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
LOW
Lowes Companies Inc

Consumer Cyclical
20.4K
+ 5.14%
$222.66 - $268.42 $4.55M - $5.48M
418K $97.4M
UAL
United Airlines Holdings, Inc.

Industrials
403
+ 1.73%
$69.05 - $110.52 $27.8K - $44.5K
23.7K $1.64M
DEO
Diageo PLC

Consumer Defensive
19.3K
+ 16.25%
$104.79 - $126.12 $2.03M - $2.44M
138K $14.5M
DAL
Delta Air Lines, Inc.

Industrials
20.1K
+ 22.31%
$43.6 - $69.06 $874K - $1.39M
110K $4.79M
COIN
Coinbase Global, Inc.

Technology
1.2K
+ 10.25%
$172.23 - $301.3 $206K - $360K
12.9K $2.21M
VTI
Vanguard Total Stock Market Et

ETFs
58K
+ 5.73%
$271.18 - $303.12 $15.7M - $17.6M
1.07M $293M
IGV
Ishares Expanded Tech Software

ETFs
3.34K
+ 3.62%
$88.3 - $107.83 $295K - $360K
95.5K $8.5M
BLDR
Builders First Source, Inc.

Industrials
1.99K
+ 3.58%
$122.8 - $173.51 $244K - $345K
57.4K $7.17M
SNPS
Synopsys Inc

Technology
655
+ 3.36%
$428.58 - $551.54 $281K - $361K
20.2K $8.65M
DELL
Dell Technologies Inc.

Technology
5.28K
+ 9.74%
$90.34 - $124.66 $477K - $658K
59.4K $5.42M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
780
+ 0.21%
$21.85 - $25.19 $17K - $19.6K
376K $8.32M
HPQ
Hp Inc

Technology
8.91K
+ 3.63%
$27.69 - $34.72 $247K - $309K
254K $7.04M
FNGS
Bank Of Montreal

ETFs
4.06K
+ 2.6%
$49.78 - $61.24 $202K - $249K
160K $7.99M
RHI
Robert Half International Inc.

Industrials
3.25K
+ 4.44%
$51.96 - $71.3 $169K - $232K
76.4K $4.17M
FCNCA
First Citizens Bancshares Inc

Financial Services
107
+ 2.29%
$1728.36 - $2231.14 $185K - $239K
4.79K $8.88M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.06K
+ 1.51%
$120.24 - $134.3 $368K - $411K
205K $25M
NKE
Nike, Inc.

Consumer Cyclical
14.7K
+ 9.09%
$63.29 - $81.72 $933K - $1.21M
177K $11.2M
NTAP
Net App, Inc.

Technology
3.2K
+ 6.56%
$87.84 - $126.3 $281K - $404K
52K $4.56M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
5.92K
+ 2.53%
$95.35 - $107.82 $564K - $638K
240K $23M
GLW
Corning Inc

Technology
23.8K
+ 1.86%
$44.91 - $54.25 $1.07M - $1.29M
1.3M $59.6M
AIQ
Global X Funds Global X Artifi

ETFs
13.8K
+ 1.8%
$36.38 - $42.77 $503K - $592K
783K $28.5M
BBY
Best Buy CO Inc

Consumer Cyclical
11.5K
+ 6.68%
$70.3 - $91.1 $812K - $1.05M
184K $13.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.03K
+ 0.32%
$32.49 - $37.99 $66K - $77.1K
641K $21.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.3K
+ 1.73%
$82.81 - $92.93 $1.18M - $1.33M
837K $71.2M
SOFI
So Fi Technologies, Inc.

Financial Services
9.93K
+ 2.26%
$11.18 - $18.03 $111K - $179K
450K $5.23M
MAR
Marriott International Inc

Consumer Cyclical
431
+ 1.04%
$237.01 - $304.45 $102K - $131K
41.9K $9.98M
XPEL
Xpel, Inc.

Consumer Cyclical
2.72K
+ 1.71%
$29.38 - $44.62 $79.9K - $121K
161K $4.74M
SRE
Sempra Energy

Utilities
13.4K
+ 8.4%
$67.85 - $87.67 $911K - $1.18M
173K $12.4M
IT
Gartner Inc

Technology
352
+ 1.25%
$418.25 - $548.38 $147K - $193K
28.6K $12M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
75.7K
+ 6.82%
$15.58 - $20.55 $1.18M - $1.56M
1.19M $18.9M
SPMD
Spdr Portfolio

ETFs
20.3K
+ 2.48%
$50.21 - $57.73 $1.02M - $1.17M
839K $42.8M
AMAT
Applied Materials Inc

Technology
12K
+ 5.57%
$145.06 - $195.51 $1.74M - $2.34M
227K $32.9M
PCAR
Paccar Inc

Industrials
4.52K
+ 1.18%
$96.91 - $112.51 $438K - $508K
389K $37.8M
TRNS
Transcat Inc

Industrials
4
+ 0.01%
$69.07 - $108.26 $276 - $433
79.3K $5.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.3K
+ 2.12%
$40.03 - $46.81 $651K - $762K
784K $31.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
83.8K
+ 4.36%
$33.98 - $39.84 $2.85M - $3.34M
2.01M $68.8M
DHR
Danaher Corp

Healthcare
7.91K
+ 3.97%
$201.62 - $250.59 $1.59M - $1.98M
207K $42.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.48K
+ 1.35%
$198.1 - $229.79 $492K - $570K
186K $37.2M
SPYG
Spdr Portfolio

ETFs
13.1K
+ 2.26%
$80.05 - $92.39 $1.05M - $1.21M
594K $47.6M
PWR
Quanta Services, Inc.

Industrials
2.48K
+ 3.74%
$236.71 - $358.03 $587K - $888K
68.8K $17.5M
JEF
Jefferies Financial Group Inc.

Financial Services
165
+ 0.12%
$52.22 - $81.31 $8.62K - $13.4K
142K $7.58M
LEN
Lennar Corp

Consumer Cyclical
4.33K
+ 2.12%
$113.93 - $141.54 $494K - $613K
209K $24M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.2K
+ 1.71%
$92.45 - $106.69 $941K - $1.09M
607K $56.3M
ADBE
Adobe Inc.

Technology
4.31K
+ 3.87%
$377.84 - $464.11 $1.63M - $2M
115K $44.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
969
+ 0.53%
$307.43 - $357.48 $298K - $346K
185K $57M
UPS
United Parcel Service Inc

Industrials
18.4K
+ 3.64%
$109.66 - $136.26 $2.02M - $2.51M
525K $57.7M
CRM
Salesforce, Inc.

Technology
17.1K
+ 10.51%
$268.36 - $359.95 $4.58M - $6.14M
179K $48.2M
ACN
Accenture PLC

Technology
6.89K
+ 2.98%
$300.91 - $398.25 $2.07M - $2.74M
238K $74.4M
MRK
Merck & Co., Inc.

Healthcare
86.4K
+ 5.54%
$83.01 - $101.02 $7.17M - $8.73M
1.65M $148M
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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