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
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
3.95K
+ 8.54%
$20.72 - $25.75 $81.8K - $102K
50.2K $1.29M
FOXA
Fox Corp

Communication Services
4.48K
+ 38.86%
$47.21 - $57.04 $212K - $256K
16K $897K
TRP
Tc Energy Corp

Energy
4.36K
+ 21.25%
$44.48 - $51.4 $194K - $224K
24.9K $1.21M
CHE
Chemed Corp

Healthcare
893
+ 59.69%
$486.93 - $619.21 $435K - $553K
2.39K $1.16M
MFC
Manulife Financial Corp

Financial Services
5.4K
+ 6.25%
$26.93 - $32.44 $145K - $175K
91.8K $2.93M
INGR
Ingredion Inc

Consumer Defensive
1.74K
+ 14.17%
$123.22 - $140.95 $215K - $246K
14K $1.91M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
91.1K
+ 9.64%
$8.91 - $10.66 $812K - $971K
1.04M $9.95M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
4.29K
+ 3.83%
$17.92 - $22.08 $76.9K - $94.7K
116K $2.53M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
10.4K
+ 5.95%
$19.44 - $19.88 $202K - $207K
185K $3.68M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
18.2K
+ 64.0%
$12.71 - $14.52 $232K - $264K
46.7K $649K
ETR
Entergy Corp

Utilities
5.78K
+ 5.6%
$79.01 - $86.61 $457K - $501K
109K $9.07M
NUSC
Nuveen Esg Small Cap ETF

ETFs
173
+ 0.17%
$33.38 - $40.81 $5.77K - $7.06K
101K $4.13M
WSBC
Wesbanco Inc

Financial Services
7.08K
+ 61.25%
$26.79 - $32.33 $190K - $229K
18.7K $589K
RMBS
Rambus Inc

Technology
2.26K
+ 32.75%
$42.9 - $64.02 $97.1K - $145K
9.18K $587K
FLJP
Franklin Templeton ETF Tr

ETFs
5.43K
+ 26.92%
$26.35 - $32.28 $143K - $175K
25.6K $823K
LEA
Lear Corp

Consumer Cyclical
1.89K
+ 26.11%
$75.18 - $95.54 $142K - $181K
9.14K $868K
DBX
Dropbox, Inc.

Technology
5.14K
+ 11.92%
$25.42 - $29.7 $131K - $153K
48.2K $1.38M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
25.8K
+ 103.72%
$9.14 - $9.99 $236K - $258K
50.8K $479K
CPB
Campbell Soup CO

Consumer Defensive
11.4K
+ 85.6%
$30.65 - $39.9 $351K - $456K
24.8K $760K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3.93K
+ 6.18%
$23.14 - $27.82 $91K - $109K
67.5K $1.85M
O
Realty Income Corp

Real Estate
5.78K
+ 2.15%
$52.27 - $58.52 $302K - $338K
275K $15.8M
BSCU
Invesco Exc Self Ind Tr

ETFs
11.8K
+ 7.71%
$16.31 - $16.78 $192K - $197K
164K $2.76M
ESTC
Elastic N.V.

Technology
3.83K
+ 18.58%
$73.36 - $94.17 $281K - $360K
24.4K $2.06M
WTW
Willis Towers Watson PLC

Financial Services
1.35K
+ 22.44%
$295.96 - $337.43 $399K - $455K
7.36K $2.26M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.54K
+ 2.38%
$22.4 - $23.8 $124K - $132K
238K $5.67M
BBY
Best Buy CO Inc

Consumer Cyclical
21.1K
+ 11.45%
$56.17 - $75.73 $1.19M - $1.6M
205K $13.8M
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.88K
+ 51.64%
N/A
11.4K $649K
BKU
Bank United, Inc.

Financial Services
5.64K
+ 33.2%
$29.48 - $36.33 $166K - $205K
22.6K $805K
SAH
Sonic Automotive Inc

Consumer Cyclical
88
+ 0.95%
$56.16 - $81.86 $4.94K - $7.2K
9.4K $751K
RIO
Rio Tinto PLC

Basic Materials
6.75K
+ 6.83%
$52.32 - $62.75 $353K - $423K
105K $6.15M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
572
+ 0.91%
$23.4 - $29.68 $13.4K - $17K
63.7K $1.89M
NPO
Enpro Industries, Inc

Industrials
64
+ 0.92%
$137.27 - $193.1 $8.79K - $12.4K
7.02K $1.35M
BALT
Innovator Etfs Tr
6.52K
+ 39.23%
$30.33 - $32.1 $198K - $209K
23.1K $741K
TTEK
Tetra Tech Inc

Industrials
2.55K
+ 13.3%
$28.01 - $36.25 $71.3K - $92.3K
21.7K $780K
PTC
Ptc Inc.

Technology
918
+ 26.58%
$136.74 - $173.24 $126K - $159K
4.37K $753K
RPRX
Royalty Pharma PLC

Healthcare
3.84K
+ 23.48%
$30.85 - $36.14 $118K - $139K
20.2K $727K
HWC
Hancock Whitney Corp

Financial Services
2.92K
+ 29.16%
$46.05 - $58.03 $135K - $170K
12.9K $742K
COUR
Coursera, Inc.

Consumer Defensive
21.4K
+ 157.03%
$6.17 - $9.38 $132K - $201K
35.1K $307K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
1.07K
+ 1.5%
$21.28 - $27.19 $22.8K - $29.1K
72.5K $1.97M
RELX
Relx PLC

Communication Services
943
+ 2.26%
$45.31 - $55.66 $42.7K - $52.5K
42.7K $2.32M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1.23K
+ 25.71%
$69.8 - $94.88 $86.1K - $117K
6.03K $572K
MOD
Modine Manufacturing CO

Consumer Cyclical
216
+ 2.45%
$69.3 - $105.57 $15K - $22.8K
9.05K $891K
SCCO
Southern Copper Corp

Basic Materials
982
+ 6.65%
$75.63 - $104.64 $74.3K - $103K
15.8K $1.59M
DAR
Darling Ingredients Inc.

Consumer Defensive
2.83K
+ 18.18%
$27.63 - $38.64 $78.1K - $109K
18.4K $697K
GNW
Genworth Financial Inc

Financial Services
25.3K
+ 117.13%
$6.12 - $7.89 $155K - $200K
47K $365K
SIG
Signet Jewelers LTD

Consumer Cyclical
1.47K
+ 33.66%
$50.77 - $82.74 $74.7K - $122K
5.85K $464K
RRX
Regal Rexnord Corp

Industrials
717
+ 21.16%
$94.06 - $147.0 $67.4K - $105K
4.11K $595K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
8.81K
+ 59.37%
$23.36 - $24.11 $206K - $212K
23.7K $564K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
30.5K
+ 43.48%
$16.36 - $23.0 $499K - $702K
101K $1.74M
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