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
U
Unity Software Inc.

Technology
113K
New
$19.44 - $28.34 $2.2M - $3.2M
113K $2.22M
VONV
Vanguard Russell 1000 Value Et

ETFs
25.5K
+ 11.58%
$80.21 - $86.14 $2.05M - $2.2M
246K $20.1M
GTLB
Gitlab Inc.

Technology
67.6K
+ 64.15%
$47.0 - $73.14 $3.18M - $4.94M
173K $8.12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
20.5K
+ 23.23%
$97.38 - $104.52 $1.99M - $2.14M
109K $11M
TXN
Texas Instruments Inc

Technology
11.1K
+ 2.28%
N/A
496K $96.4M
TRN
Trinity Industries Inc

Industrials
78.3K
+ 1142.33%
$28.06 - $39.45 $2.2M - $3.09M
85.2K $2.39M
CRSP
Crispr Therapeutics Ag

Healthcare
66.8K
+ 244.55%
$34.03 - $53.02 $2.27M - $3.54M
94.1K $3.2M
WPC
W. P. Carey Inc.

Real Estate
6K
+ 2.98%
$53.5 - $65.05 $321K - $390K
208K $13.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
39.4K
+ 39.88%
$48.43 - $49.86 $1.91M - $1.97M
138K $6.89M
VDC
Vanguard Consumer Staples ETF

ETFs
9.35K
+ 41.47%
$206.54 - $226.16 $1.93M - $2.11M
31.9K $6.87M
O
Realty Income Corp

Real Estate
15.6K
+ 6.15%
$51.67 - $58.49 $806K - $912K
269K $15.6M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
76.2K
+ 48.26%
$39.97 - $48.7 $3.05M - $3.71M
234K $9.36M
SLV
I Shares Silver Trust

ETFs
39.8K
+ 22.7%
$26.93 - $31.32 $1.07M - $1.25M
215K $6.66M
ARCC
Ares Capital Corp

Financial Services
87.9K
+ 28.78%
$21.28 - $23.81 $1.87M - $2.09M
394K $8.72M
MLPA
Global X Mlp ETF

ETFs
23.5K
+ 12.46%
$49.83 - $54.53 $1.17M - $1.28M
212K $11.4M
APH
Amphenol Corp

Technology
42.7K
+ 21.22%
$61.62 - $78.55 $2.63M - $3.35M
244K $16M
AMCR
Amcor PLC

Consumer Cyclical
176K
+ 16.26%
$9.33 - $10.39 $1.64M - $1.83M
1.26M $12.2M
MCHP
Microchip Technology Inc

Technology
98.1K
+ 32.1%
$48.41 - $64.3 $4.75M - $6.31M
404K $19.5M
AAON
Aaon, Inc.

Industrials
26.5K
+ 1485.28%
$73.52 - $136.95 $1.95M - $3.63M
28.3K $2.21M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.07K
+ 5.98%
$408.78 - $448.82 $2.48M - $2.72M
107K $45.1M
XLE
Energy Sector Spdr

ETFs
4.77K
+ 2.11%
$85.7 - $93.96 $408K - $448K
230K $21.3M
CHKP
Check Point Software Technologies LTD

Technology
7.69K
+ 149.75%
$179.88 - $231.31 $1.38M - $1.78M
12.8K $2.92M
UMBF
Umb Financial Corp

Financial Services
19.3K
New
$98.0 - $122.56 $1.89M - $2.37M
19.3K $1.95M
TER
Teradyne, Inc

Technology
28.4K
+ 306.93%
$82.6 - $140.0 $2.35M - $3.98M
37.7K $3.11M
WTBA
West Bancorporation Inc

Financial Services
97.5K
New
$19.94 - $22.62 $1.94M - $2.2M
97.5K $1.94M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.8K
+ 5.96%
$100.59 - $103.47 $1.28M - $1.32M
227K $23.5M
TDVG
T Rowe Price Exchange Traded F

Technology
48.2K
+ 692.63%
$39.23 - $42.13 $1.89M - $2.03M
55.2K $2.21M
SWK
Stanley Black & Decker, Inc.

Industrials
28.2K
+ 38.48%
$76.43 - $90.41 $2.15M - $2.55M
101K $7.79M
WEN
Wendy'S CO

Consumer Cyclical
162K
+ 58.18%
$14.17 - $16.17 $2.3M - $2.63M
441K $6.46M
EFX
Equifax Inc

Industrials
8.6K
+ 51.85%
$235.63 - $278.34 $2.03M - $2.39M
25.2K $6.13M
ENB
Enbridge Inc

Energy
25.1K
+ 6.06%
$41.54 - $45.45 $1.04M - $1.14M
439K $19.4M
ACI
Albertsons Companies, Inc.

Consumer Defensive
76.9K
+ 93.29%
$19.58 - $22.02 $1.5M - $1.69M
159K $3.5M
SPSB
Spdr Portfolio Short Term Corp

ETFs
58.4K
+ 10.59%
$29.82 - $30.1 $1.74M - $1.76M
610K $18.4M
HYRM
Dbx ETF Tr Xtrackers Risk Mana

ETFs
75.7K
+ 4.29%
$23.39 - $23.87 $1.77M - $1.81M
1.84M $43.3M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
11.9K
+ 707.97%
$154.39 - $176.55 $1.84M - $2.1M
13.6K $2.13M
ABNB
Airbnb, Inc.

Consumer Cyclical
20.8K
+ 39.53%
$119.38 - $161.42 $2.48M - $3.35M
73.2K $8.75M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
91.6K
New
$20.2 - $20.86 $1.85M - $1.91M
91.6K $1.85M
VPU
Vanguard Utilities ETF

ETFs
10.6K
+ 124.89%
$161.24 - $173.33 $1.71M - $1.84M
19.1K $3.23M
KLAC
Kla Corp

Technology
1.09K
+ 4.93%
$636.62 - $777.63 $694K - $848K
23.2K $15.8M
EXEL
Exelixis, Inc.

Healthcare
43.2K
+ 64.62%
$32.38 - $39.16 $1.4M - $1.69M
110K $4.06M
ESTC
Elastic N.V.

Technology
20.6K
New
$89.1 - $117.76 $1.83M - $2.43M
20.6K $1.83M
ALL
Allstate Corp

Financial Services
631
+ 0.53%
$180.99 - $210.18 $114K - $133K
119K $24.6M
ONON
On Holding Ag

Consumer Cyclical
45.2K
+ 241.74%
$43.92 - $63.62 $1.99M - $2.88M
63.9K $2.81M
D
Dominion Energy, Inc

Utilities
22K
+ 9.02%
$52.85 - $57.43 $1.16M - $1.26M
266K $14.9M
CMI
Cummins Inc

Industrials
8.26K
+ 35.31%
$312.92 - $386.07 $2.59M - $3.19M
31.7K $9.92M
FTSL
First Trust Senior Ln Fund

ETFs
40.1K
+ 19.4%
$45.65 - $46.48 $1.83M - $1.86M
247K $11.3M
LVHI
Franklin International Low Vol

ETFs
43.6K
+ 29.39%
$30.53 - $32.85 $1.33M - $1.43M
192K $6.22M
VICI
Vici Properties Inc.

Real Estate
26.4K
+ 11.11%
$28.21 - $32.68 $745K - $863K
264K $8.61M
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
77.3K
New
$21.56 - $25.08 $1.67M - $1.94M
77.3K $1.67M
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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