Wealth Enhancement Advisory Services, LLC Incresed Positions in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USLM
United States Lime & Minerals Inc

Basic Materials
494
+ 14.0%
$85.25 - $107.02 $42.1K - $52.9K
4.02K $401K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
6.38K
+ 11.24%
$7.19 - $8.75 $45.9K - $55.8K
63.2K $552K
LBRDA
Liberty Broadband Corp

Communication Services
451
+ 13.09%
$72.28 - $100.2 $32.6K - $45.2K
3.9K $381K
LAD
Lithia Motors Inc

Consumer Cyclical
19
+ 1.03%
$271.94 - $339.35 $5.17K - $6.45K
1.86K $628K
BTU
Peabody Energy Corp

Energy
6.69K
+ 64.7%
$10.31 - $15.28 $68.9K - $102K
17K $228K
SANA
Sana Biotechnology, Inc.

Healthcare
20.6K
+ 68.02%
$1.34 - $2.97 $27.6K - $61.1K
50.8K $138K
BHP
Bhp Group LTD

Basic Materials
2.51K
+ 3.44%
$40.22 - $50.88 $101K - $128K
75.6K $3.64M
JPEM
Jp Morgan Diversified Return

ETFs
721
+ 5.44%
$48.41 - $56.7 $34.9K - $40.9K
14K $788K
RWX
Spdr Dow Jones International R

ETFs
1.02K
+ 4.83%
$23.06 - $27.4 $23.6K - $28K
22.2K $608K
K
Kellogg CO

Consumer Defensive
1.84K
+ 9.25%
$77.85 - $82.88 $143K - $152K
21.7K $1.72M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
2.53K
+ 4.04%
$21.04 - $22.42 $53.2K - $56.7K
65.1K $1.46M
BJRI
B Js Restaurants Inc

Consumer Cyclical
181
+ 2.45%
$29.82 - $45.99 $5.4K - $8.32K
7.58K $338K
SABR
Sabre Corp

Consumer Cyclical
23.9K
+ 84.74%
$1.95 - $3.18 $46.6K - $76.1K
52.1K $164K
STKL
Sun Opta Inc.

Consumer Defensive
977
+ 1.16%
$3.71 - $6.44 $3.62K - $6.29K
85.2K $494K
CRI
Carters Inc

Consumer Cyclical
5.32K
+ 74.56%
$29.83 - $42.12 $159K - $224K
12.5K $375K
ATEC
Alphatec Holdings, Inc.

Healthcare
2.39K
+ 3.98%
$9.43 - $13.03 $22.5K - $31.1K
62.4K $692K
MT
Arcelor Mittal

Basic Materials
860
+ 4.09%
$23.47 - $31.65 $20.2K - $27.2K
21.9K $690K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
1.15K
+ 6.59%
$30.77 - $35.62 $35.4K - $41K
18.6K $662K
UDR
Udr, Inc.

Real Estate
3.28K
+ 28.35%
$38.09 - $45.36 $125K - $149K
14.9K $606K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
139
+ 1.28%
$51.36 - $62.5 $7.14K - $8.69K
11K $689K
MTCH
Match Group, Inc.

Communication Services
2.82K
+ 20.76%
$27.03 - $31.93 $76.1K - $89.9K
16.4K $505K
BYD
Boyd Gaming Corp

Consumer Cyclical
441
+ 11.54%
$60.8 - $79.02 $26.8K - $34.8K
4.26K $333K
HURN
Huron Consulting Group Inc.

Industrials
764
+ 18.97%
$132.14 - $153.61 $101K - $117K
4.79K $659K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.42K
+ 12.63%
$10.8 - $16.92 $36.9K - $57.8K
30.5K $418K
STN
Stantec Inc

Industrials
11
+ 0.35%
$78.92 - $109.58 $868 - $1.21K
3.13K $339K
TBLA
Taboola.Com Ltd.

Communication Services
14.3K
+ 34.6%
$2.54 - $3.7 $36.3K - $52.9K
55.6K $203K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
5.42K
+ 17.26%
$17.17 - $19.9 $93K - $108K
36.8K $708K
XRX
Xerox Holdings Corp

Technology
14.3K
+ 107.77%
$3.64 - $5.95 $51.9K - $84.8K
27.5K $144K
WTM
White Mountains Insurance Group LTD

Financial Services
58
+ 33.53%
$1699.35 - $1901.99 $98.6K - $110K
231 $414K
RIG
Transocean Ltd.

Energy
34K
+ 287.3%
$2.13 - $3.32 $72.4K - $113K
45.8K $118K
GHC
Graham Holdings CO

Consumer Defensive
89
+ 30.27%
$876.56 - $1003.53 $78K - $89.3K
383 $362K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
4.11K
+ 19.62%
N/A
25K $487K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.39K
+ 25.73%
N/A
6.78K $390K
IJUL
Innovator Etfs Tr

ETFs
67
+ 0.23%
$27.51 - $31.94 $1.84K - $2.14K
29.2K $933K
SNDR
Schneider National, Inc.

Industrials
2.32K
+ 13.01%
$21.06 - $24.75 $48.9K - $57.5K
20.2K $486K
NBTB
Nbt Bancorp Inc

Financial Services
4.79K
+ 5.35%
$38.62 - $44.8 $185K - $215K
94.3K $3.92M
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.88K
+ 9.0%
$13.86 - $18.24 $26K - $34.2K
22.7K $414K
HMC
Honda Motor CO LTD

Consumer Cyclical
959
+ 3.27%
$25.0 - $30.93 $24K - $29.7K
30.3K $872K
MGRC
Mcgrath Rentcorp

Industrials
557
+ 21.25%
$101.45 - $118.14 $56.5K - $65.8K
3.18K $368K
USCI
United States Commodity Index Funds Trust

ETFs
844
+ 6.73%
$65.22 - $76.24 $55K - $64.3K
13.4K $980K
CFFN
Capitol Federal Financial, Inc.

Financial Services
9.99K
+ 29.89%
$5.03 - $6.1 $50.3K - $61K
43.4K $264K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.82K
+ 4.51%
$12.25 - $15.47 $22.3K - $28.1K
42.2K $652K
SR
Spire Inc

Utilities
1.48K
+ 25.3%
$71.03 - $79.07 $105K - $117K
7.31K $533K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.11K
+ 7.1%
$18.53 - $24.21 $20.6K - $26.9K
16.7K $405K
VALE
Vale S.A.

Basic Materials
8.32K
+ 36.94%
$8.26 - $10.1 $68.7K - $84K
30.8K $299K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
318
+ 5.11%
$50.86 - $73.83 $16.2K - $23.5K
6.54K $473K
MRNA
Moderna, Inc.

Healthcare
3.01K
+ 24.3%
$23.65 - $28.54 $71.1K - $85.8K
15.4K $424K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.9K
+ 3.31%
$8.65 - $10.52 $16.4K - $19.9K
59.2K $622K
SHG
Shinhan Financial Group CO LTD

Financial Services
2.08K
+ 20.85%
N/A
12.1K $417K
Activity Summary
Buys All Purchases 2174 New Holdings 543 Increased Positions 1631 Sells All Sells 1081 Reductions 1081 Sold out 0 Options Calls 22 Puts 11
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