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
PPC
Pilgrims Pride Corp

Consumer Defensive
6.52K
New
$44.52 - $55.93 $290K - $365K
6.52K $355K
NOV
Nov Inc.

Energy
21.8K
+ 62.81%
$13.99 - $16.43 $305K - $358K
56.5K $860K
OGE
Oge Energy Corp.

Utilities
5.04K
+ 19.49%
$39.76 - $46.32 $201K - $234K
30.9K $1.42M
PGNY
Progyny, Inc.

Healthcare
15.9K
New
$17.43 - $23.88 $276K - $379K
15.9K $354K
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.99K
+ 18.74%
$157.11 - $206.52 $784K - $1.03M
31.6K $5.31M
PPBI
Pacific Premier Bancorp Inc

Financial Services
16.5K
New
$21.05 - $26.35 $347K - $435K
16.5K $351K
FLRG
Fidelity Covington Tr U S Mult

ETFs
18.4K
+ 8.18%
$32.37 - $35.77 $596K - $658K
243K $7.95M
ABC
Amerisourcebergen Corp

Healthcare
1.88K
+ 0.69%
N/A
274K $50.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
4.62K
+ 50.73%
$61.92 - $76.95 $286K - $355K
13.7K $1.03M
SAGE
Sage Therapeutics, Inc.

Healthcare
43.6K
New
$5.55 - $8.66 $242K - $378K
43.6K $346K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
11.6K
+ 37.52%
$34.58 - $38.65 $402K - $449K
42.6K $1.49M
ITUB
Itau Unibanco Holding S.A.

Financial Services
46.9K
+ 29.82%
$4.87 - $6.28 $229K - $295K
204K $1.12M
PR
Permian Resources Corporation

Energy
31.8K
+ 21.5%
$12.33 - $16.0 $392K - $509K
180K $2.47M
EVX
Vaneck ETF Tr Environmental Se

ETFs
9.75K
New
$33.9 - $179.35 $331K - $1.75M
9.75K $343K
YOU
Clear Secure, Inc.

Technology
13.5K
+ 132.58%
$22.12 - $27.62 $299K - $373K
23.7K $613K
PTEN
Patterson Uti Energy Inc

Energy
41.4K
+ 199.41%
$7.15 - $9.45 $296K - $391K
62.2K $511K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
13.9K
+ 54.19%
$18.75 - $20.97 $260K - $291K
39.5K $820K
NET
Cloudflare, Inc.

Technology
1.62K
+ 5.27%
$110.71 - $176.5 $179K - $285K
32.3K $3.64M
STE
Steris PLC

Healthcare
801
+ 11.01%
$202.46 - $232.74 $162K - $186K
8.08K $1.83M
KNSL
Kinsale Capital Group, Inc.

Financial Services
584
+ 26.02%
$416.48 - $494.72 $243K - $289K
2.83K $1.38M
CHTR
Charter Communications, Inc.

Communication Services
676
+ 21.01%
$334.89 - $384.77 $226K - $260K
3.89K $1.43M
M
Macy'S, Inc.

Consumer Cyclical
36.4K
+ 126.74%
$12.56 - $16.82 $457K - $612K
65.1K $818K
ESNT
Essent Group Ltd.

Financial Services
5.75K
New
$53.6 - $59.25 $308K - $341K
5.75K $331K
PK
Park Hotels & Resorts Inc.

Real Estate
46.6K
+ 93.7%
$10.68 - $14.19 $498K - $661K
96.4K $1.03M
RIO
Rio Tinto PLC

Basic Materials
3.48K
+ 3.66%
$58.19 - $64.29 $203K - $224K
98.7K $5.93M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
15.6K
New
$21.0 - $24.67 $328K - $386K
15.6K $329K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.16K
+ 19.48%
$132.75 - $177.12 $154K - $205K
7.11K $1.09M
FIVE
Five Below, Inc

Consumer Cyclical
7.26K
+ 100.79%
$72.25 - $103.2 $524K - $749K
14.5K $1.08M
HSBC
Hsbc Holdings PLC

Financial Services
1.9K
+ 6.9%
$48.68 - $61.58 $92.3K - $117K
29.4K $1.69M
IRBO
Ishares Robotics & Artificial

ETFs
10.2K
+ 27.48%
N/A
47.6K $1.53M
K
Kellogg CO

Consumer Defensive
3.67K
+ 22.65%
$81.06 - $82.9 $297K - $304K
19.8K $1.64M
VSEC
Vse Corp

Industrials
2.24K
+ 94.27%
$90.47 - $125.62 $202K - $281K
4.61K $552K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
9.68K
+ 68.78%
$17.16 - $25.25 $166K - $245K
23.8K $566K
TNA
Direxion Daily Small Cap Bull

ETFs
11.1K
New
$28.89 - $46.57 $321K - $518K
11.1K $325K
REAX
Real Brokerage Inc

Real Estate
81.1K
+ 694.77%
$4.06 - $5.51 $329K - $447K
92.8K $376K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14K
+ 8.28%
$20.05 - $20.4 $280K - $285K
183K $3.72M
OMFS
Invesco Exchange Traded Self I

ETFs
8.46K
New
$36.43 - $41.61 $308K - $352K
8.46K $321K
UWMC
Uwm Holdings Corp

Financial Services
62.9K
+ 112.54%
$5.43 - $6.63 $341K - $417K
119K $648K
NWSA
News Corp

Communication Services
11.9K
+ 103.95%
$26.29 - $30.49 $313K - $363K
23.3K $635K
AGI
Alamos Gold Inc

Basic Materials
12K
New
$18.69 - $26.74 $223K - $320K
12K $319K
NGG
National Grid PLC

Utilities
2.39K
+ 9.2%
$56.13 - $65.61 $134K - $157K
28.4K $1.86M
CASH
Meta Financial Group Inc

Financial Services
6.31K
+ 2.76%
$69.94 - $81.54 $441K - $514K
235K $17.1M
CACI
Caci International Inc

Technology
738
+ 4.93%
N/A
15.7K $6.71M
PDCO
Patterson Companies, Inc.

Healthcare
10.1K
New
$30.8 - $31.25 $311K - $315K
10.1K $315K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
11.7K
New
$25.9 - $31.26 $303K - $366K
11.7K $313K
RACE
Ferrari N.V.

Consumer Cyclical
707
+ 21.0%
$413.73 - $508.15 $293K - $359K
4.07K $1.74M
GOLD
Barrick Gold Corp

Basic Materials
1.16K
+ 1.57%
$15.45 - $19.56 $17.9K - $22.6K
74.8K $1.45M
CGXU
Capital Group Intl Focus Equit

ETFs
9.87K
+ 2.05%
$24.48 - $26.59 $242K - $262K
492K $12.2M
LECO
Lincoln Electric Holdings Inc

Industrials
1.63K
+ 74.98%
$180.51 - $216.81 $295K - $354K
3.81K $720K
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email