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
ERIE
Erie Indemnity CO

Financial Services
99
+ 13.94%
$377.62 - $450.61 $37.4K - $44.6K
809 $339K
CWT
California Water Service Group

Utilities
272
+ 2.58%
$41.88 - $48.46 $11.4K - $13.2K
10.8K $523K
CERS
Cerus Corp

Healthcare
35K
+ 218.5%
$1.39 - $2.15 $48.6K - $75.2K
51K $70K
MGY
Magnolia Oil & Gas Corp

Energy
715
+ 4.85%
$22.26 - $26.58 $15.9K - $19K
15.5K $390K
CRK
Comstock Resources Inc

Energy
1.15K
+ 10.95%
$16.92 - $21.52 $19.4K - $24.6K
11.6K $235K
TILT
Flexshares Tr

ETFs
505
+ 8.75%
$202.06 - $225.8 $102K - $114K
6.28K $1.29M
HL
Hecla Mining CO

Basic Materials
5.85K
+ 30.99%
$5.07 - $6.37 $29.7K - $37.3K
24.7K $137K
IHRT
I Heart Media, Inc.

Communication Services
27.6K
New
$1.47 - $2.42 $40.6K - $66.8K
27.6K $45K
TPYP
Managed Portfolio Ser Tortoise

ETFs
422
+ 3.24%
$34.32 - $37.26 $14.5K - $15.7K
13.4K $488K
EPAC
Enerpac Tool Group Corp

Industrials
440
+ 6.87%
$40.26 - $47.26 $17.7K - $20.8K
6.85K $307K
FXH
First Tr Exchange Trd Fd Healt

ETFs
439
+ 17.04%
$102.5 - $112.02 $45K - $49.2K
3.02K $312K
FELE
Franklin Electric CO Inc

Industrials
594
+ 19.42%
$93.38 - $106.03 $55.5K - $63K
3.65K $342K
MRSN
Mersana Therapeutics, Inc.

Healthcare
131K
New
$0.34 - $1.4 $44.4K - $183K
131K $44K
OIS
Oil States International, Inc

Energy
8.46K
+ 80.06%
$4.7 - $5.74 $39.8K - $48.6K
19K $97K
LUV
Southwest Airlines CO

Industrials
1.33K
+ 5.46%
$28.18 - $34.84 $37.5K - $46.3K
25.7K $862K
ALE
Allete Inc

Utilities
540
+ 6.11%
$64.9 - $65.91 $35K - $35.6K
9.37K $615K
DTM
Dt Midstream, Inc.

Energy
812
+ 6.86%
$86.95 - $113.75 $70.6K - $92.4K
12.6K $1.22M
EWL
Ishares Inc Msci Switzerlnd

ETFs
19
+ 0.26%
$45.85 - $53.59 $871 - $1.02K
7.35K $380K
KWR
Quaker Chemical Corp

Basic Materials
778
+ 25.06%
$123.61 - $145.39 $96.2K - $113K
3.88K $479K
CNHI
Cnh Industrial N.V.

Industrials
4.08K
+ 3.75%
N/A
113K $1.18M
EWBC
East West Bancorp Inc

Financial Services
3.46K
+ 7.75%
$84.35 - $103.91 $292K - $360K
48.1K $4.32M
IRBT
Irobot Corp

Consumer Cyclical
15.7K
New
$2.7 - $12.7 $42.5K - $200K
15.7K $42K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
14.8K
+ 34.7%
$9.59 - $11.83 $142K - $175K
57.3K $549K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
2.31K
+ 9.64%
$21.04 - $21.64 $48.6K - $50K
26.3K $554K
NHI
National Health Investors Inc

Real Estate
357
+ 10.97%
$65.79 - $76.06 $23.5K - $27.2K
3.61K $266K
NKTR
Nektar Therapeutics

Healthcare
60.4K
New
$0.66 - $1.19 $39.8K - $71.8K
60.4K $41K
SMR
Nuscale Power Corp

Industrials
5.97K
+ 51.73%
$14.16 - $29.08 $84.6K - $174K
17.5K $248K
PSEC
Prospect Capital Corp

Financial Services
11.3K
+ 43.74%
$4.1 - $4.45 $46.5K - $50.5K
37.3K $152K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
369
+ 8.57%
$120.5 - $145.97 $44.5K - $53.9K
4.68K $611K
SMRT
Smart Rent, Inc.

Technology
34.6K
New
$1.08 - $1.8 $37.4K - $62.3K
34.6K $41K
WDC
Western Digital Corp

Technology
9.97K
+ 52.87%
$40.43 - $72.03 $403K - $718K
28.8K $1.17M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1.71K
+ 9.0%
$14.91 - $15.74 $25.5K - $26.9K
20.7K $321K
DSL
Double Line Income Solutions Fund

Financial Services
3.02K
+ 6.36%
$12.53 - $12.88 $37.8K - $38.9K
50.5K $636K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
911
+ 2.42%
$54.25 - $57.64 $49.4K - $52.5K
38.6K $2.13M
RLAY
Relay Therapeutics, Inc.

Healthcare
15.5K
New
$2.62 - $4.92 $40.5K - $76.1K
15.5K $40K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
559
+ 12.71%
$131.8 - $147.86 $73.7K - $82.7K
4.96K $659K
EQAL
Invesco ETF

ETFs
1K
+ 11.76%
$46.28 - $50.51 $46.3K - $50.5K
9.5K $449K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
509
+ 1.78%
$61.9 - $66.89 $31.5K - $34K
29.1K $1.85M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
589
+ 2.4%
$96.18 - $109.82 $56.7K - $64.7K
25.1K $2.57M
ERAS
Erasca, Inc.

Healthcare
28.1K
New
$1.28 - $2.75 $36K - $77.4K
28.1K $38K
PWB
Invesco Exchange Traded Fd Tr

ETFs
550
+ 21.18%
$94.5 - $110.71 $52K - $60.9K
3.15K $302K
SANM
Sanmina Corp

Technology
476
+ 10.05%
$73.38 - $90.52 $34.9K - $43.1K
5.21K $396K
ESGR
Enstar Group LTD

Financial Services
59
+ 3.32%
$324.4 - $333.99 $19.1K - $19.7K
1.84K $610K
FCPT
Four Corners Property Trust, Inc.

Real Estate
796
+ 9.09%
$26.26 - $29.31 $20.9K - $23.3K
9.55K $274K
IFRA
Ishares Tr

ETFs
1.91K
+ 4.82%
$44.8 - $49.25 $85.5K - $94K
41.5K $1.87M
PHG
Koninklijke Philips Nv

Healthcare
1.14K
+ 1.15%
$24.92 - $28.61 $28.3K - $32.5K
100K $2.54M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
633
+ 16.66%
$67.43 - $75.54 $42.7K - $47.8K
4.43K $303K
GDDY
Go Daddy Inc.

Technology
699
+ 13.48%
$172.13 - $214.35 $120K - $150K
5.88K $1.06M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
247
+ 20.15%
$191.06 - $228.87 $47.2K - $56.5K
1.47K $283K
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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