Wealth Enhancement Advisory Services, LLC Incresed Positions in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HRB
H&R Block Inc

Consumer Cyclical
13.4K
+ 84.04%
$54.32 - $63.04 $728K - $845K
29.4K $1.61M
CLFD
Clearfield, Inc.

Technology
51
+ 0.1%
$25.24 - $43.41 $1.29K - $2.21K
53.6K $2.33M
MGV
Vanguard Mega Cap Value

ETFs
3.36K
+ 4.49%
$114.87 - $131.25 $386K - $441K
78.1K $10.2M
GPS
Gap Inc

Consumer Cyclical
36.2K
+ 65.52%
N/A
91.5K $1.85M
ADT
Adt Inc.

Industrials
77.9K
+ 36.6%
$7.54 - $8.6 $587K - $670K
291K $2.46M
CSL
Carlisle Companies Inc

Industrials
1.43K
+ 23.78%
$317.1 - $408.5 $452K - $582K
7.42K $2.77M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
8.19K
+ 23.45%
$52.11 - $64.98 $427K - $532K
43.1K $2.8M
CCJ
Cameco Corp

Energy
6.13K
+ 74.87%
$36.68 - $74.46 $225K - $456K
14.3K $1.06M
FDL
First Tr Morningstar Dividend

ETFs
21.8K
+ 17.49%
$38.19 - $43.19 $834K - $943K
147K $6.14M
DD
Du Pont De Nemours, Inc.

Basic Materials
20.4K
+ 18.25%
$55.13 - $75.25 $1.12M - $1.53M
132K $9.05M
RACE
Ferrari N.V.

Consumer Cyclical
923
+ 22.66%
$397.86 - $499.02 $367K - $461K
5K $2.45M
FITB
Fifth Third Bancorp

Financial Services
10K
+ 6.57%
$33.32 - $41.51 $335K - $417K
163K $6.7M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.19K
+ 2.32%
$89.02 - $104.29 $195K - $228K
96.4K $10.1M
TTWO
Take Two Interactive Software Inc

Communication Services
1.62K
+ 19.13%
$194.58 - $243.05 $315K - $393K
10.1K $2.45M
UNM
Unum Group

Financial Services
8.93K
+ 22.82%
$70.48 - $82.91 $630K - $741K
48.1K $3.88M
SCI
Service Corp International

Consumer Cyclical
8.33K
+ 67.43%
$73.58 - $81.65 $613K - $680K
20.7K $1.68M
UTHR
United Therapeutics Corp

Healthcare
2.66K
+ 77.43%
$276.47 - $328.4 $734K - $872K
6.08K $1.75M
STE
Steris PLC

Healthcare
2.42K
+ 29.9%
$208.55 - $252.55 $504K - $610K
10.5K $2.52M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15K
+ 5.63%
$41.1 - $42.37 $618K - $637K
282K $11.9M
LVS
Las Vegas Sands Corp

Consumer Cyclical
13.9K
+ 79.87%
$30.7 - $44.12 $426K - $612K
31.2K $1.36M
EPR
Epr Properties

Real Estate
10.2K
+ 63.07%
$43.53 - $59.11 $442K - $601K
26.3K $1.53M
SAIC
Science Applications International Corp

Technology
6.01K
+ 61.39%
$100.22 - $123.41 $602K - $742K
15.8K $1.78M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
12.3K
+ 10.76%
$49.73 - $51.44 $611K - $632K
126K $6.51M
FE
Firstenergy Corp

Utilities
16.8K
+ 41.59%
$38.31 - $43.17 $643K - $724K
57.1K $2.3M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
24.3K
+ 159.06%
$28.49 - $33.82 $694K - $823K
39.7K $1.18M
STRL
Sterling Construction CO Inc

Industrials
447
+ 9.3%
$104.96 - $231.51 $46.9K - $103K
5.25K $1.21M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3.25K
+ 3.45%
$107.61 - $119.09 $350K - $388K
97.6K $11.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.9K
+ 8.63%
$49.57 - $50.27 $592K - $600K
150K $7.55M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
17.8K
+ 74.89%
$19.5 - $30.4 $347K - $541K
41.6K $1.22M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.31K
+ 15.57%
$46.04 - $53.67 $382K - $446K
61.6K $3.31M
CPNG
Coupang, Inc.

Consumer Cyclical
17.2K
+ 103.86%
$19.76 - $30.81 $339K - $529K
33.7K $1.01M
HRL
Hormel Foods Corp

Consumer Defensive
24.2K
+ 18.53%
$29.11 - $31.44 $705K - $762K
155K $4.69M
OMFS
Invesco Exchange Traded Self I

ETFs
15.6K
+ 184.21%
$33.88 - $40.17 $528K - $626K
24K $963K
AVY
Avery Dennison Corp

Industrials
3.81K
+ 31.3%
$159.58 - $183.97 $609K - $702K
16K $2.81M
CG
Carlyle Group Inc.

Financial Services
10.7K
+ 97.99%
$34.78 - $51.4 $372K - $550K
21.6K $1.11M
PCTY
Paylocity Holding Corp

Technology
3.58K
+ 186.44%
$172.54 - $201.04 $617K - $719K
5.49K $995K
FNB
Fnb Corp

Financial Services
40.3K
+ 94.89%
$11.48 - $14.58 $462K - $587K
82.7K $1.21M
FNDX
Schwab Fundamental U S Large C

ETFs
2.06K
+ 0.41%
$20.84 - $24.54 $43K - $50.7K
502K $12.3M
ALGN
Align Technology Inc

Healthcare
1.81K
+ 19.32%
$144.32 - $190.42 $262K - $345K
11.2K $2.12M
NJUL
Innovator Growth 100 Power Buf

Technology
6K
+ 21.88%
$56.05 - $68.06 $336K - $408K
33.4K $2.28M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
4.7K
+ 3.54%
$31.44 - $36.79 $148K - $173K
138K $5.06M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 3.34%
$98.58 - $123.6 $130K - $162K
40.7K $5.03M
ASB
Associated Banc Corp

Financial Services
22.9K
+ 73.51%
$18.91 - $24.56 $432K - $562K
54K $1.32M
NNN
National Retail Properties, Inc.

Real Estate
13.8K
+ 46.1%
$37.56 - $43.42 $520K - $601K
43.9K $1.89M
ESNT
Essent Group Ltd.

Financial Services
9.75K
+ 169.64%
$52.78 - $61.24 $515K - $597K
15.5K $941K
EPAM
Epam Systems, Inc.

Technology
3.28K
+ 85.46%
N/A
7.11K $1.32M
OEC
Orion Engineered Carbons S.A.

Basic Materials
60.5K
+ 461.7%
$10.03 - $12.65 $607K - $766K
73.6K $772K
CROX
Crocs, Inc.

Consumer Cyclical
6.36K
+ 74.91%
$88.67 - $120.26 $564K - $765K
14.8K $1.5M
PSTG
Pure Storage, Inc.

Technology
4.16K
+ 15.46%
$37.18 - $57.58 $155K - $240K
31.1K $1.79M
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