Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.33M
- 63.2%
$75.47 - $84.24 $327M - $364M
2.52M $193M
IVV
Ishares Core S&P 500 ETF

ETFs
-218K
- 3.35%
$554.06 - $615.85 $121M - $135M
6.29M $3.54B
AMZN
Amazon Com Inc

Consumer Cyclical
-783K
- 19.98%
$190.26 - $242.06 $149M - $190M
3.14M $597M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-2.24M
- 34.78%
$76.24 - $95.41 $171M - $214M
4.2M $328M
AAPL
Apple Inc.

Technology
-108K
- 1.52%
$209.68 - $247.1 $22.7M - $26.7M
7.03M $1.56B
NVDA
Nvidia Corp

Technology
-159K
- 2.22%
$106.98 - $149.43 $17M - $23.7M
7.01M $760M
TSLA
Tesla, Inc.

Consumer Cyclical
-356K
- 52.1%
$222.15 - $428.22 $79.1M - $152M
327K $84.8M
AVGO
Broadcom Inc.

Technology
-440K
- 33.71%
$167.43 - $244.7 $73.6M - $108M
865K $145M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-505K
- 30.99%
$192.82 - $222.1 $97.4M - $112M
1.13M $217M
GOOG
Alphabet Inc.

Communication Services
-357K
- 22.57%
$156.06 - $207.71 $55.7M - $74.2M
1.22M $191M
ISRG
Intuitive Surgical Inc

Healthcare
-139K
- 52.54%
$476.63 - $610.45 $66.1M - $84.7M
125K $62.1M
AMD
Advanced Micro Devices Inc

Technology
-380K
- 65.63%
$96.63 - $129.55 $36.7M - $49.2M
199K $20.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-807K
- 33.7%
$53.6 - $58.97 $43.3M - $47.6M
1.59M $86.3M
WFC
Wells Fargo & Company

Financial Services
-733K
- 26.91%
$66.78 - $81.42 $49M - $59.7M
1.99M $143M
MUB
Ishares National Muni Bond ETF

ETFs
-429K
- 36.77%
$104.71 - $107.69 $44.9M - $46.2M
738K $77.8M
WMT
Walmart Inc.

Consumer Defensive
-438K
- 15.43%
$84.5 - $105.05 $37M - $46M
2.4M $211M
NOW
Service Now, Inc.

Technology
-25.1K
- 26.91%
$783.83 - $1170.39 $19.7M - $29.4M
68.2K $54.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
-148K
- 40.25%
$283.24 - $338.07 $41.9M - $50.1M
220K $64.8M
DIS
Walt Disney CO

Communication Services
-250K
- 19.13%
$96.87 - $114.0 $24.3M - $28.6M
1.06M $105M
BAC
Bank Of America Corp

Financial Services
-794K
- 21.67%
$39.61 - $47.74 $31.4M - $37.9M
2.87M $120M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-523K
- 6.41%
$65.27 - $71.18 $34.1M - $37.2M
7.64M $507M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-849K
- 4.86%
$21.75 - $24.28 $18.5M - $20.6M
16.6M $365M
BA
Boeing CO

Industrials
-194K
- 28.83%
$148.15 - $186.25 $28.7M - $36.1M
479K $81.7M
QCOM
Qualcomm Inc

Technology
-224K
- 25.75%
$151.94 - $175.86 $34.1M - $39.4M
646K $99.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
-105K
- 39.4%
$308.86 - $455.36 $32.6M - $48M
162K $57.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-646K
- 35.96%
$51.52 - $52.37 $33.3M - $33.8M
1.15M $60.3M
TEX
Terex Corp

Industrials
-568K
- 44.35%
$37.65 - $48.97 $21.4M - $27.8M
712K $26.9M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-2.04M
- 10.37%
$37.06 - $41.11 $75.5M - $83.8M
17.6M $704M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-596K
- 49.57%
$36.64 - $45.76 $21.8M - $27.3M
606K $22.7M
GS
Goldman Sachs Group Inc

Financial Services
-48.1K
- 32.93%
$524.81 - $672.19 $25.3M - $32.3M
98K $53.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-130K
- 31.84%
$168.84 - $202.89 $22M - $26.4M
278K $48.9M
UNH
Unitedhealth Group Inc

Healthcare
-73.6K
- 12.58%
$461.52 - $548.18 $34M - $40.4M
512K $268M
DVN
Devon Energy Corp

Energy
-1.11M
- 36.79%
$33.15 - $38.55 $36.9M - $42.9M
1.91M $71.5M
ZTS
Zoetis Inc.

Healthcare
-157K
- 51.47%
$156.48 - $175.67 $24.6M - $27.6M
148K $24.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.05M
- 31.7%
$24.05 - $24.81 $25.3M - $26.1M
2.27M $56.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-66.2K
- 23.76%
$161.05 - $222.93 $10.7M - $14.8M
212K $39M
MU
Micron Technology Inc

Technology
-263K
- 75.14%
$86.89 - $109.38 $22.9M - $28.8M
87.2K $7.57M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-158K
- 43.29%
$110.9 - $132.93 $17.5M - $21M
207K $23.5M
DHI
Horton D R Inc

Consumer Cyclical
-103K
- 16.63%
$125.29 - $147.65 $12.9M - $15.3M
518K $65.8M
CIEN
Ciena Corp

Technology
-3.17K
- 0.39%
$60.43 - $98.18 $192K - $311K
811K $49M
HD
Home Depot, Inc.

Consumer Cyclical
-16.4K
- 2.67%
$347.25 - $424.87 $5.71M - $6.98M
599K $220M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-371K
- 8.12%
$50.48 - $51.04 $18.7M - $18.9M
4.2M $213M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-835K
- 18.17%
$24.73 - $25.62 $20.6M - $21.4M
3.76M $95.9M
PANW
Palo Alto Networks Inc

Technology
-75.6K
- 14.2%
$167.82 - $208.28 $12.7M - $15.7M
457K $78M
RTX
Raytheon Technologies Corp

Industrials
-266K
- 26.96%
$114.1 - $135.66 $30.3M - $36M
720K $95.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-744K
- 34.77%
$24.1 - $24.33 $17.9M - $18.1M
1.4M $34M
MSI
Motorola Solutions, Inc.

Technology
-23.1K
- 7.88%
$411.73 - $482.1 $9.51M - $11.1M
270K $118M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-324K
- 16.77%
$49.25 - $50.66 $15.9M - $16.4M
1.61M $79.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-270K
- 5.6%
$32.42 - $36.13 $8.76M - $9.77M
4.56M $150M
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
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