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
DGX
Quest Diagnostics Inc

Healthcare
3.21K
+ 11.62%
N/A
30.8K $4.23M
CNA
Cna Financial Corp

Financial Services
7.67K
+ 37.82%
$45.86 - $51.0 $352K - $391K
27.9K $1.42M
CPRT
Copart Inc

Consumer Cyclical
8.98K
+ 10.25%
$52.3 - $59.83 $470K - $537K
96.6K $5.47M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6.49K
+ 105.65%
$73.27 - $96.21 $476K - $624K
12.6K $936K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
26.3K
+ 5.66%
$44.7 - $49.05 $1.18M - $1.29M
491K $22.2M
EWA
Ishares Msci Australia ETF

ETFs
18.5K
New
$23.02 - $25.66 $427K - $476K
18.5K $434K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.78K
+ 6.32%
$49.67 - $51.43 $337K - $349K
114K $5.83M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
360
+ 1.01%
$46.15 - $63.53 $16.6K - $22.9K
35.9K $2.21M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.2K
+ 10.56%
$19.43 - $19.62 $393K - $397K
212K $4.15M
WU
Western Union CO

Financial Services
39.4K
+ 47.2%
$10.24 - $11.62 $403K - $458K
123K $1.3M
LNT
Alliant Energy Corp

Utilities
1.2K
+ 1.86%
$56.66 - $66.04 $67.9K - $79.1K
65.6K $4.22M
SEIC
Sei Investments CO

Financial Services
6.26K
+ 41.63%
$72.08 - $86.58 $451K - $542K
21.3K $1.65M
WTW
Willis Towers Watson PLC

Financial Services
815
+ 15.69%
$306.61 - $340.78 $250K - $278K
6.01K $2.03M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
13.9K
+ 64.97%
$19.53 - $25.74 $272K - $358K
35.3K $856K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.7K
+ 11.47%
$25.12 - $26.05 $470K - $488K
182K $4.58M
TCBX
Third Coast Bancshares, Inc.

Financial Services
12.2K
New
$30.91 - $38.43 $377K - $469K
12.2K $407K
DCI
Donaldson CO Inc

Industrials
7.66K
+ 2.06%
$66.51 - $72.28 $510K - $554K
380K $25.5M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
8.62K
+ 9.18%
$31.09 - $34.34 $268K - $296K
103K $3.4M
BSCU
Invesco Exc Self Ind Tr

ETFs
22.4K
+ 17.2%
$16.2 - $16.64 $363K - $373K
153K $2.53M
IQV
Iqvia Holdings Inc.

Healthcare
3.4K
+ 34.46%
$176.3 - $209.96 $599K - $713K
13.3K $2.34M
PAYC
Paycom Software, Inc.

Technology
367
+ 1.57%
$199.42 - $225.82 $73.2K - $82.9K
23.8K $5.2M
TWST
Twist Bioscience Corp

Healthcare
10.1K
New
$36.71 - $54.07 $371K - $546K
10.1K $396K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.7K
+ 25.35%
$48.31 - $49.23 $372K - $379K
38.1K $1.87M
NDAQ
Nasdaq, Inc.

Financial Services
5.79K
+ 18.05%
$72.17 - $83.76 $418K - $485K
37.9K $2.87M
RRC
Range Resources Corp

Energy
8.94K
+ 98.32%
$35.22 - $41.29 $315K - $369K
18K $720K
DGRO
Ishares Core Dividend Growth E

ETFs
8.32K
+ 1.35%
$60.46 - $64.42 $503K - $536K
623K $38.1M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.72K
+ 8.3%
$53.69 - $62.68 $146K - $171K
35.5K $2.16M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
6.97K
+ 213.54%
$65.73 - $93.93 $458K - $655K
10.2K $680K
AB
Alliancebernstein Holding L.P.

Financial Services
4.34K
+ 2.43%
$35.0 - $40.73 $152K - $177K
183K $7M
MCY
Mercury General Corp

Financial Services
6.87K
New
$47.18 - $65.75 $324K - $452K
6.87K $384K
NRG
Nrg Energy, Inc.

Utilities
2.07K
+ 5.84%
$84.82 - $113.33 $176K - $235K
37.6K $3.59M
KIE
Spdr S&P Insurance ETF

ETFs
6.34K
New
$54.24 - $60.81 $344K - $386K
6.34K $381K
DFAR
Dimensional ETF Tr Dimensional

ETFs
14K
+ 16.27%
$22.35 - $24.52 $314K - $344K
100K $2.38M
OZK
Bank Ozk

Financial Services
10.2K
+ 16.33%
$41.71 - $53.1 $427K - $543K
72.9K $3.17M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22.3K
New
$16.18 - $17.82 $361K - $398K
22.3K $376K
MEAR
Blackrock Short Maturity Munic

ETFs
7.19K
+ 16.89%
$49.97 - $50.36 $359K - $362K
49.8K $2.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.6K
+ 4.89%
$168.16 - $186.21 $2.62M - $2.9M
334K $57.1M
BSCV
Invesco ETF Self Indexed Fd Tr
20.8K
+ 16.12%
$15.87 - $16.38 $329K - $340K
150K $2.44M
RGA
Reinsurance Group Of America Inc

Financial Services
2.43K
+ 38.21%
$186.01 - $231.1 $452K - $561K
8.78K $1.73M
JBL
Jabil Inc

Technology
3.99K
+ 17.89%
$130.51 - $173.33 $521K - $692K
26.3K $3.58M
DAKT
Daktronics Inc

Technology
42.3K
+ 132.8%
$11.95 - $17.59 $506K - $745K
74.2K $904K
VOE
Vanguard Mid Cap Value Index F

ETFs
6.35K
+ 2.65%
$156.61 - $168.02 $994K - $1.07M
245K $39M
WCN
Waste Connections, Inc.

Industrials
1.14K
+ 19.17%
$169.89 - $195.19 $193K - $222K
7.07K $1.38M
ESS
Essex Property Trust, Inc.

Real Estate
1.32K
+ 15.06%
N/A
10.1K $2.75M
PCTY
Paylocity Holding Corp

Technology
1.92K
New
$183.21 - $217.86 $351K - $418K
1.92K $359K
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.71K
+ 34.32%
$21.28 - $35.62 $122K - $203K
22.3K $796K
HUBS
Hubspot Inc

Technology
1.65K
+ 35.42%
$571.29 - $819.71 $940K - $1.35M
6.29K $3.6M
AWI
Armstrong World Industries Inc

Industrials
2.54K
+ 113.56%
$136.0 - $154.19 $345K - $391K
4.77K $672K
COLD
Americold Realty Trust

Real Estate
16.6K
New
$20.74 - $23.05 $344K - $382K
16.6K $355K
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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