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
Victory Portfolios Ii
12.5K
+ 26.0%
N/A
60.8K $0
Workiva Inc
4K
+ 33.33%
N/A
16K $0
IGR
Cbre Global Real Estate Income Fund

Financial Services
1.89K
+ 2.85%
$4.81 - $5.36 $9.1K - $10.1K
68.3K $350K
GMED
Globus Medical Inc

Healthcare
170
+ 2.77%
$51.89 - $62.79 $8.82K - $10.7K
6.32K $361K
KXI
Ishares Tr Global Consumer Sta

ETFs
62
+ 1.26%
$63.76 - $67.46 $3.95K - $4.18K
4.99K $321K
PLBC
Plumas Bancorp

Financial Services
459
+ 3.47%
$40.01 - $47.52 $18.4K - $21.8K
13.7K $586K
QLYS
Qualys, Inc.

Technology
276
+ 7.88%
$127.89 - $150.07 $35.3K - $41.4K
3.78K $499K
STN
Stantec Inc

Industrials
15
+ 0.48%
$105.75 - $112.26 $1.59K - $1.68K
3.14K $338K
TEF
Telefonica S A

Communication Services
695
+ 2.45%
$5.01 - $5.71 $3.48K - $3.97K
29.1K $147K
FPI
Farmland Partners Inc.

Real Estate
2.13K
+ 5.36%
$10.47 - $11.59 $22.3K - $24.6K
41.8K $454K
MLPB
Ubs Ag

ETFs
960
+ 4.06%
$24.82 - $26.38 $23.8K - $25.3K
24.6K $612K
WHD
Cactus, Inc.

Energy
626
+ 9.27%
$38.17 - $47.92 $23.9K - $30K
7.38K $291K
PHI
Pldt Inc.

Communication Services
3.33K
+ 15.4%
$18.7 - $23.39 $62.2K - $77.8K
24.9K $466K
VDC
Vanguard Consumer Staples ETF

ETFs
798
+ 2.42%
$212.64 - $225.25 $170K - $180K
33.8K $7.23M
CLVT
Clarivate PLC

Technology
705
+ 4.52%
$3.62 - $4.53 $2.55K - $3.19K
16.3K $62K
SLVM
Sylvamo Corp

Basic Materials
553
+ 10.94%
$40.4 - $53.01 $22.3K - $29.3K
5.61K $247K
BUG
Global X Fds Cybersecurity ETF

ETFs
538
+ 3.97%
$32.23 - $37.41 $17.3K - $20.1K
14.1K $496K
KFY
Korn Ferry

Industrials
229
+ 3.25%
$69.05 - $76.46 $15.8K - $17.5K
7.27K $508K
UGI
Ugi Corp

Utilities
3K
+ 8.82%
$32.64 - $37.14 $97.9K - $111K
37K $1.23M
EWCZ
European Wax Center, Inc.

Consumer Defensive
2.79K
+ 23.82%
$3.72 - $5.8 $10.4K - $16.2K
14.5K $57K
HNST
Honest Company, Inc.

Consumer Cyclical
3.37K
+ 18.69%
$3.66 - $5.15 $12.3K - $17.3K
21.4K $78K
PSEC
Prospect Capital Corp

Financial Services
550
+ 1.63%
$2.59 - $3.47 $1.42K - $1.91K
34.2K $94K
AKBA
Akebia Therapeutics, Inc.

Healthcare
42
+ 0.26%
$2.7 - $4.01 $113 - $168
16.2K $43K
BSY
Bentley Systems Inc

Technology
247
+ 2.25%
$51.48 - $58.72 $12.7K - $14.5K
11.2K $576K
DVA
Davita Inc.

Healthcare
197
+ 4.58%
$127.69 - $151.32 $25.2K - $29.8K
4.5K $597K
MIDD
Middleby Corp

Industrials
205
+ 5.41%
$118.3 - $150.16 $24.3K - $30.8K
3.99K $530K
CBNK
Capital Bancorp Inc

Financial Services
73
+ 0.67%
$30.91 - $35.68 $2.26K - $2.6K
10.9K $349K
ERIE
Erie Indemnity CO

Financial Services
18
+ 2.28%
$312.95 - $368.96 $5.63K - $6.64K
806 $256K
ITGR
Integer Holdings Corp

Healthcare
166
+ 9.16%
$100.19 - $121.77 $16.6K - $20.2K
1.98K $204K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
282
+ 4.31%
$66.56 - $84.85 $18.8K - $23.9K
6.83K $454K
NEXT
Next Decade Corp.

Energy
2.69K
+ 15.32%
$6.45 - $12.0 $17.3K - $32.2K
20.2K $137K
EQIX
Equinix Inc

Real Estate
55
+ 1.06%
$756.7 - $811.13 $41.6K - $44.6K
5.22K $4.09M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
497
+ 2.0%
$61.86 - $71.34 $30.7K - $35.5K
25.3K $1.62M
HEI
Heico Corp

Industrials
291
+ 1.3%
$304.5 - $337.56 $88.6K - $98.2K
22.7K $7.32M
SKM
Sk Telecom CO LTD

Communication Services
58
+ 0.44%
$21.47 - $23.79 $1.25K - $1.38K
13.3K $287K
JKHY
Henry Jack & Associates Inc

Technology
1.95K
+ 19.42%
$148.45 - $182.09 $290K - $355K
12K $1.79M
INDA
Ishares Msci India Index Fund

ETFs
10.3K
+ 6.67%
$51.98 - $55.84 $535K - $574K
165K $8.57M
FOUR
Shift4 Payments, Inc.

Technology
566
+ 18.37%
$77.4 - $106.81 $43.8K - $60.5K
3.65K $282K
MEC
Mayville Engineering Company, Inc.

Industrials
340
+ 2.69%
$13.53 - $17.22 $4.6K - $5.85K
13K $177K
MRNA
Moderna, Inc.

Healthcare
33
+ 0.21%
$23.51 - $34.67 $776 - $1.14K
15.4K $398K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
966
+ 10.92%
$26.31 - $41.44 $25.4K - $40K
9.81K $295K
REAX
Real Brokerage Inc

Real Estate
162
+ 0.19%
$3.84 - $5.38 $622 - $872
84.5K $353K
CR
Crane Holdings, Co.

Industrials
58
+ 0.87%
$178.73 - $198.45 $10.4K - $11.5K
6.76K $1.25M
FFIN
First Financial Bankshares Inc

Financial Services
149
+ 1.08%
$33.62 - $37.98 $5.01K - $5.66K
14K $470K
MGEE
Mge Energy Inc

Utilities
153
+ 1.51%
$83.0 - $90.05 $12.7K - $13.8K
10.3K $867K
SNDR
Schneider National, Inc.

Industrials
1.43K
+ 7.09%
$21.09 - $26.92 $30.1K - $38.5K
21.6K $456K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
490
+ 1.3%
$15.26 - $18.63 $7.48K - $9.13K
38.1K $658K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
20
+ 1.06%
$118.35 - $142.11 $2.37K - $2.84K
1.91K $237K
WAT
Waters Corp

Healthcare
1.75K
+ 15.43%
$277.72 - $357.04 $487K - $626K
13.1K $3.93M
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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