Wealth Enhancement Trust Services, Inc. - Portfolio overview

Wealth Enhancement Trust Services, Inc. has 778 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO EXCHANGE TRADED FD T, 6.45%
2. AAPL - APPLE INC, 5.14%
3. NVDA - NVIDIA CORPORATION, 4.43%

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

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