Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
-5.92M
- 90.8%
$55.1 - $61.74 $326M - $365M
599K $33.2M
VGSH
Vanguard

ETFs
-3.25M
- 84.22%
$58.02 - $58.88 $188M - $191M
609K $35.4M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-1.4M
- 90.47%
$50.23 - $50.47 $70.1M - $70.4M
147K $7.38M
MA
Mastercard Inc

Financial Services
-125K
- 31.02%
$491.3 - $536.15 $61.6M - $67.2M
279K $147M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.12M
- 67.69%
$26.05 - $29.17 $55.3M - $61.9M
1.01M $26.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-97.7K
- 12.51%
$213.65 - $479.86 $20.9M - $46.9M
683K $276M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-776K
- 13.25%
$50.37 - $50.6 $39.1M - $39.3M
5.08M $256M
ENB
Enbridge Inc

Energy
-883K
- 68.1%
$40.4 - $43.92 $35.7M - $38.8M
413K $17.5M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-742K
- 58.07%
$40.82 - $45.39 $30.3M - $33.7M
535K $22.3M
V
Visa Inc.

Financial Services
-96.5K
- 12.02%
$273.87 - $320.91 $26.4M - $31M
707K $223M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-794K
- 90.99%
$35.71 - $37.1 $28.4M - $29.5M
78.6K $2.89M
F
Ford Motor CO

Consumer Cyclical
-2.79M
- 85.78%
$9.69 - $11.4 $27M - $31.8M
462K $4.58M
BAC
Bank Of America Corp

Financial Services
-612K
- 14.32%
$39.22 - $47.77 $24M - $29.2M
3.66M $161M
HD
Home Depot, Inc.

Consumer Cyclical
-68.8K
- 10.05%
$385.02 - $431.37 $26.5M - $29.7M
615K $239M
LLY
Eli Lilly & CO

Healthcare
-30.6K
- 18.14%
$727.2 - $932.06 $22.3M - $28.5M
138K $107M
BA
Boeing CO

Industrials
-133K
- 16.46%
$138.14 - $180.72 $18.3M - $24M
673K $119M
DIS
Walt Disney CO

Communication Services
-205K
- 13.56%
$92.39 - $117.6 $19M - $24.2M
1.31M $146M
CB
Chubb LTD

Financial Services
-78.6K
- 22.05%
$271.57 - $301.89 $21.4M - $23.7M
278K $76.8M
ABT
Abbott Laboratories

Healthcare
-189K
- 14.33%
$111.93 - $119.39 $21.2M - $22.6M
1.13M $128M
STZ
Constellation Brands, Inc.

Consumer Defensive
-91.5K
- 24.73%
$219.66 - $257.62 $20.1M - $23.6M
278K $61.5M
MU
Micron Technology Inc

Technology
-227K
- 39.31%
$84.16 - $113.41 $19.1M - $25.8M
351K $29.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
-54.3K
- 16.86%
$275.15 - $388.2 $14.9M - $21.1M
268K $91.6M
PG
Procter & Gamble CO

Consumer Defensive
-108K
- 6.08%
$161.05 - $179.7 $17.4M - $19.4M
1.67M $280M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-371K
- 24.39%
$47.98 - $49.47 $17.8M - $18.4M
1.15M $55.6M
ZTS
Zoetis Inc.

Healthcare
-104K
- 25.41%
$162.24 - $194.42 $16.9M - $20.2M
306K $49.8M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-579K
- 52.36%
$28.88 - $29.33 $16.7M - $17M
527K $15.3M
NEE
Nextera Energy Inc

Utilities
-221K
- 13.87%
$69.77 - $85.43 $15.4M - $18.8M
1.37M $98.2M
ETN
Eaton Corp PLC

Industrials
-46.9K
- 6.98%
$326.96 - $377.52 $15.3M - $17.7M
624K $207M
AMAT
Applied Materials Inc

Technology
-93K
- 30.19%
$161.44 - $213.89 $15M - $19.9M
215K $35M
DLR
Digital Realty Trust, Inc.

Real Estate
-83.2K
- 78.88%
$156.46 - $195.69 $13M - $16.3M
22.3K $3.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70.1K
- 22.59%
$172.07 - $207.36 $12.1M - $14.5M
240K $47.4M
GD
General Dynamics Corp

Industrials
-52.1K
- 19.89%
$260.28 - $314.03 $13.6M - $16.4M
210K $55.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-42.4K
- 8.83%
$288.47 - $316.54 $12.2M - $13.4M
438K $127M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-235K
- 11.59%
$51.54 - $52.55 $12.1M - $12.4M
1.8M $92.9M
FICO
Fair Isaac Corp

Technology
-5.84K
- 77.96%
$1911.01 - $2382.4 $11.2M - $13.9M
1.65K $3.29M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-60.3K
- 12.86%
$178.39 - $215.0 $10.8M - $13M
408K $78.8M
PSA
Public Storage

Real Estate
-37.3K
- 48.59%
$289.33 - $360.21 $10.8M - $13.4M
39.5K $11.8M
SCCO
Southern Copper Corp

Basic Materials
-119K
- 90.92%
$91.13 - $117.95 $10.8M - $14M
11.9K $1.08M
ITW
Illinois Tool Works Inc

Industrials
-42.7K
- 30.98%
$253.56 - $278.5 $10.8M - $11.9M
95.1K $24.1M
EOG
Eog Resources Inc

Energy
-83.1K
- 41.34%
$118.22 - $136.54 $9.83M - $11.3M
118K $14.5M
APH
Amphenol Corp

Technology
-145K
- 41.91%
$62.07 - $75.35 $9.01M - $10.9M
201K $14M
SHW
Sherwin Williams CO

Basic Materials
-28.7K
- 27.8%
$338.75 - $399.71 $9.71M - $11.5M
74.5K $25.3M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-242K
- 62.28%
$37.61 - $38.92 $9.09M - $9.41M
146K $5.64M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-21.8K
- 21.39%
$396.64 - $516.74 $8.66M - $11.3M
80.2K $32.3M
PEP
Pepsico Inc

Consumer Defensive
-55.6K
- 4.77%
$151.29 - $176.1 $8.41M - $9.79M
1.11M $169M
OLED
Universal Display Corp Pa

Technology
-56.6K
- 29.83%
$146.2 - $213.81 $8.27M - $12.1M
133K $19.5M
UNP
Union Pacific Corp

Industrials
-36.1K
- 20.04%
$223.15 - $249.32 $8.05M - $8.99M
144K $32.8M
SUB
Ishares Short Term National Mu

ETFs
-76.3K
- 18.26%
$104.94 - $106.2 $8M - $8.1M
341K $36M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-116K
- 76.33%
$68.62 - $82.57 $7.96M - $9.58M
36K $2.47M
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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