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
UI
Ubiquiti Inc.

Technology
24.5K
+ 1396.58%
$300.93 - $431.11 $7.37M - $10.6M
26.2K $8.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
58.5K
+ 13.26%
$126.11 - $135.06 $7.37M - $7.89M
499K $63.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
255K
+ 7.41%
$22.46 - $23.26 $5.72M - $5.92M
3.69M $85.4M
FFIV
F5, Inc.

Technology
27.2K
+ 388.72%
$251.75 - $310.6 $6.85M - $8.45M
34.2K $9.1M
DOCU
Docusign, Inc.

Technology
91K
+ 528.71%
$74.7 - $97.7 $6.8M - $8.89M
108K $8.81M
VCIT
Vanguard Intermediate Term Cor

ETFs
83.1K
+ 36.61%
$79.17 - $82.04 $6.58M - $6.82M
310K $25.3M
GILD
Gilead Sciences, Inc.

Healthcare
13.2K
+ 4.72%
$89.14 - $117.41 $1.18M - $1.55M
293K $32.8M
WMB
Williams Companies, Inc.

Energy
87K
+ 27.55%
$54.02 - $61.09 $4.7M - $5.32M
403K $24.1M
BMY
Bristol Myers Squibb CO

Healthcare
80.1K
+ 17.02%
$53.9 - $63.11 $4.32M - $5.05M
551K $33.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
53.5K
+ 3.13%
$73.78 - $76.59 $3.95M - $4.1M
1.76M $135M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21.8K
+ 0.93%
$33.84 - $37.77 $737K - $822K
2.36M $86.6M
UBER
Uber Technologies, Inc

Technology
68.8K
+ 46.35%
$63.17 - $81.49 $4.35M - $5.61M
217K $15.8M
GRMN
Garmin LTD

Technology
28.5K
+ 46.66%
$204.55 - $241.93 $5.84M - $6.91M
89.7K $19.5M
ECL
Ecolab Inc.

Basic Materials
19.4K
+ 19.29%
$229.72 - $269.82 $4.46M - $5.24M
120K $30.5M
ROL
Rollins Inc

Consumer Cyclical
120K
+ 304.95%
$45.65 - $54.03 $5.49M - $6.5M
160K $8.63M
CL
Colgate Palmolive CO

Consumer Defensive
63.4K
+ 23.81%
$85.68 - $97.5 $5.43M - $6.18M
330K $30.9M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
152K
+ 13.2%
$47.47 - $48.84 $7.21M - $7.42M
1.3M $62.3M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
116K
+ 6.46%
$46.45 - $47.26 $5.41M - $5.5M
1.92M $90.5M
FLO
Flowers Foods Inc

Consumer Defensive
342K
New
$18.05 - $20.78 $6.17M - $7.11M
342K $6.5M
XEL
Xcel Energy Inc

Utilities
73K
+ 18.29%
$63.37 - $72.1 $4.63M - $5.27M
472K $33.4M
BDX
Becton Dickinson & CO

Healthcare
27.6K
+ 50.58%
$222.79 - $249.08 $6.14M - $6.87M
82.1K $18.8M
EOG
Eog Resources Inc

Energy
44.7K
+ 37.9%
$120.54 - $138.05 $5.39M - $6.17M
163K $20.9M
SO
Southern CO

Utilities
14K
+ 2.67%
$80.96 - $92.96 $1.13M - $1.3M
540K $49.6M
FICO
Fair Isaac Corp

Technology
3.43K
+ 207.81%
$1695.35 - $2030.47 $5.82M - $6.97M
5.09K $9.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
131K
+ 8.28%
$56.17 - $59.71 $7.35M - $7.81M
1.71M $97M
IAU
Ishares Gold Trust

ETFs
54.2K
+ 17.87%
$49.74 - $58.96 $2.7M - $3.2M
357K $21.1M
DFAU
Dimensional ETF Tr

ETFs
211K
+ 20.86%
$37.84 - $42.29 $8M - $8.94M
1.22M $47.1M
LMT
Lockheed Martin Corp

Industrials
30.9K
+ 15.63%
$423.19 - $506.29 $13.1M - $15.6M
228K $102M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
188K
+ 10.64%
$64.88 - $72.1 $12.2M - $13.5M
1.95M $128M
ED
Consolidated Edison Inc

Utilities
6.87K
+ 2.83%
$88.0 - $110.59 $604K - $760K
250K $27.6M
PAYX
Paychex Inc

Industrials
29.3K
+ 32.59%
$136.06 - $154.52 $3.99M - $4.53M
119K $18.4M
JBBB
Janus Detroit Str Tr Henderson

ETFs
119K
+ 153.36%
$48.34 - $49.66 $5.73M - $5.89M
196K $9.53M
SBUX
Starbucks Corp

Consumer Cyclical
26.1K
+ 5.85%
$91.75 - $115.81 $2.4M - $3.02M
473K $46.4M
JNPR
Juniper Networks Inc

Technology
154K
+ 1521.46%
$34.38 - $39.03 $5.3M - $6.02M
164K $5.94M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
54K
+ 13.41%
$100.32 - $100.76 $5.42M - $5.44M
456K $45.9M
UNP
Union Pacific Corp

Industrials
18.5K
+ 12.83%
$225.21 - $254.42 $4.16M - $4.69M
162K $38.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
34.4K
+ 245.46%
$161.03 - $235.53 $5.53M - $8.09M
48.4K $8.01M
VHT
Vanguard Health Care ETF

ETFs
19.6K
+ 50.72%
$254.06 - $273.83 $4.98M - $5.37M
58.2K $15.3M
BK
Bank Of New York Mellon Corp

Financial Services
50.4K
+ 29.1%
$75.42 - $88.95 $3.8M - $4.48M
223K $18.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
79.3K
+ 23.42%
$48.65 - $53.06 $3.86M - $4.21M
418K $21.7M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
114K
+ 4.62%
$39.61 - $42.65 $4.53M - $4.88M
2.59M $106M
KMB
Kimberly Clark Corp

Consumer Defensive
30.3K
+ 31.95%
$124.46 - $147.4 $3.78M - $4.47M
125K $17.8M
IEF
Ishares Barclays

ETFs
7.42K
+ 0.46%
$91.17 - $95.39 $676K - $708K
1.61M $153M
RL
Ralph Lauren Corp

Consumer Cyclical
24.8K
+ 239.07%
$215.68 - $286.74 $5.35M - $7.11M
35.2K $7.76M
IWD
Ishares Russell 1000 Val ETF

ETFs
24.3K
+ 3.62%
$182.82 - $196.21 $4.44M - $4.77M
696K $130M
INTC
Intel Corp

Technology
173K
+ 34.94%
$19.1 - $27.39 $3.3M - $4.73M
667K $15.1M
DE
Deere & CO

Industrials
2.63K
+ 3.0%
$408.57 - $509.27 $1.07M - $1.34M
90K $42.3M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
155K
New
$32.81 - $35.43 $5.1M - $5.51M
155K $5.15M
GTLS
Chart Industries Inc

Industrials
36.6K
+ 1201.71%
$141.99 - $218.35 $5.2M - $7.99M
39.7K $5.72M
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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