WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Portfolio overview

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has 3907 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.74%
2. AAPL - APPLE INC, 3.89%
3. AGG - ISHARES TR, 2.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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