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
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-831
- 5.34%
$48.43 - $52.86 $40.2K - $43.9K
14.7K $731K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-322
- 6.56%
$125.4 - $135.42 $40.4K - $43.6K
4.59K $575K
AMKR
Amkor Technology, Inc.

Technology
-1.56K
- 8.37%
$25.13 - $31.61 $39.2K - $49.3K
17.1K $438K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-4.19K
- 20.32%
$8.01 - $11.0 $33.6K - $46.1K
16.4K $147K
NBN
Northeast Bk Lewiston Me Com

Financial Services
-414
- 7.86%
$74.9 - $103.33 $31K - $42.8K
4.85K $445K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-617
- 2.49%
$59.58 - $63.93 $36.8K - $39.4K
24.2K $1.48M
IWC
Russell Micro Cap ETF

ETFs
-277
- 5.87%
$120.3 - $138.84 $33.3K - $38.5K
4.44K $578K
WTFC
Wintrust Financial Corp

Financial Services
-291
- 4.66%
$104.15 - $138.5 $30.3K - $40.3K
5.96K $742K
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.12K
- 7.36%
$29.25 - $33.27 $32.6K - $37.1K
14K $453K
TMDX
Trans Medics Group, Inc.

Healthcare
-590
- 14.66%
$59.28 - $144.9 $35K - $85.5K
3.44K $214K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-167
- 8.42%
$202.91 - $229.76 $33.9K - $38.4K
1.82K $381K
AVB
Avalonbay Communities Inc

Real Estate
-158
- 2.01%
$216.28 - $237.81 $34.2K - $37.6K
7.71K $1.7M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-1.46K
- 3.97%
$23.41 - $25.88 $34.1K - $37.7K
35.2K $823K
SMG
Scotts Miracle Gro CO

Basic Materials
-515
- 7.48%
$65.14 - $93.47 $33.5K - $48.1K
6.37K $422K
ENFR
Alerian Energy Infrastructure

ETFs
-1.08K
- 1.56%
$28.52 - $33.11 $30.9K - $35.9K
68.3K $2.13M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-1.03K
- 4.28%
$32.44 - $33.28 $33.3K - $34.1K
22.9K $762K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-1.11K
- 6.4%
$29.69 - $38.02 $33K - $42.2K
16.2K $489K
ENTG
Entegris Inc

Technology
-317
- 3.56%
$97.67 - $112.92 $31K - $35.8K
8.6K $851K
UFPI
Ufp Industries Inc

Basic Materials
-267
- 1.38%
$112.19 - $139.02 $30K - $37.1K
19.1K $2.15M
CHTR
Charter Communications, Inc.

Communication Services
-88
- 2.66%
$315.38 - $408.02 $27.8K - $35.9K
3.22K $1.1M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-2.8K
- 8.07%
$10.44 - $11.67 $29.2K - $32.6K
31.8K $338K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-776
- 7.64%
$31.2 - $41.46 $24.2K - $32.2K
9.39K $352K
PARA
Paramount Global

Communication Services
-2.71K
- 3.47%
$10.27 - $11.57 $27.8K - $31.4K
75.5K $788K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-56
- 1.58%
$473.11 - $555.48 $26.5K - $31.1K
3.49K $1.75M
IYY
Ishares Tr

ETFs
-196
- 0.41%
$138.14 - $149.13 $27.1K - $29.2K
48.1K $6.88M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-161
- 9.57%
$174.32 - $254.42 $28.1K - $41K
1.52K $266K
UPST
Upstart Holdings, Inc.

Financial Services
-465
- 9.16%
$37.78 - $84.46 $17.6K - $39.3K
4.61K $284K
FNB
Fnb Corp

Financial Services
-1.88K
- 4.55%
$13.56 - $17.29 $25.5K - $32.5K
39.5K $583K
ROBO
Robo Global Robotics And Autom

ETFs
-472
- 9.09%
$55.06 - $58.6 $26K - $27.7K
4.72K $265K
XRX
Xerox Holdings Corp

Technology
-3.17K
- 17.99%
$8.17 - $11.07 $25.9K - $35.1K
14.4K $121K
CG
Carlyle Group Inc.

Financial Services
-525
- 8.99%
$43.2 - $54.81 $22.7K - $28.8K
5.32K $268K
ROUS
Hartford Multifactor Us Equity

ETFs
-526
- 9.39%
$50.86 - $54.39 $26.8K - $28.6K
5.08K $258K
NEOG
Neogen Corp

Healthcare
-2.18K
- 5.98%
$11.64 - $16.4 $25.4K - $35.8K
34.3K $416K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-1.5K
- 1.71%
$18.18 - $19.49 $27.2K - $29.2K
86.3K $1.57M
IWL
Ishares Tr Russell 200 ETF

ETFs
-181
- 0.78%
$138.92 - $149.97 $25.1K - $27.1K
23K $3.33M
CVU
Cpi Aerostructures, Inc.

Industrials
-6.5K
- 36.11%
$2.93 - $4.07 $19K - $26.5K
11.5K $46K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-500
- 10.99%
$50.02 - $58.31 $25K - $29.2K
4.05K $206K
UBS
Ubs Group Ag

Financial Services
-853
- 0.8%
$29.78 - $33.08 $25.4K - $28.2K
105K $3.19M
MGEE
Mge Energy Inc

Utilities
-273
- 2.48%
$88.55 - $108.16 $24.2K - $29.5K
10.7K $1.01M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-698
- 1.04%
$35.95 - $36.76 $25.1K - $25.7K
66.4K $2.4M
LSCC
Lattice Semiconductor Corp

Technology
-419
- 6.6%
$48.58 - $63.46 $20.4K - $26.6K
5.93K $335K
AL
Air Lease Corp

Industrials
-507
- 3.15%
$42.79 - $52.16 $21.7K - $26.4K
15.6K $750K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-753
- 4.38%
$30.42 - $36.45 $22.9K - $27.4K
16.4K $522K
ERII
Energy Recovery, Inc.

Industrials
-1.57K
- 8.88%
$14.66 - $19.93 $23K - $31.3K
16.1K $236K
LOB
Live Oak Bancshares, Inc.

Financial Services
-592
- 2.97%
$38.65 - $50.22 $22.9K - $29.7K
19.3K $765K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-509
- 6.49%
$45.73 - $51.84 $23.3K - $26.4K
7.34K $337K
PCT
Pure Cycle Technologies, Inc.

Industrials
-2.16K
- 6.09%
$8.81 - $14.3 $19K - $30.9K
33.3K $341K
CLH
Clean Harbors Inc

Industrials
-96
- 2.47%
$228.61 - $263.39 $21.9K - $25.3K
3.79K $871K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-2.43K
- 5.76%
$8.61 - $9.3 $20.9K - $22.6K
39.8K $344K
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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