Wealth Enhancement Advisory Services, LLC Purchases in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
19.8M
+ 1064.92%
$22.39 - $23.45 $442M - $463M
21.6M $497M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.5M
+ 192.36%
$22.4 - $68.28 $258M - $785M
17.5M $405M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.84M
+ 215.91%
$26.93 - $84.95 $211M - $666M
11.5M $313M
IVV
Ishares Core S&P 500 ETF

ETFs
253K
+ 4.04%
$570.51 - $610.59 $144M - $155M
6.51M $3.83B
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.99M
+ 190.89%
$25.79 - $80.4 $129M - $401M
7.61M $198M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.29M
+ 9.86%
$96.64 - $101.23 $124M - $130M
14.3M $1.39B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.02M
+ 194.7%
$27.54 - $83.04 $111M - $334M
6.09M $169M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.33M
+ 104.49%
$18.41 - $40.87 $79.6M - $177M
8.46M $157M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
1.68M
+ 1355.83%
$46.63 - $47.41 $78.2M - $79.5M
1.8M $84M
AMZN
Amazon Com Inc

Consumer Cyclical
338K
+ 9.43%
$180.88 - $232.93 $61.1M - $78.6M
3.92M $860M
TEX
Terex Corp

Industrials
1.28M
New
$45.07 - $58.61 $57.7M - $75M
1.28M $59.2M
AVGO
Broadcom Inc.

Technology
249K
+ 23.56%
$159.67 - $250.0 $39.7M - $62.2M
1.3M $302M
UNH
Unitedhealth Group Inc

Healthcare
108K
+ 22.5%
$485.52 - $625.25 $52.2M - $67.2M
585K $296M
META
Meta Platforms, Inc.

Communication Services
71.6K
+ 20.59%
$554.08 - $632.68 $39.7M - $45.3M
419K $247M
GOOGL
Alphabet Inc.

Communication Services
217K
+ 9.98%
$161.86 - $196.66 $35.1M - $42.6M
2.39M $452M
FNDF
Schwab Fundamental Intl Large

ETFs
1.19M
+ 7.1%
$32.92 - $37.15 $39.2M - $44.2M
18M $596M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
488K
+ 7.68%
$78.43 - $87.17 $38.3M - $42.6M
6.85M $549M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.71M
+ 99.16%
$22.63 - $47.53 $38.7M - $81.3M
3.44M $78M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.03M
+ 5.54%
$37.33 - $40.39 $38.6M - $41.7M
19.7M $735M
PANW
Palo Alto Networks Inc

Technology
212K
+ 65.91%
$181.96 - $405.9 $38.5M - $85.9M
532K $96.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.58M
+ 90.9%
$24.19 - $50.58 $38.3M - $80.1M
3.32M $80.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
523K
+ 46.13%
$71.75 - $75.11 $37.5M - $39.3M
1.66M $119M
AAPL
Apple Inc.

Technology
149K
+ 2.13%
$221.69 - $259.02 $32.9M - $38.5M
7.13M $1.79B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.4M
+ 95.81%
$25.33 - $51.16 $35.4M - $71.5M
2.85M $73.8M
RTX
Raytheon Technologies Corp

Industrials
306K
+ 44.98%
$114.45 - $127.21 $35M - $38.9M
985K $114M
CSCO
Cisco Systems, Inc.

Technology
529K
+ 20.32%
$52.45 - $60.02 $27.8M - $31.8M
3.13M $185M
PSC
Principal ETF U.S. Small Cap M

ETFs
601K
+ 1044.04%
$50.76 - $56.6 $30.5M - $34M
659K $33.8M
AVLV
American Centy ETF Tr Avantis
460K
+ 5.97%
$65.51 - $71.22 $30.2M - $32.8M
8.17M $545M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.34M
+ 229.92%
$22.01 - $66.82 $29.4M - $89.2M
1.92M $43.5M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
327K
+ 5.35%
$90.74 - $103.94 $29.7M - $34M
6.44M $588M
BOND
Pimco Active Bond Exchange Tra

ETFs
320K
+ 227.54%
$90.42 - $94.5 $28.9M - $30.2M
460K $41.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
655K
+ 4.62%
$44.04 - $49.49 $28.9M - $32.4M
14.8M $654M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
511K
+ 27.12%
$56.06 - $61.35 $28.6M - $31.3M
2.39M $135M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
484K
+ 5.03%
$56.7 - $62.15 $27.5M - $30.1M
10.1M $589M
IBM
International Business Machines Corp

Technology
124K
+ 15.86%
$204.9 - $238.04 $25.5M - $29.6M
908K $200M
CGGR
Capital Group Growth ETF Shs C

ETFs
717K
+ 59.44%
$34.49 - $39.24 $24.7M - $28.1M
1.92M $71.5M
POCT
Innovator U.S. Equity Power Bu

ETFs
655K
+ 418.12%
$38.63 - $40.03 $25.3M - $26.2M
812K $32.1M
PVAL
Putnam ETF Tr Putnam Focused L
691K
+ 174.23%
$36.85 - $39.99 $25.5M - $27.6M
1.09M $40.4M
SCHO
Schwab Short Term Us Treasury

ETFs
1.01M
+ 89.5%
$24.06 - $48.88 $24.3M - $49.4M
2.14M $51.5M
CGCP
Capital Group Core Plus Income

ETFs
1.08M
+ 234.42%
$22.13 - $23.17 $23.8M - $25M
1.54M $34.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
342K
+ 24.08%
$66.77 - $71.52 $22.9M - $24.5M
1.76M $122M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
1.12M
+ 13.69%
$20.11 - $20.99 $22.5M - $23.5M
9.3M $189M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
222K
+ 32.45%
$100.16 - $100.7 $22.2M - $22.3M
904K $90.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
325K
+ 4.14%
$65.67 - $69.79 $21.3M - $22.7M
8.16M $547M
AXP
American Express CO

Financial Services
71.7K
+ 23.04%
$267.35 - $305.57 $19.2M - $21.9M
383K $114M
MRK
Merck & Co., Inc.

Healthcare
211K
+ 15.64%
$96.31 - $114.76 $20.3M - $24.2M
1.56M $155M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
370K
+ 53.75%
$53.94 - $58.15 $20M - $21.5M
1.06M $59.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
406K
+ 45.61%
$51.09 - $55.27 $20.8M - $22.5M
1.3M $66.3M
NVDA
Nvidia Corp

Technology
154K
+ 2.2%
$117.0 - $148.88 $18M - $23M
7.17M $963M
Activity Summary
Buys All Purchases 2105 New Holdings 353 Increased Positions 1752 Sells All Sells 709 Reductions 709 Sold out 0 Options Calls 25 Puts 16
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