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
ISRGIntuitive Surgical Inc
Recent Activity
Increased 73.23%
0.27%
$132.657M
270,029 shares@ $491.27 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.01%
0.27%
$130.673M
2.349M shares@ $55.64 avg price
IWDIshares Tr
Recent Activity
Increased 0.73%
0.26%
$126.575M
666,889 shares@ $189.8 avg price
BABoeing Co
Recent Activity
Increased 79.43%
0.25%
$122.456M
808,773 shares@ $151.41 avg price
SHVIshares Tr
Recent Activity
Increased 0.21%
0.25%
$120.88M
1.093M shares@ $110.63 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 16.19%
0.25%
$118.996M
4.552M shares@ $26.15 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 1.51%
0.25%
$118.94M
1.698M shares@ $70.07 avg price
MUBIshares Tr
Recent Activity
Increased 61.57%
0.24%
$118.258M
1.089M shares@ $108.64 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.95%
0.23%
$112.094M
580,662 shares@ $193.05 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 59.19%
0.23%
$111.488M
374,442 shares@ $297.75 avg price