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
TCHP
T Rowe Price Exchange Traded F

Technology
896
+ 1.47%
$34.07 - $45.35 $30.5K - $40.6K
62K $2.81M
EMB
Ishares Tr

ETFs
3.15K
+ 3.71%
$86.54 - $92.62 $272K - $291K
87.9K $8.15M
PAYC
Paycom Software, Inc.

Technology
745
+ 3.13%
$193.07 - $265.71 $144K - $198K
24.5K $5.68M
CMCSA
Comcast Corp

Communication Services
43.3K
+ 4.9%
$32.84 - $36.72 $1.42M - $1.59M
927K $33.1M
VCR
Vanguard Consumer Discretionar

ETFs
524
+ 6.61%
$290.42 - $364.35 $152K - $191K
8.45K $3.06M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
20.9K
+ 13.38%
$22.81 - $22.97 $476K - $479K
177K $4.05M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.28K
+ 30.79%
$68.45 - $79.52 $361K - $420K
22.4K $1.78M
NVST
Envista Holdings Corp

Healthcare
18.7K
+ 39.52%
$14.76 - $19.67 $276K - $368K
66K $1.29M
FRPT
Freshpet, Inc.

Consumer Defensive
8.19K
+ 148.18%
$67.88 - $89.64 $556K - $734K
13.7K $931K
HSIC
Henry Schein Inc

Healthcare
3.14K
+ 5.92%
$62.7 - $73.66 $197K - $232K
56.3K $4.11M
PQDI
Prin Exch Trad Fds Prin Spectr

Technology
22.2K
+ 16.19%
$18.56 - $19.33 $412K - $429K
159K $3.08M
PECO
Phillips Edison & Company, Inc.

Real Estate
17.4K
+ 17.7%
$33.53 - $37.33 $582K - $648K
115K $4.04M
VTRS
Viatris Inc

Healthcare
45.4K
+ 17.81%
$7.26 - $9.12 $330K - $414K
300K $2.68M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.81K
+ 8.11%
$70.56 - $87.22 $198K - $245K
37.5K $3.27M
AWR
American States Water CO

Utilities
6.1K
+ 111.5%
$75.1 - $81.3 $458K - $496K
11.6K $886K
AVIV
American Centy ETF Tr Avantis
6.67K
+ 95.85%
$50.27 - $62.84 $335K - $419K
13.6K $848K
UTG
Reaves Utility Income Fund

Financial Services
7.73K
+ 16.46%
$29.08 - $36.18 $225K - $280K
54.7K $1.98M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
20.4K
+ 18.25%
$20.12 - $21.0 $410K - $428K
132K $2.76M
VRSK
Verisk Analytics, Inc.

Industrials
631
+ 3.44%
$277.03 - $321.33 $175K - $203K
19K $5.91M
SHAK
Shake Shack Inc.

Consumer Cyclical
806
+ 12.55%
$75.85 - $140.6 $61.1K - $113K
7.23K $1.02M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.28K
+ 57.32%
$160.63 - $257.78 $206K - $331K
3.52K $902K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
29.9K
+ 50.36%
$13.57 - $16.83 $405K - $502K
89.1K $1.39M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.33K
+ 11.62%
$27.82 - $46.45 $64.7K - $108K
22.3K $1.04M
SLM
Slm Corp

Financial Services
9.8K
+ 27.68%
$24.84 - $34.36 $244K - $337K
45.2K $1.48M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
3.66K
+ 7.55%
$10.8 - $19.72 $39.5K - $72.1K
52.1K $1.03M
BNS
Bank Of Nova Scotia

Financial Services
413
+ 0.78%
$44.56 - $55.27 $18.4K - $22.8K
53.4K $2.95M
AMKR
Amkor Technology, Inc.

Technology
17.7K
+ 84.5%
$14.88 - $21.18 $264K - $375K
38.7K $811K
LCID
Lucid Group, Inc.

Consumer Cyclical
204K
+ 974.47%
$2.1 - $2.96 $428K - $604K
225K $474K
BRKR
Bruker Corp

Healthcare
10.6K
+ 35.62%
$35.5 - $42.18 $377K - $448K
40.5K $1.67M
MTB
M&T Bank Corp

Financial Services
942
+ 6.1%
$156.58 - $193.99 $147K - $183K
16.4K $3.18M
ATR
Aptargroup, Inc.

Healthcare
2.18K
+ 22.87%
$133.66 - $158.53 $291K - $345K
11.7K $1.83M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7K
+ 4.2%
$47.09 - $48.01 $330K - $336K
174K $8.34M
AGX
Argan Inc

Industrials
276
+ 6.94%
$120.08 - $243.11 $33.1K - $67.1K
4.25K $937K
IYG
Ishares Tr

ETFs
4.2K
+ 62.54%
$68.9 - $85.6 $290K - $360K
10.9K $935K
SAN
Banco Santander, S.A.

Financial Services
32.6K
+ 36.44%
$5.72 - $8.32 $187K - $271K
122K $1.01M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
3.96K
+ 4.99%
$28.53 - $35.69 $113K - $141K
83.3K $2.97M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
120
+ 0.16%
$46.22 - $57.51 $5.55K - $6.9K
74.9K $4.3M
PEN
Penumbra Inc

Healthcare
1.75K
+ 53.77%
$253.22 - $299.78 $443K - $524K
5K $1.28M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
5.53K
+ 8.61%
$46.76 - $57.2 $259K - $316K
69.8K $3.97M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
39.9K
+ 43.03%
$10.29 - $11.24 $411K - $449K
133K $1.45M
FDN
First Tr Fd Dow Jones

ETFs
23
+ 0.27%
$200.29 - $269.33 $4.61K - $6.19K
8.58K $2.31M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.05K
+ 24.23%
$25.35 - $64.65 $77.3K - $197K
15.6K $779K
ASTS
Ast Space Mobile, Inc.

Communication Services
392
+ 2.41%
$20.07 - $51.83 $7.87K - $20.3K
16.6K $777K
PI
Impinj Inc

Technology
853
+ 5.61%
$62.54 - $125.05 $53.3K - $107K
16.1K $1.78M
IBN
Icici Bank LTD

Financial Services
9.29K
+ 21.17%
$30.16 - $34.39 $280K - $320K
53.2K $1.79M
WTRG
Essential Utilities, Inc.

Utilities
14.7K
+ 24.56%
$36.92 - $41.39 $544K - $609K
74.7K $2.77M
PIPR
Piper Sandler Companies

Financial Services
160
+ 1.36%
$210.78 - $281.82 $33.7K - $45.1K
11.9K $3.31M
EFX
Equifax Inc

Industrials
5
+ 0.02%
$205.5 - $280.54 $1.03K - $1.4K
25.2K $6.53M
FSS
Federal Signal Corp

Industrials
312
+ 2.82%
$69.23 - $106.42 $21.6K - $33.2K
11.4K $1.21M
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
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