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
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
60K
+ 5.06%
$14.19 - $19.22 $852K - $1.15M
1.25M $23.9M
XAR
Spdr S&P Aerospace & Defense E

ETFs
21.2K
+ 211.44%
$144.94 - $210.94 $3.08M - $4.48M
31.3K $6.6M
AEP
American Electric Power CO Inc

Utilities
66.3K
+ 18.64%
$98.59 - $109.11 $6.53M - $7.23M
422K $43.8M
ALL
Allstate Corp

Financial Services
27.6K
+ 23.18%
$180.53 - $212.64 $4.98M - $5.86M
147K $29.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
115K
+ 7.18%
$48.13 - $49.85 $5.55M - $5.75M
1.72M $84.4M
IAU
Ishares Gold Trust

ETFs
56.3K
+ 15.76%
$56.1 - $64.74 $3.16M - $3.65M
414K $25.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
48.5K
+ 41.62%
$57.41 - $74.81 $2.78M - $3.63M
165K $12.3M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
120K
+ 239.11%
$33.11 - $37.79 $3.98M - $4.55M
171K $6.45M
GNRC
Generac Holdings Inc.

Industrials
29.9K
+ 160.09%
$101.92 - $143.21 $3.05M - $4.28M
48.6K $6.95M
DFAE
Dimensional ETF Tr

ETFs
29.2K
+ 2.41%
$22.87 - $28.95 $669K - $847K
1.24M $35.9M
FIX
Comfort Systems Usa Inc

Industrials
5.44K
+ 73.78%
$296.51 - $536.21 $1.61M - $2.92M
12.8K $6.87M
URA
Global X Uranium ETF

ETFs
8.54K
+ 3.26%
$20.26 - $38.81 $173K - $331K
270K $10.5M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
51.8K
+ 229.6%
$71.94 - $86.02 $3.72M - $4.45M
74.3K $6.36M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
47.7K
+ 189.79%
$86.97 - $102.82 $4.15M - $4.9M
72.8K $6.99M
A
Agilent Technologies, Inc.

Healthcare
36.4K
+ 70.77%
$99.29 - $120.52 $3.61M - $4.38M
87.7K $10.4M
ZS
Zscaler, Inc.

Technology
4.44K
+ 17.72%
$174.67 - $315.32 $776K - $1.4M
29.5K $9.27M
DFSV
Dimensional ETF Tr Dimensional

ETFs
112K
+ 14.23%
$24.21 - $29.47 $2.7M - $3.29M
896K $26.4M
ROL
Rollins Inc

Consumer Cyclical
68.6K
+ 42.92%
$50.65 - $58.58 $3.47M - $4.02M
228K $12.9M
MPC
Marathon Petroleum Corp

Energy
12K
+ 10.81%
$118.55 - $170.08 $1.42M - $2.03M
123K $20.4M
MU
Micron Technology Inc

Technology
8.62K
+ 9.89%
$64.72 - $127.91 $558K - $1.1M
95.8K $11.8M
MNST
Monster Beverage Corp

Consumer Defensive
65K
+ 178.04%
$55.01 - $64.24 $3.57M - $4.17M
101K $6.36M
DAL
Delta Air Lines, Inc.

Industrials
72.8K
+ 66.21%
$35.88 - $52.99 $2.61M - $3.86M
183K $8.99M
XLV
Select Sector Spdr Fund Health

ETFs
39.8K
+ 32.97%
$128.77 - $144.3 $5.12M - $5.74M
160K $21.6M
KMX
Carmax Inc

Consumer Cyclical
65.9K
+ 292.94%
$62.27 - $82.77 $4.1M - $5.45M
88.3K $5.94M
LYFT
Lyft, Inc.

Technology
224K
+ 153.49%
$9.97 - $17.21 $2.23M - $3.86M
370K $5.83M
AMT
American Tower Corp

Real Estate
14.2K
+ 5.14%
$203.96 - $228.19 $2.9M - $3.24M
291K $64.3M
SHW
Sherwin Williams CO

Basic Materials
13.1K
+ 15.49%
$313.51 - $363.51 $4.12M - $4.78M
98K $33.6M
KO
Coca Cola CO

Consumer Defensive
70.5K
+ 6.12%
$68.37 - $73.9 $4.82M - $5.21M
1.22M $86.5M
ECL
Ecolab Inc.

Basic Materials
7.66K
+ 6.37%
$225.65 - $270.95 $1.73M - $2.08M
128K $34.4M
MGC
Vanguard Mega Cap ETF

ETFs
8.69K
+ 10.88%
$179.23 - $224.92 $1.56M - $1.96M
88.6K $19.9M
FEP
First Trust Europe Alphadex Fu

ETFs
49.8K
+ 22.95%
$36.11 - $47.8 $1.8M - $2.38M
267K $12.8M
CLBT
Cellebrite Di Ltd.

Technology
242K
+ 1749.92%
$15.47 - $20.14 $3.75M - $4.88M
256K $4.1M
ACWI
Ishares Msci Acwi ETF

ETFs
2.87K
+ 1.04%
$103.59 - $128.6 $297K - $369K
280K $36M
SPGI
S&P Global Inc.

Financial Services
3.94K
+ 4.53%
$438.31 - $527.29 $1.72M - $2.07M
90.7K $47.8M
BKR
Baker Hughes CO

Energy
107K
+ 144.85%
$35.0 - $44.92 $3.74M - $4.81M
181K $6.93M
VNLA
Janus Henderson Short Duration

ETFs
74.4K
+ 100.59%
$48.74 - $49.2 $3.63M - $3.66M
148K $7.3M
WMB
Williams Companies, Inc.

Energy
37.8K
+ 9.39%
$54.33 - $62.87 $2.06M - $2.38M
441K $27.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
23.1K
+ 6.18%
$45.98 - $56.15 $1.06M - $1.3M
397K $22.3M
JMBS
Janus Detroit Str Tr Henderson

ETFs
76.9K
+ 107.1%
$43.89 - $45.45 $3.38M - $3.5M
149K $6.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
182K
+ 52.29%
N/A
529K $10M
CDNS
Cadence Design Systems Inc

Technology
6.41K
+ 23.57%
$231.64 - $323.08 $1.48M - $2.07M
33.6K $10.4M
SHOP
Shopify Inc.

Technology
3.14K
+ 2.04%
$76.89 - $115.35 $241K - $362K
157K $18.2M
TFC
Truist Financial Corp

Financial Services
49.3K
+ 6.94%
$34.79 - $42.99 $1.71M - $2.12M
759K $32.6M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
113K
+ 512.92%
$23.87 - $29.82 $2.69M - $3.36M
134K $4.01M
NET
Cloudflare, Inc.

Technology
3.78K
+ 11.71%
$97.08 - $195.83 $367K - $740K
36K $7.06M
DISV
Dimensional ETF Tr Dimensional

ETFs
36.1K
+ 6.12%
$25.93 - $32.91 $935K - $1.19M
625K $20.6M
DOV
Dover Corp

Industrials
18K
+ 114.96%
$151.14 - $186.7 $2.72M - $3.36M
33.6K $6.16M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.55K
+ 2.21%
$108.06 - $135.3 $491K - $615K
210K $28.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
51.3K
+ 43.9%
$31.67 - $42.89 $1.63M - $2.2M
168K $7.21M
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
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