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Home > Institutional Investor > Wealth Enhancement Trust Services, Inc. > Profile

Instuitional Investor - Wealth Enhancement Trust Services, Inc.

Fund Profile
Filing Period:
Fund Name: Wealth Enhancement Trust Services, Inc.
Portfolio Value $936,614,794
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Horizon Fds
 6,688,752 $61,670,294 6.58%
2.
Apple Inc.
 AAPL 113,125 $37,673,001 4.02%
3.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 404,480 $34,008,678 3.63%
4.
Microsoft Corp
 MSFT 54,706 $28,058,582 3%
5.
Nvidia Corp
 NVDA 110,442 $25,222,744 2.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.