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
DVYE
Ishares Emerging Markets Divid

ETFs
41.6K
+ 88.41%
$28.5 - $30.64 $1.19M - $1.27M
88.6K $2.63M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
31.8K
+ 29.44%
$42.13 - $44.1 $1.34M - $1.4M
140K $6.02M
PNR
Pentair PLC

Industrials
5.36K
+ 6.34%
$100.62 - $112.59 $540K - $604K
90K $9.97M
XLE
Energy Sector Spdr

ETFs
2.79K
+ 1.23%
$84.25 - $91.99 $235K - $256K
229K $20.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.22K
+ 1.36%
$84.55 - $89.54 $272K - $288K
240K $21.5M
SSB
South State Corp

Financial Services
10.7K
+ 34.14%
$91.78 - $103.55 $982K - $1.11M
42K $4.15M
PRG
Prog Holdings, Inc.

Industrials
36.8K
+ 142.47%
$28.2 - $36.35 $1.04M - $1.34M
62.6K $2.03M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
123K
+ 251.79%
$9.62 - $11.02 $1.18M - $1.36M
172K $1.74M
AWI
Armstrong World Industries Inc

Industrials
4.67K
+ 44.45%
$163.99 - $199.13 $766K - $930K
15.2K $2.98M
W
Wayfair Inc.

Consumer Cyclical
10.7K
+ 133.61%
$51.99 - $90.17 $558K - $969K
18.8K $1.68M
ARMK
Aramark

Industrials
33.5K
+ 525.44%
$37.46 - $44.15 $1.26M - $1.48M
39.9K $1.53M
FNGS
Bank Of Montreal

ETFs
6.85K
+ 4.26%
$64.17 - $71.22 $440K - $488K
168K $11.7M
CFLT
Confluent, Inc.

Technology
68.7K
+ 338.82%
$15.91 - $27.35 $1.09M - $1.88M
89K $1.76M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
24.3K
+ 37.0%
$50.29 - $50.86 $1.22M - $1.23M
89.8K $4.56M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
22.4K
+ 31.13%
$41.64 - $45.4 $932K - $1.02M
94.2K $4.28M
MTG
Mgic Investment Corp

Financial Services
14.7K
+ 0.94%
$25.06 - $28.92 $368K - $425K
1.58M $44.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
19.2K
+ 3.23%
$40.94 - $42.85 $785K - $822K
614K $25.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.24K
+ 5.7%
$109.11 - $111.88 $1.01M - $1.03M
171K $19.1M
IVE
Ishares S&P 500 Value ETF

ETFs
1.15K
+ 1.3%
$194.44 - $206.51 $223K - $237K
89.6K $18.5M
FNDA
Schwab Fundamental U S Small C

ETFs
25.8K
+ 15.73%
$28.75 - $31.93 $740K - $822K
189K $5.9M
SHEL
Shell PLC

Energy
12.1K
+ 3.93%
$69.82 - $73.93 $847K - $897K
321K $23M
PSN
Parsons Corp

Industrials
8.4K
+ 18.3%
$72.77 - $82.92 $611K - $696K
54.3K $4.5M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
61.2K
+ 18.2%
$14.33 - $15.38 $877K - $942K
398K $6.12M
SUB
Ishares Short Term National Mu

ETFs
10.3K
+ 4.45%
$106.17 - $107.3 $1.1M - $1.11M
242K $25.8M
NEU
Newmarket Corp

Basic Materials
1.31K
+ 160.0%
$680.5 - $848.94 $893K - $1.11M
2.13K $1.77M
SON
Sonoco Products CO

Consumer Cyclical
28.3K
+ 47.6%
$42.77 - $48.68 $1.21M - $1.38M
87.7K $3.78M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
12.4K
+ 6.98%
$44.92 - $48.31 $556K - $598K
190K $9.16M
GTLB
Gitlab Inc.

Technology
26.3K
+ 16.06%
$38.82 - $50.43 $1.02M - $1.33M
190K $8.58M
RIO
Rio Tinto PLC

Basic Materials
5.53K
+ 5.25%
$57.66 - $66.01 $319K - $365K
111K $7.32M
DINO
Hf Sinclair Corp

Energy
1.55K
+ 1.62%
$42.11 - $54.01 $65.3K - $83.8K
97K $5.08M
AVSU
American Centy ETF Tr Avantis

ETFs
6.25K
+ 4.51%
$68.72 - $74.09 $429K - $463K
145K $10.7M
OPEN
Opendoor Technologies Inc.

Real Estate
127K
+ 708.07%
$0.56 - $10.52 $71.1K - $1.34M
145K $1.15M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
7.93K
+ 3.05%
$50.32 - $54.01 $399K - $428K
268K $14.5M
VTR
Ventas, Inc.

Real Estate
13.2K
+ 42.41%
$62.76 - $69.99 $830K - $925K
44.4K $3.11M
PI
Impinj Inc

Technology
66
+ 0.41%
$111.65 - $200.78 $7.37K - $13.3K
16.1K $2.92M
GIS
General Mills Inc

Consumer Defensive
27.6K
+ 14.72%
$48.44 - $53.83 $1.33M - $1.48M
215K $10.8M
PEG
Public Service Enterprise Group Inc

Utilities
14.2K
+ 16.13%
$79.99 - $90.14 $1.14M - $1.28M
102K $8.55M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
22K
+ 26.42%
$35.41 - $38.93 $779K - $857K
105K $4.1M
RRC
Range Resources Corp

Energy
31.5K
+ 149.39%
$32.79 - $39.33 $1.03M - $1.24M
52.6K $1.98M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
13
+ 0.09%
$473.44 - $553.71 $6.15K - $7.2K
14K $7.68M
CEG
Constellation Energy Corp

Utilities
2.45K
+ 5.0%
$298.82 - $354.89 $731K - $868K
51.3K $16.9M
BIIB
Biogen Inc.

Healthcare
5.04K
+ 18.09%
$122.68 - $148.84 $618K - $750K
32.9K $4.61M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
23.2K
+ 50.17%
$38.85 - $41.97 $899K - $972K
69.3K $2.9M
G
Genpact LTD

Technology
26.7K
+ 269.47%
$41.06 - $46.13 $1.09M - $1.23M
36.5K $1.53M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
11.1K
+ 2.67%
$72.01 - $74.44 $803K - $830K
429K $31.5M
HTGC
Hercules Capital, Inc.

Financial Services
56.8K
+ 173.28%
$18.34 - $19.53 $1.04M - $1.11M
89.6K $1.69M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.31K
+ 3.45%
$117.65 - $120.08 $977K - $997K
249K $29.8M
TCHP
T Rowe Price Exchange Traded F

Technology
17.8K
+ 28.8%
$44.9 - $49.35 $801K - $880K
79.8K $3.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.45K
+ 6.95%
$89.29 - $100.17 $398K - $446K
68.5K $6.86M
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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