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
SIG
Signet Jewelers LTD

Consumer Cyclical
4.37K
New
$46.42 - $78.03 $203K - $341K
4.37K $253K
COTY
Coty Inc.

Consumer Defensive
49.4K
+ 406.9%
$5.43 - $7.61 $268K - $376K
61.5K $336K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10K
+ 5.62%
$24.07 - $24.5 $241K - $245K
188K $4.57M
TMCI
Treace Medical Concepts, Inc.

Healthcare
2.65K
+ 1.09%
$7.3 - $10.54 $19.3K - $27.9K
245K $2.05M
IART
Integra Lifesciences Holdings Corp

Healthcare
11.4K
New
$21.13 - $26.55 $241K - $303K
11.4K $251K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
7.88K
New
$30.79 - $38.48 $243K - $303K
7.88K $251K
WBD
Warner Bros. Discovery, Inc.

Communication Services
21.1K
+ 10.54%
$9.47 - $11.46 $200K - $242K
222K $2.38M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
3.59K
New
N/A
3.59K $249K
GPS
Gap Inc

Consumer Cyclical
12.3K
+ 28.73%
N/A
55.3K $1.11M
AYI
Acuity Brands Inc

Industrials
1.55K
+ 27.53%
$257.8 - $337.07 $399K - $521K
7.16K $1.89M
SSFI
Strategy Shs Day Hagan/Ned Dav

ETFs
11.5K
New
$20.53 - $21.55 $237K - $248K
11.5K $244K
PTH
Invesco Exchange Traded Fd Tr

ETFs
6.42K
+ 100.0%
$38.27 - $45.94 $246K - $295K
12.8K $500K
IXC
Ishares Tr Global Energy ETF

ETFs
2.32K
+ 5.69%
$38.48 - $42.16 $89.4K - $97.9K
43.2K $1.8M
PAGP
Plains Gp Holdings LP

Energy
5.97K
+ 15.33%
$18.52 - $22.13 $110K - $132K
44.9K $958K
ABEV
Ambev S.A.

Consumer Defensive
42.7K
+ 14.42%
$1.77 - $2.37 $75.6K - $101K
339K $790K
CHCT
Community Healthcare Trust Inc

Real Estate
13.3K
New
$17.91 - $20.4 $237K - $270K
13.3K $240K
LAD
Lithia Motors Inc

Consumer Cyclical
997
+ 118.13%
$285.59 - $385.71 $285K - $385K
1.84K $540K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.37K
+ 9.24%
$42.4 - $44.11 $185K - $193K
51.7K $2.26M
MBSD
Flexshares Tr Disciplined Dura

ETFs
9.53K
+ 11.42%
$20.03 - $20.68 $191K - $197K
93K $1.92M
AX
Axos Financial, Inc.

Financial Services
3.9K
+ 94.78%
$61.63 - $73.1 $240K - $285K
8.02K $517K
FTGC
First Trust Global Tactical CO

ETFs
6.83K
+ 19.5%
$23.95 - $25.86 $164K - $177K
41.8K $1.07M
JKHY
Henry Jack & Associates Inc

Technology
860
+ 8.63%
$166.47 - $191.28 $143K - $165K
10.8K $1.98M
FXI
Ishares Tr

ETFs
2.86K
+ 12.21%
$28.65 - $38.55 $82.1K - $110K
26.3K $943K
QDPL
Pacer Fds Tr Metaurus Us Large
8.93K
+ 14.52%
$36.5 - $40.04 $326K - $357K
70.4K $2.59M
AFG
American Financial Group Inc

Financial Services
2.01K
+ 31.43%
$119.82 - $138.45 $240K - $278K
8.39K $1.1M
ARW
Arrow Electronics Inc

Technology
2.98K
+ 33.57%
$101.93 - $119.3 $304K - $356K
11.9K $1.23M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10.4K
+ 27.62%
$21.64 - $22.08 $226K - $230K
48.2K $1.04M
DUHP
Dimensional ETF Tr Dimensional

ETFs
59.6K
+ 2.21%
$32.57 - $35.82 $1.94M - $2.14M
2.76M $91.3M
HEI
Heico Corp

Industrials
166
+ 2.7%
$219.6 - $270.85 $36.5K - $45K
6.32K $1.69M
GGG
Graco Inc

Industrials
3.55K
+ 3.73%
$80.53 - $87.54 $286K - $311K
98.8K $8.25M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.97K
+ 3.24%
$36.63 - $37.45 $219K - $224K
190K $7.01M
LOGI
Logitech International S.A.

Technology
2.5K
+ 40.53%
$81.64 - $105.06 $204K - $262K
8.66K $730K
ASAN
Asana, Inc.

Technology
15.3K
New
$12.64 - $24.28 $193K - $371K
15.3K $222K
AZEK
Azek CO Inc.

Industrials
4.25K
+ 44.59%
$39.61 - $52.0 $168K - $221K
13.8K $673K
THG
Hanover Insurance Group, Inc.

Financial Services
342
+ 4.1%
$147.13 - $174.61 $50.3K - $59.7K
8.69K $1.51M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
17K
+ 81.89%
$11.96 - $13.56 $204K - $231K
37.8K $485K
RVT
Royce Value Trust, Inc.

Financial Services
17K
+ 122.21%
$14.07 - $16.68 $239K - $283K
30.8K $439K
SPG
Simon Property Group Inc

Real Estate
2.19K
+ 9.27%
$159.48 - $187.78 $350K - $412K
25.9K $4.29M
ENFR
Alerian Energy Infrastructure

ETFs
3.24K
+ 4.75%
$30.27 - $34.12 $98.1K - $111K
71.5K $2.34M
VCYT
Veracyte, Inc.

Healthcare
10K
+ 122.56%
$29.65 - $46.14 $297K - $462K
18.2K $539K
PFF
Ishares Trust Ishares Pfd And

ETFs
30.6K
+ 3.0%
$30.73 - $32.26 $940K - $987K
1.05M $32.3M
MPWR
Monolithic Power Systems Inc

Technology
438
+ 13.35%
$565.7 - $720.25 $248K - $315K
3.72K $2.16M
NTCT
Netscout Systems Inc

Technology
10.3K
New
$20.47 - $25.06 $210K - $257K
10.3K $215K
HTAB
Hartford Fds Exchange Traded

ETFs
11.2K
New
$18.95 - $19.6 $211K - $219K
11.2K $213K
SEMR
Se Mrush Holdings, Inc.

Technology
22.9K
New
$9.27 - $18.37 $213K - $421K
22.9K $213K
HLN
Haleon PLC

Healthcare
14.9K
+ 18.71%
$9.02 - $10.67 $135K - $159K
94.7K $974K
CG
Carlyle Group Inc.

Financial Services
5.61K
+ 105.51%
$40.03 - $56.96 $225K - $320K
10.9K $476K
DBX
Dropbox, Inc.

Technology
11.7K
+ 37.33%
$24.55 - $33.27 $288K - $390K
43.1K $1.15M
SAN
Banco Santander, S.A.

Financial Services
3.32K
+ 3.85%
$4.46 - $7.14 $14.8K - $23.7K
89.5K $599K
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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