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
NZF
Nuveen Municipal Credit Income Fund

Financial Services
11.5K
+ 24.27%
$12.03 - $12.69 $138K - $146K
58.8K $718K
G
Genpact LTD

Technology
1.65K
+ 20.64%
$42.88 - $55.54 $70.8K - $91.7K
9.65K $486K
DNP
Dnp Select Income Fund Inc

Financial Services
7.7K
+ 12.68%
$8.93 - $9.92 $68.7K - $76.4K
68.4K $676K
JD
Jd.Com, Inc.

Consumer Cyclical
1.5K
+ 12.19%
$33.1 - $45.21 $49.7K - $68K
13.8K $568K
LNW
Light & Wonder, Inc.

Consumer Cyclical
1.63K
+ 63.77%
$85.08 - $111.48 $139K - $182K
4.19K $362K
KIO
Kkr Income Opportunities Fund

Financial Services
14K
+ 47.52%
$12.16 - $13.6 $170K - $190K
43.4K $533K
BALL
Ball Corp

Consumer Cyclical
3.68K
+ 19.55%
$49.04 - $56.53 $180K - $208K
22.5K $1.17M
CSGP
Costar Group, Inc.

Real Estate
10
+ 0.06%
$69.29 - $80.37 $693 - $804
18.1K $1.43M
IYY
Ishares Tr

ETFs
3.76K
+ 7.82%
$134.05 - $149.75 $503K - $562K
51.8K $7.02M
ZG
Zillow Group, Inc.

Communication Services
2.29K
+ 60.92%
$66.41 - $85.29 $152K - $195K
6.04K $404K
ALGN
Align Technology Inc

Healthcare
2.88K
+ 44.33%
$158.86 - $234.89 $458K - $677K
9.38K $1.49M
CVE
Cenovus Energy Inc.

Energy
15.2K
+ 24.12%
$12.24 - $15.63 $186K - $238K
78.3K $1.09M
DVA
Davita Inc.

Healthcare
800
+ 22.53%
$140.0 - $177.35 $112K - $142K
4.35K $665K
MIDD
Middleby Corp

Industrials
415
+ 10.0%
$133.93 - $172.89 $55.6K - $71.7K
4.56K $693K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.03K
+ 22.34%
$123.11 - $130.57 $126K - $134K
5.61K $706K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
4.26K
+ 10.48%
$37.87 - $39.86 $161K - $170K
44.8K $1.71M
IWC
Russell Micro Cap ETF

ETFs
1.95K
+ 43.83%
$110.91 - $133.46 $216K - $260K
6.39K $708K
PEN
Penumbra Inc

Healthcare
136
+ 4.37%
$237.28 - $303.76 $32.3K - $41.3K
3.25K $869K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.97K
+ 8.14%
$31.66 - $34.73 $189K - $207K
79.3K $2.56M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.59K
+ 28.62%
$68.37 - $87.97 $177K - $227K
11.6K $798K
PEGA
Pegasystems Inc

Technology
5.63K
+ 50.68%
$68.14 - $112.29 $383K - $632K
16.7K $1.16M
WY
Weyerhaeuser CO

Real Estate
1.52K
+ 2.1%
$27.29 - $31.39 $41.6K - $47.8K
74.2K $2.17M
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.99K
+ 16.89%
$37.17 - $41.44 $111K - $124K
20.7K $809K
MHK
Mohawk Industries Inc

Consumer Cyclical
1.27K
+ 32.46%
$110.92 - $130.83 $141K - $166K
5.17K $590K
NLOK
Norton Life Lock Inc.

Technology
5.8K
+ 11.79%
N/A
55K $1.18M
RMBS
Rambus Inc

Technology
2.52K
+ 57.45%
$51.55 - $68.59 $130K - $173K
6.91K $357K
INGR
Ingredion Inc

Consumer Defensive
1.11K
+ 9.95%
$125.6 - $137.36 $140K - $153K
12.3K $1.66M
PBRA
Petroleo Bras Ads (Ea Reptg 2
9.49K
+ 21.26%
N/A
54.1K $710K
DVYE
Ishares Emerging Markets Divid

ETFs
2.93K
+ 10.21%
$25.08 - $27.99 $73.4K - $81.9K
31.6K $863K
PBA
Pembina Pipeline Corp

Energy
1.82K
+ 11.15%
$35.13 - $40.12 $64.1K - $73.2K
18.2K $727K
SHYD
Vaneck Short High Yield Muni E

ETFs
5.42K
+ 16.57%
$22.46 - $22.9 $122K - $124K
38.2K $858K
AOS
Smith A O Corp

Industrials
2.08K
+ 41.64%
$65.16 - $72.69 $136K - $151K
7.09K $463K
WDFC
Wd 40 CO

Basic Materials
491
+ 36.67%
$226.67 - $250.92 $111K - $123K
1.83K $446K
BKNG
Booking Holdings Inc.

Consumer Cyclical
559
+ 8.23%
$4295.4 - $5141.88 $2.4M - $2.87M
7.35K $33.9M
DXCM
Dexcom Inc

Healthcare
6.18K
+ 19.47%
$67.74 - $90.75 $419K - $561K
37.9K $2.59M
AA
Alcoa Corp

Basic Materials
6.45K
+ 61.59%
$30.5 - $39.53 $197K - $255K
16.9K $515K
IDCC
Inter Digital, Inc.

Communication Services
316
+ 7.57%
$171.68 - $225.72 $54.3K - $71.3K
4.49K $928K
PBW
Invesco Exchange Traded Fd Tr

ETFs
11.3K
+ 80.64%
$15.74 - $22.48 $177K - $253K
25.2K $397K
SR
Spire Inc

Utilities
844
+ 16.92%
$65.62 - $78.25 $55.4K - $66K
5.83K $456K
WMS
Advanced Drainage Systems, Inc.

Industrials
1.46K
+ 24.08%
$105.29 - $126.99 $154K - $185K
7.51K $816K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
15K
+ 92.12%
$3.2 - $5.95 $48K - $89.2K
31.3K $171K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
729
+ 2.82%
$46.55 - $51.16 $33.9K - $37.3K
26.5K $1.32M
DFSD
Dimensional ETF Tr Short Durat

ETFs
169
+ 0.1%
$46.74 - $47.55 $7.9K - $8.04K
167K $7.92M
EMN
Eastman Chemical CO

Basic Materials
1.89K
+ 11.8%
$87.05 - $103.47 $165K - $196K
17.9K $1.58M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
1.54K
+ 3.8%
$21.64 - $23.93 $33.4K - $36.9K
42.2K $1.01M
STKL
Sun Opta Inc.

Consumer Defensive
46.1K
+ 120.6%
$4.86 - $7.86 $224K - $362K
84.3K $409K
X
United States Steel Corp

Basic Materials
821
+ 8.4%
$30.47 - $43.0 $25K - $35.3K
10.6K $447K
AGNC
Agnc Investment Corp.

Real Estate
7.65K
+ 6.95%
$9.12 - $10.54 $69.8K - $80.6K
118K $1.13M
ADC
Agree Realty Corp

Real Estate
504
+ 4.54%
$68.36 - $77.19 $34.5K - $38.9K
11.6K $896K
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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