Wealth Enhancement Advisory Services, LLC Incresed Positions in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
1.21K
+ 0.96%
$92.79 - $134.29 $113K - $163K
127K $16.9M
NYT
New York Times CO

Communication Services
39.1K
+ 154.29%
$45.37 - $57.12 $1.78M - $2.24M
64.5K $3.61M
COIN
Coinbase Global, Inc.

Technology
165
+ 1.28%
$151.47 - $375.07 $25K - $61.9K
13K $4.56M
EXPE
Expedia Group, Inc.

Consumer Cyclical
13.8K
+ 43.51%
$136.63 - $176.62 $1.88M - $2.43M
45.4K $7.65M
GM
General Motors CO

Consumer Cyclical
40.6K
+ 26.09%
$42.48 - $50.46 $1.72M - $2.05M
196K $9.65M
WEC
Wec Energy Group, Inc.

Utilities
33.4K
+ 13.63%
$102.24 - $109.76 $3.41M - $3.66M
278K $29M
ADSK
Autodesk, Inc.

Technology
9.28K
+ 21.66%
N/A
52.1K $12.8M
XLF
Financial Sector Spdr

ETFs
21.8K
+ 6.18%
$43.92 - $52.37 $957K - $1.14M
374K $19.6M
ASH
Ashland Global Holdings Inc

Basic Materials
46.8K
+ 377.7%
$46.53 - $57.87 $2.18M - $2.71M
59.2K $2.98M
DINO
Hf Sinclair Corp

Energy
44.2K
+ 86.33%
$25.91 - $41.85 $1.15M - $1.85M
95.5K $3.92M
CNP
Centerpoint Energy Inc

Utilities
59.3K
+ 80.02%
$35.5 - $39.05 $2.11M - $2.32M
133K $4.9M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
24.9K
+ 9.32%
$54.27 - $63.01 $1.35M - $1.57M
292K $18.3M
BRP
Brp Group, Inc.

Financial Services
55.3K
+ 50.55%
N/A
165K $6.6M
AFL
Aflac Inc

Financial Services
36.4K
+ 12.73%
$99.77 - $112.45 $3.63M - $4.09M
322K $34M
WING
Wingstop Inc.

Consumer Cyclical
5.42K
+ 165.42%
$210.24 - $381.46 $1.14M - $2.07M
8.7K $2.93M
FIS
Fidelity National Information Services, Inc.

Technology
18.2K
+ 17.5%
$68.14 - $82.13 $1.24M - $1.49M
122K $9.92M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
20.4K
+ 5.35%
$37.51 - $45.52 $765K - $928K
401K $18.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
768
+ 4.35%
$177.93 - $313.14 $137K - $240K
18.4K $5.76M
IT
Gartner Inc

Technology
6.35K
+ 22.2%
$377.5 - $449.52 $2.4M - $2.86M
35K $14.1M
CCK
Crown Holdings Inc

Consumer Cyclical
18.4K
+ 119.78%
$78.47 - $104.45 $1.45M - $1.93M
33.8K $3.48M
XEL
Xcel Energy Inc

Utilities
49.6K
+ 10.51%
$65.65 - $72.39 $3.26M - $3.59M
522K $35.5M
EXPD
Expeditors International Of Washington Inc

Industrials
26.8K
+ 16.68%
$102.84 - $122.24 $2.76M - $3.28M
188K $21.4M
PEGA
Pegasystems Inc

Technology
42.8K
+ 255.96%
$49.95 - $103.29 $2.14M - $4.42M
59.5K $3.22M
NTRA
Natera, Inc.

Healthcare
8.98K
+ 46.4%
$132.23 - $171.87 $1.19M - $1.54M
28.3K $4.78M
WRB
Berkley W R Corp

Financial Services
27K
+ 109.73%
$64.28 - $75.17 $1.74M - $2.03M
51.7K $3.8M
NVS
Novartis Ag

Healthcare
5.78K
+ 4.11%
$101.96 - $121.01 $589K - $699K
147K $17.7M
NUE
Nucor Corp

Basic Materials
8.53K
+ 8.41%
$103.22 - $131.43 $881K - $1.12M
110K $14.2M
STX
Seagate Technology Holdings PLC

Technology
7.05K
+ 41.19%
$66.54 - $144.33 $469K - $1.02M
24.2K $3.49M
PII
Polaris Inc.

Consumer Cyclical
49.1K
+ 471.49%
$31.97 - $42.61 $1.57M - $2.09M
59.6K $2.42M
XRAY
Dentsply Sirona Inc.

Healthcare
121K
+ 224.56%
$12.55 - $16.75 $1.52M - $2.03M
175K $2.78M
MDT
Medtronic PLC

Healthcare
39K
+ 7.34%
$80.68 - $88.86 $3.14M - $3.46M
570K $49.7M
NTAP
Net App, Inc.

Technology
9.29K
+ 17.89%
$76.1 - $106.55 $707K - $990K
61.2K $6.53M
IEF
Ishares Barclays

ETFs
13.7K
+ 0.85%
$93.15 - $96.56 $1.28M - $1.33M
1.62M $155M
THC
Tenet Healthcare Corp

Healthcare
9.08K
+ 110.95%
$110.41 - $176.0 $1M - $1.6M
17.3K $3.04M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20K
+ 8.83%
$102.02 - $103.5 $2.04M - $2.07M
247K $25.4M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
34.7K
+ 117.09%
$67.83 - $92.33 $2.36M - $3.21M
64.4K $4.68M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
39.9K
+ 8.24%
$46.41 - $47.7 $1.85M - $1.9M
524K $24.9M
XLI
Industrial Sector Spdr

ETFs
4.25K
+ 5.72%
$116.42 - $147.52 $495K - $627K
78.6K $11.6M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.73K
+ 0.9%
$120.49 - $141.16 $209K - $245K
193K $26.7M
SUN
Sunoco LP

Energy
35.8K
+ 681.09%
$50.38 - $59.13 $1.81M - $2.12M
41.1K $2.2M
STT
State Street Corp

Financial Services
9.5K
+ 18.14%
$75.33 - $106.34 $716K - $1.01M
61.9K $6.58M
CTVA
Corteva, Inc.

Basic Materials
4.08K
+ 2.99%
$55.52 - $74.53 $226K - $304K
140K $10.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
63K
+ 12.18%
$29.07 - $29.38 $1.83M - $1.85M
580K $17M
SCHP
Schwab Strategic Us Tips ETF

ETFs
77.8K
+ 3.96%
$26.18 - $26.93 $2.04M - $2.1M
2.04M $54.5M
VT
Vanguard Total World Stk Index

ETFs
8.79K
+ 14.9%
$103.16 - $128.52 $907K - $1.13M
67.8K $8.71M
FDX
Fedex Corp

Industrials
15K
+ 16.12%
$198.07 - $245.17 $2.97M - $3.67M
108K $24.5M
DLTR
Dollar Tree, Inc.

Consumer Defensive
15.4K
+ 111.99%
$67.22 - $100.51 $1.03M - $1.54M
29.1K $2.88M
VRT
Vertiv Holdings CO

Industrials
21.3K
+ 22.77%
N/A
115K $9.96M
BSX
Boston Scientific Corp

Healthcare
10.7K
+ 10.23%
$89.7 - $107.41 $963K - $1.15M
116K $12.4M
Activity Summary
Buys All Purchases 2174 New Holdings 543 Increased Positions 1631 Sells All Sells 1081 Reductions 1081 Sold out 0 Options Calls 22 Puts 11
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email