Top 50 Wealth Enhancement Trust Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AFIF | TWO RDS SHARED TR | 6.46% | 5.73M | $53.4M | -1.10%(-63.73K) | $9.40(+0.21%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.89% | 427.8K | $32.2M | -3.95%(-17.59K) | $74.17(+10.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.58% | 116.4K | $29.5M | +5.07%(+5.62K) | $263.22(+7.96%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.38% | 160.1K | $27.9M | +14.55%(+20.33K) | $185.77(+5.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.74% | 61.1K | $22.6M | +8.66%(+4.87K) | $494.90(-16.88%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 2.72% | 621.0K | $22.5M | +3.69%(+22.12K) | $31.25(+18.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.54% | 73.0K | $21.0M | +4.07%(+2.85K) | $278.92(+39.26%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.99% | 25.3K | $16.4M | -0.26%(-65) | $674.05(+7.38%) | 2026-03-31 | |
| DXJ | WISDOMTREE TR | 1.92% | 100.1K | $15.9M | -14.87%(-17.49K) | $136.10(+19.77%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.74% | 20 | $14.4M | +0.00%(+0) | $754500.00(-7.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.37% | +1.11% |
| Top 20 Holdings Unweighted | +0.44% | +1.32% |
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