Wealth Enhancement Advisory Services 13F Holdings & Latest Moves
Wealth Enhancement Advisory Services reported a 13F portfolio worth $49.10B as of Q1 2026. Latest 13F moves (filed Apr 8, 2026): 20 added, 36 reduced. Largest change by value: reduced $AAPL ($1.59B held).
- 13F value (Q1 2026)
- $49.10B
- New positions
- 0
- Added / reduced
- 20 / 36
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BKNG | Added | +2.75M (+1339.53%) | 2.96M | $526.95M | +2.6% | -8.3% | -13.5% | — | |
| $APH | Added | +1.30M (+500.67%) | 1.56M | $275.07M | +8.6% | -5.4% | +29.8% | — | |
| $BAC | Added | +975.40K (+31.75%) | 4.05M | $230.60M | +4.7% | -1.1% | +4.2% | — | |
| $BAC | Added | +975.40K (+31.75%) | 4.05M | $223.23M | +4.7% | -1.1% | +4.2% | — | |
| $AMAT | Added | +95.51K (+47.87%) | 295.01K | $206.33M | +2.2% | +12.9% | +35.3% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Reduced | -2.27M (-29.05%) | 5.54M | $1.59B | +2.9% | +13.3% | +30.3% | — | |
| $AMZN | Reduced | -982.13K (-25.12%) | 2.93M | $704.27M | +12.3% | +23.2% | +17.5% | — | |
| $AVGO | Reduced | -6.76M (-83.67%) | 1.32M | $495.48M | +13.1% | +22.6% | +7.7% | — | |
| $BRKB | Reduced | -87.69K (-8.12%) | 992.53K | $482.99M | -1.2% | -0.8% | +5.5% | — | |
| $ABBV | Reduced | -96.17K (-15.10%) | 540.54K | $136.54M | -0.7% | -4.0% | +30.2% | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BKNG | Added | +2.75M (+1339.53%) | 2.96M | $526.95M | +2.6% | -8.3% | -13.5% | — | |
| $APH | Added | +1.30M (+500.67%) | 1.56M | $275.07M | +8.6% | -5.4% | +29.8% | — | |
| $BAC | Added | +975.40K (+31.75%) | 4.05M | $230.60M | +4.7% | -1.1% | +4.2% | — | |
| $BAC | Added | +975.40K (+31.75%) | 4.05M | $223.23M | +4.7% | -1.1% | +4.2% | — | |
| $AMAT | Added | +95.51K (+47.87%) | 295.01K | $206.33M | +2.2% | +12.9% | +35.3% | — | |
| $AMD | Added | +75.15K (+33.85%) | 297.17K | $167.87M | +11.3% | +96.4% | +178.6% | — | |
| $AMAT | Added | +95.51K (+47.87%) | 295.01K | $163M | +2.2% | +12.9% | +35.3% | — | |
| $AMGN | Added | +10.50K (+2.78%) | 388.72K | $140.39M | -0.5% | -5.2% | +19.7% | — | |
| $BMY | Added | +102.19K (+6.66%) | 1.64M | $94.24M | -2.2% | -5.1% | +3.0% | — | |
| $BLK | Added | +12.20K (+32.95%) | 49.24K | $47.35M | +4.7% | +8.3% | +8.0% | — | |
| $AMT | Added | +9.12K (+4.47%) | 213.09K | $40.34M | +1.5% | +1.2% | -2.8% | — | |
| $AMT | Added | +9.12K (+4.47%) | 213.09K | $35.11M | +1.5% | +1.2% | -2.8% | — | |
| $ABNB | Added | +44.40K (+40.88%) | 153K | $22.46M | +4.6% | +7.7% | +22.2% | — | |
| $ADSK | Added | +21.99K (+33.31%) | 87.99K | $18.18M | -0.6% | +1.6% | -2.3% | — | |
| $AMP | Added | +4.69K (+14.16%) | 37.84K | $17.29M | +3.3% | +3.1% | +9.0% | — | |
| $AMP | Added | +4.69K (+14.16%) | 37.84K | $17.14M | +3.3% | +3.1% | +9.0% | — | |
| $ADSK | Added | +21.99K (+33.31%) | 87.99K | $17.05M | -0.6% | +1.6% | -2.3% | — | |
| $AXON | Added | +2K (+8.57%) | 25.37K | $14.22M | +2.7% | +3.1% | +3.7% | Read | |
