Wealth Enhancement Advisory Services, LLC Incresed Positions in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MLM
Martin Marietta Materials Inc

Basic Materials
217
+ 6.31%
$516.5 - $619.58 $112K - $134K
3.65K $1.89M
AVXL
Anavex Life Sciences Corp.

Healthcare
10.4K
+ 63.42%
$5.11 - $12.56 $52.9K - $130K
26.7K $286K
INGR
Ingredion Inc

Consumer Defensive
808
+ 7.78%
$132.76 - $154.86 $107K - $125K
11.2K $1.54M
CHE
Chemed Corp

Healthcare
207
+ 17.62%
$517.44 - $613.19 $107K - $127K
1.38K $732K
WTRG
Essential Utilities, Inc.

Utilities
3.03K
+ 4.99%
$36.18 - $40.55 $109K - $123K
63.6K $2.31M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
4.91K
+ 35.78%
$22.06 - $22.58 $108K - $111K
18.6K $418K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.16K
+ 4.25%
$49.38 - $59.52 $107K - $128K
53K $2.68M
PKW
Invesco Exchange Traded Fd Tr

ETFs
948
+ 2.23%
$114.02 - $125.22 $108K - $119K
43.5K $5.01M
RWK
Invesco Exchange Traded Fd Tr

ETFs
942
+ 1.56%
$114.67 - $126.49 $108K - $119K
61.3K $7.12M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
4.71K
+ 4.73%
$23.11 - $25.17 $109K - $118K
104K $2.41M
LEN
Lennar Corp

Consumer Cyclical
792
+ 0.39%
$136.2 - $188.96 $108K - $150K
204K $27.9M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.16K
+ 5.18%
$89.88 - $101.38 $105K - $118K
23.6K $2.21M
KBH
Kb Home

Consumer Cyclical
1.63K
+ 7.59%
$65.58 - $85.3 $107K - $139K
23.1K $1.52M
PPLT
Abrdn Platinum ETF Trust

ETFs
1.18K
+ 33.52%
N/A
4.7K $421K
YOU
Clear Secure, Inc.

Technology
3.97K
+ 63.91%
$25.61 - $38.45 $102K - $153K
10.2K $271K
IDA
Idacorp Inc

Utilities
971
+ 18.83%
$100.11 - $118.96 $97.2K - $116K
6.13K $669K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
2.93K
+ 13.32%
$36.01 - $38.42 $105K - $112K
24.9K $898K
MFC
Manulife Financial Corp

Financial Services
3.42K
+ 3.64%
$29.21 - $32.87 $99.8K - $112K
97.2K $2.99M
QLYS
Qualys, Inc.

Technology
743
+ 31.39%
$119.24 - $159.23 $88.6K - $118K
3.11K $436K
ADC
Agree Realty Corp

Real Estate
1.47K
+ 15.26%
$69.44 - $77.65 $102K - $114K
11.1K $782K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.34K
+ 0.91%
$76.72 - $82.83 $103K - $111K
148K $11.4M
ABEV
Ambev S.A.

Consumer Defensive
55.6K
+ 23.1%
$1.85 - $2.56 $103K - $142K
296K $548K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
4.42K
+ 13.14%
$23.25 - $23.56 $103K - $104K
38K $885K
FXI
Ishares Tr

ETFs
3.39K
+ 16.88%
$29.52 - $36.69 $100K - $124K
23.4K $713K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
4.61K
+ 7.94%
$22.04 - $22.59 $102K - $104K
62.7K $1.39M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4K
+ 18.83%
$19.44 - $28.35 $77.8K - $114K
25.3K $650K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
11.9K
+ 89.7%
$7.67 - $9.21 $91.5K - $110K
25.2K $216K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3.38K
+ 27.58%
$29.34 - $32.61 $99.3K - $110K
15.7K $469K
POWL
Powell Industries Inc

Industrials
461
+ 38.9%
$221.65 - $352.37 $102K - $162K
1.65K $364K
HDB
Hdfc Bank LTD

Financial Services
1.57K
+ 33.99%
$59.45 - $68.01 $93.6K - $107K
6.21K $396K
ORCC
Owl Rock Capital Corp

Financial Services
7.52K
+ 19.24%
N/A
46.6K $624K
PSTG
Pure Storage, Inc.

Technology
1.65K
+ 12.2%
$48.19 - $66.6 $79.4K - $110K
15.1K $930K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
2.84K
+ 49.56%
$34.96 - $35.65 $99.1K - $101K
8.56K $300K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.98K
+ 25.02%
$25.08 - $25.43 $99.8K - $101K
19.9K $499K
BPOP
Popular, Inc.

Financial Services
1.06K
+ 21.49%
$88.46 - $102.59 $93.5K - $108K
5.98K $562K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
6.75K
+ 61.76%
$14.13 - $16.35 $95.4K - $110K
17.7K $262K
PALL
Abrdn Palladium ETF Trust

ETFs
1.19K
+ 36.94%
$82.73 - $112.0 $98.1K - $133K
4.4K $366K
CCSI
Consensus Cloud Solutions, Inc.

Technology
4.17K
+ 39.9%
$20.15 - $26.61 $84K - $111K
14.6K $348K
HTLF
Heartland Financial Usa Inc

Financial Services
1.6K
+ 5.16%
$54.47 - $69.06 $87K - $110K
32.6K $2M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.86K
+ 15.55%
$25.25 - $26.34 $97.5K - $102K
28.7K $726K
PODD
Insulet Corp

Healthcare
372
+ 16.27%
$227.79 - $275.7 $84.7K - $103K
2.66K $693K
EAT
Brinker International, Inc

Consumer Cyclical
730
+ 15.13%
$78.76 - $137.19 $57.5K - $100K
5.55K $734K
FCNCA
First Citizens Bancshares Inc

Financial Services
45
+ 0.97%
$1818.92 - $2353.08 $81.9K - $106K
4.68K $9.89M
IYC
Ishares U.S. Consumer Discreti

ETFs
1K
+ 30.44%
$85.96 - $101.28 $86K - $101K
4.29K $411K
OSBC
Old Second Bancorp Inc

Financial Services
5.4K
+ 9.59%
$14.91 - $18.9 $80.6K - $102K
61.7K $1.1M
PRI
Primerica, Inc.

Financial Services
354
+ 11.68%
$265.71 - $304.93 $94.1K - $108K
3.39K $918K
XAR
Spdr S&P Aerospace & Defense E

ETFs
578
+ 6.02%
$153.8 - $176.52 $88.9K - $102K
10.2K $1.69M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
773
+ 23.22%
$107.32 - $127.74 $83K - $98.7K
4.1K $505K
TREX
Trex CO Inc

Industrials
1.38K
+ 14.11%
$62.94 - $79.88 $86.8K - $110K
11.2K $769K
Activity Summary
Buys All Purchases 2105 New Holdings 353 Increased Positions 1752 Sells All Sells 709 Reductions 709 Sold out 0 Options Calls 25 Puts 16
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email