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
WM
Waste Management Inc

Industrials
49.1K
+ 9.35%
$201.79 - $228.46 $9.91M - $11.2M
574K $116M
DVN
Devon Energy Corp

Energy
302K
+ 11.08%
$30.52 - $42.96 $9.22M - $13M
3.03M $99.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
244K
+ 10.93%
$40.26 - $42.88 $9.82M - $10.5M
2.48M $100M
JEPI
J P Morgan Exchange Traded Fd

ETFs
170K
+ 12.08%
$57.53 - $60.83 $9.79M - $10.4M
1.58M $90.9M
CAT
Caterpillar Inc

Industrials
27K
+ 19.82%
$360.37 - $416.88 $9.72M - $11.2M
163K $59.2M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
434K
+ 276.71%
$22.1 - $22.59 $9.6M - $9.81M
591K $13.1M
VIG
Vanguard Dividend Appreciation

ETFs
52.8K
+ 4.4%
N/A
1.25M $228M
CRM
Salesforce, Inc.

Technology
28.4K
+ 21.23%
$270.87 - $367.87 $7.7M - $10.5M
162K $54.3M
XOM
Exxon Mobil Corp

Energy
85.1K
+ 4.0%
$105.51 - $125.37 $8.98M - $10.7M
2.22M $238M
IWB
Ishares Tr Russell 1000 ETF

ETFs
28.3K
+ 9.12%
$311.11 - $335.64 $8.82M - $9.51M
339K $109M
USB
Us Bancorp \De\

Financial Services
189K
+ 22.7%
$43.98 - $53.66 $8.33M - $10.2M
1.02M $49M
MDT
Medtronic PLC

Healthcare
112K
+ 30.6%
$79.61 - $92.24 $8.91M - $10.3M
478K $38.2M
NEAR
Blackrock Short Maturity Bond

ETFs
174K
+ 383.6%
$50.28 - $51.08 $8.75M - $8.89M
219K $11.1M
FDX
Fedex Corp

Industrials
31.2K
+ 69.04%
$260.5 - $305.15 $8.14M - $9.53M
76.5K $21.5M
LOW
Lowes Companies Inc

Consumer Cyclical
35.2K
+ 9.71%
$244.52 - $284.07 $8.6M - $9.99M
397K $98.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
103K
+ 9.44%
$80.93 - $85.66 $8.31M - $8.8M
1.19M $96.4M
IEMG
Ishares Inc

ETFs
154K
+ 11.13%
N/A
1.54M $82.7M
MUB
Ishares National Muni Bond ETF

ETFs
77.8K
+ 7.14%
$105.78 - $108.7 $8.23M - $8.45M
1.17M $124M
EME
Emcor Group, Inc.

Industrials
18.1K
+ 148.32%
$427.96 - $526.95 $7.74M - $9.53M
30.3K $13.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
162K
+ 7.13%
$50.35 - $50.69 $8.18M - $8.23M
2.44M $123M
C
Citigroup Inc

Financial Services
113K
+ 82.62%
$61.31 - $72.5 $6.93M - $8.2M
250K $17.6M
TT
Trane Technologies PLC

Industrials
21.5K
+ 35.91%
$369.35 - $419.14 $7.94M - $9.01M
81.3K $30M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
127K
+ 7.86%
$61.68 - $67.87 $7.83M - $8.62M
1.74M $109M
GRMN
Garmin LTD

Technology
38.1K
+ 165.68%
$161.91 - $220.77 $6.18M - $8.42M
61.2K $12.6M
ORCL
Oracle Corp

Technology
46.1K
+ 10.71%
$165.41 - $192.43 $7.63M - $8.88M
477K $79.5M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
242K
+ 625.52%
$31.31 - $35.01 $7.57M - $8.47M
281K $8.78M
MMM
3 M CO

Industrials
58.4K
+ 27.49%
$124.74 - $137.12 $7.28M - $8M
271K $34.9M
KR
Kroger CO

Consumer Defensive
122K
+ 76.02%
$55.21 - $63.3 $6.75M - $7.73M
283K $17.3M
GPC
Genuine Parts CO

Consumer Cyclical
63.9K
+ 125.88%
$113.11 - $143.63 $7.23M - $9.18M
115K $13.4M
DECK
Deckers Outdoor Corp

Consumer Cyclical
36.7K
+ 113.37%
$152.04 - $211.12 $5.58M - $7.75M
69.1K $14M
AZN
Astrazeneca PLC

Healthcare
114K
+ 59.11%
$63.2 - $79.58 $7.19M - $9.05M
306K $20.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
99.1K
+ 6.16%
$74.5 - $78.37 $7.38M - $7.76M
1.71M $128M
D
Dominion Energy, Inc

Utilities
136K
+ 125.69%
$52.63 - $60.92 $7.14M - $8.27M
244K $13.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
203K
+ 9.52%
$34.13 - $37.35 $6.93M - $7.58M
2.34M $79.7M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
283K
+ 3296.53%
$24.31 - $49.53 $6.88M - $14M
292K $7.11M
TRV
Travelers Companies, Inc.

Financial Services
28.3K
+ 21.58%
$225.97 - $266.66 $6.39M - $7.54M
159K $38.4M
CFG
Citizens Financial Group Inc

Financial Services
154K
+ 146.56%
$39.92 - $48.46 $6.14M - $7.45M
259K $11.3M
RDVY
First Trust Rising Dividend Ac

ETFs
113K
+ 75.85%
$58.65 - $64.37 $6.64M - $7.29M
262K $15.5M
IWM
Ishares Russell 2000 ETF

ETFs
30.1K
+ 19.56%
$216.13 - $242.4 $6.5M - $7.29M
184K $40.6M
BMY
Bristol Myers Squibb CO

Healthcare
116K
+ 32.86%
$51.92 - $59.94 $6.04M - $6.97M
471K $26.6M
COP
Conocophillips

Energy
66.2K
+ 39.21%
$95.12 - $114.72 $6.29M - $7.59M
235K $23.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
199K
+ 28.67%
$32.65 - $33.68 $6.49M - $6.7M
892K $29.2M
MO
Altria Group, Inc.

Consumer Defensive
123K
+ 34.27%
$49.06 - $57.74 $6.04M - $7.11M
482K $25.2M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
127K
+ 143.47%
$50.06 - $55.0 $6.36M - $6.99M
216K $10.8M
BK
Bank Of New York Mellon Corp

Financial Services
82.8K
+ 91.75%
$70.82 - $81.87 $5.86M - $6.78M
173K $13.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
90.7K
+ 24.57%
$69.58 - $74.87 $6.31M - $6.79M
460K $32.2M
VV
Vanguard Large Cap ETF

ETFs
23.5K
+ 12.33%
$260.27 - $280.65 $6.12M - $6.59M
214K $57.7M
ACGL
Arch Capital Group Ltd.

Financial Services
67.8K
+ 976.03%
$88.71 - $114.86 $6.01M - $7.79M
74.7K $6.9M
XLK
Technology Sector Spdr

ETFs
26.7K
+ 9.24%
$220.26 - $241.44 $5.88M - $6.44M
315K $73.3M
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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