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
VONV
Vanguard Russell 1000 Value Et

ETFs
16.2K
+ 7.94%
$80.87 - $87.69 $1.31M - $1.42M
220K $17.9M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
9.79K
+ 193.71%
$107.98 - $143.92 $1.06M - $1.41M
14.8K $1.99M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
20.1K
+ 446.82%
$64.91 - $73.47 $1.31M - $1.48M
24.6K $1.61M
TGT
Target Corp

Consumer Defensive
9.54K
+ 6.09%
$121.59 - $160.69 $1.16M - $1.53M
166K $22.5M
JULZ
Listed Fds Tr Trueshares Struc

Technology
33.1K
+ 130.99%
N/A
58.3K $2.27M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
25.7K
+ 114.25%
$49.58 - $50.28 $1.28M - $1.29M
48.2K $2.4M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
99.7K
+ 62.15%
$12.51 - $13.59 $1.25M - $1.36M
260K $3.32M
LHX
L3 Harris Technologies, Inc.

Industrials
6.04K
+ 14.63%
$208.94 - $264.22 $1.26M - $1.6M
47.3K $9.95M
VONG
Vanguard Russell 1000 Growth E

ETFs
12.3K
+ 3.34%
$95.27 - $107.82 $1.17M - $1.32M
380K $39.2M
PCEF
Invesco Cef Income Composite E

ETFs
66K
+ 16.63%
$19.05 - $19.86 $1.26M - $1.31M
463K $8.87M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.76K
+ 28.37%
$170.03 - $192.78 $1.15M - $1.3M
30.6K $5.65M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
12.6K
+ 70.2%
$99.0 - $99.5 $1.24M - $1.25M
30.4K $3.02M
FTI
Technip Fmc PLC

Energy
43K
+ 112.53%
$25.16 - $31.95 $1.08M - $1.37M
81.2K $2.35M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
12.6K
+ 19.77%
$98.41 - $98.98 $1.24M - $1.25M
76.3K $7.51M
EFG
Msci Eafe Growth ETF

ETFs
12.6K
+ 8.21%
$96.83 - $106.88 $1.22M - $1.35M
166K $16.1M
AOM
Ishares Tr Core Moderate Alloc

ETFs
28.1K
+ 30.42%
$43.44 - $45.05 $1.22M - $1.27M
120K $5.23M
USFD
Us Foods Holding Corp.

Consumer Defensive
18K
+ 182.67%
$60.65 - $72.33 $1.09M - $1.3M
27.9K $1.88M
FLS
Flowserve Corp

Industrials
21.1K
+ 3.39%
$51.87 - $62.0 $1.09M - $1.31M
644K $37M
MET
Metlife Inc

Financial Services
14.7K
+ 5.75%
$78.15 - $88.25 $1.15M - $1.3M
271K $22.2M
DFAX
Dimensional ETF Tr
48.5K
+ 5.92%
$24.76 - $27.04 $1.2M - $1.31M
867K $21.6M
WWD
Woodward, Inc.

Industrials
7.19K
+ 55.67%
$159.67 - $187.29 $1.15M - $1.35M
20.1K $3.35M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
17.5K
+ 308.76%
$61.93 - $70.49 $1.09M - $1.24M
23.2K $1.53M
HWM
Howmet Aerospace Inc.

Industrials
10.5K
+ 33.2%
$99.72 - $120.09 $1.05M - $1.26M
42.2K $4.62M
CRI
Carters Inc

Consumer Cyclical
21.1K
+ 416.91%
$50.33 - $67.47 $1.06M - $1.43M
26.2K $1.42M
BITO
Proshares Tr Bitcoin Strategy

ETFs
50K
+ 181.43%
$16.99 - $27.42 $850K - $1.37M
77.6K $1.77M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
27.1K
+ 35.34%
$39.86 - $46.0 $1.08M - $1.25M
104K $4.36M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
23.6K
+ 45.33%
$47.66 - $51.84 $1.12M - $1.22M
75.6K $3.62M
MGV
Vanguard Mega Cap Value

ETFs
9K
+ 27.5%
$124.06 - $133.48 $1.12M - $1.2M
41.7K $5.21M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
23.1K
+ 314.72%
$48.48 - $49.47 $1.12M - $1.14M
30.4K $1.48M
VRSK
Verisk Analytics, Inc.

Industrials
4.06K
+ 23.6%
$262.86 - $294.75 $1.07M - $1.2M
21.2K $5.85M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11.2K
+ 14.51%
$99.2 - $108.47 $1.11M - $1.21M
88.2K $8.78M
SYK
Stryker Corp

Healthcare
3.07K
+ 2.16%
$345.14 - $392.15 $1.06M - $1.2M
145K $52.3M
IBB
Ishares Biotechnology ETF

ETFs
8.27K
+ 25.46%
$131.21 - $148.85 $1.09M - $1.23M
40.8K $5.39M
NRZ
New Residential Investment Corp.

Real Estate
151K
+ 827.44%
N/A
169K $1.23M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
43.4K
+ 0.95%
$24.94 - $26.14 $1.08M - $1.13M
4.6M $115M
SPG
Simon Property Group Inc

Real Estate
6.29K
+ 36.2%
$167.23 - $183.84 $1.05M - $1.16M
23.7K $4.07M
MUST
Columbia ETF Tr I Multi Sector

ETFs
53.2K
+ 39.23%
$20.25 - $20.87 $1.08M - $1.11M
189K $3.83M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.74K
+ 2.01%
$278.19 - $315.36 $1.04M - $1.18M
189K $54.4M
IXUS
Ishares Tr

ETFs
16.2K
+ 4.53%
$65.95 - $72.56 $1.07M - $1.17M
374K $24.7M
APPF
Appfolio Inc

Technology
4.34K
+ 65.48%
$192.07 - $269.26 $833K - $1.17M
11K $2.7M
OVV
Ovintiv Inc.

Energy
26.4K
+ 198.92%
$37.74 - $46.71 $995K - $1.23M
39.6K $1.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
42.7K
+ 157.67%
$24.82 - $25.48 $1.06M - $1.09M
69.8K $1.74M
SNV
Synovus Financial Corp

Financial Services
20.7K
+ 320.39%
$42.5 - $58.73 $878K - $1.21M
27.1K $1.39M
CL
Colgate Palmolive CO

Consumer Defensive
11.6K
+ 4.56%
$90.22 - $102.31 $1.05M - $1.19M
266K $24.2M
STLD
Steel Dynamics Inc

Basic Materials
10.7K
+ 105.13%
N/A
20.9K $2.05M
JBL
Jabil Inc

Technology
7.28K
+ 48.4%
$118.97 - $147.77 $866K - $1.08M
22.3K $3.21M
FNX
First Tr Mid Cap Core Alphadex

ETFs
8.96K
+ 92.67%
$114.77 - $127.28 $1.03M - $1.14M
18.6K $2.16M
AYI
Acuity Brands Inc

Industrials
3.51K
+ 166.11%
$292.13 - $333.45 $1.02M - $1.17M
5.62K $1.64M
SNY
Sanofi

Healthcare
21.2K
+ 39.96%
$45.89 - $57.31 $974K - $1.22M
74.4K $3.59M
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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