Institutional manager
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holds positions in 488 of the S&P 500, worth $16.7bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$16.7bnS&P 500 positions only
Top ten weight32%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
State Street CorporationSTT22.4m$1.23bnFinancialsMicrosoftMSFT2.4m$799mInformation TechnologyAlphabet Inc. (Class A)GOOGL3.0m$788mCommunication ServicesAmazonAMZN2.9m$562mConsumer DiscretionaryBerkshire HathawayBRK.B992,564$486mFinancialsJohnson & JohnsonJNJ1.6m$341mHealth CareJPMorgan ChaseJPM1.3m$329mFinancialsExxonMobilXOM1.8m$276mEnergyWalmartWMT2.0m$242mConsumer StaplesLam ResearchLRCX1.1m$219mInformation TechnologyKLA CorporationKLAC123,174$183mInformation TechnologyGoldman SachsGS1.6m$179mFinancialsChevron CorporationCVX1.0m$178mEnergyAmphenolAPH1.6m$169mInformation TechnologyMeta PlatformsMETA325,768$165mCommunication ServicesBank of AmericaBAC4.0m$165mFinancialsProcter & GamblePG1.3m$164mConsumer StaplesVisa Inc.V593,095$159mFinancialsMerck & Co.MRK1.4m$157mHealth CareTJX CompaniesTJX990,375$153mConsumer DiscretionaryCiscoCSCO1.9m$144mInformation TechnologyPepsiCoPEP984,358$143mConsumer StaplesHome Depot (The)HD506,076$140mConsumer DiscretionaryIBMIBM617,749$136mInformation TechnologyLilly (Eli)LLY161,388$136mHealth CareLockheed MartinLMT236,710$132mIndustrialsCienaCIEN290,123$126mInformation TechnologyT-Mobile USTMUS676,657$125mCommunication ServicesCorning Inc.GLW863,573$124mInformation TechnologyTesla, Inc.TSLA344,515$121mConsumer DiscretionaryGE VernovaGEV139,435$121mIndustrialsAbbott LaboratoriesABT1.2m$119mHealth CareVerizonVZ2.8m$115mCommunication ServicesAT&TT4.0m$112mCommunication ServicesAmgenAMGN388,718$110mHealth CareGE AerospaceGE394,518$109mIndustrialsRTX CorporationRTX704,867$106mIndustrialsWaste ManagementWM487,222$101mIndustrialsChubb LimitedCB347,292$99mFinancialsEaton CorporationETN273,391$98mIndustrialsMcKesson CorporationMCK106,615$94mHealth CareMorgan StanleyMS699,710$93mFinancialsAbbVieABBV540,541$93mHealth CareWells FargoWFC1.2m$90mFinancialsOracle CorporationORCL797,655$87mInformation TechnologyCostcoCOST116,363$85mConsumer StaplesCaterpillar Inc.CAT173,461$85mIndustrialsMastercardMA215,035$81mFinancialsBristol Myers SquibbBMY1.6m$80mHealth CarePhilip Morris InternationalPM510,848$78mConsumer StaplesCoca-Cola Company (The)KO1.0m$77mConsumer StaplesMcDonald'sMCD253,086$76mConsumer DiscretionaryPfizerPFE2.7m$75mHealth CareMotorola SolutionsMSI194,122$71mInformation TechnologyNetflixNFLX858,391$70mCommunication ServicesT. Rowe PriceTROW1.8m$69mFinancialsRepublic ServicesRSG333,470$68mIndustrialsQualcommQCOM578,684$67mInformation TechnologyAmerican ExpressAXP232,619$65mFinancialsPalantir TechnologiesPLTR462,800$65mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.