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
PBA
Pembina Pipeline Corp

Energy
1.35K
+ 7.42%
$35.16 - $40.88 $47.4K - $55.1K
19.5K $732K
OWL
Blue Owl Capital Inc.

Financial Services
724
+ 6.31%
$15.9 - $21.16 $11.5K - $15.3K
12.2K $234K
EQNR
Equinor Asa

Energy
982
+ 6.8%
$22.04 - $28.08 $21.6K - $27.6K
15.4K $387K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
34
+ 0.33%
$46.39 - $47.84 $1.58K - $1.63K
10.4K $496K
JPIB
Jpmorgan International Bond Op

ETFs
16
+ 0.27%
$47.18 - $48.62 $755 - $778
5.91K $287K
TTI
Tetra Technologies Inc

Energy
1.61K
+ 11.95%
$2.13 - $3.77 $3.43K - $6.07K
15.1K $50K
STRO
Sutro Biopharma, Inc.

Healthcare
4K
+ 23.27%
$0.52 - $1.3 $2.08K - $5.2K
21.2K $15K
BKH
Black Hills Corp

Utilities
712
+ 8.99%
$55.66 - $61.75 $39.6K - $44K
8.63K $484K
BGR
Black Rock Energy & Resources Trust

Financial Services
1.99K
+ 2.8%
$11.27 - $13.63 $22.4K - $27.1K
73K $968K
FFIN
First Financial Bankshares Inc

Financial Services
77
+ 0.56%
$31.3 - $37.48 $2.41K - $2.89K
13.8K $498K
RFL
Rafael Holdings, Inc.

Real Estate
3.51K
+ 25.62%
$1.28 - $2.85 $4.49K - $10K
17.2K $29K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
623
+ 4.47%
$3.75 - $4.3 $2.34K - $2.68K
14.5K $62K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
1.96K
+ 13.89%
$0.87 - $1.19 $1.71K - $2.33K
16.1K $17K
SGMO
Sangamo Therapeutics, Inc

Healthcare
21.3K
+ 30.76%
$0.43 - $0.81 $9.16K - $17.3K
90.6K $48K
LAB
Standard Biotools Inc.

Healthcare
106
+ 0.52%
$0.92 - $1.27 $97.5 - $135
20.4K $24K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
52
+ 0.41%
N/A
12.6K $815K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
568
+ 4.05%
$20.16 - $23.26 $11.5K - $13.2K
14.6K $318K
MIN
Mfs Intermediate Income Trust

Financial Services
1.05K
+ 10.24%
$2.63 - $2.72 $2.76K - $2.85K
11.3K $30K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.12K
+ 4.08%
$11.35 - $12.45 $35.4K - $38.8K
79.4K $947K
VIR
Vir Biotechnology, Inc.

Healthcare
4.03K
+ 33.7%
$4.5 - $6.48 $18.1K - $26.1K
16K $80K
MPX
Marine Products Corp

Consumer Cyclical
67
+ 0.48%
$7.59 - $9.0 $509 - $603
14.1K $120K
PGNY
Progyny, Inc.

Healthcare
342
+ 2.16%
$20.52 - $23.42 $7.02K - $8.01K
16.2K $356K
CHK
Chesapeake Energy Corp

Energy
15
+ 0.14%
N/A
10.6K $909K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
209
+ 6.59%
$67.02 - $83.8 $14K - $17.5K
3.38K $256K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
51
+ 0.26%
$22.66 - $23.35 $1.16K - $1.19K
19.8K $459K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
191
+ 1.53%
$6.87 - $7.76 $1.31K - $1.48K
12.7K $96K
JFR
Nuveen Floating Rate Income Fund

Financial Services
75
+ 0.09%
$7.51 - $8.49 $563 - $637
81.8K $692K
Lithium Amers Corp New
15.9K
+ 5.08%
N/A
329K $0
Canopy Growth Corp
14.5K
+ 81.28%
N/A
32.3K $0
Sila Realty Trust Inc
6.46K
+ 29.03%
N/A
28.7K $0
Cava Group Inc
264
+ 0.45%
N/A
59.6K $0
CC
Chemours CO

Basic Materials
2.04K
+ 18.61%
$9.4 - $13.06 $19.2K - $26.6K
13K $148K
Crane Company
1.22K
+ 17.78%
N/A
8.1K $0
EPPRC
El Paso Enr Cp Tsti 4.75%
4.04K
+ 9.56%
N/A
46.3K $0
Entrepreneurshares Series Tr
6.74K
+ 38.26%
N/A
24.4K $0
Fidelity Wise Origin Bitcoin
200
+ 0.19%
N/A
105K $0
Fidelity Covington Trust
207K
+ 1206.02%
N/A
224K $0
Fidelity Covington Trust
76.5K
+ 12.5%
N/A
689K $0
GIGB
Goldman Sachs ETF Access Invt
5.69K
+ 100.23%
N/A
11.4K $0
Grail Inc
6.03K
+ 21.42%
N/A
34.2K $0
American Healthcare Reit Inc
393
+ 1.36%
N/A
29.3K $0
HEIA
Heico Crp Cl A
18.5K
+ 289.72%
N/A
24.9K $0
ILCG
Ishares Morningstar Growth ETF
2.97K
+ 3.03%
N/A
101K $0
Labcorp Holdings Inc
1.35K
+ 3.73%
N/A
37.5K $0
Lam Research Corp
21.3K
+ 7.09%
N/A
321K $0
Lxp Industrial Trust
303
+ 2.25%
N/A
13.8K $0
Liberty Media Corp Del
280
+ 2.3%
N/A
12.5K $0
Liberty Media Corp Del
548
+ 5.09%
N/A
11.3K $0
Maplebear Inc
315
+ 0.42%
N/A
75.2K $0
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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