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
RE
Everest Re Group LTD

Financial Services
4.18K
+ 91.72%
N/A
8.73K $3.24M
TRMB
Trimble Inc.

Technology
15.4K
+ 43.06%
$55.12 - $75.98 $851K - $1.17M
51.3K $3.9M
NDAQ
Nasdaq, Inc.

Financial Services
11.5K
+ 30.25%
$66.4 - $89.42 $760K - $1.02M
49.3K $4.41M
VMC
Vulcan Materials CO

Basic Materials
4.14K
+ 26.21%
$226.49 - $276.01 $938K - $1.14M
19.9K $5.2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
14.7K
+ 31.3%
$99.97 - $129.69 $1.47M - $1.9M
61.6K $6.42M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22.5K
+ 5.67%
$51.1 - $53.29 $1.15M - $1.2M
419K $22.3M
FTNT
Fortinet, Inc.

Technology
2.43K
+ 1.85%
$84.71 - $108.69 $206K - $264K
134K $14.1M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
289
+ 0.31%
$70.54 - $93.95 $20.4K - $27.2K
93.5K $8.78M
NTNX
Nutanix, Inc.

Technology
15.1K
+ 30.56%
$58.17 - $83.07 $880K - $1.26M
64.6K $4.94M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
19.5K
+ 5.42%
$27.79 - $34.16 $542K - $667K
380K $12.9M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
14.8K
+ 3.59%
$17.11 - $21.71 $254K - $322K
428K $9.3M
SYF
Synchrony Financial

Financial Services
16.6K
+ 69.14%
$43.81 - $66.74 $725K - $1.11M
40.5K $2.7M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
86.7K
New
$8.01 - $16.55 $694K - $1.43M
86.7K $1.43M
ITT
Itt Inc.

Industrials
7.35K
+ 72.42%
$112.67 - $157.95 $828K - $1.16M
17.5K $2.74M
HYD
Vaneck High Yield Muni ETF

ETFs
29.3K
+ 63.15%
$49.08 - $51.35 $1.44M - $1.5M
75.7K $3.8M
PNR
Pentair PLC

Industrials
1.57K
+ 1.89%
$76.17 - $103.58 $120K - $163K
84.7K $8.69M
ZBRA
Zebra Technologies Corp

Technology
3.95K
+ 49.9%
$213.54 - $309.26 $843K - $1.22M
11.9K $3.66M
OC
Owens Corning

Industrials
10.6K
+ 122.12%
$126.32 - $147.75 $1.35M - $1.57M
19.4K $2.66M
REXR
Rexford Industrial Realty, Inc.

Real Estate
41.9K
+ 202.77%
$31.57 - $39.41 $1.32M - $1.65M
62.6K $2.23M
SCHO
Schwab Short Term Us Treasury

ETFs
55.1K
+ 3.95%
$24.19 - $24.45 $1.33M - $1.35M
1.45M $35.4M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
50.8K
+ 17.79%
$10.69 - $14.6 $543K - $742K
336K $4.91M
BUSE
First Busey Corp

Financial Services
61.5K
New
$19.2 - $23.42 $1.18M - $1.44M
61.5K $1.41M
INVH
Invitation Homes Inc.

Real Estate
43.3K
+ 290.2%
$30.53 - $35.47 $1.32M - $1.54M
58.2K $1.91M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
73.1K
+ 79.82%
$19.39 - $20.21 $1.42M - $1.48M
165K $3.23M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
20.6K
+ 11.03%
$34.78 - $43.42 $717K - $895K
207K $8.98M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.06K
+ 0.67%
$81.46 - $94.63 $250K - $290K
460K $43.6M
NEE
Nextera Energy Inc

Utilities
44.6K
+ 3.76%
$64.11 - $75.0 $2.86M - $3.34M
1.23M $85.4M
AWK
American Water Works Company, Inc.

Utilities
17.2K
+ 13.85%
$133.82 - $151.96 $2.31M - $2.62M
142K $19.7M
DUOL
Duolingo, Inc.

Technology
1.99K
+ 37.09%
$292.88 - $540.68 $582K - $1.07M
7.34K $3.01M
WULF
Terawulf Inc.

Financial Services
48.6K
+ 7.13%
$2.24 - $4.53 $109K - $220K
730K $3.2M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.12K
+ 65.62%
$415.82 - $510.91 $883K - $1.09M
5.36K $2.74M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.6K
+ 0.78%
$72.02 - $73.82 $839K - $860K
1.51M $111M
OSK
Oshkosh Corp

Industrials
6.64K
+ 22.89%
$79.17 - $113.62 $526K - $755K
35.7K $4.05M
IRBO
Ishares Robotics & Artificial

ETFs
41K
+ 86.12%
N/A
88.5K $2.84M
FTI
Technip Fmc PLC

Energy
31.1K
+ 35.27%
$23.18 - $35.33 $720K - $1.1M
119K $4.1M
JBBB
Janus Detroit Str Tr Henderson

ETFs
29K
+ 14.82%
$46.79 - $48.56 $1.36M - $1.41M
225K $10.8M
ARES
Ares Management Corp

Financial Services
927
+ 2.16%
$118.04 - $175.83 $109K - $163K
43.9K $7.61M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.8K
+ 3.48%
$79.56 - $82.92 $858K - $895K
321K $26.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.88K
+ 13.87%
$151.62 - $183.47 $740K - $895K
40K $7.35M
BC
Brunswick Corp

Consumer Cyclical
23K
+ 312.8%
$41.93 - $58.37 $964K - $1.34M
30.3K $1.68M
FFIV
F5, Inc.

Technology
1.07K
+ 3.12%
$239.25 - $295.9 $255K - $316K
35.3K $10.4M
MLM
Martin Marietta Materials Inc

Basic Materials
1.65K
+ 32.02%
$452.51 - $568.19 $748K - $939K
6.81K $3.74M
CTA
Simplify Exch Traded Fds Simpl

ETFs
50.9K
+ 151.41%
$26.61 - $29.9 $1.36M - $1.52M
84.6K $2.26M
UL
Unilever PLC

Consumer Defensive
15.4K
+ 7.85%
$57.9 - $65.43 $893K - $1.01M
212K $13M
BJUL
Innovator U.S. Equity Buffer E

ETFs
26.6K
New
$39.61 - $47.13 $1.05M - $1.25M
26.6K $1.25M
EWBC
East West Bancorp Inc

Financial Services
7.02K
+ 14.6%
$71.03 - $101.75 $499K - $715K
55.1K $5.57M
TTE
Total Energies Se

Energy
18.1K
+ 25.2%
N/A
90K $6.17M
ORI
Old Republic International Corp

Financial Services
44.2K
+ 7.48%
$35.25 - $39.79 $1.56M - $1.76M
634K $24.4M
DG
Dollar General Corp

Consumer Defensive
5.33K
+ 23.83%
$86.02 - $114.95 $458K - $612K
27.7K $3.17M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email