WEALTH ENHANCEMENT ADVISORY SERVICES, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -10,906,695 shares of $SCHX (~$-252,817,190). This was a decrease of ~-65% from their previous position.
- A decrease of -7,256,623 shares of $SCHD (~$-198,250,940). This was a decrease of ~-67% from their previous position.
- An addition of 725,371 shares of $AAPL (~$181,647,406). This was an increase of ~12% over their previous position.
- An addition of 668,464 shares of $AMZN (~$146,654,317). This was an increase of ~23% over their previous position.
- A decrease of -5,033,042 shares of $SCHV (~$-131,211,405). This was a decrease of ~-66% from their previous position.
- An addition of 310,914 shares of $MSFT (~$131,050,251). This was an increase of ~14% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC for more details.