| $BIIB | Added | +24.58K (+64.78%) | 62.53K | $13.55M | +0.4% | +7.5% | +23.5% | — | |
| $BIIB | Added | +24.58K (+64.78%) | 62.53K | $12.50M | +0.4% | +7.5% | +23.5% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Reduced | -2.27M (-29.05%) | 5.54M | $1.59B | +2.9% | +13.3% | +30.3% | — | |
| $AMZN | Reduced | -982.13K (-25.12%) | 2.93M | $704.27M | +12.3% | +23.2% | +17.5% | — | |
| $AVGO | Reduced | -6.76M (-83.67%) | 1.32M | $495.48M | +13.1% | +22.6% | +7.7% | — | |
| $BRKB | Reduced | -87.69K (-8.12%) | 992.53K | $482.99M | -1.2% | -0.8% | +5.5% | — | |
| $ABBV | Reduced | -96.17K (-15.10%) | 540.54K | $136.54M | -0.7% | -4.0% | +30.2% | — | |
| $ABT | Reduced | -342.69K (-22.17%) | 1.20M | $109.38M | -1.3% | -18.1% | -3.4% | — | |
| $ADI | Reduced | -12.23K (-4.44%) | 263.08K | $104.49M | +0.5% | +20.3% | +19.1% | — | |
| $AXP | Reduced | -93.79K (-28.73%) | 232.62K | $78.68M | +4.0% | -0.1% | -3.6% | — | |
| $BA | Reduced | -74.95K (-21.30%) | 276.92K | $59.95M | +2.8% | +9.0% | -13.5% | — | |
| $APD | Reduced | -69.50K (-28.73%) | 172.45K | $51.13M | -0.5% | -0.4% | -5.0% | — | |
| $ALL | Reduced | -40.81K (-16.64%) | 204.47K | $49.31M | +2.9% | +0.5% | +6.6% | — | |
| $AEP | Reduced | -99.77K (-22.69%) | 339.97K | $46.87M | -0.2% | -2.7% | -8.0% | — | |
| $ALL | Reduced | -40.81K (-16.64%) | 204.47K | $44.80M | +2.9% | +0.5% | +6.6% | — | |
| $AEP | Reduced | -99.77K (-22.69%) | 339.97K | $43.68M | -0.2% | -2.7% | -8.0% | — | |
| $ANET | Reduced | -45.89K (-15.91%) | 242.55K | $40.93M | +6.4% | -2.3% | +48.8% | — | |
| $ADP | Reduced | -72.84K (-30.60%) | 165.20K | $37.02M | -1.9% | +6.1% | +33.3% | — | |
| $ADP | Reduced | -72.84K (-30.60%) | 165.20K | $36.75M | -1.9% | +6.1% | +33.3% | — | |
| $ADBE | Reduced | -11.66K (-6.55%) | 166.30K | $33.59M | +2.2% | +5.7% | -2.7% | — | |
| $BK | Reduced | -199.56K (-46.97%) | 225.28K | $30.90M | +3.1% | +2.4% | — | ||
| $ACN | Reduced | -82.06K (-25.06%) | 245.37K | $30.17M | +0.9% | -6.1% | +3.5% | — | |
| $AU | Reduced | -117.64K (-25.86%) | 337.31K | $28.67M | -2.7% | -0.4% | -14.6% | — | |
| $ASML | Reduced | -20.38K (-58.63%) | 14.38K | $28.39M | +4.3% | +12.3% | +27.5% | — | |
| $AU | Reduced | -117.64K (-25.86%) | 337.31K | $27.29M | -2.7% | -0.4% | -14.6% | — | |
| $AFL | Reduced | -36.24K (-14.34%) | 216.42K | $25.69M | -0.0% | +0.1% | +0.8% | — | |
| $BRKA | Reduced | -33 (-50%) | 33 | $23.78M | -1.3% | -0.4% | +5.5% | — | |
| $AVAV | Reduced | -53.90K (-31.29%) | 118.34K | $19.53M | +6.1% | -10.0% | -25.7% | — | |
| $AZO | Reduced | -61 (-1.06%) | 5.68K | $17.93M | +2.1% | +0.9% | -17.9% | — | |
| $AZO | Reduced | -61 (-1.06%) | 5.68K | $17.52M | +2.1% | +0.9% | -17.9% | — | |
| $AIG | Reduced | -96.85K (-30.52%) | 220.48K | $16.58M | -0.4% | -1.4% | -1.0% | — | |
| $AIG | Reduced | -96.85K (-30.52%) | 220.48K | $16.46M | -0.4% | -1.4% | -1.0% | — | |
| $AWK | Reduced | -23.05K (-17.78%) | 106.63K | $14.03M | -4.4% | -8.3% | -5.3% | — | |
