Wealth Enhancement Advisory Services, LLC Incresed Positions in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
236K
+ 3.12%
$202.38 - $256.87 $47.7M - $60.5M
7.79M $1.98B
IVV
Ishares Core S&P 500 ETF

ETFs
46K
+ 0.71%
$620.67 - $670.08 $28.5M - $30.8M
6.5M $4.35B
PLTR
Palantir Technologies Inc.

Technology
1.11M
+ 170.08%
$130.68 - $186.97 $145M - $207M
1.76M $321M
GOOGL
Alphabet Inc.

Communication Services
22.6K
+ 0.81%
$174.36 - $254.72 $3.95M - $5.76M
2.8M $681M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.61M
+ 9.74%
$97.75 - $100.75 $157M - $162M
18.1M $1.82B
APP
App Lovin Corp

Technology
108K
+ 76.5%
$335.1 - $718.54 $36.2M - $77.7M
250K $179M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
659K
+ 3.85%
$49.43 - $54.52 $32.6M - $35.9M
17.8M $962M
HD
Home Depot, Inc.

Consumer Cyclical
218K
+ 34.68%
$357.4 - $423.42 $77.9M - $92.3M
847K $343M
USVM
Victory Portfolios Ii Victorys

ETFs
689K
+ 9.22%
$82.3 - $90.8 $56.7M - $62.5M
8.16M $739M
FNDF
Schwab Fundamental Intl Large

ETFs
905K
+ 5.35%
$39.84 - $43.15 $36M - $39M
17.8M $766M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
810K
+ 4.43%
$44.58 - $48.01 $36.1M - $38.9M
19.1M $914M
JNJ
Johnson & Johnson

Healthcare
120K
+ 6.98%
$155.17 - $185.42 $18.7M - $22.3M
1.84M $342M
MSFT
Microsoft Corp

Technology
30.3K
+ 1.04%
$491.09 - $535.64 $14.9M - $16.2M
2.94M $1.53B
AVGO
Broadcom Inc.

Technology
57.2K
+ 5.95%
$264.74 - $369.57 $15.1M - $21.1M
1.02M $336M
AVLV
American Centy ETF Tr Avantis
377K
+ 3.9%
$68.33 - $72.69 $25.7M - $27.4M
10M $724M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
302K
+ 2.6%
$63.74 - $68.36 $19.2M - $20.6M
11.9M $808M
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.22M
+ 2620.33%
$26.46 - $28.43 $58.6M - $63M
2.3M $64.4M
LMT
Lockheed Martin Corp

Industrials
105K
+ 51.68%
$410.74 - $499.21 $42.9M - $52.2M
307K $153M
TSLA
Tesla, Inc.

Consumer Cyclical
22.8K
+ 6.01%
$293.94 - $444.72 $6.71M - $10.1M
402K $179M
ACN
Accenture PLC

Technology
328K
+ 65.56%
$232.56 - $304.78 $76.3M - $100M
829K $204M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.19M
+ 8.74%
$22.64 - $23.22 $49.5M - $50.8M
27.2M $630M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
236K
+ 5.67%
$82.81 - $93.09 $19.5M - $21.9M
4.39M $405M
FTNT
Fortinet, Inc.

Technology
623K
+ 465.33%
$74.39 - $107.65 $46.3M - $67M
757K $63.6M
AVAV
Aero Vironment Inc

Industrials
151K
+ 550.74%
$226.08 - $314.89 $34.1M - $47.5M
178K $56.1M
MA
Mastercard Inc

Financial Services
75.5K
+ 20.43%
$550.18 - $598.96 $41.6M - $45.2M
445K $253M
QQQ
Invesco Qqq Trust, Series 1

ETFs
29.5K
+ 5.46%
$546.99 - $602.2 $16.1M - $17.7M
570K $342M
V
Visa Inc.

Financial Services
169K
+ 16.26%
$332.09 - $358.86 $56.1M - $60.6M
1.21M $412M
XOM
Exxon Mobil Corp

Energy
267K
+ 10.55%
$105.83 - $117.22 $28.3M - $31.3M
2.8M $316M
NOC
Northrop Grumman Corp

Industrials
61.4K
+ 167.26%
$498.9 - $609.32 $30.6M - $37.4M
98.1K $59.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.5K
+ 0.29%
$567.77 - $614.76 $1.42M - $1.54M
878K $537M
GLW
Corning Inc

Technology
3.36K
+ 0.25%
$51.6 - $82.03 $173K - $276K
1.33M $109M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.37K
+ 1.1%
$617.65 - $666.84 $4.55M - $4.91M
678K $451M
WM
Waste Management Inc

Industrials
184K
+ 36.35%
$213.88 - $237.1 $39.3M - $43.5M
689K $152M
AVDE
American Centy ETF Tr Avantis

ETFs
167K
+ 3.53%
$73.24 - $79.04 $12.2M - $13.2M
4.9M $386M
WMT
Walmart Inc.

Consumer Defensive
219K
+ 8.52%
$94.4 - $104.27 $20.6M - $22.8M
2.79M $287M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
642K
+ 33.79%
$49.09 - $50.58 $31.5M - $32.5M
2.54M $128M
AMZN
Amazon Com Inc

Consumer Cyclical
147K
+ 4.2%
$211.65 - $238.24 $31.2M - $35.1M
3.66M $803M
CTAS
Cintas Corp

Industrials
171K
+ 128.91%
$199.29 - $226.27 $34.2M - $38.8M
304K $62.5M
HOOD
Robinhood Markets, Inc.

Technology
184K
+ 174.75%
$91.27 - $143.18 $16.8M - $26.4M
289K $41.4M
SCHO
Schwab Short Term Us Treasury

ETFs
1.29M
+ 89.08%
$24.23 - $24.42 $31.3M - $31.6M
2.74M $67M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
201K
+ 2.69%
$70.77 - $73.59 $14.2M - $14.8M
7.66M $562M
ABBV
Abb Vie Inc.

Healthcare
15.3K
+ 2.77%
$184.85 - $231.54 $2.84M - $3.55M
570K $132M
UI
Ubiquiti Inc.

Technology
42.8K
+ 1709.19%
$388.83 - $660.58 $16.6M - $28.3M
45.3K $29.9M
GE
General Electric CO

Industrials
2.07K
+ 0.33%
$244.75 - $305.63 $506K - $632K
626K $188M
MDT
Medtronic PLC

Healthcare
242K
+ 42.5%
$87.67 - $95.74 $21.2M - $23.2M
812K $77.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.7K
+ 0.96%
$225.11 - $247.9 $2.42M - $2.66M
1.13M $279M
O
Realty Income Corp

Real Estate
394K
+ 143.41%
$56.13 - $60.79 $22.1M - $24M
669K $40.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
199K
+ 118.97%
$89.32 - $107.82 $17.7M - $21.4M
365K $39.4M
NFLX
Netflix Inc

Communication Services
28.9K
+ 39.02%
$1147.87 - $1297.18 $33.2M - $37.5M
103K $124M
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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