Wealth Enhancement Advisory Services, LLC Purchases in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
1.51K
+ 11.11%
N/A
15.1K $2.07M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.67K
+ 39.54%
$105.03 - $112.54 $175K - $187K
5.88K $648K
VSAT
Viasat Inc

Technology
720
+ 5.69%
$14.47 - $32.92 $10.4K - $23.7K
13.4K $391K
AVT
Avnet Inc

Technology
4.25K
+ 21.08%
$49.46 - $56.3 $210K - $239K
24.4K $1.28M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.25K
New
$104.99 - $166.52 $131K - $208K
1.25K $205K
ALV
Autoliv Inc

Consumer Cyclical
1.3K
+ 32.85%
$110.31 - $127.65 $143K - $165K
5.24K $646K
WRLD
World Acceptance Corp

Financial Services
1.22K
New
$154.36 - $184.43 $188K - $224K
1.22K $205K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.03K
+ 25.68%
$138.08 - $151.2 $142K - $156K
5.04K $761K
FLMB
Franklin Muni Green Bd ETF

ETFs
8.65K
New
$22.6 - $23.68 $196K - $205K
8.65K $204K
EWY
Ishares Inc Msci South Korea E

ETFs
2.56K
New
$70.07 - $81.56 $179K - $208K
2.56K $204K
UNF
Unifirst Corp

Industrials
1.47K
+ 73.1%
$165.27 - $190.41 $243K - $280K
3.49K $583K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
6.62K
+ 5.02%
$17.13 - $17.98 $113K - $119K
139K $2.46M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
9.37K
New
$20.79 - $21.92 $195K - $205K
9.37K $203K
IBOC
International Bancshares Corp

Financial Services
2.96K
New
$67.44 - $72.68 $199K - $215K
2.96K $203K
PDN
Invesco Fd Tr

ETFs
4.94K
New
$38.58 - $41.85 $191K - $207K
4.94K $203K
ANIP
Ani Pharmaceuticals Inc

Healthcare
2.21K
New
$63.35 - $98.81 $140K - $219K
2.21K $202K
BGS
B&G Foods, Inc.

Consumer Defensive
45K
+ 299.93%
$4.0 - $4.72 $180K - $212K
60K $265K
RGR
Sturm Ruger & CO Inc

Industrials
4.89K
New
N/A
4.89K $202K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
183
+ 3.14%
$64.22 - $99.03 $11.8K - $18.1K
6.01K $595K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.9K
+ 16.38%
$74.73 - $80.82 $142K - $153K
13.5K $1.07M
ISCB
International Speedway Corp

ETFs
3.21K
New
$58.42 - $64.36 $188K - $207K
3.21K $201K
SNX
Td Synnex Corp

Technology
301
+ 5.58%
$135.82 - $166.01 $40.9K - $50K
5.7K $932K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.89K
+ 5.71%
$44.14 - $47.9 $83.6K - $90.7K
35K $1.66M
XPRO
Expro Group Holdings N.V.

Energy
7.45K
+ 22.45%
$8.27 - $12.66 $61.6K - $94.3K
40.6K $482K
KHC
Kraft Heinz CO

Consumer Defensive
6.35K
+ 4.2%
$25.63 - $28.94 $163K - $184K
157K $4.1M
NFBK
Northfield Bancorp, Inc.

Financial Services
16.8K
New
$10.4 - $12.22 $175K - $205K
16.8K $198K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
12.9K
New
$8.73 - $17.04 $112K - $220K
12.9K $198K
BOKF
Bok Financial Corp

Financial Services
1.77K
New
$98.57 - $113.09 $175K - $201K
1.77K $197K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1.92K
+ 5.58%
$20.98 - $26.94 $40.3K - $51.8K
36.4K $895K
ARCC
Ares Capital Corp

Financial Services
36.6K
+ 10.3%
$20.41 - $23.25 $748K - $852K
392K $8.01M
FSMD
Fidelity Covington Tr Small Mi

ETFs
3.95K
+ 44.17%
$41.29 - $44.71 $163K - $177K
12.9K $567K
HMC
Honda Motor CO LTD

Consumer Cyclical
4.42K
+ 14.59%
$29.11 - $34.85 $129K - $154K
34.7K $1.07M
PLAB
Photronics Inc

Technology
8.58K
New
$19.16 - $25.06 $164K - $215K
8.58K $196K
PTC
Ptc Inc.

Technology
303
+ 6.93%
$173.07 - $216.53 $52.4K - $65.6K
4.68K $949K
RCAT
Red Cat Holdings, Inc.

Technology
11.8K
+ 46.5%
$6.77 - $12.21 $79.8K - $144K
37.1K $380K
NYF
Ishares New York Muni Bond ETF

ETFs
3.3K
+ 24.23%
$51.6 - $53.44 $170K - $176K
16.9K $902K
ACCO
Acco Brands Corp

Industrials
45.9K
+ 210.8%
$3.44 - $4.2 $158K - $193K
67.6K $269K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
921
+ 1.49%
$53.62 - $55.95 $49.4K - $51.5K
62.6K $3.5M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
3.04K
+ 9.69%
$34.83 - $37.81 $106K - $115K
34.4K $1.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.29K
+ 0.72%
$30.02 - $30.29 $129K - $130K
603K $18.3M
FFIC
Flushing Financial Corp

Financial Services
11.8K
+ 90.2%
$11.8 - $14.39 $140K - $170K
24.9K $344K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
5.53K
+ 0.53%
$8.98 - $9.88 $49.7K - $54.6K
1.04M $10.1M
FOLD
Amicus Therapeutics, Inc.

Healthcare
23.9K
New
$5.84 - $8.57 $139K - $205K
23.9K $188K
SJW
Sjw Group

Utilities
3.63K
+ 62.47%
N/A
9.44K $489K
RPAY
Repay Holdings Corp

Technology
32.7K
+ 79.65%
$4.64 - $5.96 $152K - $195K
73.7K $385K
UEC
Uranium Energy Corp

Energy
3.34K
+ 15.23%
$5.92 - $13.89 $19.7K - $46.3K
25.2K $336K
BNTX
Bio N Tech Se

Healthcare
1.91K
New
$96.22 - $115.31 $183K - $220K
1.91K $187K
MORN
Morningstar, Inc.

Financial Services
2.02K
+ 58.86%
$231.72 - $311.89 $467K - $629K
5.44K $1.26M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.8K
+ 35.28%
$11.64 - $15.79 $125K - $170K
41.2K $605K
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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