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
XSMO
Invesco S&P Smallcap Momentum

ETFs
62K
+ 26.15%
$59.97 - $70.03 $3.72M - $4.34M
299K $18.8M
EIX
Edison International

Utilities
71.2K
+ 135.05%
$50.06 - $80.01 $3.56M - $5.69M
124K $7.3M
TJX
Tjx Companies Inc

Consumer Cyclical
17.9K
+ 1.93%
$112.81 - $126.16 $2.01M - $2.25M
943K $115M
CHD
Church & Dwight CO Inc

Consumer Defensive
24.8K
+ 46.58%
$101.42 - $113.2 $2.51M - $2.8M
77.9K $8.58M
JPUS
Jpmorgan Diversified Return Us

ETFs
26.4K
+ 16.87%
$111.89 - $119.08 $2.96M - $3.15M
183K $20.9M
SYK
Stryker Corp

Healthcare
3.11K
+ 2.14%
$355.18 - $399.9 $1.1M - $1.24M
148K $55.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
150K
+ 14.17%
$51.45 - $58.51 $7.72M - $8.78M
1.21M $62.6M
VFH
Vanguard Financial ETF

ETFs
24.4K
+ 30.88%
$114.07 - $127.34 $2.79M - $3.11M
104K $12.2M
AZN
Astrazeneca PLC

Healthcare
5.56K
+ 1.82%
$65.37 - $77.96 $363K - $433K
312K $22.9M
JPIE
J P Morgan Exchange Traded Fd
60.4K
+ 41.0%
$45.46 - $46.18 $2.75M - $2.79M
208K $9.58M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
47K
+ 12.07%
$59.78 - $60.03 $2.81M - $2.82M
436K $26.1M
UL
Unilever PLC

Consumer Defensive
39.9K
+ 25.49%
$54.72 - $60.29 $2.18M - $2.4M
196K $11.7M
FISV
Fiserv Inc

Technology
22.5K
+ 15.98%
N/A
163K $20.4M
TSCO
Tractor Supply CO

Consumer Cyclical
40K
+ 14.32%
$51.66 - $57.94 $2.07M - $2.32M
319K $17.6M
CNC
Centene Corp

Healthcare
45.2K
+ 49.62%
$55.93 - $65.89 $2.53M - $2.98M
136K $8.27M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
51.8K
+ 8.96%
$108.02 - $120.45 $5.59M - $6.24M
630K $69.4M
ITA
Ishares Tr

ETFs
11.8K
+ 9.66%
$144.84 - $159.5 $1.7M - $1.88M
134K $20.5M
TRGP
Targa Resources Corp.

Energy
10.2K
+ 32.45%
$178.44 - $217.22 $1.81M - $2.21M
41.5K $8.31M
VDE
Vanguard Energy ETF

ETFs
19.2K
+ 52.6%
$119.14 - $132.76 $2.28M - $2.54M
55.6K $7.14M
DKNG
Draft Kings Inc.

Consumer Cyclical
85.5K
+ 272.74%
$33.21 - $53.49 $2.84M - $4.57M
117K $3.88M
WAT
Waters Corp

Healthcare
7.3K
+ 169.08%
$362.16 - $417.28 $2.64M - $3.05M
11.6K $4.28M
REVG
Rev Group, Inc.

Industrials
86.7K
+ 32.69%
$27.3 - $35.58 $2.37M - $3.08M
352K $11.1M
MOH
Molina Healthcare, Inc.

Healthcare
7.05K
+ 82.14%
$266.57 - $333.27 $1.88M - $2.35M
15.6K $5.15M
ORI
Old Republic International Corp

Financial Services
23.8K
+ 4.2%
$33.46 - $39.22 $796K - $932K
590K $23.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
42.8K
+ 7.83%
$26.09 - $30.21 $1.12M - $1.29M
589K $17.2M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
68.6K
+ 47.6%
$24.11 - $28.41 $1.65M - $1.95M
213K $6.04M
VB
Vanguard Small Cap ETF

ETFs
30.1K
+ 13.62%
$217.89 - $252.64 $6.56M - $7.6M
251K $55.6M
HUM
Humana Inc

Healthcare
9.3K
+ 144.39%
$249.11 - $303.11 $2.32M - $2.82M
15.7K $4.16M
ET
Energy Transfer LP

Energy
177K
+ 23.12%
$17.26 - $21.08 $3.05M - $3.73M
941K $17.5M
CNXC
Concentrix Corp

Technology
43.9K
+ 687.68%
$42.45 - $65.04 $1.86M - $2.85M
50.3K $2.8M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
75.4K
New
$31.92 - $38.83 $2.41M - $2.93M
75.4K $2.5M
CARR
Carrier Global Corp

Industrials
75.6K
+ 15.83%
$62.07 - $70.55 $4.69M - $5.33M
553K $35M
RGLD
Royal Gold Inc

Basic Materials
11.4K
+ 61.72%
$132.55 - $163.51 $1.52M - $1.87M
30K $4.9M
NUE
Nucor Corp

Basic Materials
17.9K
+ 21.37%
$114.48 - $142.52 $2.04M - $2.55M
101K $12.2M
BR
Broadridge Financial Solutions, Inc.

Technology
8.68K
+ 42.82%
$221.46 - $244.83 $1.92M - $2.12M
28.9K $7.02M
BWXT
Bwx Technologies, Inc.

Industrials
25.6K
+ 343.92%
$96.59 - $128.46 $2.47M - $3.29M
33.1K $3.26M
FMC
Fmc Corp

Basic Materials
61.9K
+ 212.59%
$34.54 - $56.38 $2.14M - $3.49M
90.9K $3.84M
EDV
Vanguard Extended Duration Tre

ETFs
33.5K
+ 178.1%
$65.05 - $73.43 $2.18M - $2.46M
52.4K $3.67M
AVAV
Aero Vironment Inc

Industrials
20.5K
+ 1261.79%
$119.19 - $186.12 $2.45M - $3.82M
22.2K $2.64M
HUN
Huntsman Corp

Basic Materials
150K
+ 898.54%
$15.79 - $18.04 $2.38M - $2.71M
167K $2.64M
ETSY
Etsy Inc

Consumer Cyclical
51.1K
+ 292.96%
$44.4 - $57.29 $2.27M - $2.93M
68.6K $3.24M
A
Agilent Technologies, Inc.

Healthcare
23.8K
+ 86.35%
$116.69 - $152.6 $2.78M - $3.63M
51.4K $6.01M
SCHQ
Schwab Strategic Tr Long Term

ETFs
64.7K
+ 37.37%
$30.72 - $33.22 $1.99M - $2.15M
238K $7.73M
ADSK
Autodesk, Inc.

Technology
9.22K
+ 27.44%
N/A
42.8K $10.5M
FLRN
Spdr Bloomberg Investment Grad

ETFs
73.1K
+ 61.55%
$30.71 - $30.87 $2.24M - $2.26M
192K $5.92M
NEM
Newmont Corp

Basic Materials
4.24K
+ 2.28%
$37.79 - $48.39 $160K - $205K
190K $9.18M
RS
Reliance Steel & Aluminum CO

Basic Materials
5.88K
+ 20.7%
$266.61 - $302.66 $1.57M - $1.78M
34.3K $9.9M
BECN
Beacon Roofing Supply Inc

Industrials
18.1K
New
$100.48 - $123.86 $1.82M - $2.24M
18.1K $2.24M
PCG
Pg&E Corp

Utilities
148K
+ 138.82%
$15.16 - $20.4 $2.24M - $3.02M
255K $4.37M
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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