WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Plymouth, MN
CIK
0001632972
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 2,344 34,429,113 IVV, AAPL, AGG, MSFT 13F-HR 1/30/2024 000121465924001368
Q3 2023 2,255 30,405,312 IVV, AAPL, AGG, MSFT 13F-HR 11/13/2023 000121465923014857
Q2 2023 511 9,275,660 IVV, AGG, VWO, IMTM 13F-HR 7/21/2023 000121465923009870
Q1 2023 519 8,584,974 IVV, AGG, VWO, JPIN 13F-HR 4/25/2023 000121465923005917
Q4 2022 316 7,772,673 IVV, VWO, JPIN, SCHF 13F-HR 2/1/2023 000121465923001424
Q3 2022 317 6,987,303 IVV, VWO, SCHF, SCHZ 13F-HR 10/17/2022 000121465922012342
Q2 2022 324 7,170,080 IVV, VWO, SCHF, SCHZ 13F-HR 7/18/2022 000121465922008920
Q1 2022 310 7,415,635 IVV, VWO, SCHF, SCHZ 13F-HR 4/18/2022 000121465922005354
Q4 2021 293 6,969,374 IVV, VWO, SCHF, SCHZ 13F-HR 2/8/2022 000121465922002074
Q3 2021 286 6,785,464 IVV, VWO, SCHF, MTUM 13F-HR 11/3/2021 000121465921011070
Q2 2021 264 6,206,078 IVV, VWO, SCHF, SCHZ 13F-HR 8/10/2021 000121465921008299
Q1 2021 259 5,507,832 IVV, VWO, SCHF, SCHZ 13F-HR 5/12/2021 000121465921005212
Q4 2020 214 4,424,487 IVV, VWO, SCHF, MTUM 13F-HR 2/10/2021 000121465921001505
Q3 2020 205 3,818,524 IVV, VWO, SCHF, MTUM 13F-HR 11/12/2020 000121465920009365
Q2 2020 208 3,484,319 IVV, VWO, SCHF, MTUM RESTATEMENT 10/13/2020 000121465920008559
Q1 2020 212 2,802,595 IVV, VWO, SCHF, MTUM 13F-HR 5/1/2020 000121465920003918
Q4 2019 206 2,833,445 IVV, SCHV, SCHF, MTUM 13F-HR 2/5/2020 000121465920000956
Q3 2019 197 2,481,292 IVV, SCHV, SCHF, SCHZ 13F-HR 11/6/2019 000121465919006912
Q2 2019 196 2,267,992 IVV, SCHV, SCHF, SCHZ 13F-HR 8/2/2019 000121465919004927
Q1 2019 176 1,768,961 IVV, SCHV, SCHF, SCHZ 13F-HR 4/30/2019 000121465919003046
Q4 2018 164 1,583,888 SCHV, IVV, SCHZ, SCHF 13F-HR 2/4/2019 000121465919000754
Q3 2018 163 1,659,690 SCHV, IVV, SCHZ, SCHF 13F-HR 11/2/2018 000121465918006819
Q2 2018 158 1,622,080 SCHV, IVV, SCHZ, SCHF 13F-HR 7/30/2018 000121465918005010
Q1 2018 140 1,489,781 SCHV, IVV, SCHF, SCHZ 13F-HR 4/26/2018 000121465918003051
Q4 2017 138 1,409,874 SCHV, IVV, SCHF, SCHZ 13F-HR 1/19/2018 000121465918000509
Q3 2017 136 1,207,453 SCHV, IVV, SCHF, SCHZ 13F-HR 10/18/2017 000121465917006107
Q2 2017 136 1,080,728 SCHV, IVV, SCHF, SCHZ 13F-HR 7/26/2017 000121465917004579
Q1 2017 134 941,549 SCHV, IVV, SCHF, SCHZ 13F-HR 4/18/2017 000121465917002600
Q4 2016 138 823,839 SCHV, IVV, SCHZ, SCHF 13F-HR 1/31/2017 000121465917000544
Q3 2016 132 671,128 SCHV, IVV, SCHF, SCHZ 13F-HR 11/10/2016 000121465916014493
Q2 2016 114 552,786 IVV, SCHV, SCHF, SCHZ 13F-HR 7/29/2016 000121465916012875
Q1 2016 113 493,356 SCHV, IVV, SCHF, SCHZ 13F-HR 4/20/2016 000121465916010920
Q4 2015 116 394,678 SCHV, SCHZ, SCHF, SCHA 13F-HR 1/20/2016 000121465916008936
Q3 2015 115 328,284 SCHV, SCHZ, SCHA, SCHF 13F-HR 10/26/2015 000121465915007232
Q2 2015 115 324,100 SCHV, SCHA, SCHF, SCHZ RESTATEMENT 8/12/2015 000121465915005983
Q1 2015 105 260,211 SCHV, SCHZ, SCHA, IVV 13F-HR 5/12/2015 000121465915003871
Q4 2014 106 253,825 SCHV, SCHA, IVV, SCHZ 13F-HR 2/10/2015 000121465915001140
Additional filings from Wealth Enhancement Advisory Services, LLC that have since been restated