Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-93.7K
- 18.31%
$274.35 - $599.47 $25.7M - $56.1M
418K $130M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-122K
- 10.44%
$483.48 - $539.8 $59.2M - $66M
1.05M $510M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.66M
- 86.46%
$46.46 - $47.44 $77M - $78.6M
260K $12.3M
PLTR
Palantir Technologies Inc.

Technology
-1.12M
- 63.24%
$74.01 - $144.25 $82.9M - $162M
651K $88.8M
CVX
Chevron Corp

Energy
-96.1K
- 8.48%
$133.73 - $168.51 $12.9M - $16.2M
1.04M $149M
CBRE
Cbre Group, Inc.

Real Estate
-256K
- 91.07%
$113.94 - $140.12 $29.2M - $35.9M
25.1K $3.52M
POCT
Innovator U.S. Equity Power Bu

ETFs
-577K
- 71.85%
$36.35 - $41.3 $21M - $23.8M
226K $9.34M
WM
Waste Management Inc

Industrials
-87.3K
- 14.74%
$216.47 - $242.1 $18.9M - $21.1M
505K $116M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-341K
- 11.43%
$50.48 - $50.71 $17.2M - $17.3M
2.64M $134M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-24.1K
- 71.37%
$483.07 - $625.6 $11.6M - $15.1M
9.66K $5.07M
GWW
W.W. Grainger, Inc.

Industrials
-16.4K
- 48.34%
$919.93 - $1101.66 $15.1M - $18.1M
17.5K $18.2M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-212K
- 67.03%
$62.08 - $73.58 $13.1M - $15.6M
104K $6.98M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-148K
- 35.14%
$83.54 - $100.04 $12.4M - $14.8M
274K $27.2M
CCI
Crown Castle International Corp

Real Estate
-125K
- 48.29%
$94.83 - $107.06 $11.8M - $13.4M
134K $13.7M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-247K
- 9.8%
$66.87 - $79.47 $16.5M - $19.6M
2.27M $181M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-135K
- 25.26%
N/A
398K $34.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-230K
- 48.02%
$47.02 - $47.83 $10.8M - $11M
249K $11.9M
AME
Ametek Inc

Industrials
-65.1K
- 56.47%
$151.41 - $182.75 $9.85M - $11.9M
50.1K $9.07M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-127K
- 23.29%
$68.13 - $74.77 $8.64M - $9.48M
418K $30.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-183K
- 10.69%
$51.14 - $57.0 $9.36M - $10.4M
1.53M $86.9M
RPM
Rpm International Inc

Basic Materials
-80.4K
- 75.88%
$96.97 - $117.58 $7.79M - $9.45M
25.6K $2.81M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-19.4K
- 64.26%
$430.72 - $497.52 $8.36M - $9.66M
10.8K $4.86M
AON
Aon PLC

Financial Services
-18.2K
- 40.18%
$335.85 - $398.81 $6.11M - $7.26M
27.1K $9.67M
LMT
Lockheed Martin Corp

Industrials
-26.2K
- 11.45%
$430.82 - $486.45 $11.3M - $12.7M
202K $93.7M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-75.3K
- 96.94%
$94.74 - $118.43 $7.14M - $8.92M
2.38K $281K
SPOT
Spotify Technology S.A.

Communication Services
-17.3K
- 68.19%
$503.3 - $775.9 $8.73M - $13.5M
8.09K $6.21M
OKE
Oneok Inc

Energy
-31.1K
- 10.69%
$78.71 - $100.37 $2.45M - $3.12M
260K $21.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-120K
- 19.05%
$97.68 - $121.38 $11.7M - $14.6M
510K $61.9M
BA
Boeing CO

Industrials
-124K
- 25.97%
$136.59 - $217.51 $17M - $27M
355K $74.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-204K
- 26.05%
$35.35 - $42.68 $7.22M - $8.71M
580K $24.7M
UI
Ubiquiti Inc.

Technology
-23.7K
- 90.46%
$273.45 - $456.69 $6.49M - $10.8M
2.5K $1.03M
IDT
Idt Corp

Communication Services
-231K
- 45.02%
$46.41 - $68.62 $10.7M - $15.9M
283K $19.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-144K
- 3.44%
$49.79 - $50.75 $7.18M - $7.32M
4.05M $206M
SNA
Snap On Inc

Industrials
-18.1K
- 38.28%
$292.36 - $342.2 $5.3M - $6.2M
29.2K $9.09M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-187K
- 51.37%
$36.23 - $44.97 $6.78M - $8.42M
177K $7.97M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-177K
- 40.7%
$38.7 - $44.05 $6.85M - $7.8M
258K $11.4M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-200K
- 84.17%
$30.46 - $33.4 $6.1M - $6.69M
37.6K $1.2M
SPMD
Spdr Portfolio

ETFs
-165K
- 19.72%
$44.89 - $54.38 $7.43M - $9M
674K $36.6M
SUB
Ishares Short Term National Mu

ETFs
-59.2K
- 20.36%
$104.77 - $106.34 $6.2M - $6.3M
232K $24.6M
SHV
Ishares Tr

ETFs
-54.5K
- 3.59%
$110.06 - $110.46 $5.99M - $6.01M
1.46M $162M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-165K
- 70.45%
$35.12 - $48.24 $5.79M - $7.96M
69.2K $3.34M
BLDR
Builders First Source, Inc.

Industrials
-47.5K
- 82.71%
$105.63 - $131.12 $5.02M - $6.23M
9.93K $1.16M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-84.8K
- 15.39%
$67.03 - $80.35 $5.68M - $6.81M
466K $37.2M
AZO
Autozone Inc

Consumer Cyclical
-1.32K
- 18.21%
$3478.38 - $3880.15 $4.6M - $5.13M
5.94K $22M
AMCR
Amcor PLC

Consumer Cyclical
-530K
- 42.18%
$8.57 - $9.81 $4.54M - $5.2M
727K $6.68M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-27K
- 78.43%
$167.22 - $212.42 $4.52M - $5.74M
7.43K $1.47M
COP
Conocophillips

Energy
-14.6K
- 5.42%
$82.66 - $106.1 $1.21M - $1.55M
255K $22.8M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-181K
- 85.43%
$29.7 - $38.02 $5.36M - $6.87M
30.8K $1.17M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.68K
- 2.2%
$160.0 - $195.62 $748K - $915K
208K $33.8M
Activity Summary
Buys All Purchases 2174 New Holdings 543 Increased Positions 1631 Sells All Sells 1081 Reductions 1081 Sold out 0 Options Calls 22 Puts 11
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