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
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.43K
+ 30.16%
$91.51 - $113.03 $131K - $162K
6.17K $697K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
15.1K
+ 77.11%
$9.22 - $12.79 $140K - $194K
34.8K $437K
TRGP
Targa Resources Corp.

Energy
7.47K
+ 18.03%
$157.32 - $205.72 $1.18M - $1.54M
48.9K $8.52M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
875
+ 1.99%
$17.61 - $24.82 $15.4K - $21.7K
44.8K $1.11M
PK
Park Hotels & Resorts Inc.

Real Estate
24.3K
+ 25.17%
$8.85 - $11.18 $215K - $271K
121K $1.23M
CPK
Chesapeake Utilities Corp

Utilities
1.99K
+ 46.11%
$116.0 - $135.5 $230K - $269K
6.3K $756K
PCAR
Paccar Inc

Industrials
11.6K
+ 2.98%
$86.4 - $99.09 $1M - $1.15M
400K $38M
BSY
Bentley Systems Inc

Technology
1.08K
+ 10.92%
$38.62 - $53.97 $41.7K - $58.2K
11K $591K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2.66K
+ 8.72%
$36.14 - $44.23 $96.1K - $118K
33.1K $1.47M
POWI
Power Integrations Inc

Technology
3.03K
+ 49.8%
$42.13 - $59.01 $128K - $179K
9.11K $508K
UHS
Universal Health Services Inc

Healthcare
1.43K
+ 16.63%
$157.05 - $197.94 $225K - $283K
10K $1.82M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
2.55K
+ 2.42%
$35.42 - $43.89 $90.5K - $112K
108K $4.74M
PLTK
Playtika Holding Corp.

Communication Services
44.3K
+ 148.25%
$4.51 - $5.44 $200K - $241K
74.2K $351K
KIE
Spdr S&P Insurance ETF

ETFs
3.29K
+ 51.8%
$53.63 - $61.12 $176K - $201K
9.63K $575K
TSEM
Tower Semiconductor LTD

Technology
1.87K
+ 12.71%
$29.65 - $43.8 $55.4K - $81.9K
16.6K $718K
TY
Tri Continental Corp

Financial Services
2.22K
+ 1.79%
$27.37 - $31.84 $60.7K - $70.6K
126K $4M
AEE
Ameren Corp

Utilities
2.77K
+ 16.35%
$94.23 - $101.68 $261K - $281K
19.7K $1.89M
CSGP
Costar Group, Inc.

Real Estate
2.13K
+ 11.77%
$72.62 - $83.22 $154K - $177K
20.2K $1.62M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.02K
+ 70.29%
$53.93 - $61.5 $163K - $186K
7.32K $449K
ALE
Allete Inc

Utilities
3.18K
+ 33.92%
$63.53 - $65.71 $202K - $209K
12.6K $804K
KURA
Kura Oncology, Inc.

Healthcare
35.8K
+ 169.3%
$5.55 - $6.92 $199K - $248K
56.9K $328K
CRMD
Cor Medix Inc.

Healthcare
1.48K
+ 5.35%
$5.86 - $16.56 $8.66K - $24.5K
29.1K $358K
LUMN
Lumen Technologies, Inc.

Communication Services
13K
+ 4.64%
$3.07 - $4.51 $39.9K - $58.6K
293K $1.28M
PRU
Prudential Financial Inc

Financial Services
4.88K
+ 6.11%
$95.12 - $112.71 $465K - $550K
84.8K $9.11M
TDY
Teledyne Technologies Inc

Technology
303
+ 14.85%
$435.54 - $512.31 $132K - $155K
2.34K $1.2M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
5.45K
+ 7.93%
$19.33 - $22.25 $105K - $121K
74.2K $1.65M
AEIS
Advanced Energy Industries Inc

Industrials
400
+ 11.43%
$79.03 - $133.84 $31.6K - $53.5K
3.9K $516K
AIG
American International Group, Inc.

Financial Services
5.01K
+ 2.75%
$77.56 - $87.72 $388K - $439K
187K $16M
IEX
Idex Corp

Industrials
1.2K
+ 23.39%
$160.66 - $191.29 $193K - $230K
6.34K $1.11M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
1.24K
+ 4.56%
$23.76 - $32.49 $29.4K - $40.2K
28.4K $922K
URBN
Urban Outfitters Inc

Consumer Cyclical
395
+ 5.22%
$43.24 - $75.26 $17.1K - $29.7K
7.97K $577K
NTCT
Netscout Systems Inc

Technology
5.7K
+ 55.56%
$19.23 - $25.14 $110K - $143K
16K $396K
MTW
Manitowoc CO Inc

Industrials
3.35K
+ 8.22%
$7.24 - $12.25 $24.3K - $41.1K
44.1K $530K
IDCC
Inter Digital, Inc.

Communication Services
456
+ 10.16%
$183.37 - $234.7 $83.6K - $107K
4.95K $1.11M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.97K
+ 8.95%
$20.99 - $23.93 $188K - $215K
109K $2.56M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
3.6K
+ 46.51%
$34.29 - $43.33 $123K - $156K
11.3K $481K
NWL
Newell Brands Inc.

Consumer Defensive
54.3K
+ 37.88%
$4.48 - $6.27 $243K - $341K
198K $1.07M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.79K
+ 26.18%
$49.85 - $64.51 $89.4K - $116K
8.64K $557K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
3.78K
+ 22.96%
$43.64 - $45.44 $165K - $172K
20.3K $920K
FBNC
First Bancorp

Financial Services
1.56K
+ 5.82%
$36.02 - $44.09 $56.1K - $68.6K
28.3K $1.25M
SLI
Standard Lithium Ltd.

Basic Materials
48K
+ 40.78%
$1.11 - $1.96 $53.3K - $94.1K
166K $324K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.22K
+ 9.02%
$39.02 - $52.21 $47.7K - $63.8K
14.8K $771K
EWC
Ishares Msci Canada ETF

ETFs
2.72K
+ 33.61%
$37.17 - $46.2 $101K - $126K
10.8K $500K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.35K
+ 6.89%
$48.22 - $60.41 $65K - $81.4K
20.9K $1.25M
DXC
Dxc Technology CO

Technology
12.6K
+ 94.86%
$14.03 - $17.63 $177K - $222K
25.9K $396K
GNMA
Ishares Gnma Bond ETF

ETFs
3.73K
+ 7.02%
$42.91 - $44.21 $160K - $165K
56.9K $2.5M
ZETA
Zeta Global Holdings Corp.

Technology
9.07K
+ 61.49%
$11.02 - $16.81 $99.9K - $152K
23.8K $368K
PBRA
Petroleo Bras Ads (Ea Reptg 2
12.7K
+ 23.55%
N/A
66.9K $878K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.7K
+ 77.8%
$73.86 - $108.74 $199K - $293K
6.16K $504K
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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