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
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
135K
+ 107.01%
$114.57 - $118.14 $15.5M - $16M
262K $30.9M
DUK
Duke Energy Corp

Utilities
57.7K
+ 10.05%
$105.87 - $121.97 $6.11M - $7.04M
632K $77M
SCHP
Schwab Strategic Us Tips ETF

ETFs
496K
+ 33.77%
$25.69 - $26.89 $12.7M - $13.3M
1.97M $52.6M
VRSN
Verisign Inc

Technology
54.8K
+ 358.89%
$205.1 - $254.74 $11.2M - $13.9M
70K $17.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
52.2K
+ 101.72%
$208.48 - $244.03 $10.9M - $12.7M
104K $25.3M
KO
Coca Cola CO

Consumer Defensive
57.3K
+ 5.24%
$60.81 - $72.32 $3.49M - $4.15M
1.15M $82.5M
MO
Altria Group, Inc.

Consumer Defensive
175K
+ 36.31%
$50.81 - $60.02 $8.9M - $10.5M
657K $39.4M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
760K
New
$17.61 - $18.7 $13.4M - $14.2M
760K $14.2M
COST
Costco Wholesale Corp

Consumer Defensive
10.6K
+ 7.75%
$890.62 - $1076.86 $9.48M - $11.5M
148K $140M
PJAN
Innovator U.S. Equity Power Bu

ETFs
342K
+ 368.33%
$41.09 - $43.24 $14.1M - $14.8M
435K $18M
PFEB
Innovator U.S. Equity Power Bu

ETFs
375K
+ 770.66%
$35.54 - $37.44 $13.3M - $14.1M
424K $15.2M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
666K
+ 7.16%
$20.04 - $20.39 $13.3M - $13.6M
9.97M $202M
CME
Cme Group Inc.

Financial Services
40.6K
+ 62.98%
$225.82 - $266.54 $9.17M - $10.8M
105K $27.9M
AEP
American Electric Power CO Inc

Utilities
73.5K
+ 26.06%
$90.32 - $109.27 $6.64M - $8.03M
356K $38.8M
SCHW
Schwab Charles Corp

Financial Services
95.3K
+ 9.61%
$71.24 - $83.64 $6.79M - $7.97M
1.09M $85.1M
FAST
Fastenal CO

Industrials
130K
+ 55.44%
$71.11 - $79.98 $9.25M - $10.4M
365K $28.3M
APP
App Lovin Corp

Technology
66.5K
+ 62.74%
$238.08 - $510.13 $15.8M - $33.9M
172K $45.7M
AIG
American International Group, Inc.

Financial Services
116K
+ 175.04%
$70.5 - $86.94 $8.16M - $10.1M
182K $15.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
228K
+ 2495.88%
$45.56 - $47.23 $10.4M - $10.7M
237K $11.1M
SPOT
Spotify Technology S.A.

Communication Services
17.9K
+ 238.81%
$457.79 - $648.32 $8.21M - $11.6M
25.4K $14M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
214K
+ 19.19%
$49.69 - $50.76 $10.6M - $10.9M
1.33M $66.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
53.7K
+ 5.7%
$74.85 - $84.89 $4.02M - $4.56M
996K $81.4M
VO
Vanguard Mid Cap ETF

ETFs
42.4K
+ 27.83%
$251.87 - $277.95 $10.7M - $11.8M
195K $50.1M
DPZ
Dominos Pizza Inc

Consumer Cyclical
20.4K
+ 207.34%
$402.33 - $489.71 $8.2M - $9.98M
30.2K $13.9M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
54.4K
+ 39.63%
$111.19 - $129.47 $6.04M - $7.04M
192K $24.8M
AMT
American Tower Corp

Real Estate
1.21K
+ 0.44%
$173.46 - $217.6 $209K - $262K
277K $60.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.27K
+ 16.42%
$1187.71 - $1432.58 $3.89M - $4.69M
23.2K $33.2M
MDT
Medtronic PLC

Healthcare
53.3K
+ 11.17%
$79.84 - $94.5 $4.26M - $5.04M
531K $47.7M
RPM
Rpm International Inc

Basic Materials
82.5K
+ 352.49%
$114.03 - $128.31 $9.41M - $10.6M
106K $12.3M
ADP
Automatic Data Processing Inc

Industrials
20.5K
+ 8.88%
$286.85 - $318.64 $5.87M - $6.52M
251K $76.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
257K
+ 28.81%
$32.5 - $33.3 $8.35M - $8.56M
1.15M $38.2M
FEP
First Trust Europe Alphadex Fu

ETFs
217K
New
$35.43 - $42.94 $7.69M - $9.32M
217K $8.86M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
177K
+ 57.38%
$45.92 - $47.58 $8.11M - $8.4M
484K $23M
AVSU
American Centy ETF Tr Avantis

ETFs
138K
New
$61.4 - $69.08 $8.47M - $9.53M
138K $8.6M
AZO
Autozone Inc

Consumer Cyclical
1.3K
+ 21.81%
$3193.96 - $3828.11 $4.15M - $4.98M
7.26K $27.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
84.7K
+ 18.42%
$68.32 - $75.06 $5.79M - $6.36M
545K $40.7M
EXC
Exelon Corp

Utilities
158K
+ 141.23%
$37.3 - $46.08 $5.88M - $7.26M
269K $12.4M
DFIV
Dimensional ETF Tr

ETFs
10.7K
+ 0.54%
$35.33 - $40.77 $378K - $436K
2M $78.5M
PGR
Progressive Corp

Financial Services
1.52K
+ 0.87%
$235.61 - $291.22 $359K - $444K
177K $50.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
183K
+ 1.59%
$27.01 - $28.54 $4.94M - $5.22M
11.7M $321M
AON
Aon PLC

Financial Services
17.2K
+ 61.34%
$348.44 - $409.32 $6M - $7.05M
45.3K $18.1M
CF
Cf Industries Holdings, Inc.

Basic Materials
102K
+ 1497.31%
$75.03 - $97.25 $7.68M - $9.96M
109K $8.54M
C
Citigroup Inc

Financial Services
110K
+ 43.91%
$67.23 - $84.63 $7.38M - $9.29M
360K $25.5M
GVI
Ishares Tr

ETFs
74.5K
+ 652.49%
$103.49 - $106.02 $7.71M - $7.9M
85.9K $9.11M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
330K
+ 13.42%
$29.34 - $31.31 $9.69M - $10.3M
2.79M $82.9M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
199K
+ 120.6%
$39.91 - $43.97 $7.95M - $8.76M
364K $14.8M
MGC
Vanguard Mega Cap ETF

ETFs
41.1K
+ 105.7%
$199.2 - $222.69 $8.18M - $9.14M
79.9K $16M
EXPD
Expeditors International Of Washington Inc

Industrials
56K
+ 53.42%
$109.09 - $126.48 $6.11M - $7.08M
161K $19.3M
LNG
Cheniere Energy, Inc.

Energy
29.9K
+ 63.72%
$209.32 - $253.66 $6.27M - $7.59M
76.9K $17.8M
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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