Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.92K
- 0.46%
$25.93 - $105.3 $102K - $413K
855K $23.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.73K
- 0.39%
$22.63 - $47.53 $152K - $320K
1.73M $39.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-80
- 0.26%
$701.85 - $1046.91 $56.1K - $83.8K
30.9K $22M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-168
- -0.0%
$90.74 - $103.94 $15.2K - $17.5K
6.12M $558M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.26K
- 0.07%
$26.05 - $29.17 $58.8K - $65.8K
3.14M $82.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.12K
- 0.05%
$34.13 - $37.35 $38.3K - $41.9K
2.13M $72.8M
CCI
Crown Castle International Corp

Real Estate
-30
- 0.01%
$89.78 - $119.11 $2.69K - $3.57K
224K $20.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-865
- 0.05%
$74.5 - $78.37 $64.4K - $67.8K
1.61M $120M
DFIV
Dimensional ETF Tr

ETFs
-110
- 0.01%
$34.86 - $37.97 $3.83K - $4.18K
1.91M $67.7M
PSA
Public Storage

Real Estate
-33
- 0.04%
$289.33 - $360.21 $9.55K - $11.9K
76.8K $23M
JPIN
Jp Morgan Diversified Return I

ETFs
-1.48K
- 0.25%
$53.56 - $59.9 $79.4K - $88.8K
583K $31.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-497
- 0.14%
$131.66 - $144.0 $65.4K - $71.6K
363K $48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-518
- 0.05%
$71.75 - $75.11 $37.2K - $38.9K
1.13M $81.5M
VGSH
Vanguard

ETFs
-6.61K
- 0.17%
$58.02 - $58.88 $384K - $389K
3.86M $224M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-1
- -0.0%
$24.04 - $26.75 $24 - $26.8
1.38M $33.5M
FNDA
Schwab Fundamental U S Small C

ETFs
-1
- -0.0%
$29.26 - $59.11 $29.3 - $59.1
111K $3.3M
HTRB
Hartford Fds Total Return Bd E

ETFs
-1.65K
- 0.08%
$33.33 - $35.01 $55.1K - $57.8K
1.99M $66.4M
CL
Colgate Palmolive CO

Consumer Defensive
-135
- 0.05%
$90.22 - $102.31 $12.2K - $13.8K
255K $23.2M
SO
Southern CO

Utilities
-1.55K
- 0.4%
$81.5 - $94.15 $127K - $146K
387K $31.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-207
- 0.02%
$38.37 - $42.82 $7.94K - $8.86K
1.06M $40.7M
MTG
Mgic Investment Corp

Financial Services
-1
- -0.0%
$23.32 - $26.4 $23.3 - $26.4
1.61M $38.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.19K
- 0.24%
$57.29 - $63.1 $68.2K - $75.1K
502K $28.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.21K
- 0.22%
$56.06 - $61.35 $236K - $259K
1.88M $106M
RDN
Radian Group Inc

Financial Services
-1
- -0.0%
$31.67 - $35.84 $31.7 - $35.8
860K $27.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-982
- 0.17%
$33.93 - $38.37 $33.3K - $37.7K
584K $20.1M
DCI
Donaldson CO Inc

Industrials
-1
- -0.0%
$67.28 - $78.27 $67.3 - $78.3
374K $25.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-429
- 0.2%
$87.1 - $98.49 $37.4K - $42.3K
212K $18.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-508
- 0.06%
$43.84 - $48.76 $22.3K - $24.8K
895K $39.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-710
- 0.02%
$40.38 - $44.35 $28.7K - $31.5K
2.91M $119M
IFF
International Flavors & Fragrances Inc

Basic Materials
-39
- 0.04%
$83.96 - $106.19 $3.27K - $4.14K
93.2K $7.88M
NOC
Northrop Grumman Corp

Industrials
-299
- 1.04%
$466.52 - $543.88 $139K - $163K
28.5K $13.4M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-15.2K
- 1.79%
$19.82 - $21.55 $302K - $328K
837K $16.6M
BAX
Baxter International Inc

Healthcare
-637
- 0.33%
$28.63 - $37.84 $18.2K - $24.1K
192K $5.6M
CGDV
Capital Group Divid Value ETF

ETFs
-418
- 0.03%
$35.16 - $37.12 $14.7K - $15.5K
1.37M $48.4M
CGGO
Capital Group Global Growth Eq

ETFs
-575
- 0.03%
$29.21 - $30.67 $16.8K - $17.6K
1.71M $49.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-15.5K
- 0.68%
$50.35 - $50.69 $780K - $786K
2.28M $115M
EFV
Msci Eafe Value ETF

ETFs
-1.93K
- 0.7%
$51.78 - $57.15 $99.8K - $110K
272K $14.3M
SHEL
Shell PLC

Energy
-343
- 0.09%
$60.63 - $70.23 $20.8K - $24.1K
396K $24.8M
PINK
Simplify Exchange Traded Fds S

ETFs
-333
- 0.08%
$29.45 - $32.77 $9.81K - $10.9K
402K $11.9M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-100
- 0.01%
$40.97 - $42.66 $4.1K - $4.27K
1.88M $77.7M
NXPI
Nxp Semiconductors N.V.

Technology
-72
- 0.21%
$207.27 - $255.58 $14.9K - $18.4K
34.3K $7.13M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-769
- 0.22%
$20.06 - $25.14 $15.4K - $19.3K
351K $7.39M
HYRM
Dbx ETF Tr Xtrackers Risk Mana

ETFs
-1.35K
- 0.08%
$23.4 - $23.93 $31.6K - $32.4K
1.76M $41.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.81K
- 0.39%
$20.55 - $23.26 $37.2K - $42.1K
464K $9.77M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-122
- 0.09%
$60.13 - $67.31 $7.34K - $8.21K
136K $8.28M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1
- -0.0%
$33.77 - $44.09 $33.8 - $44.1
161K $5.47M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-454
- 0.06%
$50.02 - $51.24 $22.7K - $23.3K
768K $38.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-3.08K
- 0.07%
$50.62 - $50.97 $156K - $157K
4.19M $213M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.65K
- 0.1%
$40.15 - $42.9 $106K - $114K
2.58M $104M
Activity Summary
Buys All Purchases 1250 New Holdings 21 Increased Positions 1229 Sells All Sells 289 Reductions 289 Sold out 0 Options Calls 9 Puts 8
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