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
LUV
Southwest Airlines CO

Industrials
1.33K
+ 5.46%
$28.18 - $34.84 $37.5K - $46.3K
25.7K $862K
ALE
Allete Inc

Utilities
540
+ 6.11%
$64.9 - $65.91 $35K - $35.6K
9.37K $615K
DTM
Dt Midstream, Inc.

Energy
812
+ 6.86%
$86.95 - $113.75 $70.6K - $92.4K
12.6K $1.22M
EWL
Ishares Inc Msci Switzerlnd

ETFs
19
+ 0.26%
$45.85 - $53.59 $871 - $1.02K
7.35K $380K
KWR
Quaker Chemical Corp

Basic Materials
778
+ 25.06%
$123.61 - $145.39 $96.2K - $113K
3.88K $479K
CNHI
Cnh Industrial N.V.

Industrials
4.08K
+ 3.75%
N/A
113K $1.18M
EWBC
East West Bancorp Inc

Financial Services
3.46K
+ 7.75%
$84.35 - $103.91 $292K - $360K
48.1K $4.32M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
14.8K
+ 34.7%
$9.59 - $11.83 $142K - $175K
57.3K $549K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
2.31K
+ 9.64%
$21.04 - $21.64 $48.6K - $50K
26.3K $554K
NHI
National Health Investors Inc

Real Estate
357
+ 10.97%
$65.79 - $76.06 $23.5K - $27.2K
3.61K $266K
PSEC
Prospect Capital Corp

Financial Services
11.3K
+ 43.74%
$4.1 - $4.45 $46.5K - $50.5K
37.3K $152K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
369
+ 8.57%
$120.5 - $145.97 $44.5K - $53.9K
4.68K $611K
WDC
Western Digital Corp

Technology
9.97K
+ 52.87%
$40.43 - $72.03 $403K - $718K
28.8K $1.17M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1.71K
+ 9.0%
$14.91 - $15.74 $25.5K - $26.9K
20.7K $321K
DSL
Double Line Income Solutions Fund

Financial Services
3.02K
+ 6.36%
$12.53 - $12.88 $37.8K - $38.9K
50.5K $636K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
911
+ 2.42%
$54.25 - $57.64 $49.4K - $52.5K
38.6K $2.13M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
559
+ 12.71%
$131.8 - $147.86 $73.7K - $82.7K
4.96K $659K
EQAL
Invesco ETF

ETFs
1K
+ 11.76%
$46.28 - $50.51 $46.3K - $50.5K
9.5K $449K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
509
+ 1.78%
$61.9 - $66.89 $31.5K - $34K
29.1K $1.85M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
589
+ 2.4%
$96.18 - $109.82 $56.7K - $64.7K
25.1K $2.57M
PWB
Invesco Exchange Traded Fd Tr

ETFs
550
+ 21.18%
$94.5 - $110.71 $52K - $60.9K
3.15K $302K
SANM
Sanmina Corp

Technology
476
+ 10.05%
$73.38 - $90.52 $34.9K - $43.1K
5.21K $396K
ESGR
Enstar Group LTD

Financial Services
59
+ 3.32%
$324.4 - $333.99 $19.1K - $19.7K
1.84K $610K
FCPT
Four Corners Property Trust, Inc.

Real Estate
796
+ 9.09%
$26.26 - $29.31 $20.9K - $23.3K
9.55K $274K
IFRA
Ishares Tr

ETFs
1.91K
+ 4.82%
$44.8 - $49.25 $85.5K - $94K
41.5K $1.87M
PHG
Koninklijke Philips Nv

Healthcare
1.14K
+ 1.15%
$24.92 - $28.61 $28.3K - $32.5K
100K $2.54M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
633
+ 16.66%
$67.43 - $75.54 $42.7K - $47.8K
4.43K $303K
GDDY
Go Daddy Inc.

Technology
699
+ 13.48%
$172.13 - $214.35 $120K - $150K
5.88K $1.06M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
247
+ 20.15%
$191.06 - $228.87 $47.2K - $56.5K
1.47K $283K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
260
+ 0.85%
$99.16 - $99.52 $25.8K - $25.9K
30.7K $3.05M
SLGN
Silgan Holdings Inc

Consumer Cyclical
815
+ 13.39%
$48.82 - $56.15 $39.8K - $45.8K
6.9K $352K
TOST
Toast, Inc.

Technology
3.36K
+ 14.75%
$32.61 - $41.98 $109K - $141K
26.1K $865K
BRX
Brixmor Property Group Inc.

Real Estate
1.54K
+ 18.73%
N/A
9.76K $221K
KRNY
Kearny Financial Corp.

Financial Services
8.16K
+ 43.74%
$6.18 - $7.55 $50.5K - $61.6K
26.8K $167K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
418
+ 15.61%
$90.12 - $109.07 $37.7K - $45.6K
3.1K $299K
IGR
Cbre Global Real Estate Income Fund

Financial Services
2.22K
+ 3.4%
$4.79 - $5.34 $10.6K - $11.8K
67.5K $348K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.21K
+ 19.54%
$8.17 - $10.63 $26.2K - $34.1K
19.7K $181K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.49K
+ 10.73%
$23.49 - $23.77 $35K - $35.4K
15.4K $361K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
382
+ 3.65%
$69.15 - $74.69 $26.4K - $28.5K
10.8K $772K
MSTR
Microstrategy Inc

Technology
356
+ 0.7%
$239.27 - $396.5 $85.2K - $141K
51.3K $14.8M
UEC
Uranium Energy Corp

Energy
11.7K
+ 101.56%
$4.77 - $8.2 $55.8K - $95.8K
23.2K $110K
AIT
Applied Industrial Technologies Inc

Industrials
226
+ 17.73%
$218.93 - $269.18 $49.5K - $60.8K
1.5K $338K
HLNE
Hamilton Lane Inc

Financial Services
212
+ 6.62%
$137.87 - $170.18 $29.2K - $36.1K
3.41K $507K
JXN
Jackson Financial Inc.

Financial Services
547
+ 13.38%
$79.36 - $97.88 $43.4K - $53.5K
4.64K $388K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
232
+ 5.66%
$120.07 - $144.17 $27.9K - $33.4K
4.33K $538K
NAT
Nordic American Tankers LTD

Industrials
8.33K
+ 49.17%
N/A
25.3K $100K
PAVE
Global X Fds Us Infrastructure

ETFs
5.76K
+ 8.33%
$37.31 - $43.82 $215K - $252K
74.9K $2.82M
JLL
Jones Lang Lasalle Inc

Real Estate
159
+ 12.31%
$238.0 - $284.76 $37.8K - $45.3K
1.45K $359K
HYG
Ishares Tr

ETFs
299
+ 1.1%
$78.51 - $80.11 $23.5K - $24K
27.5K $2.17M
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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