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
TNL
Travel & Leisure Co.

Consumer Cyclical
18.9K
+ 45.05%
$38.78 - $51.89 $734K - $982K
60.9K $3.15M
DVY
Ishares Tr

ETFs
8.92K
+ 4.45%
$118.37 - $134.86 $1.06M - $1.2M
209K $27.8M
IXN
Ishares Global Information Tec

ETFs
1.38K
+ 2.14%
$65.81 - $92.34 $90.9K - $128K
66K $6.09M
AXS
Axis Capital Holdings LTD

Financial Services
10.2K
+ 26.98%
$87.23 - $106.93 $886K - $1.09M
47.8K $4.97M
MCO
Moodys Corp

Financial Services
748
+ 3.32%
$396.7 - $501.59 $297K - $375K
23.3K $11.7M
EXEL
Exelixis, Inc.

Healthcare
8.98K
+ 8.16%
$34.13 - $46.26 $306K - $415K
119K $5.25M
APA
Apa Corp

Energy
68.1K
+ 227.19%
$14.03 - $21.24 $956K - $1.45M
98.1K $1.8M
CAH
Cardinal Health Inc

Healthcare
477
+ 1.33%
$125.0 - $168.0 $59.6K - $80.1K
36.3K $6.09M
ES
Eversource Energy

Utilities
17.1K
+ 36.09%
$54.25 - $65.89 $929K - $1.13M
64.5K $4.11M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
11K
+ 44.57%
$79.85 - $95.57 $881K - $1.05M
35.8K $3.42M
CGNX
Cognex Corp

Technology
34.6K
+ 215.45%
$23.27 - $32.07 $806K - $1.11M
50.7K $1.61M
PINK
Simplify Exchange Traded Fds S

ETFs
23.5K
+ 4.09%
$26.92 - $30.05 $632K - $706K
598K $18M
MTZ
Mastec Inc

Industrials
2.82K
+ 23.68%
$106.07 - $171.99 $299K - $486K
14.7K $2.51M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
21.9K
+ 30.18%
$99.37 - $134.05 $2.18M - $2.94M
94.5K $10.7M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.79K
+ 45.8%
$66.89 - $111.18 $387K - $643K
18.4K $2.05M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21.6K
+ 78.56%
$50.34 - $51.86 $1.09M - $1.12M
49.1K $2.52M
GL
Globe Life Inc.

Financial Services
10.3K
+ 45.05%
$113.29 - $133.09 $1.16M - $1.37M
33.1K $4.11M
HAS
Hasbro, Inc.

Consumer Cyclical
12.2K
+ 73.43%
$50.71 - $73.82 $618K - $900K
28.8K $2.12M
RGLD
Royal Gold Inc

Basic Materials
3.7K
+ 12.36%
$155.48 - $186.71 $576K - $691K
33.7K $5.99M
PB
Prosperity Bancshares Inc

Financial Services
15.6K
+ 211.44%
$63.76 - $73.75 $992K - $1.15M
22.9K $1.61M
PWV
Invesco Exchange Traded Fd Tr

ETFs
17.1K
+ 241.18%
$52.26 - $62.14 $896K - $1.07M
24.3K $1.51M
WBS
Webster Financial Corp

Financial Services
18.9K
+ 122.09%
$41.76 - $54.91 $791K - $1.04M
34.5K $1.88M
ET
Energy Transfer LP

Energy
83.2K
+ 8.83%
$15.65 - $18.93 $1.3M - $1.57M
1.02M $18.6M
NICE
Nice Ltd.

Technology
6.36K
New
$141.3 - $178.32 $899K - $1.13M
6.36K $1.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.95K
+ 1.06%
$121.58 - $136.74 $480K - $540K
375K $50.9M
TDIV
First Trust Nasdaq Technology

ETFs
4.87K
+ 12.8%
$64.41 - $90.17 $313K - $439K
42.9K $3.87M
FNDB
Schwab Fundamental U S Broad M

ETFs
44.4K
New
$20.36 - $23.98 $904K - $1.06M
44.4K $1.06M
USFD
Us Foods Holding Corp.

Consumer Defensive
7.54K
+ 18.08%
$60.47 - $79.12 $456K - $597K
49.3K $3.79M
RPG
Invesco Exchange Traded Fd Tr

ETFs
878
+ 0.66%
$33.86 - $45.77 $29.7K - $40.2K
135K $6.16M
IJK
Ishares S&P Midcap 400 Growth

ETFs
8K
+ 18.78%
$73.7 - $90.98 $589K - $728K
50.6K $4.6M
BPOP
Popular, Inc.

Financial Services
7.54K
+ 61.51%
$81.63 - $110.51 $615K - $833K
19.8K $2.18M
AUB
Atlantic Union Bankshares Corp

Financial Services
33.3K
+ 174.32%
$23.85 - $32.24 $795K - $1.08M
52.5K $1.64M
FLR
Fluor Corp

Industrials
12.6K
+ 48.66%
$30.86 - $51.42 $389K - $647K
38.5K $1.97M
EA
Electronic Arts Inc.

Communication Services
4.97K
+ 30.32%
$132.53 - $159.7 $659K - $794K
21.4K $3.41M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
3.35K
+ 59.87%
$212.85 - $266.59 $713K - $893K
8.94K $2.38M
FLRG
Fidelity Covington Tr U S Mult

ETFs
6.9K
+ 2.84%
$29.74 - $35.95 $205K - $248K
250K $8.99M
AWI
Armstrong World Industries Inc

Industrials
5.74K
+ 120.18%
$126.1 - $163.12 $723K - $936K
10.5K $1.71M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
52.6K
New
$16.64 - $19.62 $875K - $1.03M
52.6K $1.03M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.63K
+ 2.45%
$91.62 - $109.97 $241K - $289K
110K $12.1M
HYRM
Dbx ETF Tr Xtrackers Risk Mana

ETFs
44.1K
+ 2.4%
$22.55 - $23.5 $995K - $1.04M
1.89M $44.3M
TDC
Teradata Corp

Technology
45.5K
New
$19.2 - $23.59 $874K - $1.07M
45.5K $1.02M
IDA
Idacorp Inc

Utilities
8.82K
+ 133.97%
$111.01 - $119.72 $979K - $1.06M
15.4K $1.78M
CVNA
Carvana Co.

Consumer Cyclical
2.05K
+ 82.63%
$162.57 - $345.64 $333K - $709K
4.53K $1.53M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
6.99K
+ 0.52%
$48.48 - $50.99 $339K - $356K
1.36M $69.1M
IONQ
Ion Q, Inc.

Technology
16.5K
+ 119.66%
$20.68 - $48.04 $342K - $794K
30.3K $1.3M
GDDY
Go Daddy Inc.

Technology
5.55K
+ 94.27%
$162.11 - $192.36 $899K - $1.07M
11.4K $2.06M
JHG
Janus Henderson Group PLC

Financial Services
24.5K
+ 154.72%
$29.47 - $38.84 $721K - $950K
40.3K $1.56M
EEMA
Ishares Msci Emerging Markets

ETFs
12K
New
$64.59 - $83.0 $774K - $995K
12K $989K
MHK
Mohawk Industries Inc

Consumer Cyclical
9.86K
+ 190.51%
$97.99 - $117.15 $966K - $1.15M
15K $1.58M
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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