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
INTU
Intuit Inc

Technology
6.79K
+ 20.88%
$544.07 - $787.63 $3.7M - $5.35M
39.3K $31M
HD
Home Depot, Inc.

Consumer Cyclical
29.7K
+ 4.96%
$335.24 - $380.78 $9.97M - $11.3M
629K $231M
DUHP
Dimensional ETF Tr Dimensional

ETFs
116K
+ 4.23%
$29.36 - $35.56 $3.42M - $4.14M
2.87M $102M
KMI
Kinder Morgan, Inc.

Energy
341K
+ 48.81%
$25.21 - $29.4 $8.6M - $10M
1.04M $30.6M
UAL
United Airlines Holdings, Inc.

Industrials
130K
+ 549.02%
$56.15 - $84.23 $7.32M - $11M
154K $12.3M
VO
Vanguard Mid Cap ETF

ETFs
21.6K
+ 11.07%
$228.54 - $279.83 $4.93M - $6.03M
216K $60.5M
OTIS
Otis Worldwide Corp

Industrials
106K
+ 334.84%
$90.88 - $104.3 $9.63M - $11.1M
138K $13.6M
GLW
Corning Inc

Technology
28.5K
+ 2.19%
$39.07 - $52.59 $1.11M - $1.5M
1.33M $69.9M
ITW
Illinois Tool Works Inc

Industrials
42.4K
+ 24.21%
$218.41 - $252.43 $9.25M - $10.7M
217K $53.7M
DFAI
Dimensional ETF Tr

ETFs
148K
+ 9.43%
$28.02 - $34.71 $4.13M - $5.12M
1.71M $59.2M
VTV
Vanguard Value ETF

ETFs
18.5K
+ 1.59%
$153.67 - $176.74 $2.84M - $3.27M
1.18M $208M
MCHP
Microchip Technology Inc

Technology
17.4K
+ 4.3%
$35.34 - $71.6 $614K - $1.24M
421K $29.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
126K
+ 4.87%
$37.18 - $42.55 $4.69M - $5.37M
2.72M $116M
DFIV
Dimensional ETF Tr

ETFs
69.4K
+ 3.48%
$34.67 - $43.21 $2.41M - $3M
2.07M $88.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
408K
+ 116.02%
N/A
759K $18M
RECS
Columbia ETF Tr I

ETFs
256K
+ 394.61%
$29.4 - $36.79 $7.52M - $9.41M
321K $11.8M
ISRG
Intuitive Surgical Inc

Healthcare
6.51K
+ 5.19%
$451.58 - $565.94 $2.94M - $3.68M
132K $71.6M
PSA
Public Storage

Real Estate
33K
+ 74.55%
$266.31 - $309.77 $8.78M - $10.2M
77.2K $22.7M
EBAY
Ebay Inc

Consumer Cyclical
117K
+ 147.88%
$59.52 - $79.36 $6.99M - $9.32M
197K $14.7M
APH
Amphenol Corp

Technology
10.7K
+ 4.37%
$59.09 - $98.75 $629K - $1.05M
254K $25.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
165K
+ 7.88%
$19.1 - $23.83 $3.15M - $3.93M
2.26M $53.9M
KR
Kroger CO

Consumer Defensive
106K
+ 34.3%
$64.62 - $74.0 $6.82M - $7.81M
413K $29.7M
RBLX
Roblox Corp

Communication Services
21.6K
+ 15.52%
$51.22 - $105.59 $1.11M - $2.28M
161K $16.9M
PFE
Pfizer Inc

Healthcare
480K
+ 18.4%
$21.59 - $24.84 $10.4M - $11.9M
3.09M $74.8M
PWR
Quanta Services, Inc.

Industrials
348
+ 0.51%
$239.47 - $381.26 $83.3K - $133K
69.1K $26.1M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
188K
+ 10.11%
$38.18 - $45.52 $7.19M - $8.57M
2.05M $89.7M
CARR
Carrier Global Corp

Industrials
40.4K
+ 7.31%
$55.55 - $75.83 $2.24M - $3.06M
593K $43.4M
AMD
Advanced Micro Devices Inc

Technology
2.9K
+ 1.46%
$78.21 - $143.81 $227K - $417K
202K $28.6M
IBKR
Interactive Brokers Group, Inc.

Financial Services
242K
+ 500.25%
$50.53 - $212.53 $12.2M - $51.4M
290K $16.1M
DRI
Darden Restaurants Inc

Consumer Cyclical
35.9K
+ 235.98%
$186.58 - $225.78 $6.71M - $8.11M
51.2K $11.2M
VST
Vistra Corp.

Utilities
1.68K
+ 1.68%
$98.07 - $195.04 $164K - $327K
101K $19.6M
PSC
Principal ETF U.S. Small Cap M

ETFs
81.3K
+ 11.71%
$43.14 - $53.28 $3.51M - $4.33M
776K $41.3M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
153K
+ 22.13%
$49.18 - $50.17 $7.5M - $7.66M
842K $42.2M
SNOW
Snowflake Inc.

Technology
18.8K
+ 40.34%
$130.53 - $223.77 $2.45M - $4.2M
65.3K $14.6M
BJAN
Innovator U.S. Equity Buffer E

ETFs
154K
+ 950.21%
$42.58 - $50.22 $6.55M - $7.73M
170K $8.54M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
34.4K
+ 345.92%
$225.56 - $335.19 $7.77M - $11.5M
44.4K $10.5M
FAST
Fastenal CO

Industrials
491K
+ 134.6%
$40.65 - $83.16 $20M - $40.8M
856K $35.9M
BMY
Bristol Myers Squibb CO

Healthcare
338K
+ 61.31%
$44.12 - $59.6 $14.9M - $20.1M
888K $41.1M
CGDV
Capital Group Divid Value ETF

ETFs
32.4K
+ 2.0%
$31.93 - $39.49 $1.04M - $1.28M
1.65M $65.2M
OLED
Universal Display Corp Pa

Technology
35K
+ 25.08%
$106.6 - $161.02 $3.73M - $5.64M
175K $27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
80.1K
+ 27.17%
$91.43 - $91.74 $7.33M - $7.35M
375K $34.4M
GGG
Graco Inc

Industrials
81.7K
+ 82.7%
$74.02 - $87.26 $6.05M - $7.13M
181K $15.5M
BX
Blackstone Inc.

Financial Services
18.4K
+ 4.07%
$120.07 - $151.11 $2.21M - $2.79M
472K $70.6M
EW
Edwards Lifesciences Corp

Healthcare
86.2K
+ 111.91%
$67.07 - $78.22 $5.78M - $6.74M
163K $12.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.72K
+ 3.34%
$216.28 - $284.39 $1.02M - $1.34M
146K $41.5M
CF
Cf Industries Holdings, Inc.

Basic Materials
59.5K
+ 54.47%
$68.47 - $102.48 $4.07M - $6.1M
169K $15.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.14K
+ 1.32%
$108.12 - $135.04 $664K - $829K
472K $63.7M
FICO
Fair Isaac Corp

Technology
3.81K
+ 74.93%
$1503.62 - $2206.01 $5.73M - $8.4M
8.9K $16.3M
C
Citigroup Inc

Financial Services
21.1K
+ 5.85%
$58.13 - $85.12 $1.22M - $1.79M
381K $32.4M
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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