test

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
JNJJohnson & Johnson
Recent Activity
Increased 23.4%
0.54%
$266.074M
1.65M shares@ $161.25 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 13.25%
0.51%
$249.773M
2.151M shares@ $116.15 avg price
GOOGAlphabet Inc
Recent Activity
Increased 43.14%
0.51%
$249.207M
1.494M shares@ $166.76 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 28.28%
0.49%
$237.643M
1.2M shares@ $198.07 avg price
WMTWalmart Inc
Recent Activity
Increased 25.64%
0.48%
$235.033M
2.911M shares@ $80.76 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.75%
0.46%
$227.147M
491,058 shares@ $462.57 avg price
ETNEaton Corp Plc
Recent Activity
Increased 37.88%
0.45%
$222.463M
678,788 shares@ $327.74 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 2.6%
0.43%
$210.231M
2.616M shares@ $80.38 avg price
TSLATesla Inc
Recent Activity
Increased 46.08%
0.42%
$206.571M
827,845 shares@ $249.53 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.45%
0.42%
$206.28M
537,285 shares@ $383.94 avg price