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
SMDV
Proshares Tr Russell 2000 Divi

ETFs
632
+ 11.87%
$64.6 - $69.89 $40.8K - $44.2K
5.96K $390K
KBE
Spdr S&P Bank ETF

ETFs
902
+ 15.98%
$51.28 - $59.92 $46.3K - $54K
6.55K $343K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
611
+ 2.94%
$14.13 - $16.72 $8.63K - $10.2K
21.4K $331K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
299
+ 1.78%
$74.87 - $79.99 $22.4K - $23.9K
17.1K $1.31M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
416
+ 5.9%
$44.87 - $56.71 $18.7K - $23.6K
7.47K $363K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
78
+ 1.02%
$41.46 - $45.98 $3.23K - $3.59K
7.7K $343K
EDIT
Editas Medicine, Inc.

Healthcare
26.6K
+ 144.45%
$1.14 - $3.2 $30.3K - $85.1K
45K $52K
EMLP
First Tr Exchange Traded Iv

ETFs
22
+ 0.14%
$35.79 - $38.28 $787 - $842
15.4K $578K
FLJP
Franklin Templeton ETF Tr

ETFs
437
+ 2.21%
$27.82 - $30.67 $12.2K - $13.4K
20.2K $593K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
12
+ 0.41%
$160.89 - $187.27 $1.93K - $2.25K
2.95K $510K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.57K
+ 13.68%
$11.17 - $11.61 $28.8K - $29.9K
21.4K $240K
TRIN
Trinity Capital Inc.

Financial Services
1.31K
+ 10.72%
$14.26 - $16.56 $18.6K - $21.6K
13.5K $204K
OLED
Universal Display Corp Pa

Technology
6.6K
+ 4.96%
$139.48 - $161.59 $921K - $1.07M
140K $19.5M
NVMI
Nova Ltd.

Technology
232
+ 17.86%
$184.33 - $273.65 $42.8K - $63.5K
1.53K $282K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
3.21K
+ 22.49%
$13.21 - $14.63 $42.4K - $47K
17.5K $231K
OC
Owens Corning

Industrials
1.56K
+ 21.75%
$137.83 - $191.19 $215K - $298K
8.72K $1.25M
HRTX
Heron Therapeutics, Inc.

Healthcare
482
+ 1.37%
$1.47 - $2.55 $709 - $1.23K
35.6K $78K
WYNN
Wynn Resorts LTD

Consumer Cyclical
767
+ 5.24%
$77.0 - $93.47 $59.1K - $71.7K
15.4K $1.29M
LYV
Live Nation Entertainment, Inc.

Communication Services
154
+ 4.31%
$115.79 - $154.66 $17.8K - $23.8K
3.73K $486K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.25K
+ 6.34%
N/A
20.9K $407K
SBR
Sabine Royalty Trust

Energy
200
+ 5.31%
$64.04 - $69.75 $12.8K - $14K
3.97K $268K
SB
Safe Bulkers, Inc.

Industrials
3.01K
+ 2.71%
$3.31 - $3.9 $9.95K - $11.7K
114K $419K
PFFA
Etfis Ser Tr I

ETFs
1.7K
+ 7.14%
$21.21 - $22.3 $36K - $37.8K
25.5K $543K
FDRR
Fidelity Covington Tr Divid Et

ETFs
747
+ 9.06%
$49.65 - $53.98 $37.1K - $40.3K
9K $446K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
445
+ 7.46%
$49.42 - $50.43 $22K - $22.4K
6.41K $320K
MG
Mistras Group, Inc.

Industrials
301
+ 2.37%
$8.88 - $10.83 $2.67K - $3.26K
13K $137K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
5.55K
+ 24.39%
$5.3 - $5.75 $29.4K - $31.9K
28.3K $152K
MGRC
Mcgrath Rentcorp

Industrials
209
+ 8.67%
$109.58 - $128.96 $22.9K - $27K
2.62K $291K
NDSN
Nordson Corp

Industrials
283
+ 6.18%
$200.12 - $224.07 $56.6K - $63.4K
4.86K $980K
PKI
Perkinelmer Inc

Healthcare
187
+ 3.78%
N/A
5.14K $621K
POR
Portland General Electric CO

Utilities
227
+ 1.84%
$40.56 - $45.24 $9.21K - $10.3K
12.5K $559K
SHAK
Shake Shack Inc.

Consumer Cyclical
2.23K
+ 53.17%
$82.77 - $133.38 $184K - $297K
6.42K $566K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
301
+ 5.91%
$54.94 - $69.15 $16.5K - $20.8K
5.4K $310K
GNK
Genco Shipping & Trading LTD

Industrials
2.33K
+ 13.48%
$13.16 - $14.85 $30.7K - $34.6K
19.6K $262K
GATX
Gatx Corp

Industrials
126
+ 3.9%
$149.94 - $167.38 $18.9K - $21.1K
3.36K $521K
NWS
News Corp New Cl B Com Stk (De

Communication Services
1.02K
+ 8.23%
$29.66 - $35.0 $30.4K - $35.8K
13.5K $399K
MEC
Mayville Engineering Company, Inc.

Industrials
3.56K
+ 29.15%
$13.43 - $16.37 $47.9K - $58.3K
15.8K $212K
SLAB
Silicon Laboratories Inc.

Technology
417
+ 17.87%
$112.57 - $158.7 $46.9K - $66.2K
2.75K $309K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
45
+ 0.9%
$96.06 - $104.96 $4.32K - $4.72K
5.04K $512K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
19
+ 0.13%
$20.29 - $22.36 $386 - $425
14.8K $327K
FXO
First Tr Exchange Traded Fd Fi

ETFs
457
+ 8.34%
$50.93 - $57.24 $23.3K - $26.2K
5.94K $314K
ITT
Itt Inc.

Industrials
1.1K
+ 12.13%
$128.71 - $153.88 $141K - $169K
10.1K $1.31M
IMKTA
Ingles Markets Inc

Consumer Defensive
232
+ 6.02%
$59.95 - $67.47 $13.9K - $15.7K
4.09K $266K
IVT
Inven Trust Properties Corp.

Real Estate
1.04K
+ 6.5%
$28.36 - $30.77 $29.5K - $32K
17K $500K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
552
+ 1.33%
$26.64 - $27.14 $14.7K - $15K
42K $1.13M
SKYX
Skyx Platforms Corp.

Industrials
15.9K
+ 100.0%
$1.12 - $2.05 $17.9K - $32.7K
31.9K $36K
JOBY
Joby Aviation, Inc.

Industrials
8.19K
+ 54.83%
$5.99 - $10.27 $49K - $84.1K
23.1K $139K
WTM
White Mountains Insurance Group LTD

Financial Services
11
+ 6.79%
$1818.58 - $1983.07 $20K - $21.8K
173 $333K
TKR
Timken CO

Industrials
188
+ 2.58%
$69.85 - $83.79 $13.1K - $15.8K
7.48K $537K
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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