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
BKU
Bank United, Inc.

Financial Services
17K
New
$31.36 - $41.63 $533K - $707K
17K $584K
FJP
First Trust Japan Alphadex Fun

ETFs
5.97K
+ 7.41%
$49.98 - $57.59 $298K - $344K
86.5K $4.74M
MLM
Martin Marietta Materials Inc

Basic Materials
1.51K
+ 41.19%
$460.39 - $552.64 $693K - $832K
5.16K $2.47M
OMER
Omeros Corp

Healthcare
70.4K
New
$7.04 - $11.21 $496K - $789K
70.4K $578K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
40.3K
New
$14.21 - $15.67 $573K - $632K
40.3K $575K
BPOP
Popular, Inc.

Financial Services
6.28K
+ 105.12%
$87.14 - $106.33 $547K - $668K
12.3K $1.13M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
9.08K
+ 28.4%
$43.6 - $49.84 $396K - $452K
41K $1.97M
JFR
Nuveen Floating Rate Income Fund

Financial Services
67.7K
+ 485.4%
$8.41 - $9.05 $570K - $613K
81.7K $691K
NI
Nisource Inc.

Utilities
10.8K
+ 27.63%
$35.57 - $41.23 $385K - $447K
50K $2.01M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.1K
+ 2.41%
$73.71 - $87.55 $80.9K - $96K
46.7K $4.06M
WSO
Watsco Inc

Industrials
28
+ 0.18%
$463.86 - $530.75 $13K - $14.9K
15.8K $8.02M
CLX
Clorox CO

Consumer Defensive
8.79K
+ 17.89%
$141.76 - $162.89 $1.25M - $1.43M
57.9K $8.53M
DOCS
Doximity, Inc.

Healthcare
9K
+ 196.61%
$49.71 - $83.14 $447K - $748K
13.6K $787K
CDE
Coeur Mining, Inc.

Basic Materials
91.2K
New
$5.02 - $7.29 $458K - $665K
91.2K $539K
DLB
Dolby Laboratories, Inc.

Industrials
6.48K
+ 114.62%
$76.37 - $87.32 $495K - $566K
12.1K $975K
QDF
Flexshares Quality Dividend In

ETFs
11.7K
+ 9.52%
$67.19 - $73.37 $789K - $861K
135K $9.23M
NVST
Envista Holdings Corp

Healthcare
32.6K
+ 220.52%
$16.25 - $22.15 $529K - $721K
47.3K $816K
RECS
Columbia ETF Tr I

ETFs
17.9K
+ 38.21%
$32.64 - $36.08 $585K - $647K
64.8K $2.15M
TCBI
Texas Capital Bancshares Inc

Financial Services
7.07K
New
$70.86 - $83.85 $501K - $593K
7.07K $527K
WES
Western Midstream Partners, LP

Energy
10.2K
+ 24.01%
$37.87 - $42.89 $385K - $436K
52.5K $2.15M
DUOL
Duolingo, Inc.

Technology
1.84K
+ 52.19%
$272.49 - $441.39 $500K - $810K
5.35K $1.66M
BALT
Innovator Etfs Tr
16.6K
New
$31.31 - $31.89 $520K - $530K
16.6K $521K
KEX
Kirby Corp

Industrials
5.28K
+ 206.13%
$95.1 - $112.81 $502K - $595K
7.84K $791K
CORT
Corcept Therapeutics Inc

Healthcare
230
+ 2.98%
$49.85 - $114.22 $11.5K - $26.3K
7.95K $908K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
44.6K
New
$10.98 - $17.34 $489K - $773K
44.6K $517K
NEOG
Neogen Corp

Healthcare
73.1K
+ 212.89%
$8.43 - $13.07 $616K - $955K
107K $931K
EQH
Equitable Holdings, Inc.

Financial Services
7.24K
+ 26.23%
$47.64 - $55.68 $345K - $403K
34.8K $1.81M
MGM
Mgm Resorts International

Consumer Cyclical
23.5K
+ 61.58%
$29.64 - $40.37 $698K - $950K
61.7K $1.83M
MWA
Mueller Water Products, Inc.

Industrials
19.7K
New
$21.65 - $28.24 $427K - $557K
19.7K $501K
AM
Antero Midstream Corp

Energy
23.9K
+ 102.08%
$15.47 - $18.04 $370K - $432K
47.4K $852K
ASH
Ashland Global Holdings Inc

Basic Materials
9.1K
+ 276.43%
$55.87 - $73.16 $508K - $666K
12.4K $734K
AR
Antero Resources Corp

Energy
8.91K
+ 37.97%
$33.64 - $41.42 $300K - $369K
32.4K $1.31M
PRI
Primerica, Inc.

Financial Services
1.54K
+ 45.58%
$271.41 - $296.43 $419K - $457K
4.93K $1.4M
IPGP
Ipg Photonics Corp

Technology
8.29K
+ 194.06%
$57.86 - $77.8 $480K - $645K
12.6K $793K
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.44K
+ 13.71%
$59.6 - $67.2 $324K - $365K
45.1K $2.88M
ATEC
Alphatec Holdings, Inc.

Healthcare
45K
+ 300.98%
$9.06 - $12.53 $408K - $564K
60K $608K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
13.4K
+ 76.09%
$32.01 - $34.37 $429K - $460K
31K $1.04M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
12.2K
+ 47.61%
$30.38 - $34.94 $369K - $425K
37.7K $1.29M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
36.6K
+ 108.84%
$21.87 - $34.63 $800K - $1.27M
70.2K $1.53M
AN
Autonation, Inc.

Consumer Cyclical
3K
+ 104.17%
$156.67 - $195.15 $470K - $586K
5.88K $952K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
14.8K
+ 12.23%
$28.11 - $30.42 $416K - $450K
136K $3.97M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
39.5K
New
$11.63 - $13.3 $460K - $526K
39.5K $459K
OTIS
Otis Worldwide Corp

Industrials
1.3K
+ 4.29%
$90.77 - $104.01 $118K - $136K
31.6K $3.27M
FLR
Fluor Corp

Industrials
16.3K
+ 170.46%
$34.29 - $55.28 $559K - $901K
25.9K $926K
EVRG
Evergy, Inc.

Utilities
3.01K
+ 9.06%
$59.9 - $69.52 $181K - $210K
36.3K $2.5M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
8.04K
+ 7.47%
$47.27 - $50.52 $380K - $406K
116K $5.64M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
22.7K
+ 15.39%
$18.18 - $18.58 $413K - $422K
170K $3.16M
FTI
Technip Fmc PLC

Energy
6.95K
+ 8.56%
$25.3 - $32.57 $176K - $226K
88.1K $2.79M
HAS
Hasbro, Inc.

Consumer Cyclical
6.23K
+ 60.02%
$56.16 - $69.06 $350K - $430K
16.6K $1.02M
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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