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
DFAU
Dimensional ETF Tr

ETFs
153K
+ 17.76%
$39.27 - $42.38 $6M - $6.48M
1.01M $41M
ITOT
Ishares Core S&P Total U.S. St

ETFs
48K
+ 11.48%
$124.26 - $134.12 $5.97M - $6.44M
466K $60M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
245K
+ 246.25%
$25.0 - $25.11 $6.12M - $6.15M
344K $8.62M
FISV
Fiserv Inc

Technology
48.3K
+ 52.36%
N/A
141K $17.6M
AMCR
Amcor PLC

Consumer Cyclical
639K
+ 144.43%
$9.34 - $11.37 $5.96M - $7.26M
1.08M $10.2M
PM
Philip Morris International Inc.

Consumer Defensive
49.6K
+ 16.42%
$118.38 - $133.06 $5.87M - $6.6M
351K $42.3M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
251K
+ 392.68%
N/A
314K $7.47M
KMI
Kinder Morgan, Inc.

Energy
215K
+ 32.69%
$22.59 - $28.54 $4.85M - $6.13M
871K $23.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
57.5K
+ 10.66%
$94.43 - $105.47 $5.43M - $6.06M
597K $60.6M
SNA
Snap On Inc

Industrials
17.2K
+ 62.75%
$285.44 - $371.35 $4.9M - $6.38M
44.5K $15.1M
CGDV
Capital Group Divid Value ETF

ETFs
160K
+ 11.62%
$35.16 - $37.12 $5.61M - $5.92M
1.53M $54M
NSC
Norfolk Southern Corp

Industrials
23.6K
+ 52.51%
$230.6 - $277.0 $5.45M - $6.55M
68.7K $16.1M
O
Realty Income Corp

Real Estate
104K
+ 69.21%
$51.76 - $64.71 $5.36M - $6.71M
253K $13.5M
DGRO
Ishares Core Dividend Growth E

ETFs
89.1K
+ 16.96%
$60.73 - $64.94 $5.41M - $5.79M
615K $37.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42.5K
+ 10.68%
$126.68 - $134.74 $5.39M - $5.73M
441K $56.2M
ACWI
Ishares Msci Acwi ETF

ETFs
45.9K
+ 19.6%
$117.05 - $123.03 $5.37M - $5.65M
280K $32.9M
ADBE
Adobe Inc.

Technology
12K
+ 12.11%
$437.39 - $552.96 $5.25M - $6.64M
111K $49.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
28.7K
+ 110.36%
$129.13 - $198.21 $3.71M - $5.69M
54.7K $10.1M
RPG
Invesco Exchange Traded Fd Tr

ETFs
129K
+ 1321.19%
$38.88 - $44.07 $5.01M - $5.68M
139K $5.72M
CACI
Caci International Inc

Technology
12.3K
+ 458.93%
N/A
15K $6.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
88.5K
+ 3.34%
$58.88 - $64.8 $5.21M - $5.73M
2.73M $161M
WMB
Williams Companies, Inc.

Energy
95.6K
+ 43.39%
$46.37 - $59.74 $4.43M - $5.71M
316K $17.1M
ETR
Entergy Corp

Utilities
67.2K
+ 229.04%
$73.19 - $156.4 $4.92M - $10.5M
96.5K $7.32M
CVS
Cvs Health Corp

Healthcare
113K
+ 65.28%
$43.78 - $67.46 $4.96M - $7.65M
287K $12.9M
RMD
Resmed Inc

Healthcare
22.2K
+ 304.61%
$228.69 - $256.07 $5.09M - $5.7M
29.5K $6.76M
GLD
Spdr Gold Trust

ETFs
20.9K
+ 11.64%
$236.59 - $257.5 $4.93M - $5.37M
200K $48.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
164K
+ 28.97%
$30.18 - $33.87 $4.94M - $5.54M
728K $22.4M
GE
General Electric CO

Industrials
30.2K
+ 5.47%
$159.95 - $194.23 $4.83M - $5.86M
581K $97M
FV
First Trust Dorsey Wright Focu

ETFs
84.4K
+ 236.59%
$57.47 - $62.82 $4.85M - $5.3M
120K $7.09M
PID
Invesco Exchange Traded Fd Tr

ETFs
276K
+ 1399.2%
N/A
296K $5.29M
RPV
Invesco Exchange Traded Fd Tr

ETFs
54.7K
+ 120.74%
$87.41 - $97.21 $4.78M - $5.31M
99.9K $9.01M
XLE
Energy Sector Spdr

ETFs
57.4K
+ 34.12%
$83.32 - $97.27 $4.78M - $5.58M
226K $19.3M
MBB
Ishares Tr

ETFs
53.5K
+ 34.83%
$91.26 - $95.82 $4.88M - $5.13M
207K $19M
BBY
Best Buy CO Inc

Consumer Cyclical
57K
+ 49.27%
$85.2 - $101.35 $4.86M - $5.78M
173K $14.8M
SU
Suncor Energy Inc

Energy
137K
+ 121.27%
$34.5 - $41.53 $4.72M - $5.69M
250K $8.92M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
191K
+ 7.55%
N/A
2.73M $69.5M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
201K
+ 361.03%
$24.13 - $24.45 $4.84M - $4.9M
256K $6.22M
DSTL
ETF Ser Solution Distillate Us

ETFs
88.6K
+ 8.64%
$54.74 - $58.88 $4.85M - $5.22M
1.11M $61.2M
RS
Reliance Steel & Aluminum CO

Basic Materials
17.8K
+ 168.41%
$264.2 - $326.32 $4.71M - $5.82M
28.4K $7.65M
CGGO
Capital Group Global Growth Eq

ETFs
163K
+ 9.58%
$29.21 - $30.67 $4.77M - $5.01M
1.87M $54.6M
VTV
Vanguard Value ETF

ETFs
28.1K
+ 2.73%
$168.32 - $181.87 $4.73M - $5.11M
1.06M $179M
DFAI
Dimensional ETF Tr

ETFs
163K
+ 10.75%
$29.0 - $31.6 $4.71M - $5.14M
1.68M $48.9M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
214K
+ 106.05%
$22.02 - $46.16 $4.71M - $9.87M
416K $9.17M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
104K
+ 96.09%
$45.07 - $47.1 $4.69M - $4.9M
212K $9.59M
DASH
Door Dash, Inc.

Communication Services
27.2K
+ 232.0%
$141.93 - $180.48 $3.87M - $4.92M
39K $6.54M
DWM
Wisdomtree Tr

ETFs
86.7K
+ 22.87%
$52.54 - $57.11 $4.55M - $4.95M
466K $24.5M
FAST
Fastenal CO

Industrials
63.5K
+ 37.1%
$69.99 - $84.35 $4.44M - $5.35M
235K $16.9M
PWR
Quanta Services, Inc.

Industrials
14.4K
+ 27.69%
$296.05 - $346.6 $4.26M - $4.98M
66.3K $21M
VB
Vanguard Small Cap ETF

ETFs
18.8K
+ 9.28%
$233.76 - $261.58 $4.39M - $4.91M
221K $53.1M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email