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
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
811
+ 23.86%
$86.24 - $97.98 $69.9K - $79.5K
4.21K $367K
ORGO
Organogenesis Holdings Inc.

Healthcare
4.24K
+ 10.83%
$2.89 - $6.21 $12.3K - $26.3K
43.4K $187K
AL
Air Lease Corp

Industrials
1.24K
+ 7.99%
$43.38 - $51.13 $53.9K - $63.6K
16.8K $811K
ONB
Old National Bancorp

Financial Services
3.37K
+ 17.14%
$20.11 - $24.45 $67.7K - $82.3K
23K $487K
USLM
United States Lime & Minerals Inc

Basic Materials
1.64K
+ 87.16%
$85.17 - $125.32 $140K - $206K
3.53K $311K
STLA
Stellantis N.V.

Consumer Cyclical
8.15K
+ 48.15%
$11.21 - $14.21 $91.3K - $116K
25.1K $281K
AKAM
Akamai Technologies Inc

Technology
665
+ 11.95%
N/A
6.23K $565K
AROC
Archrock, Inc.

Energy
206
+ 0.51%
$22.72 - $30.34 $4.68K - $6.25K
41K $1.07M
FBIZ
First Business Financial Services, Inc.

Financial Services
1.05K
+ 8.6%
$42.78 - $56.35 $44.8K - $59K
13.2K $623K
KRBN
Kraneshares Global Carbon Stra

Technology
2.97K
+ 10.84%
$27.58 - $30.99 $82K - $92.2K
30.4K $864K
SYY
Sysco Corp

Consumer Defensive
4.93K
+ 2.26%
$70.0 - $77.13 $345K - $380K
224K $16.8M
HOMB
Home Bancshares Inc

Financial Services
2.1K
+ 12.82%
$27.23 - $31.23 $57.1K - $65.5K
18.5K $521K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.66K
+ 19.89%
N/A
9.98K $345K
EQR
Equity Residential

Real Estate
850
+ 4.3%
$66.98 - $75.02 $56.9K - $63.8K
20.6K $1.47M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
2.13K
+ 5.17%
$52.01 - $61.99 $111K - $132K
43.4K $2.32M
TNC
Tennant CO

Industrials
789
+ 25.78%
$79.73 - $89.16 $62.9K - $70.3K
3.85K $306K
UDR
Udr, Inc.

Real Estate
842
+ 7.84%
$40.09 - $46.04 $33.8K - $38.8K
11.6K $523K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
918
+ 10.5%
$35.15 - $41.31 $32.3K - $37.9K
9.67K $376K
EXLS
Exl Service Holdings, Inc.

Technology
286
+ 1.93%
$44.13 - $51.8 $12.6K - $14.8K
15.1K $713K
MTH
Meritage Homes Corp

Consumer Cyclical
16.3K
+ 122.96%
$69.41 - $152.01 $1.13M - $2.48M
29.6K $2.1M
THFF
First Financial Corp

Financial Services
834
+ 16.33%
$43.45 - $53.53 $36.2K - $44.6K
5.94K $290K
SMB
Vaneck Short Muni ETF

ETFs
3.2K
+ 12.53%
$17.08 - $17.25 $54.6K - $55.2K
28.7K $491K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
763
+ 8.14%
$66.3 - $74.17 $50.6K - $56.6K
10.1K $696K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
2.38K
+ 13.69%
$23.1 - $23.56 $55K - $56K
19.8K $458K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
78
+ 1.19%
$96.27 - $116.36 $7.51K - $9.08K
6.65K $774K
PFIS
Peoples Financial Services Corp.

Financial Services
2.07K
+ 35.14%
$44.47 - $53.7 $91.9K - $111K
7.95K $353K
GFF
Griffon Corp

Industrials
715
+ 19.69%
$68.06 - $80.91 $48.7K - $57.9K
4.35K $310K
OGS
One Gas, Inc.

Utilities
367
+ 9.44%
$67.77 - $76.05 $24.9K - $27.9K
4.25K $321K
ICLN
Ishares

ETFs
4.35K
+ 9.03%
$10.94 - $11.86 $47.6K - $51.6K
52.5K $599K
FHB
First Hawaiian, Inc.

Financial Services
2.62K
+ 25.54%
$24.13 - $28.18 $63.1K - $73.7K
12.9K $314K
GNMA
Ishares Gnma Bond ETF

ETFs
10
+ 0.02%
$42.17 - $44.04 $422 - $440
53.2K $2.33M
SUN
Sunoco LP

Energy
279
+ 5.6%
$51.29 - $59.25 $14.3K - $16.5K
5.26K $305K
CMC
Commercial Metals CO

Basic Materials
2.85K
+ 12.37%
$43.22 - $53.05 $123K - $151K
25.9K $1.19M
KB
Kb Financial Group Inc.

Financial Services
2.14K
+ 8.82%
$53.14 - $62.87 $113K - $134K
26.3K $1.43M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
457
+ 19.3%
$106.44 - $113.12 $48.6K - $51.7K
2.83K $305K
EGP
Eastgroup Properties Inc

Real Estate
116
+ 6.89%
$155.63 - $187.46 $18.1K - $21.7K
1.8K $317K
ERIE
Erie Indemnity CO

Financial Services
99
+ 13.94%
$377.62 - $450.61 $37.4K - $44.6K
809 $339K
CWT
California Water Service Group

Utilities
272
+ 2.58%
$41.88 - $48.46 $11.4K - $13.2K
10.8K $523K
CERS
Cerus Corp

Healthcare
35K
+ 218.5%
$1.39 - $2.15 $48.6K - $75.2K
51K $70K
MGY
Magnolia Oil & Gas Corp

Energy
715
+ 4.85%
$22.26 - $26.58 $15.9K - $19K
15.5K $390K
CRK
Comstock Resources Inc

Energy
1.15K
+ 10.95%
$16.92 - $21.52 $19.4K - $24.6K
11.6K $235K
TILT
Flexshares Tr

ETFs
505
+ 8.75%
$202.06 - $225.8 $102K - $114K
6.28K $1.29M
HL
Hecla Mining CO

Basic Materials
5.85K
+ 30.99%
$5.07 - $6.37 $29.7K - $37.3K
24.7K $137K
TPYP
Managed Portfolio Ser Tortoise

ETFs
422
+ 3.24%
$34.32 - $37.26 $14.5K - $15.7K
13.4K $488K
EPAC
Enerpac Tool Group Corp

Industrials
440
+ 6.87%
$40.26 - $47.26 $17.7K - $20.8K
6.85K $307K
FFIN
First Financial Bankshares Inc

Financial Services
1.26K
+ 10.03%
$34.78 - $38.52 $43.6K - $48.3K
13.8K $494K
FXH
First Tr Exchange Trd Fd Healt

ETFs
439
+ 17.04%
$102.5 - $112.02 $45K - $49.2K
3.02K $312K
FELE
Franklin Electric CO Inc

Industrials
594
+ 19.42%
$93.38 - $106.03 $55.5K - $63K
3.65K $342K
OIS
Oil States International, Inc

Energy
8.46K
+ 80.06%
$4.7 - $5.74 $39.8K - $48.6K
19K $97K
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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