• 13F History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$52.3B
Signature - Title
Eric Duncan - Senior Compliance Analyst
Location
Plymouth, MN
Summary
This page shows a list of all the recent 13F filings made by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 2930 stock holdings with total value $52.3B as of Q1 2025. Top holdings included IVV, AAPL, AGG, MSFT, and SMTH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 2,930 $52.3B +$4.69B -$3.49B +$1.2B IVV, AAPL, AGG, MSFT, SMTH 13F-HR 4/16/2025, 12:15 PM
Q4 2024 2,896 $52.2B +$8.51B -$1.5B +$7.01B IVV, AAPL, AGG, MSFT, NVDA Restatement 3/17/2025, 04:50 PM
Q3 2024 2,648 $46.5B +$3.35B -$1.24B +$2.11B IVV, AAPL, AGG, MSFT, NVDA 13F-HR 10/23/2024, 09:10 PM
Q2 2024 2,490 $42.1B +$4.5B -$920M +$3.58B IVV, AAPL, AGG, MSFT, NVDA 13F-HR 7/16/2024, 09:57 AM
Q1 2024 2,358 $38.7B +$4.52B -$2.7B +$1.83B IVV, AGG, AAPL, MSFT, IMTM 13F-HR 4/15/2024, 01:22 PM
Q4 2023 2,257 $34.4B +$2.52B -$1.4B +$1.12B IVV, AAPL, AGG, MSFT, VWO 13F-HR 1/30/2024, 10:04 AM
Q3 2023 2,187 $30.4B +$21.5B -$18.4M +$21.4B IVV, AAPL, AGG, MSFT, VWO 13F-HR 11/13/2023, 02:19 PM
Q2 2023 511 $9.28B +$1.92B -$1.38B +$539M IVV, AGG, VWO, IMTM, TOTL 13F-HR 7/21/2023, 02:16 PM
Q1 2023 518 $8.58B +$2.45B -$1.5B +$948M IVV, AGG, VWO, JPIN, SCHF 13F-HR 4/25/2023, 11:37 AM
Q4 2022 306 $7.65B +$710M -$530M +$180M IVV, VWO, JPIN, SCHF, MTUM 13F-HR 2/1/2023, 03:36 PM
Q3 2022 316 $6.96B +$740M -$195M +$545M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 10/17/2022, 01:21 PM
Q2 2022 323 $7.17B +$1B -$145M +$858M IVV, VWO, SCHF, SCHZ, JPIN 13F-HR 7/18/2022, 09:29 AM
Q1 2022 309 $7.41B +$660M -$75.2M +$585M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 4/18/2022, 09:23 AM
Q4 2021 285 $6.92B +$696M -$113M +$583M IVV, VWO, SCHF, SCHZ, AGG 13F-HR 2/8/2022, 04:29 PM
Q3 2021 283 $6.78B +$918M -$495M +$423M IVV, VWO, SCHF, MTUM, SCHZ 13F-HR 11/3/2021, 09:13 AM
Q2 2021 262 $6.2B +$708M -$221M +$487M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 8/10/2021, 08:56 AM
Q1 2021 259 $5.51B +$931M -$48.5M +$883M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 5/12/2021, 08:57 AM
Q4 2020 209 $4.41B +$429M -$65.5M +$363M IVV, VWO, SCHF, MTUM, JPIN 13F-HR 2/10/2021, 04:09 PM
