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
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
260
+ 0.85%
$99.16 - $99.52 $25.8K - $25.9K
30.7K $3.05M
SLGN
Silgan Holdings Inc

Consumer Cyclical
815
+ 13.39%
$48.82 - $56.15 $39.8K - $45.8K
6.9K $352K
TOST
Toast, Inc.

Technology
3.36K
+ 14.75%
$32.61 - $41.98 $109K - $141K
26.1K $865K
BRX
Brixmor Property Group Inc.

Real Estate
1.54K
+ 18.73%
N/A
9.76K $221K
KRNY
Kearny Financial Corp.

Financial Services
8.16K
+ 43.74%
$6.18 - $7.55 $50.5K - $61.6K
26.8K $167K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
418
+ 15.61%
$90.12 - $109.07 $37.7K - $45.6K
3.1K $299K
IGR
Cbre Global Real Estate Income Fund

Financial Services
2.22K
+ 3.4%
$4.79 - $5.34 $10.6K - $11.8K
67.5K $348K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.21K
+ 19.54%
$8.17 - $10.63 $26.2K - $34.1K
19.7K $181K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.49K
+ 10.73%
$23.49 - $23.77 $35K - $35.4K
15.4K $361K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
382
+ 3.65%
$69.15 - $74.69 $26.4K - $28.5K
10.8K $772K
UEC
Uranium Energy Corp

Energy
11.7K
+ 101.56%
$4.77 - $8.2 $55.8K - $95.8K
23.2K $110K
AIT
Applied Industrial Technologies Inc

Industrials
226
+ 17.73%
$218.93 - $269.18 $49.5K - $60.8K
1.5K $338K
HLNE
Hamilton Lane Inc

Financial Services
212
+ 6.62%
$137.87 - $170.18 $29.2K - $36.1K
3.41K $507K
JXN
Jackson Financial Inc.

Financial Services
547
+ 13.38%
$79.36 - $97.88 $43.4K - $53.5K
4.64K $388K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
58.5K
New
$0.44 - $1.52 $25.8K - $89K
58.5K $33K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
232
+ 5.66%
$120.07 - $144.17 $27.9K - $33.4K
4.33K $538K
NAT
Nordic American Tankers LTD

Industrials
8.33K
+ 49.17%
N/A
25.3K $100K
PAVE
Global X Fds Us Infrastructure

ETFs
5.76K
+ 8.33%
$37.31 - $43.82 $215K - $252K
74.9K $2.82M
JLL
Jones Lang Lasalle Inc

Real Estate
159
+ 12.31%
$238.0 - $284.76 $37.8K - $45.3K
1.45K $359K
IVA
Inventiva S.A.

Healthcare
10.7K
New
$2.11 - $3.26 $22.6K - $34.9K
10.7K $31K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
69.2K
New
$0.29 - $0.96 $20.1K - $66.4K
69.2K $31K
NKTX
Nkarta, Inc.

Healthcare
17.4K
New
$1.37 - $2.53 $23.8K - $43.9K
17.4K $31K
XPL
Solitario Zinc Corp.

Basic Materials
52K
New
$0.6 - $0.77 $31.2K - $40K
52K $31K
BLNK
Blink Charging Co.

Industrials
33.1K
New
$0.9 - $1.68 $29.8K - $55.7K
33.1K $30K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
11.7K
New
$2.6 - $3.19 $30.3K - $37.2K
11.7K $30K
HYG
Ishares Tr

ETFs
299
+ 1.1%
$78.51 - $80.11 $23.5K - $24K
27.5K $2.17M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
632
+ 11.87%
$64.6 - $69.89 $40.8K - $44.2K
5.96K $390K
KBE
Spdr S&P Bank ETF

ETFs
902
+ 15.98%
$51.28 - $59.92 $46.3K - $54K
6.55K $343K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
611
+ 2.94%
$14.13 - $16.72 $8.63K - $10.2K
21.4K $331K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
299
+ 1.78%
$74.87 - $79.99 $22.4K - $23.9K
17.1K $1.31M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
416
+ 5.9%
$44.87 - $56.71 $18.7K - $23.6K
7.47K $363K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
78
+ 1.02%
$41.46 - $45.98 $3.23K - $3.59K
7.7K $343K
EDIT
Editas Medicine, Inc.

Healthcare
26.6K
+ 144.45%
$1.14 - $3.2 $30.3K - $85.1K
45K $52K
EMLP
First Tr Exchange Traded Iv

ETFs
22
+ 0.14%
$35.79 - $38.28 $787 - $842
15.4K $578K
FLJP
Franklin Templeton ETF Tr

ETFs
437
+ 2.21%
$27.82 - $30.67 $12.2K - $13.4K
20.2K $593K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
12
+ 0.41%
$160.89 - $187.27 $1.93K - $2.25K
2.95K $510K
ALLO
Allogene Therapeutics, Inc.

Healthcare
19.3K
New
$1.4 - $2.84 $27K - $54.7K
19.3K $28K
FFIC
Flushing Financial Corp

Financial Services
3.93K
+ 28.26%
$12.7 - $15.14 $50K - $59.6K
17.9K $226K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.57K
+ 13.68%
$11.17 - $11.61 $28.8K - $29.9K
21.4K $240K
TRIN
Trinity Capital Inc.

Financial Services
1.31K
+ 10.72%
$14.26 - $16.56 $18.6K - $21.6K
13.5K $204K
VTYX
Ventyx Biosciences, Inc.

Healthcare
24.5K
New
$1.15 - $2.52 $28.2K - $61.7K
24.5K $28K
OLED
Universal Display Corp Pa

Technology
6.6K
+ 4.96%
$139.48 - $161.59 $921K - $1.07M
140K $19.5M
NVMI
Nova Ltd.

Technology
232
+ 17.86%
$184.33 - $273.65 $42.8K - $63.5K
1.53K $282K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
3.21K
+ 22.49%
$13.21 - $14.63 $42.4K - $47K
17.5K $231K
EQC
Equity Commonwealth

Real Estate
16.4K
New
$1.59 - $1.86 $26.1K - $30.6K
16.4K $26K
OC
Owens Corning

Industrials
1.56K
+ 21.75%
$137.83 - $191.19 $215K - $298K
8.72K $1.25M
HRTX
Heron Therapeutics, Inc.

Healthcare
482
+ 1.37%
$1.47 - $2.55 $709 - $1.23K
35.6K $78K
RFL
Rafael Holdings, Inc.

Real Estate
13.7K
New
$1.62 - $2.1 $22.2K - $28.8K
13.7K $25K
WYNN
Wynn Resorts LTD

Consumer Cyclical
767
+ 5.24%
$77.0 - $93.47 $59.1K - $71.7K
15.4K $1.29M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email