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
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
41.7K
+ 3.19%
$50.21 - $51.23 $2.09M - $2.14M
1.35M $68.1M
TTE
Total Energies Se

Energy
18.4K
+ 34.54%
N/A
71.9K $4.93M
CAH
Cardinal Health Inc

Healthcare
4.69K
+ 15.09%
$118.02 - $137.77 $554K - $647K
35.8K $4.93M
IGF
Ishares Global Infrastructure

ETFs
22.2K
+ 206.01%
$51.96 - $54.84 $1.16M - $1.22M
33K $1.81M
MTD
Mettler Toledo International Inc

Healthcare
1.07K
+ 95.04%
$1177.09 - $1390.0 $1.26M - $1.49M
2.2K $2.6M
TSN
Tyson Foods, Inc.

Consumer Defensive
17.1K
+ 96.72%
$54.27 - $63.81 $929K - $1.09M
34.8K $2.22M
PID
Invesco Exchange Traded Fd Tr

ETFs
67.4K
+ 22.76%
N/A
364K $6.49M
CTVA
Corteva, Inc.

Basic Materials
6.81K
+ 5.27%
$55.94 - $66.15 $381K - $451K
136K $8.57M
BROS
Dutch Bros Inc.

Consumer Cyclical
18.7K
+ 365.95%
$55.77 - $85.37 $1.04M - $1.59M
23.8K $1.47M
CRBG
Corebridge Financial, Inc.

Financial Services
37K
+ 194.77%
$29.61 - $34.68 $1.09M - $1.28M
56K $1.77M
CGUS
Capital Group Core Equity ETF
64.7K
+ 10.5%
$33.08 - $36.62 $2.14M - $2.37M
681K $22.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
11.9K
+ 47.32%
$74.75 - $89.13 $887K - $1.06M
36.9K $3.09M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
47.8K
+ 44.33%
$23.9 - $24.18 $1.14M - $1.16M
156K $3.76M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.14K
+ 6.91%
$79.66 - $108.41 $171K - $232K
33.1K $3.59M
VCR
Vanguard Consumer Discretionar

ETFs
4.15K
+ 109.83%
$318.51 - $391.75 $1.32M - $1.62M
7.92K $2.58M
ZION
Zions Bancorporation, National Association

Financial Services
27K
+ 61.46%
$47.0 - $59.03 $1.27M - $1.59M
70.9K $3.54M
FDX
Fedex Corp

Industrials
16.5K
+ 21.56%
$230.33 - $281.53 $3.8M - $4.64M
93K $22.7M
PINK
Simplify Exchange Traded Fds S

ETFs
46K
+ 8.69%
$28.87 - $31.11 $1.33M - $1.43M
575K $16.8M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
8.09K
+ 125.4%
$110.55 - $130.35 $895K - $1.05M
14.5K $1.85M
CRUS
Cirrus Logic, Inc.

Technology
11.3K
+ 262.76%
$97.89 - $111.4 $1.11M - $1.26M
15.7K $1.56M
BNDX
Vanguard Total International B

ETFs
24.8K
+ 6.92%
$48.33 - $49.5 $1.2M - $1.23M
383K $18.7M
MKC
Mccormick & CO Inc

Consumer Defensive
4.22K
+ 3.32%
$71.24 - $84.73 $301K - $358K
131K $10.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
44.4K
+ 4.01%
$13.05 - $13.97 $579K - $620K
1.15M $15.5M
VUG
Vanguard Growth ETF

ETFs
61.1K
+ 11.36%
$369.1 - $427.61 $22.6M - $26.1M
599K $222M
IAC
Iac/Inter Active Corp

Communication Services
24.1K
New
$41.0 - $50.0 $988K - $1.2M
24.1K $1.11M
WCC
Wesco International Inc

Industrials
8.36K
+ 111.71%
$155.3 - $199.95 $1.3M - $1.67M
15.8K $2.46M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
53K
+ 43.54%
$19.0 - $19.66 $1.01M - $1.04M
175K $3.44M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
19.6K
New
$47.66 - $57.45 $932K - $1.12M
19.6K $1.08M
SNOW
Snowflake Inc.

Technology
9.43K
+ 25.39%
$146.16 - $192.78 $1.38M - $1.82M
46.5K $6.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.96K
+ 0.53%
$128.74 - $138.67 $253K - $272K
371K $49.8M
DG
Dollar General Corp

Consumer Defensive
10.2K
+ 84.08%
$68.44 - $87.93 $699K - $898K
22.4K $1.97M
MPC
Marathon Petroleum Corp

Energy
2.54K
+ 2.35%
$134.72 - $159.03 $342K - $404K
111K $16.1M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
61.8K
+ 33.1%
$9.19 - $12.93 $568K - $800K
249K $2.78M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
19.7K
+ 55.47%
$67.24 - $84.27 $1.32M - $1.66M
55.2K $3.77M
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.7K
+ 2.56%
$39.18 - $43.52 $575K - $639K
587K $24.3M
MAT
Mattel Inc

Consumer Cyclical
50.7K
+ 195.86%
$17.73 - $21.94 $899K - $1.11M
76.6K $1.49M
MINO
Pimco ETF Tr Municipal Income

ETFs
22.9K
New
$44.44 - $45.83 $1.02M - $1.05M
22.9K $1.02M
ZI
Zoom Info Technologies Inc.

Technology
102K
+ 983.23%
$9.43 - $12.01 $964K - $1.23M
113K $1.13M
EXR
Extra Space Storage Inc.

Real Estate
6.96K
+ 44.56%
$143.8 - $161.28 $1M - $1.12M
22.6K $3.35M
RYN
Rayonier Inc

Real Estate
36.5K
New
$24.95 - $28.24 $910K - $1.03M
36.5K $1.02M
VTRS
Viatris Inc

Healthcare
158K
+ 162.51%
$8.68 - $12.42 $1.37M - $1.96M
255K $2.22M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.68K
+ 31.83%
$180.02 - $208.56 $662K - $767K
15.2K $3.16M
BKR
Baker Hughes CO

Energy
19K
+ 34.76%
$41.16 - $48.85 $784K - $930K
73.8K $3.25M
BXSL
Blackstone Secured Lending Fund

Financial Services
30.5K
+ 217.4%
$31.3 - $34.5 $956K - $1.05M
44.6K $1.44M
SU
Suncor Energy Inc

Energy
5.89K
+ 2.36%
$34.27 - $40.63 $202K - $239K
256K $9.9M
PMAR
Innovator U.S. Equity Power Bu

ETFs
25.1K
+ 62.81%
$39.51 - $41.0 $990K - $1.03M
65K $2.59M
ADT
Adt Inc.

Industrials
103K
+ 93.06%
$6.87 - $8.23 $704K - $844K
213K $1.73M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
20.1K
+ 6.33%
$61.91 - $66.79 $1.24M - $1.34M
337K $21.1M
QDEL
Quidel Ortho Corp

Healthcare
36.9K
+ 107.97%
$34.78 - $47.61 $1.28M - $1.76M
71K $2.48M
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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