Wealth Enhancement Advisory Services, LLC Incresed Positions in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRVL
Corvel Corp

Financial Services
9K
+ 184.16%
$111.26 - $370.61 $1M - $3.33M
13.9K $1.54M
IRM
Iron Mountain Inc

Real Estate
9.49K
+ 22.39%
$101.62 - $128.14 $964K - $1.22M
51.9K $5.45M
IYF
Ishares Tr

ETFs
9.03K
+ 91.08%
$102.7 - $119.05 $927K - $1.08M
18.9K $2.09M
EDV
Vanguard Extended Duration Tre

ETFs
14.7K
+ 355.21%
$67.27 - $79.67 $989K - $1.17M
18.8K $1.28M
IVZ
Invesco Ltd.

Financial Services
56.8K
+ 67.58%
$16.78 - $18.63 $954K - $1.06M
141K $2.46M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
19.3K
+ 3.48%
$51.33 - $53.74 $989K - $1.04M
573K $29.5M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
45.9K
+ 87.82%
$21.43 - $22.55 $984K - $1.04M
98.2K $2.12M
MPW
Medical Properties Trust Inc

Real Estate
250K
+ 695.14%
$3.72 - $5.77 $929K - $1.44M
286K $1.13M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
39.6K
+ 34.64%
$24.61 - $25.12 $973K - $993K
154K $3.8M
HUBS
Hubspot Inc

Technology
1.4K
+ 43.16%
$514.07 - $757.4 $720K - $1.06M
4.65K $3.24M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
8.35K
+ 1.46%
$111.85 - $120.71 $934K - $1.01M
578K $66.6M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
10K
+ 11.21%
$94.54 - $104.98 $950K - $1.05M
99.7K $9.52M
SSNC
Ss&C Technologies Holdings Inc

Technology
12.6K
+ 101.79%
$69.93 - $77.36 $884K - $978K
25.1K $1.9M
EQH
Equitable Holdings, Inc.

Financial Services
20.1K
+ 266.64%
$41.59 - $50.4 $835K - $1.01M
27.6K $1.3M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
22.5K
+ 15.75%
$41.16 - $44.07 $925K - $991K
165K $6.95M
HAYW
Hayward Holdings, Inc.

Industrials
61.8K
+ 219.15%
$14.5 - $16.6 $896K - $1.03M
90K $1.38M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16.6K
+ 36.42%
$56.61 - $61.63 $941K - $1.02M
62.2K $3.53M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
101K
+ 117.39%
$8.24 - $11.07 $831K - $1.12M
187K $1.74M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
5.68K
+ 24.53%
$164.89 - $177.66 $936K - $1.01M
28.8K $4.76M
ESGG
Flexshares Stoxx Global Esg Se

ETFs
5.58K
+ 80.17%
$167.1 - $175.71 $932K - $980K
12.5K $2.11M
HSIC
Henry Schein Inc

Healthcare
13.4K
+ 34.04%
$66.54 - $77.66 $894K - $1.04M
52.9K $3.66M
OXY
Occidental Petroleum Corp

Energy
18.8K
+ 24.4%
$45.36 - $55.91 $853K - $1.05M
95.9K $4.74M
CDW
Cdw Corp

Technology
5.3K
+ 79.48%
$171.49 - $225.64 $909K - $1.2M
12K $2.08M
CGXU
Capital Group Intl Focus Equit

ETFs
37.3K
+ 8.38%
$24.67 - $26.94 $921K - $1.01M
483K $11.9M
SSB
South State Corp

Financial Services
9.26K
+ 46.15%
$94.05 - $111.93 $871K - $1.04M
29.3K $2.92M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.3K
+ 24.92%
$98.47 - $109.35 $915K - $1.02M
46.6K $4.59M
A
Agilent Technologies, Inc.

Healthcare
6.81K
+ 32.81%
$125.69 - $146.56 $856K - $998K
27.6K $3.7M
CPRT
Copart Inc

Consumer Cyclical
15.9K
+ 22.19%
$51.36 - $63.8 $817K - $1.01M
87.6K $5.03M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
12K
+ 5.16%
$75.65 - $83.47 $907K - $1M
244K $18.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
12K
+ 12.03%
$75.95 - $88.05 $908K - $1.05M
111K $8.49M
QJUN
First Tr ETF
32.5K
+ 44.07%
$26.78 - $28.75 $870K - $934K
106K $2.98M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.13K
+ 2.14%
$417.69 - $450.94 $888K - $958K
101K $43.2M
AXS
Axis Capital Holdings LTD

Financial Services
10.2K
+ 58.38%
$78.26 - $94.05 $798K - $959K
27.7K $2.45M
LNT
Alliant Energy Corp

Utilities
15.2K
+ 30.99%
$56.24 - $63.63 $857K - $969K
64.4K $3.81M
BKNG
Booking Holdings Inc.

Consumer Cyclical
180
+ 2.72%
$4100.99 - $5300.34 $738K - $954K
6.79K $33.7M
NDAQ
Nasdaq, Inc.

Financial Services
11.5K
+ 55.96%
$70.87 - $83.05 $816K - $956K
32.1K $2.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.79K
+ 0.72%
$183.23 - $199.79 $877K - $956K
672K $124M
SOUN
Soundhound Ai, Inc.

Technology
44.6K
+ 176.59%
$4.51 - $24.23 $201K - $1.08M
69.8K $1.39M
WEC
Wec Energy Group, Inc.

Utilities
9.29K
+ 4.63%
$92.94 - $101.82 $863K - $946K
210K $19.8M
IQV
Iqvia Holdings Inc.

Healthcare
4.43K
+ 81.47%
$190.97 - $236.63 $845K - $1.05M
9.86K $1.94M
MC
Moelis & CO

Financial Services
11.8K
+ 8.27%
$65.74 - $80.49 $775K - $948K
154K $11.4M
DXCM
Dexcom Inc

Healthcare
11.1K
+ 53.93%
$65.68 - $81.01 $731K - $901K
31.8K $2.47M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
18.1K
+ 42.71%
$47.58 - $48.56 $862K - $880K
60.5K $2.89M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
66.3K
+ 6.37%
$12.74 - $14.23 $844K - $943K
1.11M $14.4M
APP
App Lovin Corp

Technology
2.65K
+ 2.57%
$130.67 - $401.5 $347K - $1.07M
106K $34.3M
BMO
Bank Of Montreal

Financial Services
8.83K
+ 17.47%
$89.75 - $103.39 $793K - $913K
59.4K $5.76M
PSX
Phillips 66

Energy
7.5K
+ 6.02%
$110.35 - $138.93 $828K - $1.04M
132K $15.1M
MRVL
Marvell Technology, Inc.

Technology
7.73K
+ 15.46%
$70.31 - $124.78 $543K - $964K
57.7K $6.37M
CBRE
Cbre Group, Inc.

Real Estate
6.32K
+ 36.09%
$119.22 - $140.71 $754K - $890K
23.8K $3.13M
Activity Summary
Buys All Purchases 2105 New Holdings 353 Increased Positions 1752 Sells All Sells 709 Reductions 709 Sold out 0 Options Calls 25 Puts 16
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