WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$46.5B
Signature - Title
Mark O'Neill - Director of Compliance Investment Advisor
Location
Plymouth, MN
Summary
This page shows a list of all the recent 13F filings made by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 2648 stock holdings with total value $46.5B as of Q3 2024. Top holdings included IVV, AAPL, AGG, MSFT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 2,648 $46.5B +$3.35B -$1.24B +$2.11B IVV, AAPL, AGG, MSFT, NVDA 13F-HR 10/23/2024, 09:10 PM
Q2 2024 2,490 $42.1B +$4.5B -$927M +$3.58B IVV, AAPL, AGG, MSFT, NVDA 13F-HR 7/16/2024, 09:57 AM
Q1 2024 2,378 $38.7B +$4.53B -$2.7B +$1.83B IVV, AGG, AAPL, MSFT, IMTM 13F-HR 4/15/2024, 01:22 PM
Q4 2023 2,261 $34.4B +$2.52B -$1.4B +$1.12B IVV, AAPL, AGG, MSFT, VWO 13F-HR 1/30/2024, 10:04 AM
Q3 2023 2,190 $30.4B +$21.5B -$18.4M +$21.4B IVV, AAPL, AGG, MSFT, VWO 13F-HR 11/13/2023, 02:19 PM
Q2 2023 511 $9.28B +$1.92B -$1.47B +$448M IVV, AGG, VWO, IMTM, TOTL 13F-HR 7/21/2023, 02:16 PM
Q1 2023 519 $8.58B +$2.44B -$1.57B +$862M IVV, AGG, VWO, JPIN, SCHF 13F-HR 4/25/2023, 11:37 AM
Q4 2022 316 $7.75B +$803M -$732M +$70.9M IVV, VWO, JPIN, SCHF, MTUM 13F-HR 2/1/2023, 04:36 PM
Q3 2022 317 $6.98B +$740M -$458M +$282M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 10/17/2022, 01:21 PM
Q2 2022 324 $7.17B +$1B -$304M +$700M IVV, VWO, SCHF, SCHZ, JPIN 13F-HR 7/18/2022, 09:29 AM
Q1 2022 310 $7.41B +$659M -$84.4M +$575M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 4/18/2022, 09:23 AM
Q4 2021 293 $6.94B +$692M -$265M +$427M IVV, VWO, SCHF, SCHZ, AGG 13F-HR 2/8/2022, 05:29 PM
Q3 2021 286 $6.78B +$916M -$495M +$421M IVV, VWO, SCHF, MTUM, SCHZ 13F-HR 11/3/2021, 09:13 AM
Q2 2021 264 $6.2B +$708M -$221M +$487M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 8/10/2021, 08:56 AM
Q1 2021 260 $5.5B +$932M -$48.5M +$883M IVV, VWO, SCHF, SCHZ, MTUM 13F-HR 5/12/2021, 08:57 AM
Q4 2020 215 $4.42B +$429M -$153M +$276M IVV, VWO, SCHF, MTUM, JPIN 13F-HR 2/10/2021, 05:09 PM
Q3 2020 205 $3.82B +$318M -$142M +$177M IVV, VWO, SCHF, MTUM, SCHZ 13F-HR 11/12/2020, 09:38 AM
Q2 2020 208 $3.48B +$701M -$314M +$388M IVV, VWO, SCHF, MTUM, JPIN Restatement 10/13/2020, 01:58 PM
Q1 2020 212 $2.77B +$903M -$606M +$297M IVV, VWO, SCHF, MTUM, SCHZ 13F-HR 4/30/2020, 05:54 PM
Q4 2019 206 $2.83B +$302M -$84.8M +$217M IVV, SCHV, SCHF, MTUM, SCHZ 13F-HR 2/5/2020, 12:49 PM
Q3 2019 197 $2.48B +$356M -$117M +$239M IVV, SCHV, SCHF, SCHZ, MTUM 13F-HR 11/5/2019, 05:42 PM
Q2 2019 196 $2.27B +$585M -$109M +$476M IVV, SCHV, SCHF, SCHZ, MTUM 13F-HR 8/1/2019, 06:45 PM
Q1 2019 176 $1.77B +$253M -$166M +$87.1M IVV, SCHV, SCHF, SCHZ, MTUM 13F-HR 4/30/2019, 02:45 PM
Q4 2018 164 $1.58B +$125M -$207M -$82M SCHV, IVV, SCHZ, SCHF, MTUM 13F-HR 2/4/2019, 04:14 PM
Q3 2018 163 $1.65B +$320M -$196M +$124M SCHV, IVV, SCHZ, SCHF, MTUM 13F-HR 11/2/2018, 12:36 PM
Q2 2018 158 $1.62B +$322M -$173M +$149M SCHV, IVV, SCHZ, SCHF, MTUM 13F-HR 7/30/2018, 06:06 AM
Q1 2018 140 $1.49B +$227M -$106M +$121M SCHV, IVV, SCHF, SCHZ, MTUM 13F-HR 4/26/2018, 05:16 PM
Q4 2017 138 $1.41B +$210M -$77.8M +$132M SCHV, IVV, SCHF, SCHZ, MTUM 13F-HR 1/19/2018, 10:11 AM
Q3 2017 136 $1.2B +$200M -$119M +$80.9M SCHV, IVV, SCHF, SCHZ, MTUM 13F-HR 10/18/2017, 05:26 PM
Q2 2017 136 $1.08B +$217M -$104M +$113M SCHV, IVV, SCHF, SCHZ, SCHE 13F-HR 7/26/2017, 05:09 PM
Q1 2017 134 $942M +$189M -$102M +$87.2M SCHV, IVV, SCHF, SCHZ, SCHE 13F-HR 4/18/2017, 09:44 AM
Q4 2016 138 $824M +$228M -$79.4M +$148M SCHV, IVV, SCHZ, SCHF, SCHA 13F-HR 1/31/2017, 10:21 AM
Q3 2016 132 $671M +$207M -$100M +$107M SCHV, IVV, SCHF, SCHZ, SCHA 13F-HR 11/9/2016, 06:27 PM
Q2 2016 114 $553M +$79.2M -$31.7M +$47.5M IVV, SCHV, SCHF, SCHZ, SCHA 13F-HR 7/29/2016, 02:17 PM
Q1 2016 113 $493M +$109M -$19.3M +$90.2M SCHV, IVV, SCHF, SCHZ, SCHA 13F-HR 4/20/2016, 12:18 PM
Q4 2015 116 $395M +$95.4M -$27.1M +$68.3M SCHV, SCHZ, SCHF, SCHA, IVV 13F-HR 1/20/2016, 11:55 AM
Q3 2015 115 $328M +$41.1M -$24.1M +$17M SCHV, SCHZ, SCHA, SCHF, SCHX 13F-HR 10/26/2015, 10:22 AM
Q2 2015 115 $324M +$79.9M -$13.9M +$65.9M SCHV, SCHA, SCHF, SCHZ, IVV Restatement 8/12/2015, 11:56 AM
Q1 2015 105 $260M +$34.5M -$31.1M +$3.42M SCHV, SCHZ, SCHA, IVV, SCHF 13F-HR 5/12/2015, 04:51 PM
Q4 2014 106 $254M $0 $0 SCHV, SCHA, IVV, SCHZ, SCHF 13F-HR 2/9/2015, 07:14 PM