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
MNST
Monster Beverage Corp

Consumer Defensive
56.4K
+ 55.6%
$58.65 - $67.31 $3.31M - $3.8M
158K $10.6M
CRDO
Credo Technology Group Holding LTD

Technology
1.64K
+ 2.18%
$87.59 - $172.31 $144K - $283K
77.1K $11.2M
ADT
Adt Inc.

Industrials
478K
+ 164.35%
$8.27 - $8.85 $3.95M - $4.23M
768K $6.69M
JMBS
Janus Detroit Str Tr Henderson

ETFs
90.5K
+ 60.85%
$44.34 - $45.94 $4.01M - $4.16M
239K $10.9M
SHW
Sherwin Williams CO

Basic Materials
11.4K
+ 11.61%
$330.88 - $375.23 $3.76M - $4.27M
109K $37.9M
GWRE
Guidewire Software, Inc.

Technology
18.8K
+ 57.03%
$207.82 - $261.88 $3.9M - $4.92M
51.7K $11.9M
TFC
Truist Financial Corp

Financial Services
43.6K
+ 5.75%
$42.83 - $47.07 $1.87M - $2.05M
803K $36.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
23.8K
+ 18.9%
$119.73 - $134.7 $2.85M - $3.2M
150K $20M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
42.1K
+ 9.61%
$49.41 - $54.08 $2.08M - $2.27M
480K $25.9M
AWK
American Water Works Company, Inc.

Utilities
28.3K
+ 20.02%
$135.05 - $147.0 $3.83M - $4.17M
170K $23.7M
TFX
Teleflex Inc

Healthcare
30.9K
+ 113.92%
$109.79 - $132.5 $3.39M - $4.1M
58K $7.1M
TMUS
T Mobile Us, Inc.

Communication Services
13.2K
+ 2.26%
$226.02 - $259.01 $2.98M - $3.41M
596K $143M
VEEV
Veeva Systems Inc

Healthcare
11.8K
+ 44.5%
$269.2 - $297.91 $3.19M - $3.53M
38.5K $11.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
306
+ 0.06%
$132.9 - $142.03 $40.7K - $43.5K
490K $69M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
188K
+ 113.93%
$19.5 - $19.83 $3.66M - $3.72M
352K $6.94M
AVEM
American Centy ETF Tr Avantis

ETFs
26.7K
+ 10.3%
$68.33 - $75.41 $1.82M - $2.01M
285K $21.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
70.5K
+ 2.67%
$50.52 - $50.75 $3.56M - $3.58M
2.71M $138M
TPR
Tapestry, Inc.

Consumer Cyclical
8.13K
+ 7.49%
$86.48 - $116.14 $703K - $944K
117K $13.2M
ZS
Zscaler, Inc.

Technology
13.5K
+ 45.68%
$267.68 - $316.5 $3.61M - $4.27M
43K $12.9M
MTCH
Match Group, Inc.

Communication Services
100K
+ 611.79%
$31.83 - $38.77 $3.19M - $3.88M
117K $4.12M
MDB
Mongo Db, Inc.

Technology
4.64K
+ 21.5%
$201.0 - $334.87 $933K - $1.56M
26.2K $8.15M
NSC
Norfolk Southern Corp

Industrials
1.96K
+ 2.89%
$259.49 - $300.41 $509K - $589K
69.8K $21M
SOFI
So Fi Technologies, Inc.

Financial Services
73.9K
+ 36.91%
$17.64 - $29.81 $1.3M - $2.2M
274K $7.24M
LHX
L3 Harris Technologies, Inc.

Industrials
2.99K
+ 6.08%
$252.18 - $305.41 $754K - $913K
52.1K $15.9M
ITA
Ishares Tr

ETFs
3.27K
+ 2.33%
$184.73 - $209.26 $604K - $684K
144K $30.1M
PSC
Principal ETF U.S. Small Cap M

ETFs
12.6K
+ 1.62%
$51.93 - $57.81 $652K - $726K
788K $44.9M
LEN
Lennar Corp

Consumer Cyclical
1.29K
+ 0.58%
$107.73 - $142.4 $139K - $184K
223K $28.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
35.3K
+ 2.05%
$48.5 - $50.19 $1.71M - $1.77M
1.76M $88M
LYFT
Lyft, Inc.

Technology
56.1K
+ 15.16%
$13.41 - $22.93 $753K - $1.29M
426K $9.38M
CUBE
Cube Smart

Real Estate
87.6K
+ 817.9%
$38.71 - $43.34 $3.39M - $3.8M
98.3K $4M
AVUV
American Centy ETF Tr Avantis

ETFs
4.12K
+ 1.12%
$90.37 - $102.12 $372K - $421K
372K $37M
INCY
Incyte Corp

Healthcare
24K
+ 28.92%
$67.27 - $86.96 $1.61M - $2.08M
107K $9.06M
NJR
New Jersey Resources Corp

Utilities
69.7K
+ 603.62%
$45.05 - $48.15 $3.14M - $3.36M
81.3K $3.91M
IEF
Ishares Barclays

ETFs
23.4K
+ 1.44%
$93.91 - $97.26 $2.2M - $2.28M
1.64M $159M
MPC
Marathon Petroleum Corp

Energy
551
+ 0.45%
$158.59 - $198.69 $87.4K - $109K
123K $23.7M
NBIX
Neurocrine Biosciences Inc

Healthcare
21.8K
+ 113.84%
$123.98 - $146.67 $2.7M - $3.19M
40.9K $5.74M
SLV
I Shares Silver Trust

ETFs
30.9K
+ 14.61%
$32.73 - $42.5 $1.01M - $1.31M
243K $10.3M
KR
Kroger CO

Consumer Defensive
75.9K
+ 18.36%
$64.52 - $74.35 $4.9M - $5.64M
489K $33M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
52.9K
+ 25.32%
$30.06 - $36.69 $1.59M - $1.94M
262K $9.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.2K
+ 1.17%
$76.16 - $78.59 $1.76M - $1.82M
2M $156M
BWA
Borgwarner Inc

Consumer Cyclical
53.5K
+ 60.12%
$34.53 - $44.44 $1.85M - $2.38M
143K $6.27M
ORI
Old Republic International Corp

Financial Services
16.9K
+ 2.67%
$35.74 - $42.47 $606K - $720K
651K $27.7M
MOH
Molina Healthcare, Inc.

Healthcare
24.6K
+ 182.49%
$152.31 - $306.29 $3.75M - $7.54M
38.1K $7.29M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.64K
+ 6.38%
$96.73 - $137.09 $449K - $637K
77.5K $10.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 2.99%
$692600.0 - $759798.0 $1.39M - $1.52M
69 $52M
USB
Us Bancorp \De\

Financial Services
14.7K
+ 1.82%
$43.94 - $50.41 $648K - $743K
824K $39.8M
ROST
Ross Stores, Inc.

Consumer Cyclical
7.4K
+ 8.96%
$127.59 - $152.81 $944K - $1.13M
90K $13.7M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
18.1K
+ 3.85%
$40.68 - $46.33 $738K - $840K
490K $22.2M
ES
Eversource Energy

Utilities
35.8K
+ 55.53%
$62.86 - $71.14 $2.25M - $2.55M
100K $7.14M
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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