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
VOX
Vanguard Communication Service

ETFs
603
+ 26.12%
$144.31 - $163.57 $87K - $98.6K
2.91K $451K
ITRI
Itron, Inc.

Technology
849
+ 40.31%
$101.26 - $124.45 $86K - $106K
2.96K $320K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.85K
+ 39.21%
$11.39 - $12.41 $89.4K - $97.4K
27.9K $325K
THC
Tenet Healthcare Corp

Healthcare
727
+ 8.97%
$125.42 - $168.52 $91.2K - $123K
8.84K $1.12M
HES
Hess Corp

Energy
681
+ 10.9%
$127.66 - $148.65 $86.9K - $101K
6.93K $921K
CPB
Campbell Soup CO

Consumer Defensive
2.16K
+ 25.08%
$41.42 - $48.71 $89.3K - $105K
10.8K $450K
CRS
Carpenter Technology Corp

Industrials
536
+ 4.49%
$149.5 - $196.14 $80.1K - $105K
12.5K $2.12M
BJUL
Innovator U.S. Equity Buffer E

ETFs
2.01K
+ 19.15%
$43.33 - $45.42 $87.1K - $91.3K
12.5K $557K
M
Macy'S, Inc.

Consumer Cyclical
5.33K
+ 22.79%
$14.56 - $18.1 $77.6K - $96.5K
28.7K $486K
PH
Parker Hannifin Corp

Industrials
142
+ 0.51%
$621.74 - $709.46 $88.3K - $101K
28K $17.8M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3.89K
+ 7.18%
$23.01 - $26.06 $89.6K - $101K
58.1K $1.34M
SPH
Suburban Propane Partners LP

Utilities
5.16K
+ 28.43%
$17.0 - $19.85 $87.8K - $103K
23.3K $401K
RWR
Spdr Dow Jones Reit ETF

ETFs
882
+ 16.06%
$97.84 - $108.61 $86.3K - $95.8K
6.38K $630K
FN
Fabrinet

Technology
399
+ 9.97%
$214.76 - $271.08 $85.7K - $108K
4.4K $967K
LEU
Centrus Energy Corp

Energy
1.3K
+ 14.39%
$55.8 - $109.53 $72.6K - $142K
10.3K $688K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
752
+ 2.41%
$114.08 - $125.68 $85.8K - $94.5K
32K $3.66M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.81K
+ 19.62%
$46.69 - $49.2 $84.4K - $88.9K
11K $515K
KRG
Kite Realty Group Trust

Real Estate
3.39K
+ 15.77%
$24.49 - $27.85 $83.1K - $94.5K
24.9K $628K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
5.91K
+ 52.97%
$14.28 - $14.81 $84.3K - $87.5K
17.1K $245K
UTG
Reaves Utility Income Fund

Financial Services
2.67K
+ 14.34%
$30.81 - $34.99 $82.4K - $93.5K
21.3K $675K
NFG
National Fuel Gas CO

Energy
1.38K
+ 10.0%
$58.89 - $64.23 $81.3K - $88.7K
15.2K $922K
FLR
Fluor Corp

Industrials
1.7K
+ 21.55%
$46.92 - $58.93 $79.6K - $99.9K
9.57K $471K
LEA
Lear Corp

Consumer Cyclical
876
+ 29.55%
$92.95 - $108.96 $81.4K - $95.4K
3.84K $363K
SKM
Sk Telecom CO LTD

Communication Services
3.98K
+ 46.24%
$21.04 - $24.27 $83.7K - $96.6K
12.6K $264K
SNX
Td Synnex Corp

Technology
709
+ 11.26%
$114.71 - $125.79 $81.3K - $89.2K
7.01K $821K
EMN
Eastman Chemical CO

Basic Materials
897
+ 5.92%
$90.03 - $110.64 $80.8K - $99.2K
16K $1.46M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.45K
+ 14.07%
$33.39 - $37.66 $81.8K - $92.3K
19.9K $663K
WTW
Willis Towers Watson PLC

Financial Services
262
+ 5.31%
$287.99 - $332.53 $75.5K - $87.1K
5.2K $1.62M
LKQ
Lkq Corp

Consumer Cyclical
2.21K
+ 24.01%
$36.0 - $39.99 $79.6K - $88.4K
11.4K $419K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
1.03K
+ 14.14%
$67.53 - $85.82 $69.6K - $88.4K
8.32K $649K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
2.78K
+ 10.92%
$28.96 - $30.87 $80.6K - $85.9K
28.3K $823K
HTBK
Heritage Commerce Corp

Financial Services
8.47K
+ 52.1%
$9.37 - $10.97 $79.4K - $92.9K
24.7K $232K
JNPR
Juniper Networks Inc

Technology
2.13K
+ 26.67%
$35.08 - $39.26 $74.8K - $83.7K
10.1K $379K
ARLP
Alliance Resource Partners LP

Energy
3K
+ 18.2%
$24.84 - $28.58 $74.6K - $85.9K
19.5K $512K
MTH
Meritage Homes Corp

Consumer Cyclical
516
+ 4.04%
$151.91 - $205.12 $78.4K - $106K
13.3K $2.04M
FDS
Factset Research Systems Inc

Financial Services
163
+ 3.87%
$449.69 - $495.72 $73.3K - $80.8K
4.37K $2.1M
K
Kellogg CO

Consumer Defensive
957
+ 6.28%
$80.34 - $81.29 $76.9K - $77.8K
16.2K $1.31M
URBN
Urban Outfitters Inc

Consumer Cyclical
1.43K
+ 18.68%
$34.96 - $55.81 $49.9K - $79.6K
9.07K $497K
BBDC
Barings Bdc, Inc.

Financial Services
8.02K
+ 10.89%
$9.27 - $10.33 $74.3K - $82.8K
81.6K $781K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 4.7%
$65.79 - $72.14 $77K - $84.4K
26.1K $1.71M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.27K
+ 0.93%
$60.13 - $67.31 $76.2K - $85.3K
138K $8.36M
ASB
Associated Banc Corp

Financial Services
3.19K
+ 16.39%
$20.64 - $28.14 $65.8K - $89.8K
22.7K $541K
CBT
Cabot Corp

Basic Materials
833
+ 10.16%
$90.64 - $117.0 $75.5K - $97.5K
9.03K $824K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.26K
+ 3.27%
$54.89 - $64.32 $69K - $80.9K
39.7K $2.4M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
3.09K
+ 14.28%
$24.59 - $25.81 $75.9K - $79.7K
24.7K $609K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.36K
+ 10.16%
$31.24 - $37.15 $73.6K - $87.5K
25.5K $820K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.67K
+ 0.78%
$28.6 - $29.27 $76.2K - $78K
345K $9.89M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.21K
+ 11.3%
$34.01 - $41.29 $75.1K - $91.1K
21.7K $744K
NDSN
Nordson Corp

Industrials
356
+ 8.43%
$208.83 - $264.36 $74.3K - $94.1K
4.58K $958K
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
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