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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
SCHFSchwab Strategic Tr
Recent Activity
Increased 1.06%
0.35%
$170.211M
4.139M shares@ $41.12 avg price
FLIAFranklin Templeton Etf Tr
Recent Activity
Increased 0.03%
0.35%
$170.147M
8.182M shares@ $20.8 avg price
BACBank America Corp
Recent Activity
Increased 33.9%
0.35%
$169.609M
4.275M shares@ $39.68 avg price
AMGNAmgen Inc
Recent Activity
Increased 54.7%
0.33%
$162.485M
504,280 shares@ $322.22 avg price
IEFIshares Tr
Recent Activity
Increased 9.48%
0.32%
$157.136M
1.601M shares@ $98.12 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.49%
0.32%
$154.906M
4.518M shares@ $34.3 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.58%
0.31%
$153.242M
1.349M shares@ $113.56 avg price
CVXChevron Corp New
Recent Activity
Increased 17.84%
0.31%
$152.995M
1.039M shares@ $147.28 avg price
ABTAbbott Labs
Recent Activity
Increased 25.6%
0.31%
$150.466M
1.331M shares@ $113.09 avg price
IWFIshares Tr
Recent Activity
Increased 0.65%
0.31%
$150.006M
399,611 shares@ $375.39 avg price