Latest WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Stock Portfolio

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Performance:

2026 Q1: -13.68%YTD: -13.68%2025: 14.79%

Performance for 2026 Q1 is -13.68%, and YTD is -13.68%, and 2025 is 14.79%.

About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported an equity portfolio of $49.1 Billions as of 31 Mar, 2026.

The top stock holdings of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC are IJR, IJR, ACES. The fund has invested 6% of it's portfolio in ISHARES TR and 3% of portfolio in ISHARES TR.

The fund managers got completely rid off MORGAN STANLEY ETF TRUST, ASTRAZENECA PLC (AZN) and REV GROUP INC (REVG) stocks. They significantly reduced their stock positions in ASTERA LABS INC, NORTHERN LTS FD TR IV (BIBL) and ISHARES TR (AAXJ). WEALTH ENHANCEMENT ADVISORY SERVICES, LLC opened new stock positions in MORGAN STANLEY ETF TRUST, BLACKROCK ETF TRUST (BECO) and RENTOKIL INITIAL PLC (RTO). The fund showed a lot of confidence in some stocks as they added substantially to OPPENHEIMER HLDGS INC (OPY), CECO ENVIRONMENTAL CORP (CECE) and FIRST TR EXCHNG TRADED FD VI (AFLG).

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WEALTH ENHANCEMENT ADVISORY SERVICES, LLC made a return of -13.68% in the last quarter. In trailing 12 months, it's portfolio return was 0.89%.

Performance
S&P 500

New Buys

Ticker	$ Bought
morgan stanley etf trust	37,273,500

New stocks bought by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Additions

Ticker	% Inc.
booking holdings inc	1,339
southern copper corp	879
vanguard scottsdale fds	855
amphenol corp new	500
blackrock etf trust	500
ishares tr	365
kla corp	321
howmet aerospace inc	297

Additions to existing portfolio by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Reductions

Ticker	% Reduced
invesco exch traded fd tr ii	-91.02
ww grainger inc	-75.14
palantir technologies inc	-73.77
j p morgan exchange traded f	-68.96
invesco exchange traded fd t	-68.25
pimco etf tr	-66.3
ciena corp	-60.49
wisdomtree tr	-58.82

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sector Distribution

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has about 60.9% of it's holdings in Others sector.

Sector	%
Others	60.9
Technology	7.9
Financial Services	5.2
Industrials	4.9
Healthcare	4.5
Consumer Cyclical	4.1
Communication Services	3.4
Utilities	3.3
Consumer Defensive	2.3
Energy	2

Market Cap. Distribution

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has about 34.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	60.8
LARGE-CAP	18.1
MEGA-CAP	16.4
MID-CAP	3.9

Stocks belong to which Index?

About 35.4% of the stocks held by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.6
S&P 500	31.5
RUSSELL 2000	3.9

Top 5 Winners (%)		%
AGL	agilon health inc	801.1 %
AGL	agilon health inc	801.1 %
ERAS	erasca inc	356.8 %
FSLY	fastly inc	178.7 %
IPSC	century therapeutics inc	136.7 %

Top 5 Winners ($)		$
CIEN	ciena corp	91.3 M
XOM	exxon mobil corp	66.6 M
GLW	corning inc	58.4 M
UI	ubiquiti inc	35.4 M
FNDA	schwab strategic tr	35.3 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-100.0 %
SSYS	stratasys ltd	-98.6 %
OPY	oppenheimer hldgs inc	-98.3 %
AFLG	first tr exchng traded fd vi	-97.2 %
PIPR	piper sandler companies	-96.8 %

Top 5 Losers ($)		$
AAPL	apple inc	-1749.9 M
AVGO	broadcom inc	-1617.7 M
NVDA	nvidia corporation	-1329.5 M
SPY	spdr s&p 500 etf tr	-440.7 M
MSFT	microsoft corp	-376.5 M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has 3511 stocks in it's portfolio. About 20.7% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. CIEN was the most profitable stock for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.22	999,682	110,085,000	reduced	-38.69

AAXJ	ishares tr	0.12	1,072,370	57,039,300	reduced	-20.69

AAXJ	ishares tr	0.11	561,646	53,277,800	added	163

AAXJ	ishares tr	0.11	492,231	52,417,700	reduced	-40.07

AAXJ	ishares tr	0.08	517,474	38,815,700	added	49.47

AAXJ	ishares tr	0.08	277,582	38,706,000	reduced	-9.17

AAXJ	ishares tr	0.08	729,994	38,288,200	added	8.4

AAXJ	ishares tr	0.06	285,278	28,727,500	added	48.42

AAXJ	ishares tr	0.05	420,291	25,301,500	reduced	-13.94

AAXJ	ishares tr	0.05	850,228	24,712,100	reduced	-17.75

AAXJ	ishares tr	0.04	197,812	20,638,700	reduced	-25.26

AAXJ	ishares tr	0.04	176,422	19,906,600	added	15.28

AAXJ	ishares tr	0.04	82,808	18,375,800	reduced	-45.59

AAXJ	ishares tr	0.04	180,904	18,191,800	reduced	-33.19

ABBV	abbvie inc	0.19	540,541	92,733,500	reduced	-15.1

ABC	cencora inc	0.10	156,972	50,422,700	reduced	-43.49

ABNB	airbnb inc	0.04	153,004	17,186,200	added	40.88

ABT	abbott labs	0.24	1,203,270	118,875,000	reduced	-22.17

ACES	alps etf tr	2.19	42,086,300	1,073,810,000	reduced	-24.12

ACES	alps etf tr	0.04	374,509	19,613,000	reduced	-13.75