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
LYV
Live Nation Entertainment, Inc.

Communication Services
154
+ 4.31%
$115.79 - $154.66 $17.8K - $23.8K
3.73K $486K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.25K
+ 6.34%
N/A
20.9K $407K
PRME
Prime Medicine, Inc.
12.2K
New
$1.72 - $3.35 $21K - $41K
12.2K $24K
SBR
Sabine Royalty Trust

Energy
200
+ 5.31%
$64.04 - $69.75 $12.8K - $14K
3.97K $268K
STEM
Stem, Inc.

Technology
69.6K
New
$0.35 - $1.22 $24.4K - $84.9K
69.6K $24K
DDD
3 D Systems Corp

Technology
11.5K
New
$2.12 - $4.72 $24.3K - $54.1K
11.5K $24K
SB
Safe Bulkers, Inc.

Industrials
3.01K
+ 2.71%
$3.31 - $3.9 $9.95K - $11.7K
114K $419K
PFFA
Etfis Ser Tr I

ETFs
1.7K
+ 7.14%
$21.21 - $22.3 $36K - $37.8K
25.5K $543K
FATE
Fate Therapeutics Inc

Healthcare
29.9K
New
$0.79 - $1.87 $23.6K - $55.9K
29.9K $23K
FDRR
Fidelity Covington Tr Divid Et

ETFs
747
+ 9.06%
$49.65 - $53.98 $37.1K - $40.3K
9K $446K
MG
Mistras Group, Inc.

Industrials
301
+ 2.37%
$8.88 - $10.83 $2.67K - $3.26K
13K $137K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
5.55K
+ 24.39%
$5.3 - $5.75 $29.4K - $31.9K
28.3K $152K
MGRC
Mcgrath Rentcorp

Industrials
209
+ 8.67%
$109.58 - $128.96 $22.9K - $27K
2.62K $291K
NDSN
Nordson Corp

Industrials
283
+ 6.18%
$200.12 - $224.07 $56.6K - $63.4K
4.86K $980K
PKI
Perkinelmer Inc

Healthcare
187
+ 3.78%
N/A
5.14K $621K
POR
Portland General Electric CO

Utilities
227
+ 1.84%
$40.56 - $45.24 $9.21K - $10.3K
12.5K $559K
SHAK
Shake Shack Inc.

Consumer Cyclical
2.23K
+ 53.17%
$82.77 - $133.38 $184K - $297K
6.42K $566K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
301
+ 5.91%
$54.94 - $69.15 $16.5K - $20.8K
5.4K $310K
GNK
Genco Shipping & Trading LTD

Industrials
2.33K
+ 13.48%
$13.16 - $14.85 $30.7K - $34.6K
19.6K $262K
LAB
Standard Biotools Inc.

Healthcare
20.3K
New
$1.01 - $2.06 $20.5K - $41.7K
20.3K $21K
GATX
Gatx Corp

Industrials
126
+ 3.9%
$149.94 - $167.38 $18.9K - $21.1K
3.36K $521K
EAF
Graftech International LTD

Industrials
24.5K
New
$0.87 - $1.82 $21.3K - $44.5K
24.5K $21K
NWS
News Corp New Cl B Com Stk (De

Communication Services
1.02K
+ 8.23%
$29.66 - $35.0 $30.4K - $35.8K
13.5K $399K
ADCT
Adc Therapeutics Sa

Healthcare
15K
New
$1.39 - $2.02 $20.8K - $30.3K
15K $21K
MEC
Mayville Engineering Company, Inc.

Industrials
3.56K
+ 29.15%
$13.43 - $16.37 $47.9K - $58.3K
15.8K $212K
SLAB
Silicon Laboratories Inc.

Technology
417
+ 17.87%
$112.57 - $158.7 $46.9K - $66.2K
2.75K $309K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
45
+ 0.9%
$96.06 - $104.96 $4.32K - $4.72K
5.04K $512K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
19
+ 0.13%
$20.29 - $22.36 $386 - $425
14.8K $327K
FXO
First Tr Exchange Traded Fd Fi

ETFs
457
+ 8.34%
$50.93 - $57.24 $23.3K - $26.2K
5.94K $314K
ITT
Itt Inc.

Industrials
1.1K
+ 12.13%
$128.71 - $153.88 $141K - $169K
10.1K $1.31M
IMKTA
Ingles Markets Inc

Consumer Defensive
232
+ 6.02%
$59.95 - $67.47 $13.9K - $15.7K
4.09K $266K
IVT
Inven Trust Properties Corp.

Real Estate
1.04K
+ 6.5%
$28.36 - $30.77 $29.5K - $32K
17K $500K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
552
+ 1.33%
$26.64 - $27.14 $14.7K - $15K
42K $1.13M
SKYX
Skyx Platforms Corp.

Industrials
15.9K
+ 100.0%
$1.12 - $2.05 $17.9K - $32.7K
31.9K $36K
JOBY
Joby Aviation, Inc.

Industrials
8.19K
+ 54.83%
$5.99 - $10.27 $49K - $84.1K
23.1K $139K
WTM
White Mountains Insurance Group LTD

Financial Services
11
+ 6.79%
$1818.58 - $1983.07 $20K - $21.8K
173 $333K
RXT
Rackspace Technology, Inc.

Technology
10.3K
New
$1.65 - $2.96 $17K - $30.5K
10.3K $17K
TKR
Timken CO

Industrials
188
+ 2.58%
$69.85 - $83.79 $13.1K - $15.8K
7.48K $537K
WTI
W&T Offshore Inc

Energy
11.5K
New
$1.44 - $1.89 $16.6K - $21.8K
11.5K $17K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.45K
+ 4.79%
$10.53 - $11.08 $15.3K - $16.1K
31.8K $341K
CRBU
Caribou Biosciences, Inc.

Healthcare
18K
New
$0.88 - $1.88 $15.8K - $33.7K
18K $16K
SES
Ses Ai Corp

Consumer Cyclical
32.3K
New
$0.4 - $2.25 $12.9K - $72.7K
32.3K $16K
BRKL
Brookline Bancorp Inc

Financial Services
2.7K
+ 16.58%
$10.72 - $12.69 $29K - $34.3K
19K $207K
CFFN
Capitol Federal Financial, Inc.

Financial Services
4.26K
+ 14.61%
$5.56 - $6.2 $23.7K - $26.4K
33.4K $187K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.57K
+ 2.9%
$22.83 - $23.75 $104K - $109K
162K $3.74M
UVSP
Univest Financial Corp

Financial Services
903
+ 10.21%
$27.52 - $31.63 $24.9K - $28.6K
9.75K $276K
AWR
American States Water CO

Utilities
104
+ 1.94%
$70.84 - $80.98 $7.37K - $8.42K
5.47K $430K
CCJ
Cameco Corp

Energy
1.91K
+ 30.41%
$40.64 - $56.86 $77.5K - $108K
8.18K $336K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
447
+ 4.53%
$119.84 - $136.1 $53.6K - $60.8K
10.3K $1.25M
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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