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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
972
+ 5.33%
$77.91 - $92.26 $75.7K - $89.7K
19.2K $1.53M
BOTZ
Global X Fds

ETFs
3.33K
+ 7.37%
$28.46 - $34.53 $94.7K - $115K
48.5K $1.38M
KRG
Kite Realty Group Trust

Real Estate
391
+ 1.57%
$21.24 - $25.05 $8.3K - $9.79K
25.3K $566K
ZBRA
Zebra Technologies Corp

Technology
1.96K
+ 33.02%
$271.72 - $421.11 $534K - $827K
7.91K $2.24M
ATR
Aptargroup, Inc.

Healthcare
127
+ 1.35%
$141.7 - $159.83 $18K - $20.3K
9.52K $1.41M
TCHP
T Rowe Price Exchange Traded F

Technology
4.31K
+ 7.59%
$37.86 - $44.2 $163K - $190K
61.1K $2.33M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
34
+ 0.22%
$49.34 - $55.91 $1.68K - $1.9K
15.6K $784K
CBU
Community Bank System, Inc.

Financial Services
3.29K
+ 6.27%
$56.08 - $67.99 $185K - $224K
55.8K $3.17M
JBHT
Hunt J B Transport Services Inc

Industrials
494
+ 8.1%
$146.12 - $186.55 $72.2K - $92.2K
6.6K $975K
CLFD
Clearfield, Inc.

Technology
48
+ 0.09%
$27.28 - $41.12 $1.31K - $1.97K
53.6K $1.59M
SNX
Td Synnex Corp

Technology
244
+ 3.48%
$103.96 - $144.69 $25.4K - $35.3K
7.25K $753K
TNL
Travel & Leisure Co.

Consumer Cyclical
2.06K
+ 5.16%
$46.29 - $57.86 $95.5K - $119K
42K $1.95M
AVY
Avery Dennison Corp

Industrials
217
+ 1.81%
$174.58 - $195.91 $37.9K - $42.5K
12.2K $2.17M
SNDR
Schneider National, Inc.

Industrials
1.47K
+ 9.0%
$22.65 - $30.73 $33.4K - $45.3K
17.8K $407K
HLI
Houlihan Lokey, Inc.

Financial Services
1.62K
+ 5.89%
$154.43 - $187.4 $250K - $303K
29.1K $4.7M
GABC
German American Bancorp, Inc.

Financial Services
375
+ 1.24%
$37.21 - $41.71 $14K - $15.6K
30.7K $1.15M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
66
+ 0.21%
$72.01 - $79.94 $4.75K - $5.28K
31.1K $2.29M
CELC
Celcuity Inc.

Healthcare
162
+ 0.61%
$8.62 - $13.62 $1.4K - $2.21K
26.5K $268K
IMNM
Immunome Inc.

Healthcare
10K
+ 24.19%
$6.73 - $11.83 $67.6K - $119K
51.5K $346K
KSS
Kohls Corp

Consumer Cyclical
2.76K
+ 15.5%
$8.06 - $14.12 $22.2K - $39K
20.6K $168K
SSB
South State Corp

Financial Services
1.24K
+ 4.23%
$89.4 - $108.33 $111K - $134K
30.6K $2.84M
EQIX
Equinix Inc

Real Estate
529
+ 13.13%
$803.0 - $959.97 $425K - $508K
4.56K $3.72M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
86
+ 3.99%
$200.77 - $270.08 $17.3K - $23.2K
2.24K $452K
MUSA
Murphy Usa Inc.

Consumer Cyclical
46
+ 1.32%
$435.02 - $515.95 $20K - $23.7K
3.54K $1.66M
RF
Regions Financial Corp

Financial Services
14.7K
+ 6.42%
$20.84 - $24.77 $307K - $365K
244K $5.3M
SCSC
Scansource, Inc.

Technology
303
+ 3.94%
$34.01 - $51.68 $10.3K - $15.7K
7.99K $271K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.11K
+ 2.83%
$8.92 - $11.7 $9.89K - $13K
40.3K $363K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.32K
+ 10.23%
$14.21 - $17.45 $75.6K - $92.8K
57.3K $814K
SWKS
Skyworks Solutions, Inc.

Technology
6.71K
+ 30.41%
$64.12 - $93.96 $430K - $631K
28.8K $1.86M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.95K
+ 15.61%
$18.53 - $29.07 $73.1K - $115K
29.2K $553K
KLIC
Kulicke & Soffa Industries Inc

Technology
256
+ 3.29%
$32.98 - $47.98 $8.44K - $12.3K
8.03K $264K
FBNC
First Bancorp

Financial Services
70
+ 0.26%
$38.72 - $45.94 $2.71K - $3.22K
26.8K $1.07M
IEX
Idex Corp

Industrials
214
+ 4.35%
$178.23 - $224.31 $38.1K - $48K
5.14K $930K
AUB
Atlantic Union Bankshares Corp

Financial Services
614
+ 3.32%
$30.68 - $39.07 $18.8K - $24K
19.1K $595K
SXI
Standex International Corp

Industrials
22
+ 0.5%
$160.36 - $196.08 $3.53K - $4.31K
4.41K $712K
DOW
Dow Inc.

Basic Materials
25.9K
+ 13.29%
$34.36 - $41.92 $891K - $1.09M
221K $7.72M
FSLR
First Solar, Inc.

Technology
1.54K
+ 25.15%
$126.34 - $197.73 $195K - $305K
7.68K $970K
HLIT
Harmonic Inc

Technology
501
+ 1.57%
$9.42 - $13.55 $4.72K - $6.79K
32.4K $310K
KIM
Kimco Realty Corp

Real Estate
39
+ 0.07%
$20.15 - $23.42 $786 - $913
52K $1.11M
VTHR
Vanguard Russell 3000 ETF

ETFs
246
+ 2.01%
$243.2 - $272.04 $59.8K - $66.9K
12.5K $3.07M
ADM
Archer Daniels Midland CO

Consumer Defensive
343
+ 0.65%
$45.22 - $52.17 $15.5K - $17.9K
53.3K $2.56M
DOV
Dover Corp

Industrials
341
+ 2.23%
$174.65 - $206.43 $59.6K - $70.4K
15.6K $2.75M
PNFP
Pinnacle Financial Partners Inc

Financial Services
342
+ 1.76%
$99.42 - $126.15 $34K - $43.1K
19.8K $2.1M
HWKN
Hawkins Inc

Basic Materials
239
+ 2.63%
$101.28 - $122.97 $24.2K - $29.4K
9.33K $987K
KBH
Kb Home

Consumer Cyclical
819
+ 3.54%
$57.73 - $70.05 $47.3K - $57.4K
23.9K $1.39M
LITE
Lumentum Holdings Inc.

Technology
546
+ 7.12%
$57.41 - $100.38 $31.3K - $54.8K
8.22K $512K
TXG
10x Genomics, Inc.

Healthcare
2.56K
+ 9.0%
$8.73 - $16.31 $22.4K - $41.8K
31.1K $271K
SASR
Sandy Spring Bancorp Inc

Financial Services
221
+ 0.84%
$27.6 - $35.08 $6.1K - $7.75K
26.6K $742K
DD
Du Pont De Nemours, Inc.

Basic Materials
186
+ 0.17%
$72.7 - $84.32 $13.5K - $15.7K
112K $8.33M
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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