Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q3 2024

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.08M
- 16.14%
$61.11 - $67.85 $66.2M - $73.5M
5.63M $382M
NVDA
Nvidia Corp

Technology
-277K
- 4.17%
$98.91 - $134.91 $27.4M - $37.4M
6.38M $774M
GOOG
Alphabet Inc.

Communication Services
-53.8K
- 4.92%
$149.54 - $192.66 $8.04M - $10.4M
1.04M $174M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-553K
- 81.73%
$46.16 - $47.63 $25.5M - $26.4M
124K $5.88M
ADBE
Adobe Inc.

Technology
-29.2K
- 22.96%
$508.13 - $586.55 $14.8M - $17.1M
97.8K $50.7M
LRCX
Lam Research Corp

Technology
-9.69K
- 35.56%
$731.56 - $1127.3 $7.09M - $10.9M
17.6K $14.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-151K
- 21.61%
$85.84 - $85.84 $12.9M - $12.9M
547K $46.9M
WFC
Wells Fargo & Company

Financial Services
-93.6K
- 4.73%
$51.58 - $60.97 $4.83M - $5.71M
1.89M $106M
HII
Huntington Ingalls Industries, Inc.

Industrials
-52.6K
- 22.56%
$241.93 - $282.86 $12.7M - $14.9M
180K $47.7M
JPM
Jpmorgan Chase & CO

Financial Services
-109K
- 6.97%
$194.9 - $224.8 $21.3M - $24.5M
1.46M $307M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-229K
- 13.97%
$54.98 - $59.51 $12.6M - $13.6M
1.41M $83.8M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-248K
- 75.01%
$33.3 - $35.24 $8.26M - $8.74M
82.6K $2.91M
CVX
Chevron Corp

Energy
-1.03K
- 0.12%
$137.88 - $161.97 $142K - $167K
882K $130M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-378K
- 11.49%
$38.51 - $41.69 $14.5M - $15.7M
2.91M $121M
GS
Goldman Sachs Group Inc

Financial Services
-25.9K
- 21.99%
$459.02 - $510.25 $11.9M - $13.2M
91.8K $45.4M
ATO
Atmos Energy Corp

Utilities
-68.5K
- 87.2%
$114.08 - $138.75 $7.82M - $9.51M
10.1K $1.4M
DAKT
Daktronics Inc

Technology
-545K
- 88.51%
$11.8 - $15.84 $6.43M - $8.63M
70.7K $913K
F
Ford Motor CO

Consumer Cyclical
-79.1K
- 2.38%
$9.71 - $14.55 $768K - $1.15M
3.25M $34.3M
COP
Conocophillips

Energy
-51.4K
- 23.56%
$102.3 - $116.61 $5.26M - $6M
167K $17.6M
OLED
Universal Display Corp Pa

Technology
-35K
- 26.47%
$157.72 - $236.42 $5.52M - $8.27M
97.2K $20.4M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-288K
- 83.83%
$24.05 - $24.42 $6.93M - $7.03M
55.6K $1.35M
AON
Aon PLC

Financial Services
-28.3K
- 50.36%
$293.16 - $351.06 $8.29M - $9.93M
27.9K $9.65M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-259K
- 10.51%
$39.37 - $41.68 $10.2M - $10.8M
2.2M $91.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
-181K
- 56.05%
$32.34 - $35.85 $5.85M - $6.49M
142K $5.02M
SNPS
Synopsys Inc

Technology
-7.99K
- 29.9%
$463.97 - $621.3 $3.71M - $4.96M
18.7K $9.49M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-551K
- 93.39%
$9.97 - $11.33 $5.49M - $6.24M
39K $430K
SHEL
Shell PLC

Energy
-49.1K
- 11.01%
$65.65 - $73.28 $3.22M - $3.6M
397K $26.1M
PVAL
Putnam ETF Tr Putnam Focused L
-183K
- 31.47%
$35.03 - $37.94 $6.42M - $6.95M
399K $15.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-37.7K
- 52.78%
$178.41 - $210.18 $6.73M - $7.93M
33.8K $6.7M
VCR
Vanguard Consumer Discretionar

ETFs
-19.3K
- 83.86%
$291.88 - $341.94 $5.63M - $6.6M
3.71K $1.26M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-391K
- 9.07%
$24.86 - $26.33 $9.71M - $10.3M
3.92M $102M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-85.7K
- 37.29%
$62.4 - $62.4 $5.34M - $5.34M
144K $8.99M
IRM
Iron Mountain Inc

Real Estate
-71.8K
- 63.12%
$89.69 - $119.32 $6.44M - $8.56M
41.9K $4.98M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-121K
- 80.11%
$42.87 - $45.76 $5.21M - $5.56M
30.2K $1.36M
HST
Host Hotels & Resorts, Inc.

Real Estate
-284K
- 88.92%
$15.92 - $18.86 $4.53M - $5.36M
35.4K $623K
KLAC
Kla Corp

Technology
-4.65K
- 17.45%
$696.17 - $892.35 $3.24M - $4.15M
22K $17M
INTC
Intel Corp

Technology
-57.1K
- 12.73%
$18.9 - $34.87 $1.08M - $1.99M
391K $9.18M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-95.8K
- 68.66%
$47.54 - $52.58 $4.55M - $5.04M
43.7K $2.3M
XLK
Technology Sector Spdr

ETFs
-19.9K
- 6.49%
$197.34 - $237.68 $3.93M - $4.73M
287K $64.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-14K
- 47.83%
$233.4 - $302.36 $3.27M - $4.24M
15.3K $4.15M
SHV
Ishares Tr

ETFs
-40.9K
- 3.61%
$110.05 - $110.63 $4.5M - $4.52M
1.09M $121M
AVUS
American Centy ETF Tr Avantis

ETFs
-83K
- 11.6%
$86.27 - $95.15 $7.16M - $7.9M
632K $60.2M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-117K
- 71.22%
$34.29 - $36.04 $4.03M - $4.23M
47.5K $1.71M
ED
Consolidated Edison Inc

Utilities
-88.2K
- 25.09%
$88.42 - $104.97 $7.8M - $9.26M
263K $27.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
-185K
- 28.31%
$26.06 - $29.18 $4.82M - $5.39M
468K $13.6M
PULS
Pgim ETF Tr

ETFs
-79.8K
- 31.86%
$49.47 - $49.8 $3.95M - $3.98M
171K $8.5M
FANG
Diamondback Energy, Inc.

Energy
-14.6K
- 47.69%
$168.46 - $210.94 $2.45M - $3.07M
16K $2.75M
APO
Apollo Global Management, Inc.

Financial Services
-28.4K
- 77.94%
$99.16 - $125.81 $2.82M - $3.58M
8.05K $1.01M
NU
Nu Holdings Ltd.

Financial Services
-257K
- 79.06%
$10.71 - $15.14 $2.75M - $3.89M
68.1K $929K
Activity Summary
Buys All Purchases 1623 New Holdings 280 Increased Positions 1343 Sells All Sells 948 Reductions 948 Sold out 0 Options Calls 71 Puts 47
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