Wealth Enhancement Advisory Services, LLC Purchases in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
725K
+ 11.59%
$221.69 - $259.02 $161M - $188M
6.99M $1.75B
AMZN
Amazon Com Inc

Consumer Cyclical
668K
+ 22.95%
$180.88 - $232.93 $121M - $156M
3.58M $786M
TSLA
Tesla, Inc.

Consumer Cyclical
259K
+ 49.66%
$213.65 - $479.86 $55.4M - $124M
781K $315M
NVDA
Nvidia Corp

Technology
641K
+ 10.06%
$117.0 - $148.88 $75M - $95.4M
7.02M $942M
IVV
Ishares Core S&P 500 ETF

ETFs
89K
+ 1.44%
$570.51 - $610.59 $50.8M - $54.4M
6.26M $3.68B
MSFT
Microsoft Corp

Technology
311K
+ 13.6%
$406.35 - $454.46 $126M - $141M
2.6M $1.09B
GOOG
Alphabet Inc.

Communication Services
450K
+ 43.3%
$163.08 - $198.16 $73.4M - $89.2M
1.49M $284M
JPM
Jpmorgan Chase & CO

Financial Services
168K
+ 11.51%
$205.18 - $250.29 $34.4M - $41.9M
1.62M $389M
WMT
Walmart Inc.

Consumer Defensive
594K
+ 25.63%
$79.1 - $95.7 $47M - $56.8M
2.91M $263M
BA
Boeing CO

Industrials
357K
+ 79.58%
$138.14 - $180.72 $49.3M - $64.5M
805K $143M
NOW
Service Now, Inc.

Technology
54.7K
+ 82.28%
$867.18 - $1148.42 $47.4M - $62.8M
121K $128M
ISRG
Intuitive Surgical Inc

Healthcare
114K
+ 73.23%
$471.27 - $550.62 $53.8M - $62.9M
270K $141M
DIS
Walt Disney CO

Communication Services
425K
+ 39.0%
$92.39 - $117.6 $39.3M - $50M
1.51M $169M
AVGO
Broadcom Inc.

Technology
6.1K
+ 0.58%
$159.67 - $250.0 $974K - $1.53M
1.06M $245M
MA
Mastercard Inc

Financial Services
101K
+ 33.46%
$491.3 - $536.15 $49.8M - $54.3M
404K $213M
ETN
Eaton Corp PLC

Industrials
186K
+ 38.49%
$326.96 - $377.52 $61M - $70.4M
671K $223M
CRWD
Crowd Strike Holdings, Inc.

Technology
150K
+ 87.0%
$275.15 - $388.2 $41.2M - $58.1M
322K $110M
BAC
Bank Of America Corp

Financial Services
1.08M
+ 33.9%
$39.22 - $47.77 $42.4M - $51.7M
4.27M $188M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
194K
+ 13.33%
$198.04 - $221.51 $38.5M - $43M
1.65M $348M
GOOGL
Alphabet Inc.

Communication Services
16.7K
+ 0.78%
$161.86 - $196.66 $2.7M - $3.29M
2.17M $411M
VIG
Vanguard Dividend Appreciation

ETFs
264K
+ 28.28%
N/A
1.2M $219M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
119K
+ 12.12%
$442.29 - $483.08 $52.5M - $57.3M
1.1M $497M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
914K
+ 81.81%
$51.54 - $52.55 $47.1M - $48.1M
2.03M $105M
MUB
Ishares National Muni Bond ETF

ETFs
415K
+ 61.57%
$105.78 - $108.7 $43.9M - $45.1M
1.09M $116M
PNC
Pnc Financial Services Group, Inc.

Financial Services
202K
+ 75.84%
$178.39 - $215.0 $36.1M - $43.5M
469K $90.4M
VTI
Vanguard Total Stock Market Et

ETFs
119K
+ 13.92%
$280.04 - $302.45 $33.4M - $36M
975K $283M
APD
Air Products & Chemicals, Inc.

Basic Materials
139K
+ 59.19%
$285.5 - $335.62 $39.7M - $46.7M
374K $109M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
648K
New
$55.86 - $60.21 $36.2M - $39M
648K $37.1M
GS
Goldman Sachs Group Inc

Financial Services
51.5K
+ 56.08%
$486.1 - $608.57 $25M - $31.3M
143K $82M
TJX
Tjx Companies Inc

Consumer Cyclical
269K
+ 43.49%
$112.15 - $127.2 $30.2M - $34.3M
889K $107M
CB
Chubb LTD

Financial Services
131K
+ 57.81%
$271.57 - $301.89 $35.5M - $39.4M
357K $98.5M
DVN
Devon Energy Corp

Energy
1.3M
+ 90.81%
$30.52 - $42.96 $39.6M - $55.7M
2.72M $89.2M
PG
Procter & Gamble CO

Consumer Defensive
246K
+ 16.03%
$161.05 - $179.7 $39.6M - $44.2M
1.78M $298M
ABT
Abbott Laboratories

Healthcare
271K
+ 25.87%
$111.93 - $119.39 $30.4M - $32.4M
1.32M $149M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
119K
+ 62.49%
$172.07 - $207.36 $20.5M - $24.7M
310K $61.3M
MCD
Mcdonalds Corp

Consumer Cyclical
115K
+ 31.37%
$288.47 - $316.54 $33.1M - $36.3M
480K $139M
AMGN
Amgen Inc

Healthcare
178K
+ 54.7%
$258.78 - $328.31 $46.1M - $58.5M
504K $131M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
536K
+ 35.56%
$49.79 - $51.14 $26.7M - $27.4M
2.04M $102M
HD
Home Depot, Inc.

Consumer Cyclical
88.8K
+ 14.91%
$385.02 - $431.37 $34.2M - $38.3M
684K $266M
PLTR
Palantir Technologies Inc.

Technology
8.19K
+ 1.31%
$36.46 - $82.38 $298K - $674K
632K $47.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
28.8K
+ 4.64%
$567.81 - $607.81 $16.4M - $17.5M
650K $381M
STZ
Constellation Brands, Inc.

Consumer Defensive
147K
+ 66.27%
$219.66 - $257.62 $32.4M - $38M
370K $81.8M
ENB
Enbridge Inc

Energy
537K
+ 70.68%
$40.4 - $43.92 $21.7M - $23.6M
1.3M $55M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
316K
+ 141.43%
$77.02 - $78.58 $24.3M - $24.8M
539K $41.6M
NEE
Nextera Energy Inc

Utilities
519K
+ 48.44%
$69.77 - $85.43 $36.2M - $44.4M
1.59M $114M
GD
General Dynamics Corp

Industrials
107K
+ 69.14%
$260.28 - $314.03 $27.9M - $33.6M
262K $69M
JNJ
Johnson & Johnson

Healthcare
313K
+ 23.54%
$143.34 - $165.86 $44.8M - $51.9M
1.64M $237M
MS
Morgan Stanley

Financial Services
3.57K
+ 0.37%
$104.42 - $134.99 $373K - $482K
977K $123M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
490K
+ 63.05%
$45.17 - $47.23 $22.1M - $23.1M
1.27M $57.4M
Activity Summary
Buys All Purchases 1250 New Holdings 21 Increased Positions 1229 Sells All Sells 289 Reductions 289 Sold out 0 Options Calls 9 Puts 8
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