| $BDX | Reduced | -22.82K (-20.03%) | 91.11K | $13.79M | -1.0% | -4.9% | +16.2% | — | |
| $BDX | Reduced | -22.82K (-20.03%) | 91.11K | $13.43M | -1.0% | -4.9% | +16.2% | — | |
| $AWK | Reduced | -23.05K (-17.78%) | 106.63K | $13.27M | -4.4% | -8.3% | -5.3% | — | |
| $BBY | Reduced | -25.29K (-14.26%) | 152.06K | $11.82M | -1.7% | -7.9% | +34.3% | — | |
| $AME | Reduced | -87.78K (-64.52%) | 48.27K | $11.77M | -0.2% | +0.8% | +8.2% | Read |
All tracked 13F moves by Wealth Enhancement Advisory Services
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BRKB | Reduced | -87.69K (-8.12%) | 992.53K | $482.99M | -1.2% | -0.8% | +5.5% | — | |
| $AZO | Reduced | -61 (-1.06%) | 5.68K | $17.52M | +2.1% | +0.9% | -17.9% | — | |
| $AZO | Reduced | -61 (-1.06%) | 5.68K | $17.93M | +2.1% | +0.9% | -17.9% | — | |
| $ADI | Reduced | -12.23K (-4.44%) | 263.08K | $104.49M | +0.5% | +20.3% | +19.1% | — | |
| $ADBE | Reduced | -11.66K (-6.55%) | 166.30K | $33.59M | +2.2% | +5.7% | -2.7% | — | |
| $BA | Reduced | -74.95K (-21.30%) | 276.92K | $59.95M | +2.8% | +9.0% | -13.5% | — | |
| $ALL | Reduced | -40.81K (-16.64%) | 204.47K | $49.31M | +2.9% | +0.5% | +6.6% | — | |
| $AVGO | Reduced | -6.76M (-83.67%) | 1.32M | $495.48M | +13.1% | +22.6% | +7.7% | — | |
| $BRKA | Reduced | -33 (-50%) | 33 | $23.78M | -1.3% | -0.4% | +5.5% | — | |
| $BBY | Reduced | -25.29K (-14.26%) | 152.06K | $11.82M | -1.7% | -7.9% | +34.3% | — | |
| $BDX | Reduced | -22.82K (-20.03%) | 91.11K | $13.79M | -1.0% | -4.9% | +16.2% | — | |
| $BDX | Reduced | -22.82K (-20.03%) | 91.11K | $13.43M | -1.0% | -4.9% | +16.2% | — | |
| $BK | Reduced | -199.56K (-46.97%) | 225.28K | $30.90M | +3.1% | +2.4% | — | ||
| $AWK | Reduced | -23.05K (-17.78%) | 106.63K | $13.27M | -4.4% | -8.3% | -5.3% | — | |
| $ADP | Reduced | -72.84K (-30.60%) | 165.20K | $36.75M | -1.9% | +6.1% | +33.3% | — | |
| $AU | Reduced | -117.64K (-25.86%) | 337.31K | $28.67M | -2.7% | -0.4% | -14.6% | — | |
| $ASML | Reduced | -20.38K (-58.63%) | 14.38K | $28.39M | +4.3% | +12.3% | +27.5% | — | |
| $ANET | Reduced | -45.89K (-15.91%) | 242.55K | $40.93M | +6.4% | -2.3% | +48.8% | — | |
| $AAPL | Reduced | -2.27M (-29.05%) | 5.54M | $1.59B | +2.9% | +13.3% | +30.3% | — | |
| $AU | Reduced | -117.64K (-25.86%) | 337.31K | $27.29M | -2.7% | -0.4% | -14.6% | — | |
| $AME | Reduced | -87.78K (-64.52%) | 48.27K | $11.77M | -0.2% | +0.8% | +8.2% | Read | |
| $AWK | Reduced | -23.05K (-17.78%) | 106.63K | $14.03M | -4.4% | -8.3% | -5.3% | — | |
| $AIG | Reduced | -96.85K (-30.52%) | 220.48K | $16.46M | -0.4% | -1.4% | -1.0% | — | |
| $AXP | Reduced | -93.79K (-28.73%) | 232.62K | $78.68M | +4.0% | -0.1% | -3.6% | — | |
| $AEP | Reduced | -99.77K (-22.69%) | 339.97K | $46.87M | -0.2% | -2.7% | -8.0% | — | |
| $AMZN | Reduced | -982.13K (-25.12%) | 2.93M | $704.27M | +12.3% | +23.2% | +17.5% | — | |
| $ALL | Reduced | -40.81K (-16.64%) | 204.47K | $44.80M | +2.9% | +0.5% | +6.6% | — | |
