Wealth Enhancement Advisory Services, LLC Purchases in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
163K
+ 2.58%
$498.8 - $620.9 $81.1M - $101M
6.46M $4.01B
MSFT
Microsoft Corp

Technology
226K
+ 8.41%
$354.56 - $497.45 $80.1M - $112M
2.91M $1.45B
NVDA
Nvidia Corp

Technology
564K
+ 8.05%
$94.31 - $157.99 $53.2M - $89.1M
7.58M $1.2B
AMZN
Amazon Com Inc

Consumer Cyclical
374K
+ 11.92%
$167.32 - $223.3 $62.5M - $83.5M
3.51M $770M
META
Meta Platforms, Inc.

Communication Services
112K
+ 22.93%
$484.66 - $738.09 $54.2M - $82.5M
599K $442M
JPM
Jpmorgan Chase & CO

Financial Services
253K
+ 14.23%
$210.28 - $289.91 $53.2M - $73.3M
2.03M $589M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.31M
+ 8.61%
$96.84 - $99.46 $127M - $130M
16.5M $1.64B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.4M
+ 8.92%
$39.89 - $49.46 $55.8M - $69.2M
17.1M $846M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
661K
+ 3.75%
$36.01 - $45.69 $23.8M - $30.2M
18.3M $836M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.14M
+ 83.76%
$90.56 - $109.49 $103M - $124M
2.49M $272M
AVGO
Broadcom Inc.

Technology
96K
+ 11.1%
$146.29 - $275.65 $14M - $26.5M
961K $265M
ORCL
Oracle Corp

Technology
334K
+ 57.99%
$122.82 - $218.63 $41M - $72.9M
909K $199M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.94M
+ 17.7%
$19.6 - $24.44 $57.7M - $71.9M
19.6M $478M
GOOGL
Alphabet Inc.

Communication Services
271K
+ 10.81%
$144.7 - $178.6 $39.2M - $48.4M
2.78M $490M
USVM
Victory Portfolios Ii Victorys

ETFs
751K
+ 11.18%
$69.28 - $84.0 $52M - $63.1M
7.47M $627M
VEA
Vanguard Ftse Developed Market

ETFs
1.38M
+ 77.17%
$45.65 - $57.01 $63.1M - $78.8M
3.17M $181M
FNDF
Schwab Fundamental Intl Large

ETFs
764K
+ 4.73%
$32.25 - $40.02 $24.6M - $30.6M
16.9M $677M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
815K
+ 90.4%
$100.35 - $100.71 $81.8M - $82.1M
1.72M $173M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67.4K
+ 8.35%
$456.74 - $568.03 $30.8M - $38.3M
875K $497M
IWB
Ishares Tr Russell 1000 ETF

ETFs
205K
+ 60.74%
$272.36 - $339.57 $55.9M - $69.6M
543K $184M
ACN
Accenture PLC

Technology
262K
+ 110.01%
$279.23 - $323.21 $73.2M - $84.7M
500K $150M
ADBE
Adobe Inc.

Technology
178K
+ 154.42%
$340.0 - $420.68 $60.6M - $75M
294K $114M
V
Visa Inc.

Financial Services
171K
+ 19.76%
$308.27 - $373.31 $52.9M - $64M
1.04M $369M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
946K
+ 56.79%
$51.16 - $62.02 $48.4M - $58.7M
2.61M $162M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.27M
+ 22.65%
$50.36 - $50.68 $63.7M - $64.1M
6.85M $347M
IEFA
Ishares Tr

ETFs
549K
+ 27.36%
$67.83 - $84.09 $37.2M - $46.2M
2.56M $213M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
93.3K
+ 10.08%
$180.84 - $240.32 $16.9M - $22.4M
1.02M $245M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25.5K
+ 4.95%
$416.06 - $551.64 $10.6M - $14M
540K $298M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
922K
+ 26.08%
$45.11 - $52.34 $41.6M - $48.3M
4.46M $233M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.87M
+ 67.19%
$20.42 - $25.3 $38.2M - $47.3M
4.65M $118M
DSTL
ETF Ser Solution Distillate Us

ETFs
807K
+ 55.65%
$48.53 - $55.35 $39.2M - $44.7M
2.26M $125M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.9K
+ 1.65%
$496.48 - $617.85 $5.41M - $6.73M
670K $414M
NKE
Nike, Inc.

Consumer Cyclical
566K
+ 319.87%
$53.27 - $72.04 $30.2M - $40.8M
743K $52.8M
ETN
Eaton Corp PLC

Industrials
1.13K
+ 0.23%
$246.52 - $356.99 $279K - $403K
484K $173M
VUG
Vanguard Growth ETF

ETFs
1.64K
+ 0.27%
$329.49 - $438.4 $540K - $719K
601K $263M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
384K
+ 24.33%
$60.34 - $74.89 $23.2M - $28.8M
1.96M $147M
WMT
Walmart Inc.

Consumer Defensive
166K
+ 6.92%
$81.79 - $99.98 $13.6M - $16.6M
2.57M $251M
ABT
Abbott Laboratories

Healthcare
263K
+ 24.49%
$123.95 - $138.08 $32.6M - $36.3M
1.34M $182M
MMM
3 M CO

Industrials
234K
+ 39.12%
$126.09 - $154.15 $29.5M - $36.1M
832K $127M
TSLA
Tesla, Inc.

Consumer Cyclical
52.1K
+ 15.91%
$221.86 - $362.89 $11.6M - $18.9M
379K $121M
VB
Vanguard Small Cap ETF

ETFs
134K
+ 53.26%
$193.73 - $237.37 $25.9M - $31.7M
385K $91.2M
VTI
Vanguard Total Stock Market Et

ETFs
7.74K
+ 0.72%
$243.75 - $303.93 $1.89M - $2.35M
1.08M $328M
DFAU
Dimensional ETF Tr

ETFs
711K
+ 58.04%
$34.04 - $42.36 $24.2M - $30.1M
1.94M $82M
MA
Mastercard Inc

Financial Services
52.9K
+ 16.68%
$479.92 - $590.74 $25.4M - $31.2M
370K $208M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.42M
+ 5.99%
$22.54 - $23.17 $31.9M - $32.8M
25M $576M
VICI
Vici Properties Inc.

Real Estate
1.02M
+ 387.36%
$29.41 - $32.97 $30.1M - $33.7M
1.29M $42M
VBR
Vanguard Small Cap Value ETF

ETFs
154K
+ 46.98%
$162.76 - $195.77 $25M - $30.1M
480K $93.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
205K
+ 7.13%
$55.54 - $69.09 $11.4M - $14.1M
3.07M $212M
GS
Goldman Sachs Group Inc

Financial Services
20.3K
+ 20.72%
$462.22 - $707.75 $9.38M - $14.4M
118K $83.7M
Activity Summary
Buys All Purchases 2174 New Holdings 543 Increased Positions 1631 Sells All Sells 1081 Reductions 1081 Sold out 0 Options Calls 22 Puts 11
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