Wealth Enhancement Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$2.53B |
| 2 |
Lam Research
LRCX
|
+$252M |
| 3 |
ALPS Smith Core Plus Bond ETF
SMTH
|
+$161M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$151M |
| 5 |
BRIF
FIS Bright Portfolios Focused Equity ETF
BRIF
|
+$96.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$127M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$106M |
| 3 |
Mastercard
MA
|
+$104M |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$79.8M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$70.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.15% |
| 2 | Financials | 6.29% |
| 3 | Industrials | 4.43% |
| 4 | Healthcare | 4.03% |
| 5 | Consumer Discretionary | 3.8% |
Similar funds
Wealth Enhancement Advisory Services's Q4 2025 Portfolio in Review
As of Q4 2025, Wealth Enhancement Advisory Services held 3,840 positions worth $73.7B, up 11% from $66.1B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Wealth Enhancement Advisory Services deployed $5.52B of net new capital in Q4 2025, opening 264 new positions and adding to 2,051 existing holdings. Its largest new stake was FIS Bright Portfolios Focused Equity ETF: 3,197,675 shares worth $97.2M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 13% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Accenture, an estimated $127M trimmed.
- Wealth Enhancement Advisory Services's largest Q4 2025 buy was FIS Bright Portfolios Focused Equity ETF: 3,197,675 shares worth $97.2M.
- Wealth Enhancement Advisory Services added most to Broadcom in Q4 2025, an estimated $2.53B increase.
- Wealth Enhancement Advisory Services's biggest Q4 2025 reduction was Accenture, cutting an estimated $127M.
- Wealth Enhancement Advisory Services fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $13.2M.
- Wealth Enhancement Advisory Services's ten largest holdings make up 25% of its $73.7B portfolio in Q4 2025.
- Wealth Enhancement Advisory Services opened 264 new positions and closed 193 in Q4 2025.
- Wealth Enhancement Advisory Services's portfolio value rose 11% quarter-over-quarter to $73.7B.
Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.