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
DVY
Ishares Tr

ETFs
34.1K
+ 21.75%
$129.55 - $143.41 $4.41M - $4.88M
191K $25M
TJX
Tjx Companies Inc

Consumer Cyclical
36.6K
+ 4.12%
$112.15 - $127.2 $4.11M - $4.66M
925K $112M
DFAE
Dimensional ETF Tr

ETFs
173K
+ 15.63%
$25.36 - $28.15 $4.4M - $4.88M
1.28M $32.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
127K
+ 4.96%
$33.62 - $35.69 $4.28M - $4.55M
2.7M $91.1M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
88.4K
+ 463.41%
$48.12 - $52.79 $4.26M - $4.67M
108K $5.19M
SYY
Sysco Corp

Consumer Defensive
55.6K
+ 34.14%
$73.63 - $81.77 $4.1M - $4.55M
219K $16.7M
SNOW
Snowflake Inc.

Technology
27.3K
+ 277.13%
$109.65 - $186.51 $2.99M - $5.09M
37.1K $5.73M
NVS
Novartis Ag

Healthcare
43.2K
+ 42.13%
$96.78 - $117.18 $4.18M - $5.07M
146K $14.2M
HOOD
Robinhood Markets, Inc.

Technology
113K
+ 420.18%
$22.33 - $43.2 $2.52M - $4.87M
140K $5.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
82.7K
+ 35.31%
$50.67 - $50.9 $4.19M - $4.21M
317K $16.1M
CSL
Carlisle Companies Inc

Industrials
11.1K
+ 104.65%
$368.67 - $480.91 $4.11M - $5.36M
21.8K $8.04M
IAU
Ishares Gold Trust

ETFs
82.6K
+ 37.47%
$48.37 - $52.65 $4M - $4.35M
303K $15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
45.9K
+ 1.42%
$88.59 - $94.57 $4.06M - $4.34M
3.27M $290M
ADSK
Autodesk, Inc.

Technology
16.6K
+ 97.15%
N/A
33.6K $8.26M
VICI
Vici Properties Inc.

Real Estate
139K
+ 141.65%
$28.27 - $33.19 $3.94M - $4.62M
238K $6.94M
SCHW
Schwab Charles Corp

Financial Services
54.3K
+ 5.79%
$63.31 - $82.85 $3.44M - $4.5M
992K $73.4M
ALL
Allstate Corp

Financial Services
20.8K
+ 21.27%
$181.25 - $208.2 $3.76M - $4.32M
118K $22.8M
EWBC
East West Bancorp Inc

Financial Services
40K
+ 867.97%
$80.04 - $111.23 $3.2M - $4.45M
44.6K $4.27M
PFE
Pfizer Inc

Healthcare
144K
+ 9.42%
$24.8 - $30.19 $3.58M - $4.36M
1.68M $44.5M
AMGN
Amgen Inc

Healthcare
14.5K
+ 2.88%
$258.78 - $328.31 $3.76M - $4.77M
519K $135M
FNDA
Schwab Fundamental U S Small C

ETFs
127K
+ 114.68%
$29.26 - $59.11 $3.72M - $7.52M
238K $7.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
44.1K
+ 58.82%
$77.25 - $91.3 $3.41M - $4.03M
119K $10.2M
PINK
Simplify Exchange Traded Fds S

ETFs
127K
+ 31.5%
$29.45 - $32.77 $3.73M - $4.15M
529K $15.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
74.6K
+ 227.78%
$50.14 - $52.56 $3.74M - $3.92M
107K $5.4M
FANG
Diamondback Energy, Inc.

Energy
22.6K
+ 135.8%
$153.06 - $199.5 $3.45M - $4.5M
39.2K $6.42M
AMD
Advanced Micro Devices Inc

Technology
30.5K
+ 5.57%
$118.88 - $172.8 $3.63M - $5.28M
578K $69.9M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
135K
+ 592.88%
$26.79 - $30.35 $3.61M - $4.09M
158K $4.28M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
317K
+ 153.11%
$11.42 - $12.5 $3.62M - $3.96M
524K $6.04M
TQQQ
Proshares Ultrapro Qqq

ETFs
45.9K
+ 627.41%
$69.42 - $93.29 $3.19M - $4.28M
53.2K $4.21M
LPX
Louisiana Pacific Corp

Industrials
34.5K
+ 534.96%
$98.02 - $120.27 $3.39M - $4.15M
41K $4.24M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
44.7K
+ 25.94%
$79.93 - $88.06 $3.57M - $3.94M
217K $17.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
87.2K
+ 17.97%
$40.06 - $45.21 $3.49M - $3.94M
572K $23.3M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
144K
+ 10.44%
$24.04 - $26.75 $3.46M - $3.85M
1.52M $37M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
46.3K
+ 26.46%
$47.29 - $84.74 $2.19M - $3.92M
221K $16.5M
ITA
Ishares Tr

ETFs
23.5K
+ 23.88%
$144.31 - $157.31 $3.39M - $3.69M
122K $17.7M
AOR
Ishares Tr Core Growth Allocat

ETFs
59.6K
+ 80.08%
$57.32 - $59.66 $3.41M - $3.55M
134K $7.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.73K
+ 0.88%
$567.81 - $607.81 $3.25M - $3.48M
656K $384M
SPYG
Spdr Portfolio

ETFs
38.1K
+ 7.03%
$81.74 - $91.38 $3.12M - $3.48M
581K $51M
FTSL
First Trust Senior Ln Fund

ETFs
71.8K
+ 53.28%
$45.9 - $46.48 $3.3M - $3.34M
207K $9.56M
DTE
Dte Energy CO

Utilities
27.5K
+ 154.26%
$117.04 - $129.77 $3.21M - $3.56M
45.3K $5.46M
CROX
Crocs, Inc.

Consumer Cyclical
29.8K
+ 362.83%
$96.51 - $141.93 $2.88M - $4.24M
38.1K $4.17M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
174K
+ 18.64%
$17.11 - $20.73 $2.98M - $3.62M
1.11M $20.8M
PLTR
Palantir Technologies Inc.

Technology
42.7K
+ 6.76%
$36.46 - $82.38 $1.56M - $3.52M
675K $51.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
32.1K
+ 8.67%
$100.22 - $100.73 $3.22M - $3.24M
402K $40.4M
FVD
First Tr Value Line Divid Inde

ETFs
72.9K
+ 26.01%
$43.4 - $46.7 $3.16M - $3.41M
353K $15.4M
TRGP
Targa Resources Corp.

Energy
17.8K
+ 131.35%
$150.58 - $207.69 $2.68M - $3.69M
31.3K $5.59M
VOE
Vanguard Mid Cap Value Index F

ETFs
19.6K
+ 8.93%
$160.89 - $176.18 $3.15M - $3.45M
239K $38.7M
VBR
Vanguard Small Cap Value ETF

ETFs
15.9K
+ 5.04%
$197.36 - $217.3 $3.14M - $3.45M
331K $65.7M
IYW
Ishares Dj Us Tech ETF

ETFs
19.7K
+ 18.32%
$148.14 - $166.23 $2.92M - $3.28M
128K $20.3M
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
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