Wealth Enhancement Advisory Services, LLC Purchases in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
27.2K
New
$25.79 - $33.75 $700K - $917K
27.2K $739K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
17.5K
New
$41.11 - $48.92 $719K - $856K
17.5K $738K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.24K
+ 1.38%
$105.1 - $109.61 $340K - $355K
238K $25.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
8.34K
+ 66.84%
$47.74 - $65.16 $398K - $543K
20.8K $1.33M
EA
Electronic Arts Inc.

Communication Services
5.13K
+ 45.53%
$116.53 - $146.29 $598K - $750K
16.4K $2.37M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
89.5K
+ 153.61%
$7.89 - $8.07 $706K - $723K
148K $1.18M
PAA
Plains All American Pipeline LP

Energy
28.9K
+ 61.32%
$17.32 - $20.96 $501K - $606K
76.1K $1.52M
VAW
Vanguard Materials ETF

ETFs
3.83K
+ 43.37%
$185.71 - $202.46 $712K - $776K
12.7K $2.37M
KEY
Keycorp

Financial Services
51.6K
+ 50.38%
$15.15 - $18.3 $782K - $945K
154K $2.46M
CTA
Simplify Exch Traded Fds Simpl

ETFs
23.3K
+ 223.97%
$27.81 - $30.21 $647K - $703K
33.6K $990K
MKL
Markel Corp

Financial Services
44
+ 1.04%
$1660.14 - $2059.83 $73K - $90.6K
4.29K $8.02M
LUMN
Lumen Technologies, Inc.

Communication Services
203K
+ 263.81%
$3.92 - $5.92 $795K - $1.2M
280K $1.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
29K
+ 22.86%
$22.77 - $22.94 $660K - $665K
156K $3.58M
OXY
Occidental Petroleum Corp

Energy
13.7K
+ 14.31%
$45.45 - $52.7 $624K - $723K
110K $5.41M
BBDC
Barings Bdc, Inc.

Financial Services
70.7K
+ 86.58%
$9.36 - $10.78 $662K - $762K
152K $1.45M
DHS
Wisdomtree Tr U.S

ETFs
6.59K
+ 111.03%
$91.55 - $99.74 $603K - $657K
12.5K $1.23M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
4.01K
+ 3.13%
$152.57 - $163.66 $611K - $656K
132K $20.5M
GL
Globe Life Inc.

Financial Services
1.86K
+ 8.89%
$111.2 - $131.72 $207K - $245K
22.8K $3M
ONLN
Proshares Tr Online Retail ETF

ETFs
15.2K
New
$42.63 - $51.27 $650K - $781K
15.2K $666K
FCX
Freeport Mcmoran Inc

Basic Materials
18.4K
+ 10.21%
$34.5 - $43.01 $636K - $793K
199K $7.54M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
566
+ 4.71%
$81.78 - $131.92 $46.3K - $74.7K
12.6K $1.66M
KORP
American Centy ETF Tr Diversif

ETFs
12.2K
+ 12.2%
$45.26 - $47.12 $554K - $577K
113K $5.26M
STLD
Steel Dynamics Inc

Basic Materials
6.6K
+ 31.59%
N/A
27.5K $2.7M
MNST
Monster Beverage Corp

Consumer Defensive
8.16K
+ 28.77%
$46.16 - $58.58 $376K - $478K
36.5K $2.14M
DINO
Hf Sinclair Corp

Energy
21.6K
+ 72.88%
$30.66 - $38.48 $662K - $831K
51.2K $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
3.5K
+ 4.09%
$185.78 - $198.58 $651K - $695K
89.1K $17M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
15.3K
+ 111.89%
$41.74 - $43.57 $637K - $665K
28.9K $1.22M
TDG
Trans Digm Group Inc

Industrials
45
+ 0.91%
$1251.32 - $1394.11 $56.3K - $62.7K
4.98K $6.88M
LYFT
Lyft, Inc.

Technology
60.4K
+ 70.61%
$11.27 - $15.12 $681K - $914K
146K $1.73M
NYT
New York Times CO

Communication Services
13.2K
+ 109.26%
$46.9 - $55.89 $621K - $740K
25.4K $1.26M
UBS
Ubs Group Ag

Financial Services
19.2K
+ 18.28%
$30.28 - $35.78 $582K - $688K
124K $3.81M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
374
+ 29.13%
$1227.6 - $1458.46 $459K - $545K
1.66K $2.24M
ESI
Element Solutions Inc

Basic Materials
31K
+ 109.96%
$22.61 - $27.55 $700K - $853K
59.1K $1.34M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.01K
+ 2.14%
$27.29 - $38.29 $54.9K - $77.1K
96.3K $3.37M
ATO
Atmos Energy Corp

Utilities
3.02K
+ 30.89%
$136.51 - $154.58 $412K - $466K
12.8K $1.97M
RIOT
Riot Blockchain, Inc.

Technology
85.7K
New
$7.12 - $13.54 $610K - $1.16M
85.7K $610K
NTR
Nutrien Ltd.

Basic Materials
12.2K
New
$45.28 - $53.84 $554K - $659K
12.2K $608K
LII
Lennox International Inc

Industrials
1.4K
+ 37.94%
$553.05 - $666.93 $776K - $936K
5.1K $2.86M
ST
Sensata Technologies Holding PLC

Technology
26.2K
+ 235.5%
$24.27 - $30.0 $637K - $787K
37.4K $907K
FDL
First Tr Morningstar Dividend

ETFs
5.05K
+ 4.21%
$39.69 - $43.83 $200K - $221K
125K $5.42M
FDS
Factset Research Systems Inc

Financial Services
1.56K
+ 35.63%
$427.5 - $476.51 $666K - $742K
5.93K $2.69M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
20K
New
$24.39 - $35.22 $488K - $705K
20K $594K
PTCT
Ptc Therapeutics, Inc.

Healthcare
11.7K
New
$41.81 - $57.17 $488K - $667K
11.7K $594K
AMN
Amn Healthcare Services Inc

Healthcare
24.2K
New
$23.07 - $28.1 $559K - $680K
24.2K $592K
CHCO
City Holding CO

Financial Services
5.09K
+ 82.89%
$114.48 - $120.39 $582K - $613K
11.2K $1.32M
EBAY
Ebay Inc

Consumer Cyclical
2.1K
+ 2.71%
$61.61 - $70.93 $129K - $149K
79.5K $5.38M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
18.8K
+ 81.84%
$32.13 - $33.82 $603K - $634K
41.7K $1.35M
MANH
Manhattan Associates Inc

Technology
4.96K
+ 177.54%
$163.5 - $295.1 $810K - $1.46M
7.75K $1.34M
HON
Honeywell International Inc

Industrials
23.5K
+ 7.57%
$202.75 - $226.52 $4.77M - $5.32M
334K $70.8M
Activity Summary
Buys All Purchases 1817 New Holdings 260 Increased Positions 1557 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 23 Puts 12
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