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Eric Duncan

@Wealth Enhancement Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$49.486BTotal holdings2667
Assets growth rate6.38%Assets growth rate (2-Q avg)8.44%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Enhancement Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2667 positions.

Assets under management

The assets under management (AUM) of Wealth Enhancement Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 49.486B in assets, with a quarterly growth rate of 6.38% and a 2-quarter average growth rate of 8.44%. The portfolio is managed by Eric Duncan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JQUAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.08%
$36.676M
648,329 shares@ $56.58 avg price
CARTMaplebear Inc
Recent Activity
New Position
0.01%
$1.166M
28,609 shares@ $40.75 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$793,273
13,382 shares@ $59.28 avg price
BSMPInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$455,648
18,605 shares@ $24.5 avg price
BSMQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$445,054
18,747 shares@ $23.75 avg price
BSMRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$319,765
13,492 shares@ $23.71 avg price
PLABPhotronics Inc
Recent Activity
New Position
0.01%
$297,890
12,031 shares@ $24.77 avg price
DTECAlps Etf Tr
Recent Activity
New Position
0.01%
$295,671
6,674 shares@ $44.31 avg price
FDRRFidelity Covington Trust
Recent Activity
New Position
0.01%
$292,294
5,676 shares@ $51.5 avg price
QCLNFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$287,791
8,014 shares@ $35.92 avg price