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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
9.34K
+ 3.96%
$73.02 - $90.22 $682K - $843K
245K $21.9M
PSX
Phillips 66

Energy
27K
+ 17.0%
$92.87 - $125.73 $2.51M - $3.4M
186K $22.2M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
66.8K
New
$32.61 - $38.62 $2.18M - $2.58M
66.8K $2.55M
LAMR
Lamar Advertising CO

Real Estate
18.2K
+ 42.83%
$102.35 - $121.67 $1.86M - $2.21M
60.6K $7.35M
FNGS
Bank Of Montreal

ETFs
515
+ 0.32%
$44.91 - $65.15 $23.1K - $33.6K
161K $10.5M
MKTX
Marketaxess Holdings Inc

Financial Services
11K
+ 327.94%
$203.19 - $231.09 $2.23M - $2.54M
14.3K $3.2M
MAR
Marriott International Inc

Consumer Cyclical
3.67K
+ 8.76%
$211.12 - $274.14 $775K - $1.01M
45.5K $12.4M
PPL
Ppl Corp

Utilities
78K
+ 98.14%
$33.45 - $36.5 $2.61M - $2.85M
157K $5.34M
EVR
Evercore Inc.

Financial Services
7.93K
+ 174.03%
$163.77 - $271.5 $1.3M - $2.15M
12.5K $3.37M
WDC
Western Digital Corp

Technology
27.2K
+ 94.39%
$30.54 - $63.99 $831K - $1.74M
56.1K $3.59M
KKR
Kkr & Co. Inc.

Financial Services
1.21K
+ 0.96%
$92.79 - $134.29 $113K - $163K
127K $16.9M
NYT
New York Times CO

Communication Services
39.1K
+ 154.29%
$45.37 - $57.12 $1.78M - $2.24M
64.5K $3.61M
COIN
Coinbase Global, Inc.

Technology
165
+ 1.28%
$151.47 - $375.07 $25K - $61.9K
13K $4.56M
EXPE
Expedia Group, Inc.

Consumer Cyclical
13.8K
+ 43.51%
$136.63 - $176.62 $1.88M - $2.43M
45.4K $7.65M
GM
General Motors CO

Consumer Cyclical
40.6K
+ 26.09%
$42.48 - $50.46 $1.72M - $2.05M
196K $9.65M
WEC
Wec Energy Group, Inc.

Utilities
33.4K
+ 13.63%
$102.24 - $109.76 $3.41M - $3.66M
278K $29M
ADSK
Autodesk, Inc.

Technology
9.28K
+ 21.66%
N/A
52.1K $12.8M
XLF
Financial Sector Spdr

ETFs
21.8K
+ 6.18%
$43.92 - $52.37 $957K - $1.14M
374K $19.6M
ASH
Ashland Global Holdings Inc

Basic Materials
46.8K
+ 377.7%
$46.53 - $57.87 $2.18M - $2.71M
59.2K $2.98M
DINO
Hf Sinclair Corp

Energy
44.2K
+ 86.33%
$25.91 - $41.85 $1.15M - $1.85M
95.5K $3.92M
ATO
Atmos Energy Corp

Utilities
14.4K
+ 113.02%
$145.06 - $162.66 $2.09M - $2.35M
27.2K $4.19M
CNP
Centerpoint Energy Inc

Utilities
59.3K
+ 80.02%
$35.5 - $39.05 $2.11M - $2.32M
133K $4.9M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
24.9K
+ 9.32%
$54.27 - $63.01 $1.35M - $1.57M
292K $18.3M
BRP
Brp Group, Inc.

Financial Services
55.3K
+ 50.55%
N/A
165K $6.6M
AFL
Aflac Inc

Financial Services
36.4K
+ 12.73%
$99.77 - $112.45 $3.63M - $4.09M
322K $34M
WING
Wingstop Inc.

Consumer Cyclical
5.42K
+ 165.42%
$210.24 - $381.46 $1.14M - $2.07M
8.7K $2.93M
FIS
Fidelity National Information Services, Inc.

Technology
18.2K
+ 17.5%
$68.14 - $82.13 $1.24M - $1.49M
122K $9.92M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
20.4K
+ 5.35%
$37.51 - $45.52 $765K - $928K
401K $18.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
768
+ 4.35%
$177.93 - $313.14 $137K - $240K
18.4K $5.76M
IT
Gartner Inc

Technology
6.35K
+ 22.2%
$377.5 - $449.52 $2.4M - $2.86M
35K $14.1M
CCK
Crown Holdings Inc

Consumer Cyclical
18.4K
+ 119.78%
$78.47 - $104.45 $1.45M - $1.93M
33.8K $3.48M
XEL
Xcel Energy Inc

Utilities
49.6K
+ 10.51%
$65.65 - $72.39 $3.26M - $3.59M
522K $35.5M
EXPD
Expeditors International Of Washington Inc

Industrials
26.8K
+ 16.68%
$102.84 - $122.24 $2.76M - $3.28M
188K $21.4M
SVXY
Pro Shares Trust Ii

ETFs
48.9K
New
$34.14 - $46.45 $1.67M - $2.27M
48.9K $2.08M
PEGA
Pegasystems Inc

Technology
42.8K
+ 255.96%
$49.95 - $103.29 $2.14M - $4.42M
59.5K $3.22M
COOP
Mr. Cooper Group Inc.

Financial Services
13.8K
New
$107.26 - $155.96 $1.48M - $2.15M
13.8K $2.06M
NTRA
Natera, Inc.

Healthcare
8.98K
+ 46.4%
$132.23 - $171.87 $1.19M - $1.54M
28.3K $4.78M
WRB
Berkley W R Corp

Financial Services
27K
+ 109.73%
$64.28 - $75.17 $1.74M - $2.03M
51.7K $3.8M
NVS
Novartis Ag

Healthcare
5.78K
+ 4.11%
$101.96 - $121.01 $589K - $699K
147K $17.7M
NUE
Nucor Corp

Basic Materials
8.53K
+ 8.41%
$103.22 - $131.43 $881K - $1.12M
110K $14.2M
STX
Seagate Technology Holdings PLC

Technology
7.05K
+ 41.19%
$66.54 - $144.33 $469K - $1.02M
24.2K $3.49M
PII
Polaris Inc.

Consumer Cyclical
49.1K
+ 471.49%
$31.97 - $42.61 $1.57M - $2.09M
59.6K $2.42M
XRAY
Dentsply Sirona Inc.

Healthcare
121K
+ 224.56%
$12.55 - $16.75 $1.52M - $2.03M
175K $2.78M
MDT
Medtronic PLC

Healthcare
39K
+ 7.34%
$80.68 - $88.86 $3.14M - $3.46M
570K $49.7M
NTAP
Net App, Inc.

Technology
9.29K
+ 17.89%
$76.1 - $106.55 $707K - $990K
61.2K $6.53M
IEF
Ishares Barclays

ETFs
13.7K
+ 0.85%
$93.15 - $96.56 $1.28M - $1.33M
1.62M $155M
THC
Tenet Healthcare Corp

Healthcare
9.08K
+ 110.95%
$110.41 - $176.0 $1M - $1.6M
17.3K $3.04M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20K
+ 8.83%
$102.02 - $103.5 $2.04M - $2.07M
247K $25.4M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
34.7K
+ 117.09%
$67.83 - $92.33 $2.36M - $3.21M
64.4K $4.68M
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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