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
SCHP
Schwab Strategic Us Tips ETF

ETFs
91.9K
+ 4.5%
$26.44 - $27.1 $2.43M - $2.49M
2.13M $57.5M
BNL
Broadstone Net Lease, Inc.

Real Estate
134K
+ 39.71%
$15.75 - $18.78 $2.11M - $2.52M
471K $8.42M
VT
Vanguard Total World Stk Index

ETFs
17.2K
+ 25.35%
$128.41 - $138.03 $2.21M - $2.37M
85K $11.7M
PSLV
Sprott Physical Silver Trust

Financial Services
23.1K
+ 3.08%
$12.24 - $15.73 $283K - $363K
773K $12.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
15.9K
+ 3.67%
$66.38 - $71.68 $1.05M - $1.14M
448K $31.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
96.3K
+ 11.35%
$25.67 - $27.21 $2.47M - $2.62M
945K $25.5M
AZN
Astrazeneca PLC

Healthcare
8.95K
+ 2.76%
$68.72 - $82.11 $615K - $735K
333K $25.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
31.2K
+ 50.64%
$97.53 - $115.95 $3.04M - $3.62M
92.8K $9.28M
STE
Steris PLC

Healthcare
11.2K
+ 106.5%
$221.21 - $252.43 $2.47M - $2.82M
21.7K $5.36M
MLI
Mueller Industries Inc

Industrials
26.9K
+ 489.44%
$82.07 - $101.7 $2.21M - $2.73M
32.4K $3.27M
IYW
Ishares Dj Us Tech ETF

ETFs
383
+ 0.32%
$171.38 - $197.01 $65.6K - $75.5K
120K $23.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
12.8K
+ 6.22%
$82.29 - $90.77 $1.05M - $1.16M
218K $19.7M
IDXX
Idexx Laboratories Inc

Healthcare
152
+ 0.59%
$514.61 - $682.78 $78.2K - $104K
25.8K $16.5M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
109K
+ 245.2%
$21.5 - $23.94 $2.35M - $2.61M
154K $3.68M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
20.9K
+ 28.14%
$85.31 - $97.03 $1.78M - $2.03M
95.2K $9.07M
DD
Du Pont De Nemours, Inc.

Basic Materials
19K
+ 14.37%
$69.9 - $78.26 $1.32M - $1.48M
151K $11.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
27.6K
+ 8.6%
$81.75 - $84.54 $2.26M - $2.33M
349K $29.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
41.1K
+ 3.47%
$45.72 - $47.27 $1.88M - $1.94M
1.22M $57.5M
FTI
Technip Fmc PLC

Energy
52K
+ 43.63%
$32.19 - $40.89 $1.67M - $2.13M
171K $6.75M
EXPD
Expeditors International Of Washington Inc

Industrials
8.65K
+ 4.61%
$111.37 - $124.95 $963K - $1.08M
196K $24.1M
AX
Axos Financial, Inc.

Financial Services
29.8K
+ 281.82%
$78.32 - $92.31 $2.34M - $2.75M
40.4K $3.42M
CLBT
Cellebrite Di Ltd.

Technology
104K
+ 40.43%
$13.52 - $18.97 $1.4M - $1.96M
360K $6.67M
DASH
Door Dash, Inc.

Communication Services
4.34K
+ 7.97%
$234.5 - $272.5 $1.02M - $1.18M
58.8K $16M
ROKU
Roku, Inc

Communication Services
23.3K
+ 138.76%
$79.98 - $101.78 $1.86M - $2.37M
40.1K $4.01M
MOS
Mosaic CO

Basic Materials
76.1K
+ 128.5%
$30.93 - $37.81 $2.35M - $2.88M
135K $4.69M
PWR
Quanta Services, Inc.

Industrials
18
+ 0.03%
$372.29 - $421.68 $6.7K - $7.59K
69.1K $28.7M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.47K
+ 1.44%
$108.03 - $117.04 $375K - $407K
245K $28.7M
EIX
Edison International

Utilities
36.4K
+ 27.39%
$50.42 - $56.35 $1.84M - $2.05M
169K $9.36M
HDV
Ishares Core High Dividend ETF

ETFs
9.54K
+ 3.82%
$118.16 - $123.66 $1.13M - $1.18M
259K $31.7M
JBBB
Janus Detroit Str Tr Henderson

ETFs
51.5K
+ 22.91%
$48.04 - $48.61 $2.47M - $2.5M
276K $13.3M
THC
Tenet Healthcare Corp

Healthcare
9.77K
+ 56.56%
$148.38 - $203.04 $1.45M - $1.98M
27K $5.49M
OVV
Ovintiv Inc.

Energy
59.1K
+ 296.19%
$38.53 - $43.17 $2.28M - $2.55M
79K $3.19M
GNRC
Generac Holdings Inc.

Industrials
7.46K
+ 15.36%
$146.61 - $202.85 $1.09M - $1.51M
56K $9.38M
INTU
Intuit Inc

Technology
9.57K
+ 24.32%
$646.03 - $807.39 $6.18M - $7.72M
48.9K $33.4M
PDP
Invesco Exchange Traded Fd Tr

ETFs
12.2K
+ 12.26%
$107.15 - $118.05 $1.3M - $1.44M
111K $13.2M
MGM
Mgm Resorts International

Consumer Cyclical
67.5K
+ 109.69%
$34.18 - $39.77 $2.31M - $2.69M
129K $4.48M
IXUS
Ishares Tr

ETFs
5.04K
+ 1.37%
$76.35 - $82.58 $385K - $416K
373K $30.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
50.9K
+ 1.42%
$22.9 - $23.58 $1.17M - $1.2M
3.63M $85.2M
COP
Conocophillips

Energy
11.6K
+ 4.54%
$91.0 - $98.99 $1.05M - $1.14M
266K $25.2M
IWV
Ishares Russell 3000 ETF

ETFs
3.37K
+ 9.01%
$351.04 - $379.81 $1.18M - $1.28M
40.8K $15.5M
RKT
Rocket Companies, Inc.

Financial Services
117K
+ 1051.32%
$13.31 - $21.16 $1.55M - $2.47M
128K $2.48M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1K
+ 0.48%
$134.94 - $145.86 $135K - $146K
211K $30.7M
CHTR
Charter Communications, Inc.

Communication Services
10.5K
+ 245.31%
$256.57 - $418.22 $2.68M - $4.37M
14.7K $4.05M
HPQ
Hp Inc

Technology
55.6K
+ 19.73%
$24.45 - $29.35 $1.36M - $1.63M
337K $9.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.15K
+ 1.22%
$276.51 - $305.12 $318K - $351K
95K $28.3M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
95.2K
+ 193.76%
$24.02 - $24.28 $2.29M - $2.31M
144K $3.47M
STX
Seagate Technology Holdings PLC

Technology
245
+ 1.01%
$142.01 - $236.06 $34.8K - $57.8K
24.4K $5.76M
DAL
Delta Air Lines, Inc.

Industrials
15.4K
+ 8.44%
$49.0 - $61.97 $756K - $956K
198K $11.2M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
41.1K
+ 32.48%
$50.73 - $52.47 $2.08M - $2.16M
168K $8.75M
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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