Wealth Enhancement Advisory Services, LLC Incresed Positions in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
2.38K
+ 10.48%
$181.66 - $216.87 $432K - $516K
25.1K $4.97M
EMR
Emerson Electric CO

Industrials
47K
+ 15.63%
$108.64 - $131.17 $5.11M - $6.16M
348K $38.1M
UTG
Reaves Utility Income Fund

Financial Services
25.7K
+ 120.36%
$31.08 - $34.42 $797K - $883K
47K $1.53M
PLD
Prologis, Inc.

Real Estate
4.85K
+ 9.56%
$103.59 - $124.04 $503K - $602K
55.6K $6.22M
USFD
Us Foods Holding Corp.

Consumer Defensive
13.8K
+ 49.55%
$63.38 - $72.02 $876K - $995K
41.7K $2.73M
SNA
Snap On Inc

Industrials
2.79K
+ 6.27%
$324.09 - $358.62 $904K - $1M
47.3K $15.9M
VMC
Vulcan Materials CO

Basic Materials
4.68K
+ 42.07%
$220.9 - $277.54 $1.03M - $1.3M
15.8K $3.69M
VT
Vanguard Total World Stk Index

ETFs
7.84K
+ 15.33%
$115.08 - $123.97 $902K - $972K
59K $6.83M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
26K
+ 13.31%
N/A
221K $6.98M
PNW
Pinnacle West Capital Corp

Utilities
5.31K
+ 17.82%
$81.76 - $95.25 $434K - $505K
35.1K $3.34M
NSC
Norfolk Southern Corp

Industrials
2.78K
+ 4.05%
$227.69 - $259.76 $633K - $723K
71.5K $16.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.41K
+ 52.26%
$314.47 - $431.35 $1.07M - $1.47M
9.93K $3.64M
HAL
Halliburton CO

Energy
40.1K
+ 33.59%
$24.15 - $29.9 $969K - $1.2M
160K $4.05M
FIX
Comfort Systems Usa Inc

Industrials
3.64K
+ 97.67%
$313.26 - $550.27 $1.14M - $2.01M
7.38K $2.38M
PINS
Pinterest, Inc.

Communication Services
19.6K
+ 21.1%
$29.79 - $40.0 $582K - $782K
112K $3.48M
EQT
Eqt Corp

Energy
4.75K
+ 6.59%
$46.16 - $54.25 $219K - $257K
76.7K $4.1M
CRS
Carpenter Technology Corp

Industrials
3.47K
+ 27.77%
$172.39 - $212.53 $598K - $737K
16K $2.89M
PDP
Invesco Exchange Traded Fd Tr

ETFs
14.7K
+ 16.96%
$96.95 - $116.13 $1.42M - $1.71M
101K $10.1M
SAP
Sap Se

Technology
576
+ 2.09%
$241.4 - $293.69 $139K - $169K
28.1K $7.55M
ALLY
Ally Financial Inc.

Financial Services
20.3K
+ 42.01%
$32.99 - $40.09 $670K - $815K
68.7K $2.51M
CGCP
Capital Group Core Plus Income

ETFs
16.1K
+ 1.05%
$21.94 - $22.64 $354K - $365K
1.55M $34.9M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
37.5K
+ 14.73%
N/A
292K $5.92M
XLU
Utilities Sector Spdr

ETFs
3.54K
+ 1.72%
$74.7 - $80.27 $264K - $284K
210K $16.4M
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.02K
+ 5.18%
$80.05 - $137.75 $81.4K - $140K
20.6K $2.41M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.24K
+ 1.38%
$105.1 - $109.61 $340K - $355K
238K $25.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
8.34K
+ 66.84%
$47.74 - $65.16 $398K - $543K
20.8K $1.33M
EA
Electronic Arts Inc.

Communication Services
5.13K
+ 45.53%
$116.53 - $146.29 $598K - $750K
16.4K $2.37M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
89.5K
+ 153.61%
$7.89 - $8.07 $706K - $723K
148K $1.18M
PAA
Plains All American Pipeline LP

Energy
28.9K
+ 61.32%
$17.32 - $20.96 $501K - $606K
76.1K $1.52M
VAW
Vanguard Materials ETF

ETFs
3.83K
+ 43.37%
$185.71 - $202.46 $712K - $776K
12.7K $2.37M
KEY
Keycorp

Financial Services
51.6K
+ 50.38%
$15.15 - $18.3 $782K - $945K
154K $2.46M
CTA
Simplify Exch Traded Fds Simpl

ETFs
23.3K
+ 223.97%
$27.81 - $30.21 $647K - $703K
33.6K $990K
INTU
Intuit Inc

Technology
1.86K
+ 6.06%
$555.63 - $630.23 $1.03M - $1.17M
32.5K $20M
MKL
Markel Corp

Financial Services
44
+ 1.04%
$1660.14 - $2059.83 $73K - $90.6K
4.29K $8.02M
LUMN
Lumen Technologies, Inc.

Communication Services
203K
+ 263.81%
$3.92 - $5.92 $795K - $1.2M
280K $1.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
29K
+ 22.86%
$22.77 - $22.94 $660K - $665K
156K $3.58M
OXY
Occidental Petroleum Corp

Energy
13.7K
+ 14.31%
$45.45 - $52.7 $624K - $723K
110K $5.41M
BBDC
Barings Bdc, Inc.

Financial Services
70.7K
+ 86.58%
$9.36 - $10.78 $662K - $762K
152K $1.45M
DHS
Wisdomtree Tr U.S

ETFs
6.59K
+ 111.03%
$91.55 - $99.74 $603K - $657K
12.5K $1.23M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
4.01K
+ 3.13%
$152.57 - $163.66 $611K - $656K
132K $20.5M
GL
Globe Life Inc.

Financial Services
1.86K
+ 8.89%
$111.2 - $131.72 $207K - $245K
22.8K $3M
FCX
Freeport Mcmoran Inc

Basic Materials
18.4K
+ 10.21%
$34.5 - $43.01 $636K - $793K
199K $7.54M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
566
+ 4.71%
$81.78 - $131.92 $46.3K - $74.7K
12.6K $1.66M
KORP
American Centy ETF Tr Diversif

ETFs
12.2K
+ 12.2%
$45.26 - $47.12 $554K - $577K
113K $5.26M
STLD
Steel Dynamics Inc

Basic Materials
6.6K
+ 31.59%
N/A
27.5K $2.7M
MNST
Monster Beverage Corp

Consumer Defensive
8.16K
+ 28.77%
$46.16 - $58.58 $376K - $478K
36.5K $2.14M
DINO
Hf Sinclair Corp

Energy
21.6K
+ 72.88%
$30.66 - $38.48 $662K - $831K
51.2K $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
3.5K
+ 4.09%
$185.78 - $198.58 $651K - $695K
89.1K $17M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
15.3K
+ 111.89%
$41.74 - $43.57 $637K - $665K
28.9K $1.22M
Activity Summary
Buys All Purchases 1817 New Holdings 260 Increased Positions 1557 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 23 Puts 12
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