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
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.84K
+ 3.87%
$316.94 - $357.88 $2.17M - $2.45M
184K $63.1M
DGX
Quest Diagnostics Inc

Healthcare
16.9K
+ 158.91%
N/A
27.6K $3.79M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
23.1K
+ 7.66%
$99.04 - $109.59 $2.28M - $2.53M
324K $32.3M
BAH
Booz Allen Hamilton Holding Corp

Industrials
17.7K
+ 85.03%
$128.36 - $186.0 $2.27M - $3.29M
38.5K $4.95M
DPZ
Dominos Pizza Inc

Consumer Cyclical
5.42K
+ 123.08%
$408.59 - $476.19 $2.22M - $2.58M
9.83K $4.13M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
122K
+ 273.52%
$18.5 - $20.08 $2.25M - $2.44M
166K $3.07M
VCIT
Vanguard Intermediate Term Cor

ETFs
27.9K
+ 13.98%
$80.13 - $83.77 $2.23M - $2.33M
227K $18.2M
HDV
Ishares Core High Dividend ETF

ETFs
19.9K
+ 7.98%
$110.82 - $121.28 $2.2M - $2.41M
269K $30.1M
AOA
Ishares Tr Core Aggressive All

ETFs
28.9K
+ 85.48%
$76.61 - $79.88 $2.21M - $2.31M
62.6K $4.8M
USVM
Victory Portfolios Ii Victorys

ETFs
26K
+ 409.15%
$83.49 - $92.09 $2.17M - $2.4M
32.4K $2.73M
MCO
Moodys Corp

Financial Services
4.57K
+ 43.7%
$454.04 - $500.88 $2.08M - $2.29M
15K $7.12M
EFV
Msci Eafe Value ETF

ETFs
41.2K
+ 15.15%
$51.78 - $57.15 $2.13M - $2.35M
313K $16.4M
CMI
Cummins Inc

Industrials
6.16K
+ 35.77%
$324.93 - $383.42 $2M - $2.36M
23.4K $8.16M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
20.2K
+ 17.55%
$103.6 - $112.52 $2.09M - $2.27M
135K $14.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
78.2K
+ 16.69%
$26.18 - $28.77 $2.05M - $2.25M
546K $14.5M
BDX
Becton Dickinson & CO

Healthcare
9.1K
+ 20.02%
$220.02 - $243.75 $2M - $2.22M
54.5K $12.4M
WEN
Wendy'S CO

Consumer Cyclical
126K
+ 82.92%
$16.26 - $20.42 $2.06M - $2.58M
279K $4.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.06K
+ 1.27%
$370.24 - $418.94 $1.87M - $2.12M
405K $163M
NU
Nu Holdings Ltd.

Financial Services
196K
+ 283.14%
$10.24 - $15.89 $2M - $3.11M
265K $2.74M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
43.3K
+ 10.28%
$45.85 - $49.28 $1.99M - $2.14M
465K $21.7M
CSX
Csx Corp

Industrials
62.5K
+ 7.08%
$31.58 - $36.88 $1.97M - $2.3M
945K $30.5M
GBIL
Goldman Sachs Access Treasury

ETFs
20K
+ 31.7%
$99.85 - $100.22 $2M - $2.01M
83.3K $8.32M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
31.5K
+ 25.39%
$58.39 - $67.04 $1.84M - $2.11M
155K $9.87M
ZS
Zscaler, Inc.

Technology
11K
+ 94.53%
$166.99 - $211.99 $1.84M - $2.34M
22.7K $4.09M
MEDP
Medpace Holdings, Inc.

Healthcare
5.95K
+ 245.62%
$308.93 - $363.58 $1.84M - $2.16M
8.37K $2.78M
SMAR
Smartsheet Inc

Technology
34.9K
+ 119.26%
$55.35 - $56.51 $1.93M - $1.97M
64.2K $3.6M
GWW
W.W. Grainger, Inc.

Industrials
1.84K
+ 13.23%
$1023.06 - $1220.93 $1.88M - $2.24M
15.7K $16.5M
RF
Regions Financial Corp

Financial Services
81.4K
+ 55.05%
$22.45 - $27.47 $1.83M - $2.24M
229K $5.39M
KRE
Spdr S&P Regional Banking ETF

ETFs
31.6K
+ 176.92%
$54.6 - $68.9 $1.73M - $2.18M
49.5K $2.99M
BHP
Bhp Group LTD

Basic Materials
38.7K
+ 114.25%
$48.78 - $62.43 $1.89M - $2.42M
72.6K $3.54M
CGUS
Capital Group Core Equity ETF
53.9K
+ 9.57%
$33.96 - $36.24 $1.83M - $1.95M
617K $21.6M
RIO
Rio Tinto PLC

Basic Materials
32K
+ 50.56%
$58.59 - $71.15 $1.87M - $2.27M
95.2K $5.6M
UBER
Uber Technologies, Inc

Technology
31.2K
+ 26.59%
$59.93 - $86.34 $1.87M - $2.69M
148K $8.95M
INTC
Intel Corp

Technology
93.4K
+ 23.31%
$19.07 - $26.23 $1.78M - $2.45M
494K $9.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
62.7K
+ 12.82%
$29.77 - $30.19 $1.87M - $1.89M
552K $16.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
27.8K
+ 13.3%
$65.08 - $73.72 $1.81M - $2.05M
237K $15.7M
AIG
American International Group, Inc.

Financial Services
25.2K
+ 61.54%
$70.0 - $79.22 $1.76M - $2M
66.1K $4.81M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
39.4K
+ 33.26%
$42.05 - $48.31 $1.66M - $1.9M
158K $7.3M
YUM
Yum Brands Inc

Consumer Cyclical
13.6K
+ 27.85%
$130.36 - $139.54 $1.77M - $1.89M
62.3K $8.36M
OEF
Ishares S&P 100 ETF

ETFs
6.83K
+ 21.09%
N/A
39.2K $10.4M
KKR
Kkr & Co. Inc.

Financial Services
12.3K
+ 10.32%
$129.87 - $162.87 $1.59M - $2M
131K $19.4M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
7.23K
+ 22.67%
$229.83 - $258.46 $1.66M - $1.87M
39.1K $9.67M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.2K
+ 14.7%
$121.89 - $135.52 $1.73M - $1.92M
111K $13.9M
XLY
Select Sector Spdr Consumer Di

ETFs
7.79K
+ 15.1%
$194.8 - $239.43 $1.52M - $1.87M
59.4K $13.3M
BIIB
Biogen Inc.

Healthcare
11.4K
+ 227.68%
$146.47 - $191.55 $1.67M - $2.19M
16.4K $2.51M
SONY
Sony Group Corp

Technology
82.1K
+ 427.19%
$17.53 - $96.8 $1.44M - $7.95M
101K $2.14M
OKE
Oneok Inc

Energy
17.2K
+ 7.7%
$92.28 - $117.05 $1.59M - $2.01M
241K $24.2M
MLPA
Global X Mlp ETF

ETFs
34.8K
+ 22.63%
$47.44 - $52.61 $1.65M - $1.83M
189K $9.33M
MSCI
Msci Inc.

Financial Services
2.79K
+ 71.51%
$569.09 - $635.99 $1.59M - $1.78M
6.7K $4.02M
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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