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
IDV
Ishares Tr

ETFs
7.87K
+ 4.24%
$27.0 - $31.7 $213K - $250K
193K $6.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.58K
+ 1.06%
$76.94 - $78.24 $429K - $437K
531K $41.6M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
59.3K
New
$15.63 - $17.67 $927K - $1.05M
59.3K $944K
QVMM
Invesco ETF Tr Ii S&P Midcap 4
36.6K
+ 119.1%
$26.49 - $30.29 $969K - $1.11M
67.3K $1.82M
FDVV
Fidelity High Dividend ETF

ETFs
19.5K
+ 22.3%
$48.86 - $52.28 $952K - $1.02M
107K $5.3M
VTR
Ventas, Inc.

Real Estate
10.1K
+ 40.88%
$56.9 - $70.47 $574K - $711K
34.8K $2.39M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.84K
+ 14.63%
$233.07 - $290.7 $428K - $534K
14.4K $3.89M
FNF
Fidelity National Financial, Inc.

Financial Services
9.62K
+ 29.47%
$54.25 - $65.27 $522K - $628K
42.2K $2.75M
UHS
Universal Health Services Inc

Healthcare
4.7K
+ 120.71%
$163.99 - $193.27 $771K - $909K
8.6K $1.62M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
9.78K
New
$93.32 - $95.35 $913K - $933K
9.78K $915K
VLY
Valley National Bancorp

Financial Services
103K
+ 230.92%
$8.56 - $10.42 $883K - $1.07M
148K $1.31M
COF
Capital One Financial Corp

Financial Services
4.9K
+ 18.68%
$163.87 - $209.82 $803K - $1.03M
31.1K $5.58M
USCI
United States Commodity Index Funds Trust

ETFs
12.5K
New
$66.48 - $72.3 $833K - $906K
12.5K $903K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
37.3K
+ 82.0%
$24.88 - $26.85 $928K - $1M
82.8K $2.09M
MSM
Msc Industrial Direct CO Inc

Industrials
11.5K
New
$74.45 - $83.08 $860K - $959K
11.5K $896K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
62.8K
New
$13.65 - $14.45 $858K - $908K
62.8K $895K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
15.4K
+ 130.03%
$60.91 - $71.4 $938K - $1.1M
27.2K $1.69M
GIL
Gildan Activewear Inc.

Consumer Cyclical
20.5K
+ 385.41%
$44.19 - $55.09 $907K - $1.13M
25.8K $1.14M
ORCL
Oracle Corp

Technology
97.9K
+ 20.53%
$139.81 - $186.47 $13.7M - $18.3M
575K $80.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
613
+ 1.01%
$146.9 - $170.92 $90K - $105K
61.2K $10.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
11.6K
+ 62.54%
$69.87 - $75.62 $810K - $877K
30.1K $2.2M
OMC
Omnicom Group Inc.

Communication Services
11.1K
+ 80.26%
$79.43 - $88.34 $886K - $985K
25K $2.08M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
37.1K
+ 11.79%
N/A
351K $8.35M
ZS
Zscaler, Inc.

Technology
2.38K
+ 10.48%
$181.66 - $216.87 $432K - $516K
25.1K $4.97M
EMR
Emerson Electric CO

Industrials
47K
+ 15.63%
$108.64 - $131.17 $5.11M - $6.16M
348K $38.1M
UTG
Reaves Utility Income Fund

Financial Services
25.7K
+ 120.36%
$31.08 - $34.42 $797K - $883K
47K $1.53M
PLD
Prologis, Inc.

Real Estate
4.85K
+ 9.56%
$103.59 - $124.04 $503K - $602K
55.6K $6.22M
USFD
Us Foods Holding Corp.

Consumer Defensive
13.8K
+ 49.55%
$63.38 - $72.02 $876K - $995K
41.7K $2.73M
SNA
Snap On Inc

Industrials
2.79K
+ 6.27%
$324.09 - $358.62 $904K - $1M
47.3K $15.9M
VMC
Vulcan Materials CO

Basic Materials
4.68K
+ 42.07%
$220.9 - $277.54 $1.03M - $1.3M
15.8K $3.69M
VT
Vanguard Total World Stk Index

ETFs
7.84K
+ 15.33%
$115.08 - $123.97 $902K - $972K
59K $6.83M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
26K
+ 13.31%
N/A
221K $6.98M
PNW
Pinnacle West Capital Corp

Utilities
5.31K
+ 17.82%
$81.76 - $95.25 $434K - $505K
35.1K $3.34M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.8K
+ 1.95%
$107.24 - $116.37 $193K - $209K
94.3K $10.9M
NSC
Norfolk Southern Corp

Industrials
2.78K
+ 4.05%
$227.69 - $259.76 $633K - $723K
71.5K $16.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.41K
+ 52.26%
$314.47 - $431.35 $1.07M - $1.47M
9.93K $3.64M
HAL
Halliburton CO

Energy
40.1K
+ 33.59%
$24.15 - $29.9 $969K - $1.2M
160K $4.05M
FIX
Comfort Systems Usa Inc

Industrials
3.64K
+ 97.67%
$313.26 - $550.27 $1.14M - $2.01M
7.38K $2.38M
PINS
Pinterest, Inc.

Communication Services
19.6K
+ 21.1%
$29.79 - $40.0 $582K - $782K
112K $3.48M
EQT
Eqt Corp

Energy
4.75K
+ 6.59%
$46.16 - $54.25 $219K - $257K
76.7K $4.1M
CRS
Carpenter Technology Corp

Industrials
3.47K
+ 27.77%
$172.39 - $212.53 $598K - $737K
16K $2.89M
PDP
Invesco Exchange Traded Fd Tr

ETFs
14.7K
+ 16.96%
$96.95 - $116.13 $1.42M - $1.71M
101K $10.1M
SAP
Sap Se

Technology
576
+ 2.09%
$241.4 - $293.69 $139K - $169K
28.1K $7.55M
ALLY
Ally Financial Inc.

Financial Services
20.3K
+ 42.01%
$32.99 - $40.09 $670K - $815K
68.7K $2.51M
CGCP
Capital Group Core Plus Income

ETFs
16.1K
+ 1.05%
$21.94 - $22.64 $354K - $365K
1.55M $34.9M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
37.5K
+ 14.73%
N/A
292K $5.92M
LBRT
Liberty Energy Inc.

Energy
48.1K
New
$14.13 - $23.12 $679K - $1.11M
48.1K $760K
XLU
Utilities Sector Spdr

ETFs
3.54K
+ 1.72%
$74.7 - $80.27 $264K - $284K
210K $16.4M
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.02K
+ 5.18%
$80.05 - $137.75 $81.4K - $140K
20.6K $2.41M
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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