Long-term investor
Wealth Enhancement Trust Services, Inc. @wealthenhancementtrustse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067696).
Record
- Tracked since 2025-12-31 (262 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -0.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 90214Q766 · 6.9% · long · since 2025-12-31
- 46137V241 · 4.2% · long · since 2025-12-31
- AAPL · 3.8% · long · since 2025-12-31
- MSFT · 3.4% · long · since 2025-12-31
- NVDA · 3.3% · long · since 2025-12-31
- GOOGL · 2.8% · long · since 2025-12-31
- 78467V103 · 2.4% · long · since 2025-12-31
- 78462F103 · 2.2% · long · since 2025-12-31
- 97717W851 · 2.1% · long · since 2025-12-31
- V · 2.0% · long · since 2025-12-31
- 084670108 · 1.9% · long · since 2025-12-31
- AMZN · 1.7% · long · since 2025-12-31