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
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.44K
+ 44.12%
$45.62 - $51.12 $248K - $278K
17.8K $904K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.49K
+ 8.27%
$42.38 - $43.28 $318K - $324K
98K $4.17M
FAF
First American Financial Corp

Financial Services
3.65K
+ 17.1%
$57.7 - $66.47 $210K - $242K
25K $1.64M
MP
Mp Materials Corp.

Basic Materials
12.6K
New
$16.39 - $26.93 $206K - $339K
12.6K $307K
MOS
Mosaic CO

Basic Materials
7.83K
+ 19.89%
$23.08 - $28.8 $181K - $225K
47.2K $1.27M
KXI
Ishares Tr Global Consumer Sta

ETFs
4.73K
New
$58.57 - $64.8 $277K - $307K
4.73K $303K
FSMD
Fidelity Covington Tr Small Mi

ETFs
7.73K
New
$38.04 - $43.22 $294K - $334K
7.73K $302K
GAM
General American Investors CO Inc

Financial Services
6.01K
New
$49.23 - $53.5 $296K - $322K
6.01K $302K
UPST
Upstart Holdings, Inc.

Financial Services
8.1K
+ 175.51%
$46.03 - $88.77 $373K - $719K
12.7K $585K
CRDO
Credo Technology Group Holding LTD

Technology
7.48K
New
$39.45 - $85.5 $295K - $640K
7.48K $300K
DESP
Despegar.Com, Corp.

Consumer Cyclical
16.2K
+ 98.53%
$18.51 - $19.36 $300K - $314K
32.7K $614K
TREE
Lending Tree, Inc.

Financial Services
5.92K
New
$36.27 - $55.58 $215K - $329K
5.92K $297K
BPMC
Blueprint Medicines Corp

Healthcare
3.35K
New
$86.69 - $115.63 $291K - $388K
3.35K $296K
KMPR
Kemper Corp

Financial Services
4.26K
+ 16.86%
$62.81 - $69.5 $267K - $296K
29.5K $1.97M
ROKU
Roku, Inc

Communication Services
4.52K
+ 72.64%
$67.36 - $99.07 $305K - $448K
10.7K $757K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.63K
+ 123.54%
$178.65 - $194.73 $292K - $318K
2.95K $537K
IYK
Ishares U.S. Consumer Staples

ETFs
3.52K
+ 55.77%
$63.29 - $71.8 $223K - $253K
9.84K $704K
CQP
Cheniere Energy Partners, L.P.

Energy
3.36K
+ 65.51%
$55.42 - $67.71 $186K - $228K
8.5K $561K
OPCH
Option Care Health, Inc.

Healthcare
8.27K
New
$22.7 - $35.2 $188K - $291K
8.27K $289K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
6.3K
New
N/A
6.3K $288K
FTLS
First Tr Long/Short Equity ETF

ETFs
6.16K
+ 9.96%
$63.42 - $68.17 $390K - $420K
67.9K $4.35M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.9K
+ 15.23%
$12.61 - $14.92 $150K - $177K
89.9K $1.29M
XP
Xp Inc.

Financial Services
18.6K
+ 125.7%
$11.05 - $15.69 $205K - $291K
33.3K $458K
BRKR
Bruker Corp

Healthcare
13.4K
+ 81.21%
$41.74 - $62.95 $558K - $841K
29.8K $1.24M
CWEN
Clearway Energy, Inc.

Utilities
9.26K
New
$24.63 - $30.42 $228K - $282K
9.26K $280K
LZ
Legalzoom.Com, Inc.

Industrials
32.6K
New
$7.52 - $10.26 $245K - $334K
32.6K $280K
JPSE
J P Morgan Diversified Return

ETFs
6.39K
New
$42.78 - $48.51 $273K - $310K
6.39K $278K
AEE
Ameren Corp

Utilities
963
+ 6.03%
$86.87 - $103.67 $83.7K - $99.8K
16.9K $1.7M
SGML
Sigma Lithium Corp

Basic Materials
30.1K
+ 67.81%
$10.28 - $12.98 $309K - $390K
74.4K $774K
AGL
Agilon Health, Inc.

Healthcare
17.9K
+ 21.83%
$1.92 - $4.61 $34.3K - $82.4K
99.7K $431K
LEA
Lear Corp

Consumer Cyclical
3.41K
+ 88.78%
$87.96 - $99.36 $300K - $339K
7.25K $639K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
5.46K
+ 9.4%
$22.91 - $25.71 $125K - $140K
63.6K $1.62M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
48K
+ 385.63%
$5.62 - $10.15 $270K - $487K
60.5K $382K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
33.5K
+ 83.28%
$8.24 - $8.68 $276K - $291K
73.7K $608K
IBDV
Ishares Tr

Technology
11.3K
+ 16.3%
$21.11 - $21.73 $238K - $245K
80.4K $1.75M
LOB
Live Oak Bancshares, Inc.

Financial Services
19.5K
+ 100.58%
$26.57 - $41.33 $517K - $804K
38.8K $1.03M
CLBT
Cellebrite Di Ltd.

Technology
13.8K
New
$16.78 - $26.0 $232K - $360K
13.8K $269K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.81K
+ 0.98%
$22.11 - $22.43 $128K - $130K
597K $13.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
362
+ 12.59%
$378.71 - $442.54 $137K - $160K
3.24K $1.4M
MAIN
Main Street Capital Corp

Financial Services
6.79K
+ 11.51%
$54.71 - $63.1 $371K - $428K
65.7K $3.72M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.9K
+ 5.38%
$23.32 - $23.84 $277K - $283K
233K $5.45M
RPRX
Royalty Pharma PLC

Healthcare
6.7K
+ 69.36%
$25.75 - $33.86 $173K - $227K
16.4K $509K
ARDX
Ardelyx, Inc.

Healthcare
53.3K
New
$4.91 - $6.36 $262K - $339K
53.3K $261K
CTO
Cto Realty Growth, Inc.

Real Estate
13.6K
New
$18.06 - $20.83 $245K - $283K
13.6K $261K
PSTG
Pure Storage, Inc.

Technology
11.8K
+ 77.72%
$44.27 - $72.37 $521K - $852K
26.9K $1.19M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
29K
+ 148.73%
$12.14 - $19.82 $352K - $574K
48.5K $588K
STWD
Starwood Property Trust, Inc.

Real Estate
1.85K
+ 0.68%
$18.41 - $20.53 $34K - $37.9K
273K $5.4M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
4.3K
New
$58.09 - $67.05 $250K - $288K
4.3K $258K
BJRI
B Js Restaurants Inc

Consumer Cyclical
7.4K
New
$31.53 - $38.63 $233K - $286K
7.4K $253K
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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