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
CMI
Cummins Inc

Industrials
5.02K
+ 10.87%
$327.85 - $426.39 $1.64M - $2.14M
51.2K $21.6M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
5.73K
+ 2.97%
$138.31 - $165.45 $793K - $948K
199K $32.9M
SCHW
Schwab Charles Corp

Financial Services
15.4K
+ 1.38%
$91.03 - $98.69 $1.4M - $1.52M
1.13M $108M
FDVV
Fidelity High Dividend ETF

ETFs
104K
+ 100.07%
$52.42 - $55.71 $5.44M - $5.78M
208K $11.6M
CINF
Cincinnati Financial Corp

Financial Services
31.5K
+ 24.65%
$145.8 - $158.1 $4.59M - $4.98M
159K $25.2M
AEP
American Electric Power CO Inc

Utilities
21.4K
+ 5.06%
$103.26 - $115.0 $2.21M - $2.46M
443K $49.9M
PHYS
Sprott Physical Gold Trust

Financial Services
36K
+ 3.1%
$25.02 - $29.62 $900K - $1.07M
1.2M $35.5M
BOCT
Innovator U.S. Equity Buffer E

ETFs
123K
+ 1400.54%
$45.37 - $48.42 $5.58M - $5.95M
132K $6.37M
SO
Southern CO

Utilities
43.7K
+ 7.18%
$90.83 - $96.0 $3.97M - $4.19M
652K $61.8M
MEDP
Medpace Holdings, Inc.

Healthcare
9.12K
+ 150.05%
$308.88 - $514.16 $2.82M - $4.69M
15.2K $7.81M
ROL
Rollins Inc

Consumer Cyclical
90.4K
+ 39.6%
$55.05 - $58.74 $4.98M - $5.31M
319K $18.7M
WELL
Welltower Inc.

Real Estate
14K
+ 10.29%
$150.71 - $178.14 $2.11M - $2.49M
150K $26.7M
FIX
Comfort Systems Usa Inc

Industrials
2.46K
+ 19.2%
$521.66 - $825.18 $1.28M - $2.03M
15.3K $12.6M
ACWI
Ishares Msci Acwi ETF

ETFs
21K
+ 7.52%
$128.32 - $138.41 $2.7M - $2.91M
301K $41.6M
DOCU
Docusign, Inc.

Technology
84.8K
+ 90.79%
$67.14 - $85.01 $5.69M - $7.21M
178K $12.8M
CHWY
Chewy, Inc.

Consumer Cyclical
138K
+ 959.96%
$34.27 - $42.33 $4.72M - $5.83M
152K $6.15M
AVUS
American Centy ETF Tr Avantis

ETFs
7.13K
+ 1.19%
$101.2 - $109.16 $722K - $779K
608K $66.1M
PG
Procter & Gamble CO

Consumer Defensive
94.5K
+ 5.93%
$150.47 - $161.22 $14.2M - $15.2M
1.69M $259M
DFSV
Dimensional ETF Tr Dimensional

ETFs
104K
+ 11.64%
$29.2 - $32.74 $3.04M - $3.41M
1M $31.8M
WULF
Terawulf Inc.

Financial Services
6.53K
+ 0.89%
$4.63 - $11.7 $30.2K - $76.4K
736K $8.61M
AMD
Advanced Micro Devices Inc

Technology
8.55K
+ 4.24%
$134.8 - $184.42 $1.15M - $1.58M
210K $34M
NVS
Novartis Ag

Healthcare
33.7K
+ 22.97%
$113.5 - $129.73 $3.82M - $4.37M
180K $23.1M
EXPE
Expedia Group, Inc.

Consumer Cyclical
15.4K
+ 34.04%
$171.01 - $228.24 $2.64M - $3.52M
60.8K $13M
FDX
Fedex Corp

Industrials
18.7K
+ 17.31%
$217.1 - $243.2 $4.06M - $4.55M
127K $29.9M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
84.3K
+ 5.74%
$45.92 - $47.76 $3.87M - $4.03M
1.55M $73.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
18.9K
+ 31.61%
$284.17 - $319.49 $5.36M - $6.03M
78.5K $24.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.67K
+ 5.77%
$567.09 - $607.37 $2.65M - $2.84M
85.6K $51M
VO
Vanguard Mid Cap ETF

ETFs
7.27K
+ 3.36%
$279.83 - $293.74 $2.04M - $2.14M
223K $65.7M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
9.41K
+ 183.8%
$311.12 - $482.13 $2.93M - $4.54M
14.5K $6.62M
WEC
Wec Energy Group, Inc.

Utilities
17.9K
+ 6.44%
$103.66 - $114.59 $1.86M - $2.06M
296K $34M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
40.6K
+ 3.26%
$18.65 - $22.58 $758K - $918K
1.29M $28.8M
AIQ
Global X Funds Global X Artifi

ETFs
9.72K
+ 1.27%
$43.2 - $49.66 $420K - $483K
774K $38.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7.92K
+ 82.0%
$534.91 - $598.71 $4.24M - $4.74M
17.6K $9.89M
MAS
Masco Corp

Industrials
5.89K
+ 0.81%
$64.44 - $76.07 $379K - $448K
732K $51.5M
AZO
Autozone Inc

Consumer Cyclical
311
+ 5.24%
$3649.42 - $4354.54 $1.13M - $1.35M
6.25K $26.8M
GM
General Motors CO

Consumer Cyclical
39.7K
+ 20.21%
$48.89 - $61.24 $1.94M - $2.43M
236K $14.4M
MUB
Ishares National Muni Bond ETF

ETFs
29.4K
+ 3.86%
$103.24 - $106.68 $3.03M - $3.13M
791K $84.3M
CPNG
Coupang, Inc.

Consumer Cyclical
142K
+ 421.77%
$27.67 - $33.53 $3.93M - $4.77M
176K $5.66M
SHV
Ishares Tr

ETFs
41.1K
+ 2.81%
$110.06 - $110.49 $4.53M - $4.54M
1.5M $166M
POCT
Innovator U.S. Equity Power Bu

ETFs
97.1K
+ 42.94%
$41.27 - $43.1 $4.01M - $4.19M
323K $13.9M
RE
Everest Re Group LTD

Financial Services
12.3K
+ 141.34%
N/A
21.1K $7.81M
VTHR
Vanguard Russell 3000 ETF

ETFs
14.3K
+ 97.84%
$272.54 - $295.85 $3.9M - $4.23M
28.9K $8.51M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
140K
+ 81.56%
N/A
311K $9.8M
IREN
Iris Energy LTD

Financial Services
54K
+ 88.14%
$15.1 - $47.14 $815K - $2.54M
115K $5.28M
FNDX
Schwab Fundamental U S Large C

ETFs
133K
+ 26.52%
$24.38 - $26.34 $3.24M - $3.5M
635K $16.7M
ENB
Enbridge Inc

Energy
36.2K
+ 7.44%
$43.79 - $50.46 $1.59M - $1.83M
523K $26.4M
EEM
Ishares Msci Emerging Markets

ETFs
39.2K
+ 9.03%
$48.07 - $53.4 $1.88M - $2.09M
473K $25.2M
WDC
Western Digital Corp

Technology
9.69K
+ 17.28%
$63.84 - $120.06 $619K - $1.16M
65.7K $7.89M
MC
Moelis & CO

Financial Services
17.7K
+ 5.27%
$64.0 - $77.75 $1.14M - $1.38M
355K $25.3M
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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