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
GPI
Group 1 Automotive Inc

Consumer Cyclical
91
+ 0.73%
$375.96 - $484.08 $34.2K - $44.1K
12.6K $4.8M
EXAS
Exact Sciences Corp

Healthcare
555
+ 1.42%
$43.04 - $58.51 $23.9K - $32.5K
39.7K $1.72M
DDOG
Datadog, Inc.

Technology
1.92K
+ 12.36%
$98.68 - $151.89 $189K - $291K
17.4K $1.73M
RJF
Raymond James Financial Inc

Financial Services
1.38K
+ 3.23%
$137.62 - $172.64 $189K - $237K
44K $6.11M
ASML
Asml Holding Nv

Technology
763
+ 2.27%
$662.63 - $776.99 $506K - $593K
34.4K $22.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.31K
+ 2.4%
$237.72 - $276.98 $786K - $916K
141K $34.5M
CDNS
Cadence Design Systems Inc

Technology
2.44K
+ 9.84%
$233.96 - $324.52 $570K - $790K
27.2K $6.91M
CEG
Constellation Energy Corp

Utilities
2.35K
+ 5.39%
$201.63 - $347.44 $473K - $815K
45.8K $9.24M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20.1K
+ 1.69%
$78.0 - $84.37 $1.57M - $1.7M
1.21M $95.8M
WDAY
Workday, Inc.

Technology
1.47K
+ 3.76%
$233.53 - $277.82 $343K - $408K
40.5K $9.47M
UAL
United Airlines Holdings, Inc.

Industrials
403
+ 1.73%
$69.05 - $110.52 $27.8K - $44.5K
23.7K $1.64M
DEO
Diageo PLC

Consumer Defensive
19.3K
+ 16.25%
$104.79 - $126.12 $2.03M - $2.44M
138K $14.5M
DAL
Delta Air Lines, Inc.

Industrials
20.1K
+ 22.31%
$43.6 - $69.06 $874K - $1.39M
110K $4.79M
COIN
Coinbase Global, Inc.

Technology
1.2K
+ 10.25%
$172.23 - $301.3 $206K - $360K
12.9K $2.21M
VTI
Vanguard Total Stock Market Et

ETFs
58K
+ 5.73%
$271.18 - $303.12 $15.7M - $17.6M
1.07M $293M
IGV
Ishares Expanded Tech Software

ETFs
3.34K
+ 3.62%
$88.3 - $107.83 $295K - $360K
95.5K $8.5M
BLDR
Builders First Source, Inc.

Industrials
1.99K
+ 3.58%
$122.8 - $173.51 $244K - $345K
57.4K $7.17M
SNPS
Synopsys Inc

Technology
655
+ 3.36%
$428.58 - $551.54 $281K - $361K
20.2K $8.65M
DELL
Dell Technologies Inc.

Technology
5.28K
+ 9.74%
$90.34 - $124.66 $477K - $658K
59.4K $5.42M
MRVL
Marvell Technology, Inc.

Technology
31.7K
+ 54.9%
$61.57 - $126.06 $1.95M - $3.99M
89.4K $5.5M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
780
+ 0.21%
$21.85 - $25.19 $17K - $19.6K
376K $8.32M
HPQ
Hp Inc

Technology
8.91K
+ 3.63%
$27.69 - $34.72 $247K - $309K
254K $7.04M
FNGS
Bank Of Montreal

ETFs
4.06K
+ 2.6%
$49.78 - $61.24 $202K - $249K
160K $7.99M
RHI
Robert Half International Inc.

Industrials
3.25K
+ 4.44%
$51.96 - $71.3 $169K - $232K
76.4K $4.17M
FCNCA
First Citizens Bancshares Inc

Financial Services
107
+ 2.29%
$1728.36 - $2231.14 $185K - $239K
4.79K $8.88M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.06K
+ 1.51%
$120.24 - $134.3 $368K - $411K
205K $25M
NKE
Nike, Inc.

Consumer Cyclical
14.7K
+ 9.09%
$63.29 - $81.72 $933K - $1.21M
177K $11.2M
NTAP
Net App, Inc.

Technology
3.2K
+ 6.56%
$87.84 - $126.3 $281K - $404K
52K $4.56M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
5.92K
+ 2.53%
$95.35 - $107.82 $564K - $638K
240K $23M
GLW
Corning Inc

Technology
23.8K
+ 1.86%
$44.91 - $54.25 $1.07M - $1.29M
1.3M $59.6M
AIQ
Global X Funds Global X Artifi

ETFs
13.8K
+ 1.8%
$36.38 - $42.77 $503K - $592K
783K $28.5M
BBY
Best Buy CO Inc

Consumer Cyclical
11.5K
+ 6.68%
$70.3 - $91.1 $812K - $1.05M
184K $13.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.03K
+ 0.32%
$32.49 - $37.99 $66K - $77.1K
641K $21.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.3K
+ 1.73%
$82.81 - $92.93 $1.18M - $1.33M
837K $71.2M
SOFI
So Fi Technologies, Inc.

Financial Services
9.93K
+ 2.26%
$11.18 - $18.03 $111K - $179K
450K $5.23M
MAR
Marriott International Inc

Consumer Cyclical
431
+ 1.04%
$237.01 - $304.45 $102K - $131K
41.9K $9.98M
XPEL
Xpel, Inc.

Consumer Cyclical
2.72K
+ 1.71%
$29.38 - $44.62 $79.9K - $121K
161K $4.74M
SRE
Sempra Energy

Utilities
13.4K
+ 8.4%
$67.85 - $87.67 $911K - $1.18M
173K $12.4M
IT
Gartner Inc

Technology
352
+ 1.25%
$418.25 - $548.38 $147K - $193K
28.6K $12M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
75.7K
+ 6.82%
$15.58 - $20.55 $1.18M - $1.56M
1.19M $18.9M
SPMD
Spdr Portfolio

ETFs
20.3K
+ 2.48%
$50.21 - $57.73 $1.02M - $1.17M
839K $42.8M
AMAT
Applied Materials Inc

Technology
12K
+ 5.57%
$145.06 - $195.51 $1.74M - $2.34M
227K $32.9M
PCAR
Paccar Inc

Industrials
4.52K
+ 1.18%
$96.91 - $112.51 $438K - $508K
389K $37.8M
TRNS
Transcat Inc

Industrials
4
+ 0.01%
$69.07 - $108.26 $276 - $433
79.3K $5.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.3K
+ 2.12%
$40.03 - $46.81 $651K - $762K
784K $31.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
83.8K
+ 4.36%
$33.98 - $39.84 $2.85M - $3.34M
2.01M $68.8M
DHR
Danaher Corp

Healthcare
7.91K
+ 3.97%
$201.62 - $250.59 $1.59M - $1.98M
207K $42.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.48K
+ 1.35%
$198.1 - $229.79 $492K - $570K
186K $37.2M
SPYG
Spdr Portfolio

ETFs
13.1K
+ 2.26%
$80.05 - $92.39 $1.05M - $1.21M
594K $47.6M
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