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
CCI
Crown Castle International Corp

Real Estate
18.3K
+ 7.61%
$84.33 - $106.39 $1.54M - $1.94M
258K $26.9M
COP
Conocophillips

Energy
34.3K
+ 14.6%
$88.6 - $105.85 $3.04M - $3.63M
269K $28.3M
WELL
Welltower Inc.

Real Estate
10.4K
+ 8.61%
$124.05 - $156.86 $1.29M - $1.63M
132K $20.1M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
19.8K
+ 1.3%
$24.1 - $27.73 $477K - $549K
1.54M $41.8M
CMCSA
Comcast Corp

Communication Services
144K
+ 19.4%
$33.19 - $38.23 $4.77M - $5.49M
884K $32.6M
VRT
Vertiv Holdings CO

Industrials
55.7K
+ 146.99%
N/A
93.7K $8.12M
RBLX
Roblox Corp

Communication Services
80.8K
+ 138.64%
$53.77 - $75.47 $4.34M - $6.1M
139K $8.11M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
24.7K
+ 255.43%
$186.55 - $250.04 $4.62M - $6.19M
34.4K $6.94M
OKE
Oneok Inc

Energy
50.3K
+ 20.89%
$89.57 - $109.85 $4.5M - $5.52M
291K $28.9M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
93.2K
+ 15.63%
$49.75 - $50.27 $4.64M - $4.69M
690K $34.4M
HES
Hess Corp

Energy
28K
+ 404.29%
$135.42 - $160.52 $3.79M - $4.5M
34.9K $5.58M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.39K
+ 1.92%
$56.12 - $68.15 $527K - $640K
498K $33.8M
EPD
Enterprise Products Partners L.P.

Energy
47.8K
+ 4.47%
$31.75 - $34.14 $1.52M - $1.63M
1.12M $38.1M
PSX
Phillips 66

Energy
26.8K
+ 20.31%
$113.93 - $131.55 $3.06M - $3.53M
159K $19.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
35.1K
+ 24.46%
$106.22 - $111.09 $3.72M - $3.89M
178K $19.8M
ELV
Elevance Health, Inc.

Healthcare
7.41K
+ 36.76%
$365.9 - $436.25 $2.71M - $3.23M
27.6K $12M
TRV
Travelers Companies, Inc.

Financial Services
2.93K
+ 1.84%
$232.43 - $265.13 $681K - $777K
162K $42.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
52.4K
+ 12.8%
$77.7 - $78.94 $4.07M - $4.14M
462K $36.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
27.3K
+ 253.5%
$166.63 - $185.86 $4.55M - $5.08M
38.1K $6.35M
SHW
Sherwin Williams CO

Basic Materials
10.4K
+ 13.95%
$330.16 - $365.55 $3.43M - $3.8M
84.8K $29.6M
MGV
Vanguard Mega Cap Value

ETFs
33K
+ 79.14%
$123.61 - $133.01 $4.08M - $4.39M
74.7K $9.51M
ALLE
Allegion PLC

Industrials
32.8K
+ 324.3%
$123.79 - $135.5 $4.07M - $4.45M
43K $5.61M
GTO
Invesco Actively Managed ETF T

ETFs
89K
+ 50.51%
$45.9 - $47.37 $4.09M - $4.22M
265K $12.4M
INDA
Ishares Msci India Index Fund

ETFs
83.9K
+ 175.53%
$47.8 - $53.4 $4.01M - $4.48M
132K $6.78M
CAT
Caterpillar Inc

Industrials
28.6K
+ 17.52%
$326.75 - $407.63 $9.34M - $11.6M
192K $63.2M
CAG
Conagra Brands Inc.

Consumer Defensive
151K
+ 269.02%
$23.9 - $27.67 $3.61M - $4.18M
207K $5.53M
FTNT
Fortinet, Inc.

Technology
38.1K
+ 40.8%
$92.49 - $114.57 $3.52M - $4.36M
131K $12.6M
MSCI
Msci Inc.

Financial Services
7.06K
+ 105.43%
$541.46 - $628.34 $3.82M - $4.44M
13.8K $7.78M
CGDV
Capital Group Divid Value ETF

ETFs
86.8K
+ 5.67%
$34.95 - $37.36 $3.03M - $3.24M
1.62M $57.7M
PSLV
Sprott Physical Silver Trust

Financial Services
224K
+ 43.33%
$9.86 - $11.68 $2.21M - $2.62M
741K $8.6M
IXUS
Ishares Tr

ETFs
31.9K
+ 8.52%
$65.06 - $72.31 $2.07M - $2.3M
406K $28.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
84.1K
+ 3.24%
$39.4 - $42.61 $3.31M - $3.58M
2.68M $108M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.23K
+ 1.73%
$80.53 - $147.57 $99.1K - $182K
72.6K $9.6M
KR
Kroger CO

Consumer Defensive
24.8K
+ 8.78%
$58.36 - $67.72 $1.45M - $1.68M
308K $20.8M
ROK
Rockwell Automation, Inc

Industrials
15.5K
+ 77.17%
$255.29 - $303.75 $3.95M - $4.7M
35.5K $9.18M
BSX
Boston Scientific Corp

Healthcare
24.9K
+ 31.01%
$89.38 - $106.18 $2.22M - $2.64M
105K $10.6M
MC
Moelis & CO

Financial Services
99.3K
+ 64.35%
$57.91 - $81.2 $5.75M - $8.06M
254K $14.8M
MCO
Moodys Corp

Financial Services
7.49K
+ 49.81%
$437.8 - $527.48 $3.28M - $3.95M
22.5K $10.5M
GM
General Motors CO

Consumer Cyclical
81K
+ 108.74%
$45.22 - $54.92 $3.66M - $4.45M
156K $7.32M
CGGO
Capital Group Global Growth Eq

ETFs
176K
+ 9.42%
$28.33 - $30.84 $4.99M - $5.43M
2.05M $57.9M
ITB
Ishares Tr

ETFs
35K
+ 986.98%
$93.86 - $111.45 $3.28M - $3.9M
38.5K $3.67M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
58.7K
+ 1058.9%
$54.79 - $60.63 $3.22M - $3.56M
64.2K $3.56M
USTB
Victory Portfolios Ii Victorys

ETFs
61.7K
+ 27.25%
$50.08 - $50.71 $3.09M - $3.13M
288K $14.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
46.4K
+ 4.14%
$44.68 - $46.49 $2.08M - $2.16M
1.17M $54.1M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
31.2K
+ 17.2%
$94.87 - $96.11 $2.96M - $3M
213K $20.4M
AWK
American Water Works Company, Inc.

Utilities
2.57K
+ 2.11%
$121.01 - $149.31 $311K - $384K
124K $18.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
45.4K
+ 20.47%
$58.32 - $65.09 $2.65M - $2.96M
267K $16.1M
OKTA
Okta, Inc.

Technology
26.8K
+ 220.94%
$78.83 - $116.72 $2.11M - $3.13M
38.9K $4.09M
JCI
Johnson Controls International PLC

Industrials
38K
+ 66.91%
$76.12 - $90.6 $2.89M - $3.44M
94.8K $7.59M
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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