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
SPG
Simon Property Group Inc

Real Estate
6.07K
+ 23.47%
$140.37 - $171.44 $852K - $1.04M
31.9K $5.13M
CL
Colgate Palmolive CO

Consumer Defensive
19.4K
+ 5.87%
$87.57 - $96.0 $1.69M - $1.86M
349K $31.7M
RY
Royal Bank Of Canada

Financial Services
1.55K
+ 4.64%
$108.36 - $131.55 $168K - $204K
35K $4.6M
APG
A Pi Group Corp

Industrials
11.5K
+ 75.16%
$32.2 - $51.23 $371K - $591K
26.9K $1.37M
LFUS
Littelfuse Inc

Technology
3.3K
+ 132.77%
$149.72 - $227.31 $494K - $751K
5.79K $1.31M
RJF
Raymond James Financial Inc

Financial Services
1.22K
+ 2.77%
$123.65 - $153.88 $151K - $188K
45.2K $6.94M
PPG
Ppg Industries Inc

Basic Materials
4.87K
+ 8.05%
$91.66 - $115.04 $447K - $561K
65.4K $7.44M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
25.6K
+ 324.64%
$28.96 - $32.46 $741K - $830K
33.5K $1.07M
ZI
Zoom Info Technologies Inc.

Technology
78.8K
+ 69.97%
$7.41 - $10.31 $584K - $812K
191K $1.94M
PBF
Pbf Energy Inc.

Energy
37.6K
New
$14.37 - $24.39 $541K - $918K
37.6K $815K
EEFT
Euronet Worldwide, Inc.

Technology
8.7K
+ 66.44%
$87.44 - $112.74 $761K - $981K
21.8K $2.21M
KJUL
Innovator U.S. Small Cap Power

Technology
26K
+ 77.0%
$25.96 - $29.2 $675K - $760K
59.8K $1.75M
ERJ
Embraer S.A.

Industrials
10.9K
+ 68.34%
$40.42 - $56.91 $442K - $622K
26.9K $1.53M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.83K
+ 22.47%
$86.93 - $109.64 $420K - $530K
26.3K $2.89M
MTDR
Matador Resources CO

Energy
17.5K
+ 129.91%
$36.67 - $52.23 $641K - $913K
30.9K $1.48M
ABC
Amerisourcebergen Corp

Healthcare
4.25K
+ 1.55%
N/A
278K $51.4M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
26.6K
+ 15.36%
$20.31 - $24.1 $539K - $640K
199K $4.81M
MDB
Mongo Db, Inc.

Technology
192
+ 0.9%
$145.85 - $225.38 $28K - $43.3K
21.6K $4.54M
NGG
National Grid PLC

Utilities
7.11K
+ 25.02%
$62.74 - $74.79 $446K - $532K
35.5K $2.64M
TD
Toronto Dominion Bank

Financial Services
7.47K
+ 43.78%
$55.71 - $73.45 $416K - $548K
24.5K $1.8M
GPI
Group 1 Automotive Inc

Consumer Cyclical
207
+ 1.65%
$372.3 - $448.86 $77.1K - $92.9K
12.8K $5.58M
PAVE
Global X Fds Us Infrastructure

ETFs
7.79K
+ 10.41%
$33.78 - $43.68 $263K - $340K
82.7K $3.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14.8K
+ 1.27%
$45.2 - $46.6 $670K - $690K
1.18M $54.8M
FCPI
Fidelity Covington Tr Stocks F

ETFs
9.3K
+ 9.74%
$38.29 - $46.65 $356K - $434K
105K $4.89M
LPLA
Lpl Financial Holdings Inc.

Financial Services
992
+ 12.37%
$283.31 - $388.96 $281K - $386K
9.01K $3.38M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
24.1K
+ 63.95%
$32.56 - $35.71 $785K - $861K
61.8K $2.04M
KEYS
Keysight Technologies, Inc.

Technology
3.5K
+ 27.5%
$127.02 - $165.4 $445K - $579K
16.2K $2.66M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
294
+ 0.53%
$61.92 - $81.5 $18.2K - $24K
55.5K $4.52M
CHDN
Churchill Downs Inc

Consumer Cyclical
7.81K
+ 192.01%
$87.99 - $111.79 $687K - $873K
11.9K $1.2M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
14.4K
+ 28.03%
$49.79 - $50.59 $715K - $726K
65.5K $3.32M
WELL
Welltower Inc.

Real Estate
4.35K
+ 3.31%
$136.49 - $155.22 $594K - $675K
136K $20.9M
HRB
H&R Block Inc

Consumer Cyclical
13.4K
+ 84.04%
$54.32 - $63.04 $728K - $845K
29.4K $1.61M
CLFD
Clearfield, Inc.

Technology
51
+ 0.1%
$25.24 - $43.41 $1.29K - $2.21K
53.6K $2.33M
MGV
Vanguard Mega Cap Value

ETFs
3.36K
+ 4.49%
$114.87 - $131.25 $386K - $441K
78.1K $10.2M
GPS
Gap Inc

Consumer Cyclical
36.2K
+ 65.52%
N/A
91.5K $1.85M
ADT
Adt Inc.

Industrials
77.9K
+ 36.6%
$7.54 - $8.6 $587K - $670K
291K $2.46M
CSL
Carlisle Companies Inc

Industrials
1.43K
+ 23.78%
$317.1 - $408.5 $452K - $582K
7.42K $2.77M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
8.19K
+ 23.45%
$52.11 - $64.98 $427K - $532K
43.1K $2.8M
CCJ
Cameco Corp

Energy
6.13K
+ 74.87%
$36.68 - $74.46 $225K - $456K
14.3K $1.06M
FDL
First Tr Morningstar Dividend

ETFs
21.8K
+ 17.49%
$38.19 - $43.19 $834K - $943K
147K $6.14M
DD
Du Pont De Nemours, Inc.

Basic Materials
20.4K
+ 18.25%
$55.13 - $75.25 $1.12M - $1.53M
132K $9.05M
ROKU
Roku, Inc

Communication Services
6.03K
+ 56.11%
$55.1 - $87.89 $332K - $530K
16.8K $1.47M
RACE
Ferrari N.V.

Consumer Cyclical
923
+ 22.66%
$397.86 - $499.02 $367K - $461K
5K $2.45M
FITB
Fifth Third Bancorp

Financial Services
10K
+ 6.57%
$33.32 - $41.51 $335K - $417K
163K $6.7M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.19K
+ 2.32%
$89.02 - $104.29 $195K - $228K
96.4K $10.1M
TTWO
Take Two Interactive Software Inc

Communication Services
1.62K
+ 19.13%
$194.58 - $243.05 $315K - $393K
10.1K $2.45M
UNM
Unum Group

Financial Services
8.93K
+ 22.82%
$70.48 - $82.91 $630K - $741K
48.1K $3.88M
SCI
Service Corp International

Consumer Cyclical
8.33K
+ 67.43%
$73.58 - $81.65 $613K - $680K
20.7K $1.68M
UTHR
United Therapeutics Corp

Healthcare
2.66K
+ 77.43%
$276.47 - $328.4 $734K - $872K
6.08K $1.75M
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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