Wealth Enhancement Advisory Services, LLC Purchases in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
393
+ 5.59%
$78.47 - $92.25 $30.8K - $36.3K
7.42K $602K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
2.37K
+ 3.96%
$18.94 - $22.97 $44.9K - $54.4K
62.1K $1.33M
IYE
Ishares Tr

ETFs
1.24K
+ 5.48%
$40.36 - $49.67 $50.1K - $61.7K
23.9K $1.08M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.18K
+ 2.64%
$26.88 - $32.74 $31.6K - $38.5K
45.8K $1.41M
OLN
Olin Corp

Basic Materials
1.42K
+ 9.05%
$17.96 - $24.7 $25.4K - $35K
17.1K $342K
MGEE
Mge Energy Inc

Utilities
59
+ 0.58%
$86.85 - $93.48 $5.12K - $5.52K
10.1K $897K
KBH
Kb Home

Consumer Cyclical
1.51K
+ 6.29%
$50.15 - $58.93 $75.5K - $88.7K
25.4K $1.35M
KMPR
Kemper Corp

Financial Services
382
+ 1.29%
$55.12 - $67.26 $21.1K - $25.7K
29.9K $1.93M
AVTR
Avantor, Inc.

Basic Materials
239
+ 1.39%
$11.94 - $16.29 $2.85K - $3.89K
17.5K $235K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.35K
+ 6.47%
$30.03 - $40.05 $40.4K - $53.9K
22.1K $780K
SLVM
Sylvamo Corp

Basic Materials
548
+ 12.16%
$50.1 - $68.36 $27.5K - $37.5K
5.05K $253K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.68K
+ 4.67%
$17.7 - $20.39 $29.7K - $34.2K
37.6K $691K
GMED
Globus Medical Inc

Healthcare
503
+ 8.91%
$55.82 - $75.5 $28.1K - $38K
6.15K $362K
G
Genpact LTD

Technology
240
+ 2.49%
$40.65 - $50.56 $9.76K - $12.1K
9.89K $435K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
825
+ 0.45%
$24.14 - $25.43 $19.9K - $21K
183K $4.53M
IXC
Ishares Tr Global Energy ETF

ETFs
1.1K
+ 2.56%
$34.69 - $42.32 $38.3K - $46.7K
44.3K $1.74M
SJM
J M Smucker CO

Consumer Defensive
2.59K
+ 16.2%
$94.41 - $118.52 $244K - $307K
18.6K $1.82M
AES
Aes Corp

Utilities
19.3K
+ 13.29%
$9.63 - $12.55 $185K - $242K
164K $1.73M
CLOV
Clover Health Investments, Corp.

Healthcare
2.23K
+ 2.17%
$2.74 - $3.77 $6.1K - $8.4K
105K $292K
LNT
Alliant Energy Corp

Utilities
2.87K
+ 4.38%
$58.79 - $64.85 $169K - $186K
68.5K $4.14M
CQP
Cheniere Energy Partners, L.P.

Energy
7
+ 0.08%
$54.61 - $68.04 $382 - $476
8.51K $476K
IART
Integra Lifesciences Holdings Corp

Healthcare
1.93K
+ 16.87%
$11.6 - $21.78 $22.4K - $42K
13.4K $163K
SERA
Sera Prognostics, Inc.

Healthcare
391
+ 0.4%
$1.49 - $3.46 $583 - $1.35K
99.2K $274K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
1.13K
+ 11.08%
$47.34 - $67.22 $53.7K - $76.2K
11.4K $585K
TECH
Bio Techne Corp

Healthcare
709
+ 3.55%
$46.66 - $58.38 $33.1K - $41.4K
20.7K $1.06M
CODI
Compass Diversified Holdings

Industrials
13.3K
+ 81.25%
$6.0 - $18.81 $79.6K - $250K
29.6K $185K
RYN
Rayonier Inc

Real Estate
3.9K
+ 10.69%
$22.12 - $28.02 $86.2K - $109K
40.4K $895K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.72K
+ 0.35%
$50.37 - $57.97 $86.7K - $99.8K
496K $28M
HPQ
Hp Inc

Technology
27.7K
+ 10.89%
$21.88 - $29.32 $605K - $811K
282K $6.89M
MERC
Mercer International Inc.

Basic Materials
4.18K
+ 6.74%
$3.37 - $5.96 $14.1K - $24.9K
66.3K $232K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.08K
+ 1.2%
$11.11 - $14.46 $12K - $15.6K
90.9K $1.14M
OMC
Omnicom Group Inc.

Communication Services
1.58K
+ 6.31%
$69.22 - $79.77 $109K - $126K
26.6K $1.92M
DEO
Diageo PLC

Consumer Defensive
3.67K
+ 2.66%
$99.86 - $115.75 $367K - $425K
142K $14.3M
AGL
Agilon Health, Inc.

Healthcare
5.63K
+ 5.64%
$2.1 - $5.68 $11.8K - $32K
105K $242K
AXSM
Axsome Therapeutics, Inc.

Healthcare
34
+ 0.16%
$95.65 - $116.49 $3.25K - $3.96K
20.7K $2.16M
AZN
Astrazeneca PLC

Healthcare
12.4K
+ 3.99%
$64.87 - $75.0 $806K - $932K
324K $22.6M
WY
Weyerhaeuser CO

Real Estate
191
+ 0.26%
$24.69 - $29.48 $4.72K - $5.63K
74.3K $1.91M
ROP
Roper Technologies Inc

Industrials
153
+ 0.87%
$519.19 - $590.78 $79.4K - $90.4K
17.6K $10M
NEOG
Neogen Corp

Healthcare
20.5K
+ 19.06%
$4.39 - $8.59 $89.8K - $176K
128K $611K
FTV
Fortive Corp

Technology
6.75K
+ 18.49%
$52.13 - $74.29 $352K - $502K
43.3K $2.26M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
14.6K
+ 879.01%
$105.72 - $1416.0 $1.54M - $20.6M
16.2K $1.81M
EIX
Edison International

Utilities
9.02K
+ 7.28%
$48.32 - $59.92 $436K - $540K
133K $6.86M
VHT
Vanguard Health Care ETF

ETFs
1.59K
+ 2.72%
$236.71 - $261.92 $375K - $415K
59.8K $14.9M
GIS
General Mills Inc

Consumer Defensive
15.8K
+ 9.2%
$50.37 - $60.97 $794K - $961K
187K $9.7M
TMCI
Treace Medical Concepts, Inc.

Healthcare
4.37K
+ 1.78%
$5.44 - $8.32 $23.8K - $36.4K
249K $1.47M
ZTS
Zoetis Inc.

Healthcare
4.17K
+ 2.81%
$144.41 - $170.3 $602K - $710K
152K $23.8M
BP
Bp PLC

Energy
10.2K
+ 3.93%
$26.11 - $33.81 $266K - $345K
270K $8.08M
CAG
Conagra Brands Inc.

Consumer Defensive
28.6K
+ 13.81%
$20.4 - $26.78 $584K - $767K
236K $4.83M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.1K
+ 2.66%
$45.07 - $52.57 $502K - $586K
429K $21M
Activity Summary
Buys All Purchases 2174 New Holdings 543 Increased Positions 1631 Sells All Sells 1081 Reductions 1081 Sold out 0 Options Calls 22 Puts 11
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