Wealth Enhancement Advisory Services, LLC Incresed Positions in Q3 2024

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
48.5K
+ 96.95%
$131.58 - $149.64 $6.39M - $7.26M
98.6K $14.8M
BSX
Boston Scientific Corp

Healthcare
87.5K
+ 123.08%
$72.96 - $84.0 $6.38M - $7.35M
159K $13.3M
ISRG
Intuitive Surgical Inc

Healthcare
1.21K
+ 0.78%
$416.14 - $494.01 $502K - $596K
156K $76.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7.36K
+ 31.14%
$1024.09 - $1201.76 $7.54M - $8.84M
31K $32.6M
MMM
3 M CO

Industrials
3.68K
+ 1.77%
$99.69 - $139.42 $367K - $513K
212K $29M
DJP
Barclays Bank PLC

ETFs
234K
+ 64.23%
$32.3 - $32.3 $7.57M - $7.57M
599K $19.4M
PINK
Simplify Exchange Traded Fds S

ETFs
222K
+ 123.44%
$30.71 - $33.23 $6.83M - $7.39M
403K $13.2M
VUG
Vanguard Growth ETF

ETFs
5.81K
+ 1.1%
$341.08 - $391.94 $1.98M - $2.28M
535K $205M
GILD
Gilead Sciences, Inc.

Healthcare
36.9K
+ 12.9%
$66.59 - $83.99 $2.46M - $3.1M
323K $27.1M
SO
Southern CO

Utilities
32.7K
+ 9.19%
$77.0 - $90.52 $2.52M - $2.96M
389K $35M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
16.3K
+ 19.01%
$460.0 - $505.78 $7.49M - $8.23M
102K $47.4M
DSTL
ETF Ser Solution Distillate Us

ETFs
32.9K
+ 3.32%
$50.87 - $56.8 $1.68M - $1.87M
1.03M $58.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.51K
+ 2.16%
$283.28 - $314.39 $1.84M - $2.05M
307K $96.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
62.6K
+ 41.83%
$89.91 - $101.33 $5.63M - $6.35M
212K $20.8M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
71K
+ 5.88%
$37.68 - $42.0 $2.68M - $2.98M
1.28M $53.1M
VFH
Vanguard Financial ETF

ETFs
62.4K
+ 450.33%
$99.27 - $111.21 $6.2M - $6.94M
76.3K $8.38M
WEC
Wec Energy Group, Inc.

Utilities
43.8K
+ 28.34%
$77.68 - $96.19 $3.4M - $4.21M
198K $19.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
38.2K
+ 1.23%
$26.69 - $29.87 $1.02M - $1.14M
3.14M $91.2M
VIS
Vanguard Industrial ETF

ETFs
25.8K
+ 714.98%
$232.12 - $260.07 $5.98M - $6.71M
29.4K $7.64M
PM
Philip Morris International Inc.

Consumer Defensive
7.8K
+ 2.68%
$101.25 - $127.45 $790K - $995K
299K $36.3M
IWM
Ishares Russell 2000 ETF

ETFs
20.1K
+ 15.43%
$200.87 - $224.6 $4.03M - $4.51M
150K $33.2M
XEL
Xcel Energy Inc

Utilities
40.3K
+ 11.64%
$52.11 - $65.3 $2.1M - $2.63M
387K $25.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62.7K
+ 7.63%
$48.51 - $52.86 $3.04M - $3.32M
885K $46.8M
CMS
Cms Energy Corp

Utilities
90.6K
+ 389.39%
$58.7 - $70.62 $5.32M - $6.4M
114K $8.04M
CI
Cigna Corp

Healthcare
17.4K
+ 48.47%
$319.12 - $367.1 $5.55M - $6.38M
53.2K $18.4M
BLK
Black Rock Inc.

Financial Services
1.68K
+ 5.55%
$782.27 - $949.51 $1.31M - $1.6M
31.9K $30.3M
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
+ 0.26%
$47.6 - $53.31 $225K - $252K
1.84M $97.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
29.1K
+ 228.66%
$194.66 - $225.97 $5.66M - $6.57M
41.8K $9.19M
LLY
Eli Lilly & CO

Healthcare
10.7K
+ 6.79%
$772.14 - $960.02 $8.23M - $10.2M
168K $149M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.74K
+ 0.82%
$79.92 - $88.19 $538K - $594K
826K $72.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.8K
+ 2.09%
$75.32 - $84.37 $1.42M - $1.59M
921K $77M
SPGI
S&P Global Inc.

Financial Services
440
+ 0.52%
$446.32 - $527.38 $196K - $232K
84.4K $43.6M
DHR
Danaher Corp

Healthcare
1.99K
+ 1.01%
$239.25 - $280.76 $477K - $559K
199K $55.3M
CCI
Crown Castle International Corp

Real Estate
14.2K
+ 6.79%
$95.29 - $120.24 $1.36M - $1.71M
224K $26.6M
PWR
Quanta Services, Inc.

Industrials
15K
+ 40.65%
$239.58 - $298.23 $3.59M - $4.47M
51.8K $15.4M
ZTS
Zoetis Inc.

Healthcare
3.36K
+ 1.37%
$172.58 - $196.48 $581K - $661K
249K $48.6M
SYK
Stryker Corp

Healthcare
9.06K
+ 6.81%
$315.94 - $371.96 $2.86M - $3.37M
142K $51.3M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
103K
+ 8.08%
$24.51 - $27.14 $2.52M - $2.8M
1.38M $37M
EMR
Emerson Electric CO

Industrials
56.7K
+ 19.12%
$98.19 - $118.87 $5.56M - $6.74M
353K $38.6M
VGT
Vanguard Information Technolog

ETFs
9.28K
+ 18.12%
$514.43 - $606.85 $4.77M - $5.63M
60.5K $35.5M
GLD
Spdr Gold Trust

ETFs
4.53K
+ 2.63%
$215.56 - $246.98 $976K - $1.12M
177K $43M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.5K
+ 0.87%
$33.74 - $37.96 $624K - $702K
2.13M $80.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.7K
+ 0.19%
$46.9 - $51.96 $126K - $140K
1.41M $72.4M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
447K
+ 92.64%
$10.46 - $12.45 $4.68M - $5.57M
930K $11M
JPIE
J P Morgan Exchange Traded Fd
125K
+ 1686.06%
$45.17 - $46.39 $5.63M - $5.78M
132K $6.13M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
35.8K
+ 21.12%
$113.45 - $126.18 $4.06M - $4.52M
205K $25.9M
QCOM
Qualcomm Inc

Technology
144K
+ 22.19%
$156.12 - $209.64 $22.5M - $30.2M
792K $135M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.09K
+ 0.07%
$56.04 - $62.2 $60.8K - $67.5K
1.64M $102M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
23.5K
+ 277.55%
$201.82 - $234.36 $4.73M - $5.5M
31.9K $7.35M
Activity Summary
Buys All Purchases 1623 New Holdings 280 Increased Positions 1343 Sells All Sells 948 Reductions 948 Sold out 0 Options Calls 71 Puts 47
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