Wealth Enhancement Advisory Services, LLC Incresed Positions in Q3 2024

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
1.16K
+ 4.18%
$423.73 - $533.14 $490K - $617K
28.8K $15.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
92K
+ 20.11%
$27.8 - $29.26 $2.56M - $2.69M
549K $16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
369
+ 6.0%
$3305.62 - $4268.05 $1.22M - $1.57M
6.52K $27.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.2K
+ 2.69%
$59.93 - $66.52 $911K - $1.01M
580K $38.6M
CUBE
Cube Smart

Real Estate
54.1K
+ 648.51%
$43.74 - $54.55 $2.37M - $2.95M
62.5K $3.36M
GWRE
Guidewire Software, Inc.

Technology
7.33K
+ 20.6%
$137.04 - $182.94 $1M - $1.34M
42.9K $7.85M
WELL
Welltower Inc.

Real Estate
704
+ 0.59%
$104.0 - $129.74 $73.2K - $91.3K
120K $15.4M
CRM
Salesforce, Inc.

Technology
2.62K
+ 2.0%
$238.42 - $276.53 $624K - $723K
134K $36.6M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
19.8K
+ 9.36%
$91.41 - $101.59 $1.81M - $2.01M
231K $23.5M
ELV
Elevance Health, Inc.

Healthcare
6.1K
+ 42.56%
$500.12 - $562.29 $3.05M - $3.43M
20.4K $10.6M
IWL
Ishares Tr Russell 200 ETF

ETFs
20.1K
+ 640.8%
$126.32 - $140.44 $2.53M - $2.82M
23.2K $3.26M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
33K
+ 6.18%
$32.65 - $36.69 $1.08M - $1.21M
567K $20.6M
CEG
Constellation Energy Corp

Utilities
1.86K
+ 4.85%
$167.08 - $262.86 $311K - $489K
40.3K $10.5M
CAH
Cardinal Health Inc

Healthcare
22.3K
+ 93.57%
$93.74 - $114.66 $2.09M - $2.55M
46.1K $5.09M
KWEB
Kraneshares Tr Csi China Inter

ETFs
76.5K
+ 387.29%
$24.73 - $34.02 $1.89M - $2.6M
96.3K $3.28M
FLS
Flowserve Corp

Industrials
10.4K
+ 1.7%
$44.46 - $52.53 $463K - $546K
623K $32.2M
DFAU
Dimensional ETF Tr

ETFs
22.4K
+ 2.67%
$35.8 - $39.69 $801K - $888K
860K $34.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16K
+ 1.53%
$48.4 - $50.91 $772K - $813K
1.06M $53.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29.4K
+ 15.19%
$76.38 - $78.87 $2.25M - $2.32M
223K $17.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
21K
+ 39.98%
$57.22 - $80.08 $1.2M - $1.68M
73.5K $5.74M
AIQ
Global X Funds Global X Artifi

ETFs
42.7K
+ 5.96%
$31.85 - $37.36 $1.36M - $1.59M
758K $28.2M
GD
General Dynamics Corp

Industrials
2.79K
+ 1.83%
$279.51 - $308.09 $780K - $860K
155K $46.8M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
65.7K
+ 604.26%
$33.27 - $39.84 $2.19M - $2.62M
76.6K $3.01M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
20.1K
+ 15.22%
$72.41 - $86.76 $1.45M - $1.74M
152K $12.5M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
70K
+ 316.07%
$33.88 - $36.77 $2.37M - $2.57M
92.1K $3.36M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
38K
+ 5.2%
$50.15 - $51.27 $1.91M - $1.95M
769K $39.4M
BK
Bank Of New York Mellon Corp

Financial Services
25.3K
+ 39.44%
$59.54 - $72.17 $1.51M - $1.83M
89.4K $6.43M
PHYS
Sprott Physical Gold Trust

Financial Services
95.1K
+ 34.76%
$18.12 - $20.72 $1.72M - $1.97M
369K $7.51M
AMP
Ameriprise Financial Inc

Financial Services
2.71K
+ 9.17%
$391.53 - $469.81 $1.06M - $1.27M
32.2K $15.1M
FTNT
Fortinet, Inc.

Technology
20.4K
+ 37.06%
$55.39 - $77.55 $1.13M - $1.58M
75.3K $5.84M
DEO
Diageo PLC

Consumer Defensive
6.32K
+ 5.64%
$120.02 - $140.77 $759K - $890K
118K $16.6M
SWK
Stanley Black & Decker, Inc.

Industrials
1.23K
+ 1.58%
$77.75 - $110.17 $95.2K - $135K
78.5K $8.65M
TDG
Trans Digm Group Inc

Industrials
1.32K
+ 33.91%
$1202.03 - $1427.41 $1.59M - $1.89M
5.22K $7.45M
OUNZ
Van Eck Merk Gold Trust

ETFs
9.09K
+ 1.22%
$22.51 - $25.83 $205K - $235K
756K $19.2M
GLDM
World Gold Trust

ETFs
19.1K
+ 8.16%
$46.2 - $53.01 $882K - $1.01M
253K $13.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
11.5K
+ 49.38%
$136.93 - $162.81 $1.57M - $1.87M
34.8K $5.59M
TPR
Tapestry, Inc.

Consumer Cyclical
48.7K
+ 218.78%
$36.29 - $47.94 $1.77M - $2.33M
70.9K $3.33M
CINF
Cincinnati Financial Corp

Financial Services
4.92K
+ 5.22%
$115.7 - $138.2 $569K - $680K
99.2K $13.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.44K
+ 1.3%
$59.25 - $65.33 $322K - $355K
423K $27.4M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
37.6K
+ 51.57%
$44.07 - $50.57 $1.66M - $1.9M
110K $5.59M
PCAR
Paccar Inc

Industrials
38.5K
+ 11.1%
$91.64 - $109.98 $3.53M - $4.23M
385K $38M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
38.1K
+ 16.95%
$46.18 - $48.92 $1.76M - $1.87M
263K $12.8M
AXON
Axon Enterprise, Inc.

Industrials
3.27K
+ 35.72%
$286.16 - $399.6 $935K - $1.31M
12.4K $4.96M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
532
+ 0.15%
$17.57 - $25.19 $9.35K - $13.4K
351K $8.51M
KR
Kroger CO

Consumer Defensive
21.3K
+ 15.31%
$50.43 - $57.3 $1.07M - $1.22M
160K $9.18M
PANW
Palo Alto Networks Inc

Technology
4.84K
+ 2.29%
$294.18 - $368.01 $1.42M - $1.78M
216K $73.9M
MSTR
Microstrategy Inc

Technology
51.4K
+ 964.85%
$114.3 - $1800.09 $5.88M - $92.6M
56.8K $9.57M
UBS
Ubs Group Ag

Financial Services
70.3K
+ 202.96%
$27.97 - $31.42 $1.97M - $2.21M
105K $3.24M
TRNS
Transcat Inc

Industrials
17.7K
+ 28.82%
$107.6 - $144.07 $1.91M - $2.56M
79.3K $9.58M
Activity Summary
Buys All Purchases 1623 New Holdings 280 Increased Positions 1343 Sells All Sells 948 Reductions 948 Sold out 0 Options Calls 71 Puts 47
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