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
COPX
Global X Copper Miners ETF

ETFs
8.38K
+ 8.37%
$38.17 - $48.57 $320K - $407K
108K $4.14M
PUK
Prudential PLC

Financial Services
19.9K
+ 33.4%
$15.52 - $18.99 $309K - $378K
79.4K $1.27M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
11.2K
+ 116.9%
$27.45 - $55.56 $307K - $621K
20.7K $587K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
17.1K
+ 13.13%
$18.28 - $18.87 $313K - $323K
148K $2.71M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.67K
+ 3.73%
$81.6 - $90.89 $299K - $333K
102K $8.76M
CR
Crane Holdings, Co.

Industrials
2.07K
+ 46.41%
$148.97 - $184.96 $309K - $384K
6.54K $992K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
25.6K
+ 55.39%
$12.1 - $13.52 $310K - $346K
71.9K $881K
OKTA
Okta, Inc.

Technology
3.99K
+ 49.06%
$71.81 - $86.11 $287K - $344K
12.1K $955K
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.66K
+ 4.16%
$46.75 - $47.8 $311K - $318K
167K $7.81M
FIVE
Five Below, Inc

Consumer Cyclical
2.97K
+ 70.0%
$83.0 - $115.97 $246K - $344K
7.2K $755K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.54K
+ 2.57%
$118.0 - $127.04 $299K - $322K
101K $12.3M
RDN
Radian Group Inc

Financial Services
9.72K
+ 1.13%
$31.67 - $35.84 $308K - $349K
870K $27.6M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.99K
+ 1.29%
$100.38 - $107.86 $300K - $322K
234K $24.1M
EWJ
Ishares Msci Japan ETF

ETFs
4.57K
+ 43.65%
$66.18 - $71.84 $302K - $328K
15K $1.01M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.95K
+ 32.38%
$49.03 - $53.35 $292K - $317K
24.3K $1.25M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.43K
+ 41.07%
$101.51 - $140.63 $247K - $342K
8.35K $1.05M
BEN
Franklin Resources Inc

Financial Services
15K
+ 44.33%
$19.35 - $22.76 $291K - $342K
49K $993K
CYBR
Cyber Ark Software Ltd.

Technology
917
+ 43.56%
$274.1 - $333.15 $251K - $305K
3.02K $1.01M
ALK
Alaska Air Group, Inc.

Industrials
4.69K
+ 23.76%
$42.48 - $67.6 $199K - $317K
24.4K $1.58M
HTGC
Hercules Capital, Inc.

Financial Services
15.1K
+ 88.25%
$18.53 - $20.22 $280K - $305K
32.2K $646K
FSK
Fs Kkr Capital Corp

Financial Services
13.9K
+ 12.04%
$19.71 - $22.22 $274K - $309K
129K $2.81M
RSG
Republic Services, Inc.

Industrials
1.5K
+ 0.52%
$198.0 - $218.75 $296K - $327K
287K $57.8M
WY
Weyerhaeuser CO

Real Estate
10.7K
+ 17.24%
$27.21 - $33.7 $291K - $360K
72.6K $2.04M
THG
Hanover Insurance Group, Inc.

Financial Services
1.93K
+ 30.08%
$144.81 - $165.01 $280K - $319K
8.35K $1.29M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
8.67K
+ 5.7%
$33.7 - $37.69 $292K - $327K
161K $5.52M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
5.79K
+ 44.68%
$50.34 - $56.61 $292K - $328K
18.8K $960K
FBNC
First Bancorp

Financial Services
6.71K
+ 33.56%
$40.32 - $49.2 $271K - $330K
26.7K $1.17M
VOD
Vodafone Group Public LTD CO

Communication Services
34.6K
+ 84.07%
$8.37 - $9.95 $289K - $344K
75.7K $642K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.68K
+ 5.29%
$104.59 - $118.05 $281K - $317K
53.4K $5.8M
HST
Host Hotels & Resorts, Inc.

Real Estate
16.6K
+ 46.8%
$17.24 - $19.07 $286K - $316K
52K $911K
PEY
Invesco Exchange Traded Fd Tr

ETFs
13.6K
+ 51.06%
$21.1 - $23.08 $286K - $313K
40.1K $853K
IVE
Ishares S&P 500 Value ETF

ETFs
1.5K
+ 1.79%
$189.5 - $206.17 $285K - $310K
85.5K $16.3M
SKX
Skechers Usa Inc

Consumer Cyclical
4.25K
+ 112.7%
$59.24 - $72.0 $252K - $306K
8.02K $539K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
7.74K
+ 33.28%
$35.71 - $38.39 $276K - $297K
31K $1.15M
DOV
Dover Corp

Industrials
1.52K
+ 11.0%
$184.72 - $206.51 $280K - $313K
15.3K $2.87M
TROW
Price T Rowe Group Inc

Financial Services
2.51K
+ 2.68%
$106.48 - $124.69 $267K - $313K
96.3K $10.9M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
10.8K
+ 31.2%
$26.01 - $28.19 $281K - $305K
45.5K $1.19M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.1K
+ 7.48%
$90.66 - $99.46 $281K - $308K
44.5K $4.05M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
3.8K
+ 23.53%
$73.19 - $81.02 $278K - $308K
20K $1.48M
PLD
Prologis, Inc.

Real Estate
2.65K
+ 5.5%
$101.4 - $126.96 $268K - $336K
50.8K $5.36M
AJG
Arthur J. Gallagher & Co.

Financial Services
978
+ 1.46%
$278.49 - $315.16 $272K - $308K
68.1K $19.3M
HSBC
Hsbc Holdings PLC

Financial Services
5.59K
+ 25.49%
$43.83 - $49.51 $245K - $277K
27.5K $1.36M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
9.84K
+ 19.87%
$27.09 - $32.06 $267K - $316K
59.4K $1.66M
IWN
Ishares Russell2000 Val ETF

ETFs
1.68K
+ 0.64%
$162.69 - $181.35 $273K - $304K
263K $43.1M
PSN
Parsons Corp

Industrials
2.97K
+ 46.04%
$92.25 - $113.31 $274K - $336K
9.41K $867K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
34.4K
+ 143.86%
$7.83 - $8.16 $269K - $281K
58.3K $458K
ILMN
Illumina, Inc.

Healthcare
2.03K
+ 11.16%
$128.99 - $155.15 $261K - $314K
20.2K $2.7M
OZK
Bank Ozk

Financial Services
6.04K
+ 10.68%
$41.39 - $50.55 $250K - $306K
62.6K $2.79M
DFS
Discover Financial Services

Financial Services
1.54K
+ 2.59%
$136.3 - $182.67 $210K - $282K
61K $10.6M
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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