Wealth Enhancement Advisory Services, LLC Incresed Positions in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
84K
+ 108.78%
$271.94 - $298.09 $22.8M - $25M
161K $46.6M
DHI
Horton D R Inc

Consumer Cyclical
5.05K
+ 0.91%
$129.82 - $184.04 $656K - $930K
560K $94.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
156K
+ 2.34%
$92.18 - $95.14 $14.4M - $14.9M
6.83M $650M
CVX
Chevron Corp

Energy
67.4K
+ 6.49%
$145.57 - $161.83 $9.81M - $10.9M
1.11M $172M
PEP
Pepsico Inc

Consumer Defensive
92.9K
+ 7.83%
$133.81 - $152.16 $12.4M - $14.1M
1.28M $180M
RPM
Rpm International Inc

Basic Materials
193K
+ 753.88%
$110.07 - $128.23 $21.2M - $24.7M
218K $25.7M
ZM
Zoom Video Communications, Inc.

Technology
273K
+ 513.58%
$69.77 - $86.83 $19.1M - $23.7M
326K $26.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.27K
+ 0.88%
$459.11 - $506.91 $4.26M - $4.7M
1.06M $532M
RGLD
Royal Gold Inc

Basic Materials
104K
+ 307.79%
$151.42 - $200.58 $15.7M - $20.8M
137K $27.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
142K
+ 3.19%
$52.12 - $55.33 $7.4M - $7.85M
4.6M $254M
CVS
Cvs Health Corp

Healthcare
258K
+ 186.56%
$58.75 - $76.5 $15.2M - $19.7M
396K $29.9M
VTV
Vanguard Value ETF

ETFs
42.1K
+ 3.57%
$175.51 - $186.57 $7.39M - $7.86M
1.22M $228M
BK
Bank Of New York Mellon Corp

Financial Services
145K
+ 75.99%
$90.65 - $109.75 $13.1M - $15.9M
336K $36.6M
CTSH
Cognizant Technology Solutions Corp

Technology
325K
+ 124.07%
$66.67 - $80.98 $21.7M - $26.3M
587K $39.4M
GLD
Spdr Gold Trust

ETFs
16.9K
+ 7.19%
$300.96 - $355.47 $5.09M - $6.02M
252K $89.7M
META
Meta Platforms, Inc.

Communication Services
26.8K
+ 4.48%
$695.21 - $791.73 $18.7M - $21.2M
626K $460M
AON
Aon PLC

Financial Services
46.3K
+ 171.0%
$350.91 - $375.27 $16.3M - $17.4M
73.5K $26.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
164K
+ 9.55%
$100.37 - $100.74 $16.4M - $16.5M
1.88M $189M
AME
Ametek Inc

Industrials
84.2K
+ 167.98%
$176.44 - $192.03 $14.9M - $16.2M
134K $25.3M
MRK
Merck & Co., Inc.

Healthcare
98K
+ 5.89%
$77.6 - $87.37 $7.61M - $8.56M
1.76M $148M
CAT
Caterpillar Inc

Industrials
4.16K
+ 2.69%
$390.92 - $477.15 $1.63M - $1.98M
159K $75.9M
BAC
Bank Of America Corp

Financial Services
58.4K
+ 1.98%
$44.92 - $52.42 $2.62M - $3.06M
3M $155M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20.5K
+ 0.67%
$68.24 - $73.73 $1.4M - $1.51M
3.09M $227M
UNH
Unitedhealth Group Inc

Healthcare
2.56K
+ 0.61%
$237.77 - $353.61 $608K - $904K
421K $145M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
288K
+ 36.75%
$50.81 - $51.07 $14.6M - $14.7M
1.07M $54.6M
INTC
Intel Corp

Technology
200K
+ 28.48%
$19.31 - $35.5 $3.86M - $7.1M
902K $30.3M
PAUG
Innovator U.S. Equity Power Bu

ETFs
334K
+ 462.95%
$40.45 - $42.49 $13.5M - $14.2M
407K $17.3M
DSTL
ETF Ser Solution Distillate Us

ETFs
145K
+ 6.42%
$54.44 - $58.24 $7.9M - $8.45M
2.4M $139M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
188K
+ 9.15%
$43.65 - $46.42 $8.19M - $8.71M
2.24M $104M
ALL
Allstate Corp

Financial Services
56.3K
+ 38.4%
$192.0 - $214.65 $10.8M - $12.1M
203K $43.5M
VRSN
Verisign Inc

Technology
51.3K
+ 72.51%
$263.02 - $305.98 $13.5M - $15.7M
122K $34.1M
BMY
Bristol Myers Squibb CO

Healthcare
326K
+ 36.74%
$43.31 - $48.98 $14.1M - $16M
1.21M $54.8M
EXC
Exelon Corp

Utilities
264K
+ 73.92%
$42.73 - $45.54 $11.3M - $12M
622K $28M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
209K
+ 6.21%
$31.79 - $33.42 $6.65M - $6.99M
3.58M $120M
GILD
Gilead Sciences, Inc.

Healthcare
111K
+ 22.98%
$108.22 - $120.47 $12M - $13.4M
595K $66.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
71.2K
+ 16.61%
$110.74 - $122.12 $7.89M - $8.7M
500K $60.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
11.5K
+ 0.59%
$74.93 - $80.73 $862K - $929K
1.97M $159M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.49K
+ 0.67%
$224.68 - $282.71 $335K - $421K
225K $62.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
233K
+ 3.4%
$50.47 - $50.74 $11.8M - $11.8M
7.09M $360M
GD
General Dynamics Corp

Industrials
9.38K
+ 5.18%
$293.92 - $341.0 $2.76M - $3.2M
191K $65M
CB
Chubb LTD

Financial Services
50.3K
+ 17.66%
$265.99 - $289.59 $13.4M - $14.6M
335K $94.5M
VST
Vistra Corp.

Utilities
60.2K
+ 59.4%
$182.0 - $217.92 $10.9M - $13.1M
161K $31.6M
VEA
Vanguard Ftse Developed Market

ETFs
43.4K
+ 1.37%
$56.02 - $60.3 $2.43M - $2.62M
3.22M $193M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
65K
+ 5.61%
$84.28 - $89.46 $5.48M - $5.81M
1.22M $109M
DFAU
Dimensional ETF Tr

ETFs
108K
+ 5.56%
$42.42 - $45.96 $4.56M - $4.94M
2.04M $93.5M
AUSF
Global X Fds Adaptive U S Fact

ETFs
69K
+ 1.51%
$44.16 - $46.75 $3.05M - $3.23M
4.63M $215M
DELL
Dell Technologies Inc.

Technology
67.9K
+ 73.56%
$120.96 - $141.77 $8.21M - $9.63M
160K $22.7M
MO
Altria Group, Inc.

Consumer Defensive
80.6K
+ 10.33%
$57.75 - $67.68 $4.65M - $5.45M
860K $56.8M
PGR
Progressive Corp

Financial Services
64.9K
+ 23.67%
$238.61 - $264.3 $15.5M - $17.1M
339K $83.7M
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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