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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
LLYEli Lilly & Co
Recent Activity
Increased 0.64%
0.31%
$149.622M
170,499 shares@ $877.56 avg price
IEFAIshares Tr
Recent Activity
Increased 0.62%
0.3%
$146.956M
1.883M shares@ $78.06 avg price
MCDMcdonalds Corp
Recent Activity
Increased 31.37%
0.3%
$146.272M
480,355 shares@ $304.51 avg price
DISDisney Walt Co
Recent Activity
Increased 39%
0.3%
$145.71M
1.515M shares@ $96.2 avg price
IJRIshares Tr
Recent Activity
Increased 3.97%
0.3%
$145.394M
1.243M shares@ $116.97 avg price
WFCWells Fargo Co New
Recent Activity
Increased 32.38%
0.29%
$141.157M
2.505M shares@ $56.34 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.32%
0.29%
$138.596M
2.604M shares@ $53.23 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.08%
0.28%
$134.794M
792,672 shares@ $170.05 avg price
NEENextera Energy Inc
Recent Activity
Increased 48.44%
0.28%
$134.494M
1.591M shares@ $84.54 avg price
MSIMotorola Solutions Inc
Recent Activity
Increased 0.16%
0.27%
$133.216M
296,278 shares@ $449.64 avg price