Wealth Enhancement Advisory Services, LLC Incresed Positions in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
213
+ 0.16%
$404.94 - $499.99 $86.3K - $106K
132K $63.8M
VZ
Verizon Communications Inc

Communication Services
211K
+ 11.83%
$40.84 - $45.06 $8.6M - $9.49M
1.99M $87.5M
FAST
Fastenal CO

Industrials
89.6K
+ 10.47%
$42.47 - $50.39 $3.8M - $4.51M
945K $46.3M
MSI
Motorola Solutions, Inc.

Technology
653
+ 0.24%
$408.73 - $490.3 $267K - $320K
272K $124M
DFAI
Dimensional ETF Tr

ETFs
182K
+ 10.66%
$34.05 - $36.55 $6.21M - $6.67M
1.89M $68.8M
XEL
Xcel Energy Inc

Utilities
38.3K
+ 7.34%
$67.56 - $80.65 $2.59M - $3.09M
560K $45.2M
VGT
Vanguard Information Technolog

ETFs
3.78K
+ 4.69%
$656.44 - $753.15 $2.48M - $2.84M
84.3K $63M
PFE
Pfizer Inc

Healthcare
223K
+ 7.24%
$23.29 - $25.88 $5.2M - $5.78M
3.31M $84.3M
MU
Micron Technology Inc

Technology
31.2K
+ 32.57%
$104.88 - $168.89 $3.27M - $5.27M
127K $21.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
195K
+ 8.64%
$23.82 - $25.84 $4.65M - $5.05M
2.46M $63.1M
UBER
Uber Technologies, Inc

Technology
81.3K
+ 34.76%
$86.91 - $99.57 $7.07M - $8.1M
315K $30.9M
PRF
Invesco Exchange Traded Fd Tr

ETFs
25.3K
+ 0.94%
$42.04 - $45.23 $1.06M - $1.14M
2.72M $123M
HCA
Hca Healthcare, Inc.

Healthcare
5.49K
+ 3.62%
$334.32 - $426.2 $1.83M - $2.34M
157K $67M
HWM
Howmet Aerospace Inc.

Industrials
34.3K
+ 16.81%
$171.0 - $196.23 $5.87M - $6.73M
238K $46.8M
RMD
Resmed Inc

Healthcare
31.6K
+ 492.54%
$252.01 - $293.73 $7.97M - $9.29M
38K $10.4M
MINO
Pimco ETF Tr Municipal Income

ETFs
192K
+ 438.05%
$43.6 - $45.33 $8.38M - $8.71M
236K $10.7M
CNC
Centene Corp

Healthcare
280K
+ 378.52%
$25.21 - $56.65 $7.06M - $15.9M
354K $12.6M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.34K
+ 0.69%
$113.78 - $148.0 $267K - $347K
344K $47.5M
TRV
Travelers Companies, Inc.

Financial Services
22.8K
+ 13.22%
$250.62 - $279.43 $5.72M - $6.38M
195K $54.6M
CF
Cf Industries Holdings, Inc.

Basic Materials
97K
+ 57.48%
$80.91 - $98.75 $7.85M - $9.58M
266K $23.8M
DFIV
Dimensional ETF Tr

ETFs
28K
+ 1.35%
$42.66 - $46.53 $1.19M - $1.3M
2.09M $96.5M
VB
Vanguard Small Cap ETF

ETFs
5.44K
+ 1.41%
$237.58 - $259.17 $1.29M - $1.41M
390K $99.2M
ITW
Illinois Tool Works Inc

Industrials
19.5K
+ 8.98%
$252.31 - $269.41 $4.93M - $5.26M
237K $61.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
30.8K
+ 1.51%
$40.2 - $44.58 $1.24M - $1.37M
2.06M $90.6M
CBOE
Cboe Global Markets, Inc.

Financial Services
31.9K
+ 557.05%
$231.35 - $253.24 $7.38M - $8.08M
37.6K $9.23M
DUK
Duke Energy Corp

Utilities
31.4K
+ 4.62%
$116.31 - $125.93 $3.65M - $3.95M
711K $88M
PEGA
Pegasystems Inc

Technology
132K
+ 221.58%
$49.75 - $60.39 $6.56M - $7.97M
191K $11M
WPC
W. P. Carey Inc.

Real Estate
98.7K
+ 46.67%
$61.29 - $68.7 $6.05M - $6.78M
310K $21M
LLY
Eli Lilly & CO

Healthcare
14.2K
+ 7.58%
$625.65 - $812.69 $8.91M - $11.6M
202K $154M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
50.4K
+ 35.72%
$196.15 - $217.83 $9.88M - $11M
191K $38.6M
ALLE
Allegion PLC

Industrials
35.6K
+ 89.99%
$145.55 - $179.33 $5.18M - $6.38M
75.1K $13.3M
CGDV
Capital Group Divid Value ETF

ETFs
81.3K
+ 4.92%
$39.59 - $42.21 $3.22M - $3.43M
1.73M $72.8M
D
Dominion Energy, Inc

Utilities
99K
+ 31.43%
$56.32 - $62.1 $5.58M - $6.15M
414K $25.3M
C
Citigroup Inc

Financial Services
12.5K
+ 3.29%
$85.57 - $103.49 $1.07M - $1.3M
393K $39.9M
SNOW
Snowflake Inc.

Technology
32.6K
+ 49.86%
$191.73 - $241.0 $6.25M - $7.85M
97.9K $22.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
35.2K
+ 3.37%
$87.29 - $93.61 $3.07M - $3.29M
1.08M $101M
DOX
Amdocs LTD

Technology
93.5K
+ 193.68%
$81.2 - $92.62 $7.59M - $8.66M
142K $11.6M
PCG
Pg&E Corp

Utilities
468K
+ 335.64%
$13.0 - $15.73 $6.08M - $7.36M
607K $9.16M
WRB
Berkley W R Corp

Financial Services
91.8K
+ 177.67%
$67.78 - $76.62 $6.22M - $7.04M
144K $11M
FFIV
F5, Inc.

Technology
19.1K
+ 54.25%
$290.76 - $334.59 $5.56M - $6.4M
54.4K $17.6M
DVN
Devon Energy Corp

Energy
14.7K
+ 0.72%
$31.75 - $36.99 $467K - $544K
2.04M $71.7M
ABT
Abbott Laboratories

Healthcare
73.8K
+ 5.51%
$120.51 - $136.62 $8.89M - $10.1M
1.41M $189M
GLDM
World Gold Trust

ETFs
59.6K
+ 26.73%
$64.73 - $76.45 $3.86M - $4.56M
283K $21.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
10.6K
+ 3.26%
$185.88 - $207.44 $1.98M - $2.21M
337K $67.7M
IAU
Ishares Gold Trust

ETFs
35K
+ 8.45%
$61.62 - $72.77 $2.15M - $2.54M
449K $32.7M
CGGO
Capital Group Global Growth Eq

ETFs
79.8K
+ 4.26%
$31.71 - $34.17 $2.53M - $2.73M
1.95M $66.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
118K
+ 28.27%
$52.55 - $54.37 $6.23M - $6.44M
538K $29.1M
NEM
Newmont Corp

Basic Materials
14K
+ 6.61%
$57.35 - $85.25 $805K - $1.2M
226K $19.1M
RBLX
Roblox Corp

Communication Services
9.01K
+ 5.61%
$100.65 - $141.56 $907K - $1.28M
170K $23.5M
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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