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
VTHR
Vanguard Russell 3000 ETF

ETFs
246
+ 2.01%
$243.2 - $272.04 $59.8K - $66.9K
12.5K $3.07M
ADM
Archer Daniels Midland CO

Consumer Defensive
343
+ 0.65%
$45.22 - $52.17 $15.5K - $17.9K
53.3K $2.56M
DOV
Dover Corp

Industrials
341
+ 2.23%
$174.65 - $206.43 $59.6K - $70.4K
15.6K $2.75M
PNFP
Pinnacle Financial Partners Inc

Financial Services
342
+ 1.76%
$99.42 - $126.15 $34K - $43.1K
19.8K $2.1M
HWKN
Hawkins Inc

Basic Materials
239
+ 2.63%
$101.28 - $122.97 $24.2K - $29.4K
9.33K $987K
KBH
Kb Home

Consumer Cyclical
819
+ 3.54%
$57.73 - $70.05 $47.3K - $57.4K
23.9K $1.39M
LITE
Lumentum Holdings Inc.

Technology
546
+ 7.12%
$57.41 - $100.38 $31.3K - $54.8K
8.22K $512K
TXG
10x Genomics, Inc.

Healthcare
2.56K
+ 9.0%
$8.73 - $16.31 $22.4K - $41.8K
31.1K $271K
SASR
Sandy Spring Bancorp Inc

Financial Services
221
+ 0.84%
$27.6 - $35.08 $6.1K - $7.75K
26.6K $742K
DD
Du Pont De Nemours, Inc.

Basic Materials
186
+ 0.17%
$72.7 - $84.32 $13.5K - $15.7K
112K $8.33M
GERN
Geron Corp

Healthcare
3.3K
+ 3.62%
$1.59 - $3.6 $5.25K - $11.9K
94.7K $150K
TSEM
Tower Semiconductor LTD

Technology
1.14K
+ 8.38%
$35.43 - $54.74 $40.3K - $62.3K
14.7K $524K
AI
C3.Ai, Inc.

Technology
1.63K
+ 10.09%
$20.92 - $36.93 $34.1K - $60.3K
17.8K $374K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.09K
+ 3.25%
$80.08 - $92.93 $87.3K - $101K
34.6K $2.81M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.05K
+ 6.35%
$203.38 - $274.79 $214K - $290K
17.6K $3.62M
IREN
Iris Energy LTD

Financial Services
1.26K
+ 2.23%
$6.07 - $13.18 $7.67K - $16.6K
57.9K $352K
FYX
First Tr Small Cap Core Alphad

ETFs
1.28K
+ 4.38%
$89.26 - $104.61 $114K - $134K
30.5K $2.74M
URA
Global X Uranium ETF

ETFs
30K
+ 12.95%
$22.92 - $30.98 $687K - $929K
262K $5.99M
BMI
Badger Meter Inc

Technology
991
+ 5.43%
$189.49 - $221.51 $188K - $220K
19.2K $3.66M
IYW
Ishares Dj Us Tech ETF

ETFs
15.8K
+ 12.38%
$140.44 - $166.79 $2.22M - $2.63M
143K $20.1M
IWV
Ishares Russell 3000 ETF

ETFs
1.31K
+ 3.79%
$313.1 - $349.83 $411K - $460K
36K $11.4M
INFY
Infosys LTD

Technology
6.54K
+ 6.97%
$18.06 - $22.89 $118K - $150K
100K $1.83M
WSM
Williams Sonoma Inc

Consumer Cyclical
7.95K
+ 14.51%
$158.1 - $217.71 $1.26M - $1.73M
62.7K $9.91M
CADE
Cadence Bank

Financial Services
1.67K
+ 2.45%
$29.1 - $35.93 $48.6K - $60K
69.7K $2.12M
RY
Royal Bank Of Canada

Financial Services
226
+ 0.68%
$108.81 - $123.4 $24.6K - $27.9K
33.4K $3.77M
ASTL
Algoma Steel Group Inc.

Basic Materials
1K
+ 1.82%
$5.42 - $9.7 $5.42K - $9.7K
56K $303K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
34K
+ 16.97%
$1.59 - $3.24 $54K - $110K
234K $372K
PRU
Prudential Financial Inc

Financial Services
2.62K
+ 3.39%
$105.04 - $122.33 $276K - $321K
79.9K $8.92M
PIPR
Piper Sandler Companies

Financial Services
1.25K
+ 11.9%
$244.29 - $323.68 $305K - $404K
11.7K $2.91M
LDOS
Leidos Holdings, Inc.

Technology
329
+ 0.97%
$126.82 - $161.11 $41.7K - $53K
34.1K $4.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.86K
+ 22.91%
$283.06 - $421.16 $525K - $781K
9.95K $2.82M
CCL
Carnival Corp

Consumer Cyclical
21.4K
+ 16.48%
$19.08 - $28.49 $408K - $609K
151K $2.95M
ILCB
Ishares Morningstar U.S. Equit

ETFs
5.94K
+ 3.42%
$76.17 - $85.05 $452K - $505K
179K $13.8M
PSC
Principal ETF U.S. Small Cap M

ETFs
35.5K
+ 5.38%
$47.13 - $54.5 $1.67M - $1.93M
695K $33.5M
PI
Impinj Inc

Technology
3.61K
+ 31.07%
$87.73 - $152.24 $316K - $549K
15.2K $1.38M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.36K
+ 1.16%
$50.25 - $55.9 $118K - $132K
206K $10.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
56.4K
+ 7.74%
$27.56 - $32.1 $1.55M - $1.81M
784K $22.1M
FTHI
First Trust Exchange Traded Fd

ETFs
204
+ 0.09%
$21.62 - $23.74 $4.41K - $4.84K
235K $5.14M
NVT
N Vent Electric PLC

Industrials
3.88K
+ 11.5%
$52.42 - $75.4 $203K - $293K
37.6K $1.97M
TQQQ
Proshares Ultrapro Qqq

ETFs
14.5K
+ 27.15%
$57.3 - $90.39 $828K - $1.31M
67.7K $3.88M
AME
Ametek Inc

Industrials
3.29K
+ 2.94%
$170.39 - $190.43 $560K - $626K
115K $19.8M
ALK
Alaska Air Group, Inc.

Industrials
713
+ 2.92%
$49.22 - $76.6 $35.1K - $54.6K
25.2K $1.24M
PRG
Prog Holdings, Inc.

Industrials
304
+ 1.3%
$25.94 - $43.82 $7.89K - $13.3K
23.6K $628K
HUBB
Hubbell Inc

Industrials
198
+ 3.74%
$330.91 - $456.86 $65.5K - $90.5K
5.5K $1.82M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
698
+ 11.05%
$75.72 - $160.92 $52.9K - $112K
7.01K $535K
RWK
Invesco Exchange Traded Fd Tr

ETFs
759
+ 1.24%
$106.43 - $123.29 $80.8K - $93.6K
62K $6.69M
PKG
Packaging Corp Of America

Consumer Cyclical
1.53K
+ 5.65%
$192.03 - $242.13 $294K - $371K
28.6K $5.67M
AMP
Ameriprise Financial Inc

Financial Services
1.43K
+ 6.11%
$472.29 - $575.13 $677K - $824K
24.9K $12.1M
VFC
V F Corp

Consumer Cyclical
10.9K
+ 10.42%
$15.52 - $26.93 $168K - $292K
115K $1.78M
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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