| $APD | Reduced | -69.50K (-28.73%) | 172.45K | $51.13M | -0.5% | -0.4% | -5.0% | — | |
| $AIG | Reduced | -96.85K (-30.52%) | 220.48K | $16.58M | -0.4% | -1.4% | -1.0% | — | |
| $AFL | Reduced | -36.24K (-14.34%) | 216.42K | $25.69M | -0.0% | +0.1% | +0.8% | — | |
| $AVAV | Reduced | -53.90K (-31.29%) | 118.34K | $19.53M | +6.1% | -10.0% | -25.7% | — | |
| $AEP | Reduced | -99.77K (-22.69%) | 339.97K | $43.68M | -0.2% | -2.7% | -8.0% | — | |
| $ADP | Reduced | -72.84K (-30.60%) | 165.20K | $37.02M | -1.9% | +6.1% | +33.3% | — | |
| $ACN | Reduced | -82.06K (-25.06%) | 245.37K | $30.17M | +0.9% | -6.1% | +3.5% | — | |
| $ABBV | Reduced | -96.17K (-15.10%) | 540.54K | $136.54M | -0.7% | -4.0% | +30.2% | — | |
| $ABT | Reduced | -342.69K (-22.17%) | 1.20M | $109.38M | -1.3% | -18.1% | -3.4% | — | |
| $BMY | Added | +102.19K (+6.66%) | 1.64M | $94.24M | -2.2% | -5.1% | +3.0% | — | |
| $BKNG | Added | +2.75M (+1339.53%) | 2.96M | $526.95M | +2.6% | -8.3% | -13.5% | — | |
| $BLK | Added | +12.20K (+32.95%) | 49.24K | $47.35M | +4.7% | +8.3% | +8.0% | — | |
| $BIIB | Added | +24.58K (+64.78%) | 62.53K | $13.55M | +0.4% | +7.5% | +23.5% | — | |
| $BIIB | Added | +24.58K (+64.78%) | 62.53K | $12.50M | +0.4% | +7.5% | +23.5% | — | |
| $BAC | Added | +975.40K (+31.75%) | 4.05M | $230.60M | +4.7% | -1.1% | +4.2% | — | |
| $BAC | Added | +975.40K (+31.75%) | 4.05M | $223.23M | +4.7% | -1.1% | +4.2% | — | |
| $AXON | Added | +2K (+8.57%) | 25.37K | $14.22M | +2.7% | +3.1% | +3.7% | Read | |
| $ADSK | Added | +21.99K (+33.31%) | 87.99K | $17.05M | -0.6% | +1.6% | -2.3% | — | |
| $AMAT | Added | +95.51K (+47.87%) | 295.01K | $206.33M | +2.2% | +12.9% | +35.3% | — | |
| $AMT | Added | +9.12K (+4.47%) | 213.09K | $40.34M | +1.5% | +1.2% | -2.8% | — | |
| $APH | Added | +1.30M (+500.67%) | 1.56M | $275.07M | +8.6% | -5.4% | +29.8% | — | |
| $AMP | Added | +4.69K (+14.16%) | 37.84K | $17.14M | +3.3% | +3.1% | +9.0% | — | |
| $AMGN | Added | +10.50K (+2.78%) | 388.72K | $140.39M | -0.5% | -5.2% | +19.7% | — | |
| $AMP | Added | +4.69K (+14.16%) | 37.84K | $17.29M | +3.3% | +3.1% | +9.0% | — | |
| $AMT | Added | +9.12K (+4.47%) | 213.09K | $35.11M | +1.5% | +1.2% | -2.8% | — | |
| $AMAT | Added | +95.51K (+47.87%) | 295.01K | $163M | +2.2% | +12.9% | +35.3% | — | |
| $ABNB | Added | +44.40K (+40.88%) | 153K | $22.46M | +4.6% | +7.7% | +22.2% | — | |
| $AMD | Added | +75.15K (+33.85%) | 297.17K | $167.87M | +11.3% | +96.4% | +178.6% | — | |
| $ADSK | Added | +21.99K (+33.31%) | 87.99K | $18.18M | -0.6% | +1.6% | -2.3% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Wealth Enhancement Advisory Services holds or traded
Frequently asked questions
What did Wealth Enhancement Advisory Services buy and sell in its latest 13F?
It opened or added to $BKNG, $APH, $BAC, $BAC and $AMAT; it cut or exited $AAPL, $AMZN, $AVGO, $BRKB and $ABBV.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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