Wealth Enhancement Advisory Services, LLC Incresed Positions in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RVT
Royce Value Trust, Inc.

Financial Services
17K
+ 122.21%
$14.07 - $16.68 $239K - $283K
30.8K $439K
SPG
Simon Property Group Inc

Real Estate
2.19K
+ 9.27%
$159.48 - $187.78 $350K - $412K
25.9K $4.29M
ENFR
Alerian Energy Infrastructure

ETFs
3.24K
+ 4.75%
$30.27 - $34.12 $98.1K - $111K
71.5K $2.34M
VCYT
Veracyte, Inc.

Healthcare
10K
+ 122.56%
$29.65 - $46.14 $297K - $462K
18.2K $539K
PFF
Ishares Trust Ishares Pfd And

ETFs
30.6K
+ 3.0%
$30.73 - $32.26 $940K - $987K
1.05M $32.3M
MPWR
Monolithic Power Systems Inc

Technology
438
+ 13.35%
$565.7 - $720.25 $248K - $315K
3.72K $2.16M
HLN
Haleon PLC

Healthcare
14.9K
+ 18.71%
$9.02 - $10.67 $135K - $159K
94.7K $974K
CG
Carlyle Group Inc.

Financial Services
5.61K
+ 105.51%
$40.03 - $56.96 $225K - $320K
10.9K $476K
DBX
Dropbox, Inc.

Technology
11.7K
+ 37.33%
$24.55 - $33.27 $288K - $390K
43.1K $1.15M
SAN
Banco Santander, S.A.

Financial Services
3.32K
+ 3.85%
$4.46 - $7.14 $14.8K - $23.7K
89.5K $599K
MAN
Manpower Group Inc.

Industrials
3.5K
+ 15.55%
$53.77 - $62.66 $188K - $219K
26K $1.51M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.01K
+ 1.72%
$24.29 - $24.65 $122K - $124K
297K $7.31M
SE
Sea LTD

Consumer Cyclical
493
+ 8.67%
$104.87 - $146.31 $51.7K - $72.1K
6.18K $806K
COMP
Compass, Inc.

Technology
4.82K
+ 8.71%
$5.35 - $10.24 $25.8K - $49.4K
60.2K $525K
GBIL
Goldman Sachs Access Treasury

ETFs
1.81K
+ 2.17%
$99.85 - $100.19 $181K - $181K
85.1K $8.52M
STX
Seagate Technology Holdings PLC

Technology
2.61K
+ 17.99%
$84.92 - $108.42 $222K - $283K
17.1K $1.45M
EAT
Brinker International, Inc

Consumer Cyclical
713
+ 12.84%
$133.46 - $189.14 $95.2K - $135K
6.27K $934K
CTRA
Coterra Energy Inc.

Energy
1.04K
+ 2.06%
$25.51 - $29.83 $26.5K - $30.9K
51.4K $1.49M
IYE
Ishares Tr

ETFs
2.53K
+ 12.57%
$45.23 - $49.95 $114K - $126K
22.7K $1.12M
KEYS
Keysight Technologies, Inc.

Technology
2.11K
+ 19.82%
$148.16 - $185.11 $312K - $390K
12.7K $1.91M
LBRDK
Liberty Broadband Corp

Communication Services
793
+ 6.14%
$73.49 - $88.64 $58.3K - $70.3K
13.7K $1.17M
WBS
Webster Financial Corp

Financial Services
4.65K
+ 42.83%
$47.55 - $61.41 $221K - $286K
15.5K $799K
DFS
Discover Financial Services

Financial Services
2.07K
+ 3.39%
$152.99 - $203.25 $316K - $420K
63.1K $10.8M
FSS
Federal Signal Corp

Industrials
4.41K
+ 66.12%
$73.55 - $101.32 $324K - $446K
11.1K $813K
PII
Polaris Inc.

Consumer Cyclical
6.45K
+ 162.54%
$40.9 - $58.36 $264K - $377K
10.4K $426K
SIVR
Abrdn Silver ETF Trust

ETFs
261
+ 0.68%
$28.07 - $32.82 $7.33K - $8.57K
38.6K $1.25M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.99K
+ 1.08%
$23.29 - $23.38 $163K - $163K
657K $15.4M
PBE
Invesco Exchange Traded Fd Tr

ETFs
3.18K
+ 78.11%
$63.44 - $70.44 $201K - $224K
7.24K $464K
NMIH
Nmi Holdings, Inc.

Financial Services
5.49K
+ 90.76%
$34.46 - $39.13 $189K - $215K
11.5K $416K
AES
Aes Corp

Utilities
19.9K
+ 15.89%
$9.93 - $13.23 $197K - $263K
145K $1.8M
FPI
Farmland Partners Inc.

Real Estate
18.2K
+ 92.06%
$10.72 - $12.51 $195K - $228K
38K $423K
L
Loews Corp

Financial Services
938
+ 6.48%
$81.13 - $91.91 $76.1K - $86.2K
15.4K $1.42M
DV
Double Verify Holdings, Inc.

Technology
39.4K
+ 68.14%
$13.34 - $23.07 $525K - $908K
97.1K $1.3M
FRSH
Freshworks Inc.

Technology
15.1K
+ 128.05%
$14.11 - $19.75 $213K - $298K
26.9K $379K
CHE
Chemed Corp

Healthcare
114
+ 8.25%
$521.84 - $615.32 $59.5K - $70.1K
1.5K $920K
LNC
Lincoln National Corp

Financial Services
1.77K
+ 5.97%
$30.06 - $39.23 $53.2K - $69.4K
31.4K $1.13M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.03K
+ 30.16%
$24.66 - $26.1 $198K - $210K
34.7K $864K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.15K
+ 5.21%
$47.59 - $48.35 $150K - $152K
63.7K $3.08M
LPLA
Lpl Financial Holdings Inc.

Financial Services
552
+ 7.39%
$308.87 - $383.33 $170K - $212K
8.02K $2.62M
CHX
Champion X Corp

Energy
4.22K
+ 18.82%
$27.3 - $31.27 $115K - $132K
26.6K $793K
CBSH
Commerce Bancshares Inc

Financial Services
2.96K
+ 19.68%
$58.85 - $68.59 $174K - $203K
18K $1.12M
NOK
Nokia Corp

Technology
24.1K
+ 36.66%
$4.43 - $5.42 $107K - $130K
89.7K $472K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
4.59K
+ 4.41%
$22.98 - $24.13 $105K - $111K
109K $2.59M
IYG
Ishares Tr

ETFs
2.35K
+ 53.71%
$74.6 - $84.81 $175K - $199K
6.72K $521K
FTV
Fortive Corp

Technology
3.29K
+ 9.88%
$71.82 - $82.98 $236K - $273K
36.5K $2.67M
IAUX
I 80 Gold Corp.
264K
+ 80.83%
$0.53 - $0.83 $140K - $219K
590K $342K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
1.63K
+ 1.57%
$40.55 - $48.43 $66.3K - $79.1K
105K $4.54M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
15K
+ 47.21%
$10.35 - $11.79 $156K - $177K
46.9K $516K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
25.5K
+ 9.8%
$12.17 - $13.83 $310K - $353K
286K $3.5M
Activity Summary
Buys All Purchases 1817 New Holdings 260 Increased Positions 1557 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 23 Puts 12
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