES TR
+8.32%
+1,507,215Shares
- NVDANVIDIA CORPORATION
+4.21%
+313,356Shares
Sell Positions
Full Exit
- IBTFISHARES TR
Full Exit
0Shares
- ULUNILEVER PLC
Full Exit
0Shares
- CDXSIMPLIFY EXCHANGE TRADED FUN
Full Exit
0Shares
- RYFINVESCO EXCHANGE TRADED FD T
Full Exit
0Shares
- IBDQISHARES TR
Full Exit
0Shares
Partial Exit
- SCHXSCHWAB STRATEGIC TR
-1.72%
-334,247Shares
- XOMEXXON MOBIL CORP
-6.35%
-177,907Shares
- IJRISHARES TR
-0.03%
-613Shares
- JPSTJ P MORGAN EXCHANGE TRADED F
-19.63%
-1,391,192Shares
- MTUMISHARES TR
-1.97%
-19,753Shares
