Institutional manager

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Holds positions in 511 of the S&P 500, worth $15.6bn as reported for the quarter ended 31-mar-2026.

Positions held511of 488 index companies covered

Reported value$15.6bnS&P 500 positions only

Top ten weight27%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 511 held. The rest are smaller than every one of these.

MicrosoftMSFT2.4m$799mInformation Technology Alphabet Inc. (Class A)GOOGL3.0m$788mCommunication Services AmazonAMZN2.9m$562mConsumer Discretionary Berkshire HathawayBRK.B992,564$486mFinancials Johnson & JohnsonJNJ1.6m$341mHealth Care JPMorgan ChaseJPM1.3m$329mFinancials ExxonMobilXOM1.8m$276mEnergy WalmartWMT2.0m$242mConsumer Staples Lam ResearchLRCX1.1m$219mInformation Technology KLA CorporationKLAC123,174$183mInformation Technology Chevron CorporationCVX1.0m$178mEnergy AmphenolAPH1.6m$169mInformation Technology Meta PlatformsMETA325,768$165mCommunication Services Bank of AmericaBAC4.0m$165mFinancials Procter & GamblePG1.3m$164mConsumer Staples Visa Inc.V593,095$159mFinancials Merck & Co.MRK1.4m$157mHealth Care TJX CompaniesTJX990,375$153mConsumer Discretionary CiscoCSCO1.9m$144mInformation Technology PepsiCoPEP984,358$143mConsumer Staples Home Depot (The)HD506,076$140mConsumer Discretionary IBMIBM617,749$136mInformation Technology Lilly (Eli)LLY161,388$136mHealth Care Lockheed MartinLMT236,710$132mIndustrials CienaCIEN290,123$126mInformation Technology T-Mobile USTMUS676,657$125mCommunication Services Corning Inc.GLW863,573$124mInformation Technology Tesla, Inc.TSLA344,515$121mConsumer Discretionary GE VernovaGEV139,435$121mIndustrials Abbott LaboratoriesABT1.2m$119mHealth Care VerizonVZ2.8m$115mCommunication Services AT&TT4.0m$112mCommunication Services AmgenAMGN388,718$110mHealth Care GE AerospaceGE394,518$109mIndustrials RTX CorporationRTX704,867$106mIndustrials Waste ManagementWM487,222$101mIndustrials Chubb LimitedCB347,292$99mFinancials Eaton CorporationETN273,391$98mIndustrials McKesson CorporationMCK106,615$94mHealth Care Morgan StanleyMS699,710$93mFinancials AbbVieABBV540,541$93mHealth Care Wells FargoWFC1.2m$88mFinancials Oracle CorporationORCL797,655$87mInformation Technology CostcoCOST116,363$85mConsumer Staples Caterpillar Inc.CAT173,461$85mIndustrials Goldman SachsGS136,841$81mFinancials MastercardMA215,035$81mFinancials Bristol Myers SquibbBMY1.6m$80mHealth Care Philip Morris InternationalPM510,848$78mConsumer Staples Coca-Cola Company (The)KO1.0m$77mConsumer Staples McDonald'sMCD253,086$76mConsumer Discretionary PfizerPFE2.7m$75mHealth Care Motorola SolutionsMSI194,122$71mInformation Technology NetflixNFLX858,391$70mCommunication Services Republic ServicesRSG333,470$68mIndustrials QualcommQCOM578,684$67mInformation Technology American ExpressAXP232,619$65mFinancials Palantir TechnologiesPLTR462,800$65mInformation Technology Duke EnergyDUK584,863$65mUtilities Charles Schwab CorporationSCHW705,118$65mFinancials

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.