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
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.58K
+ 9.0%
$393.18 - $439.39 $1.01M - $1.13M
31.2K $13.6M
CGUS
Capital Group Core Equity ETF
12.1K
+ 1.79%
$36.89 - $39.72 $445K - $479K
686K $27.1M
LDOS
Leidos Holdings, Inc.

Technology
3.28K
+ 6.59%
$159.2 - $188.96 $523K - $620K
53.1K $10M
MGC
Vanguard Mega Cap ETF

ETFs
1.82K
+ 2.05%
$224.2 - $245.55 $407K - $446K
90.4K $22.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.68K
+ 0.98%
$136.48 - $142.97 $503K - $527K
378K $53M
DG
Dollar General Corp

Consumer Defensive
23.5K
+ 84.9%
$101.86 - $116.32 $2.39M - $2.73M
51.2K $5.29M
JCPB
J P Morgan Exchange Traded Fd

ETFs
41.9K
+ 16.39%
$46.37 - $47.77 $1.94M - $2M
297K $14.1M
XLU
Utilities Sector Spdr

ETFs
11.2K
+ 5.61%
$81.14 - $87.32 $911K - $980K
211K $18.4M
FNF
Fidelity National Financial, Inc.

Financial Services
31.3K
+ 79.39%
$51.22 - $61.07 $1.6M - $1.91M
70.7K $4.28M
AVDV
American Centy ETF Tr Avantis

ETFs
8.16K
+ 6.0%
$79.24 - $89.03 $647K - $726K
144K $12.8M
RECS
Columbia ETF Tr I

ETFs
22K
+ 6.87%
$36.82 - $40.35 $811K - $889K
343K $13.8M
BDX
Becton Dickinson & CO

Healthcare
3.65K
+ 4.05%
$172.41 - $199.66 $630K - $730K
93.9K $17.6M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
37.3K
+ 2.26%
$28.42 - $30.45 $1.06M - $1.14M
1.69M $49.6M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
82.7K
+ 349.45%
$23.69 - $24.32 $1.96M - $2.01M
106K $2.58M
IVZ
Invesco Ltd.

Financial Services
47.4K
+ 36.79%
$16.17 - $23.0 $767K - $1.09M
176K $4.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.67K
+ 5.42%
$275.84 - $326.36 $460K - $544K
32.4K $10.6M
JPIE
J P Morgan Exchange Traded Fd
42.6K
+ 20.48%
$46.01 - $46.55 $1.96M - $1.98M
251K $11.6M
ED
Consolidated Edison Inc

Utilities
19.4K
+ 7.01%
$95.57 - $105.36 $1.85M - $2.04M
296K $29.7M
RJF
Raymond James Financial Inc

Financial Services
6.38K
+ 14.11%
$154.64 - $176.43 $986K - $1.13M
51.6K $8.91M
SAM
Boston Beer CO Inc

Consumer Defensive
9.01K
+ 445.8%
$191.38 - $226.97 $1.73M - $2.05M
11K $2.33M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
15.1K
+ 23.44%
$71.86 - $87.45 $1.08M - $1.32M
79.5K $6.62M
BPOP
Popular, Inc.

Financial Services
12.6K
+ 63.67%
$111.3 - $128.04 $1.4M - $1.61M
32.4K $4.11M
EME
Emcor Group, Inc.

Industrials
1.28K
+ 13.55%
$530.88 - $655.83 $682K - $842K
10.8K $6.99M
AGO
Assured Guaranty LTD

Financial Services
22.9K
+ 204.48%
$80.41 - $86.64 $1.84M - $1.99M
34.1K $2.89M
NTAP
Net App, Inc.

Technology
9.76K
+ 15.93%
$101.1 - $126.36 $987K - $1.23M
71K $8.41M
WST
West Pharmaceutical Services Inc

Healthcare
2.62K
+ 9.87%
$210.08 - $279.1 $551K - $732K
29.2K $7.65M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.63K
+ 0.42%
$32.78 - $35.79 $86.3K - $94.2K
628K $22.4M
IQV
Iqvia Holdings Inc.

Healthcare
6.19K
+ 30.51%
$157.68 - $200.82 $976K - $1.24M
26.5K $5.03M
EFV
Msci Eafe Value ETF

ETFs
7.24K
+ 2.36%
$62.79 - $68.42 $454K - $495K
314K $21.3M
PINK
Simplify Exchange Traded Fds S

ETFs
25K
+ 4.18%
$28.44 - $31.71 $711K - $793K
623K $19.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
393
+ 1.13%
$116.14 - $168.56 $45.6K - $66.2K
35.3K $5.94M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.45K
+ 0.99%
$282.75 - $294.19 $409K - $426K
147K $43.3M
IGM
Ishares Expanded Tech Sector E

ETFs
11.5K
+ 45.8%
$110.96 - $127.67 $1.28M - $1.47M
36.7K $4.62M
PNFP
Pinnacle Financial Partners Inc

Financial Services
23.3K
+ 97.94%
$86.13 - $119.63 $2.01M - $2.79M
47.1K $4.41M
UNP
Union Pacific Corp

Industrials
3.35K
+ 2.12%
$214.91 - $237.16 $720K - $795K
162K $38.2M
MTZ
Mastec Inc

Industrials
5.42K
+ 36.77%
$168.23 - $212.81 $912K - $1.15M
20.2K $4.29M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.9K
+ 0.85%
$35.42 - $38.65 $174K - $189K
580K $22.1M
PLD
Prologis, Inc.

Real Estate
10.8K
+ 20.27%
$104.08 - $115.35 $1.12M - $1.24M
63.9K $7.32M
VIS
Vanguard Industrial ETF

ETFs
4.08K
+ 12.85%
$281.0 - $296.29 $1.15M - $1.21M
35.8K $10.6M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
18K
+ 14.7%
$75.26 - $80.19 $1.36M - $1.45M
141K $11.2M
FISV
Fiserv Inc

Technology
13.5K
+ 7.61%
N/A
191K $23.9M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11.7K
+ 8.74%
$82.42 - $87.03 $965K - $1.02M
146K $12.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
55.3K
+ 10.53%
$28.38 - $29.05 $1.57M - $1.61M
580K $16.8M
EVR
Evercore Inc.

Financial Services
2.44K
+ 19.56%
$276.5 - $362.79 $675K - $886K
14.9K $5.04M
PKG
Packaging Corp Of America

Consumer Cyclical
3.77K
+ 13.61%
$191.41 - $220.25 $721K - $830K
31.5K $6.86M
HYMU
Blackrock ETF Tr Ii High Yield
71.2K
+ 517.19%
N/A
85K $1.95M
IONQ
Ion Q, Inc.

Technology
17.2K
+ 56.76%
$36.79 - $75.14 $633K - $1.29M
47.5K $2.92M
JBHT
Hunt J B Transport Services Inc

Industrials
13.8K
+ 54.97%
$130.65 - $154.66 $1.81M - $2.14M
39K $5.23M
NNN
National Retail Properties, Inc.

Real Estate
38.4K
+ 87.49%
$40.68 - $44.1 $1.56M - $1.69M
82.3K $3.5M
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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