Q3 2020 204 $3.82B +$320M -$48.9M +$271M IVV, VWO, SCHF, MTUM, SCHZ 13F-HR 11/12/2020, 08:38 AM
Q2 2020 207 $3.48B +$702M -$148M +$554M IVV, VWO, SCHF, MTUM, JPIN Restatement 10/13/2020, 01:58 PM
Q1 2020 198 $2.77B +$903M -$432M +$471M IVV, VWO, SCHF, MTUM, SCHZ 13F-HR 4/30/2020, 05:54 PM
Q4 2019 205 $2.83B +$302M -$28.5M +$273M IVV, SCHV, SCHF, MTUM, SCHZ 13F-HR 2/5/2020, 11:49 AM
Q3 2019 197 $2.48B +$356M -$29.7M +$326M IVV, SCHV, SCHF, SCHZ, MTUM 13F-HR 11/5/2019, 04:42 PM
Q2 2019 196 $2.27B +$585M -$27.8M +$557M IVV, SCHV, SCHF, SCHZ, MTUM 13F-HR 8/1/2019, 06:45 PM
Q1 2019 174 $1.77B +$253M -$66.8M +$187M IVV, SCHV, SCHF, SCHZ, MTUM 13F-HR 4/30/2019, 02:45 PM
Q4 2018 160 $1.58B +$125M -$126M -$578K SCHV, IVV, SCHZ, SCHF, MTUM 13F-HR 2/4/2019, 03:14 PM
Q3 2018 159 $1.65B +$320M -$33.5M +$286M SCHV, IVV, SCHZ, SCHF, MTUM 13F-HR 11/2/2018, 12:36 PM
Q2 2018 158 $1.62B +$322M -$18.9M +$304M SCHV, IVV, SCHZ, SCHF, MTUM 13F-HR 7/30/2018, 06:06 AM
Q1 2018 140 $1.49B +$227M -$31.2M +$196M SCHV, IVV, SCHF, SCHZ, MTUM 13F-HR 4/26/2018, 05:16 PM
Q4 2017 138 $1.41B +$210M -$16M +$194M SCHV, IVV, SCHF, SCHZ, MTUM 13F-HR 1/19/2018, 09:11 AM
Q3 2017 135 $1.2B +$200M -$33.1M +$167M SCHV, IVV, SCHF, SCHZ, MTUM 13F-HR 10/18/2017, 05:26 PM
Q2 2017 136 $1.08B +$217M -$26.9M +$190M SCHV, IVV, SCHF, SCHZ, SCHE 13F-HR 7/26/2017, 05:09 PM
Q1 2017 134 $942M +$189M -$22.3M +$167M SCHV, IVV, SCHF, SCHZ, SCHE 13F-HR 4/18/2017, 09:44 AM
Q4 2016 138 $824M +$228M -$10.7M +$217M SCHV, IVV, SCHZ, SCHF, SCHA 13F-HR 1/31/2017, 09:21 AM
Q3 2016 132 $671M +$207M -$8.34M +$199M SCHV, IVV, SCHF, SCHZ, SCHA 13F-HR 11/9/2016, 05:27 PM
Q2 2016 114 $553M +$79.2M -$13.6M +$65.6M IVV, SCHV, SCHF, SCHZ, SCHA 13F-HR 7/29/2016, 02:17 PM
Q1 2016 113 $493M +$109M -$12.7M +$96.7M SCHV, IVV, SCHF, SCHZ, SCHA 13F-HR 4/20/2016, 12:18 PM
Q4 2015 116 $395M +$95.4M -$3.45M +$91.9M SCHV, SCHZ, SCHF, SCHA, IVV 13F-HR 1/20/2016, 10:55 AM
Q3 2015 115 $328M +$41.1M -$14.3M +$26.8M SCHV, SCHZ, SCHA, SCHF, SCHX 13F-HR 10/26/2015, 10:22 AM
Q2 2015 115 $324M +$79.9M -$1.7M +$78.2M SCHV, SCHA, SCHF, SCHZ, IVV Restatement 8/12/2015, 11:56 AM
Q1 2015 105 $260M +$34.5M -$16.3M +$18.1M SCHV, SCHZ, SCHA, IVV, SCHF 13F-HR 5/12/2015, 04:51 PM
Q4 2014 106 $254M SCHV, SCHA, IVV, SCHZ, SCHF 13F-HR 2/9/2015, 06:14 PM