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
AVDV
American Centy ETF Tr Avantis

ETFs
-163
- 0.12%
$63.85 - $70.4 $10.4K - $11.5K
140K $9.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-265
- 0.04%
$32.65 - $33.68 $8.65K - $8.93K
693K $22.7M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-80
- 0.01%
$50.23 - $50.47 $4.02K - $4.04K
1.54M $77.5M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-35
- 0.02%
$109.14 - $121.63 $3.82K - $4.26K
185K $20.3M
GWRE
Guidewire Software, Inc.

Technology
-54
- 0.13%
$168.58 - $207.12 $9.1K - $11.2K
42.8K $7.22M
TIP
Ishares Tr Tips Bd ETF

ETFs
-50
- 0.03%
$106.33 - $110.69 $5.32K - $5.53K
156K $16.6M
IVE
Ishares S&P 500 Value ETF

ETFs
-306
- 0.36%
$189.5 - $206.17 $58K - $63.1K
84K $16M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1
- -0.0%
$90.42 - $94.5 $90.4 - $94.5
140K $12.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9.61K
- 8.94%
$48.33 - $49.08 $464K - $472K
97.8K $4.74M
FVD
First Tr Value Line Divid Inde

ETFs
-929
- 0.33%
$43.4 - $46.7 $40.3K - $43.4K
280K $12.2M
XPEL
Xpel, Inc.

Consumer Cyclical
-108
- 0.07%
$38.57 - $46.52 $4.17K - $5.02K
157K $6.28M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-139
- 0.05%
$41.17 - $43.34 $5.72K - $6.02K
282K $11.7M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-4.55K
- 0.43%
$12.74 - $14.23 $57.9K - $64.7K
1.04M $13.5M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-138
- 0.15%
$108.6 - $115.42 $15K - $15.9K
89.1K $9.73M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-14
- 0.01%
$115.08 - $119.55 $1.61K - $1.67K
114K $13.2M
ITA
Ishares Tr

ETFs
-247
- 0.25%
$144.31 - $157.31 $35.6K - $38.9K
98.4K $14.3M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-17.9K
- 0.7%
N/A
2.53M $64.6M
D
Dominion Energy, Inc

Utilities
-111
- 0.1%
$52.63 - $60.92 $5.84K - $6.76K
108K $5.82M
CGCP
Capital Group Core Plus Income

ETFs
-1
- -0.0%
$22.13 - $23.17 $22.1 - $23.2
460K $10.2M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1
- -0.0%
$80.87 - $87.69 $80.9 - $87.7
204K $16.6M
VICI
Vici Properties Inc.

Real Estate
-256
- 0.26%
$28.27 - $33.19 $7.24K - $8.5K
98.3K $2.87M
PVAL
Putnam ETF Tr Putnam Focused L
-2.14K
- 0.54%
$36.85 - $39.99 $78.7K - $85.5K
397K $14.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-49
- 0.04%
$28.89 - $33.95 $1.42K - $1.66K
115K $3.35M
EXR
Extra Space Storage Inc.

Real Estate
-90
- 0.79%
$142.35 - $178.32 $12.8K - $16K
11.4K $1.7M
WY
Weyerhaeuser CO

Real Estate
-125
- 0.2%
$27.21 - $33.7 $3.4K - $4.21K
61.9K $1.74M
SLV
I Shares Silver Trust

ETFs
-322
- 0.19%
$26.33 - $31.74 $8.48K - $10.2K
167K $4.39M
CHD
Church & Dwight CO Inc

Consumer Defensive
-3.4K
- 12.1%
$99.11 - $112.25 $337K - $382K
24.7K $2.58M
UFPI
Ufp Industries Inc

Basic Materials
-1
- 0.01%
$112.19 - $139.02 $112 - $139
19.3K $2.18M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.25K
- 0.22%
$35.45 - $40.33 $44.2K - $50.3K
565K $20.3M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-83
- 0.19%
$39.22 - $47.52 $3.26K - $3.94K
44.1K $1.74M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-247
- 0.04%
$100.16 - $100.7 $24.7K - $24.9K
683K $68.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-655
- 0.46%
$44.87 - $46.86 $29.4K - $30.7K
142K $6.35M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-1
- -0.0%
$40.59 - $43.47 $40.6 - $43.5
204K $8.29M
WELL
Welltower Inc.

Real Estate
-421
- 0.35%
$123.11 - $139.3 $51.8K - $58.6K
120K $15.1M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-3.17K
- 0.28%
$18.59 - $18.8 $58.9K - $59.6K
1.14M $21.2M
PTC
Ptc Inc.

Technology
-1.5K
- 29.86%
$175.97 - $201.89 $264K - $303K
3.52K $647K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-379
- 0.33%
$29.02 - $32.11 $11K - $12.2K
114K $3.32M
SWKS
Skyworks Solutions, Inc.

Technology
-58
- 0.25%
$83.18 - $99.15 $4.82K - $5.75K
22.9K $2.03M
CNI
Canadian National Railway CO

Industrials
-24
- 0.16%
$100.62 - $117.12 $2.41K - $2.81K
15K $1.52M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1
- -0.0%
$64.85 - $73.04 $64.9 - $73
31.5K $2.06M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1
- -0.0%
$47.66 - $51.84 $47.7 - $51.8
52K $2.49M
PCEF
Invesco Cef Income Composite E

ETFs
-1
- -0.0%
$19.05 - $19.86 $19.1 - $19.9
397K $7.6M
HSUN
Hartford Fds Exchange Traded T

ETFs
-193
- 0.11%
$34.3 - $35.48 $6.62K - $6.85K
183K $6.29M
MRNA
Moderna, Inc.

Healthcare
-40
- 0.48%
$36.85 - $63.93 $1.47K - $2.56K
8.31K $345K
VAW
Vanguard Materials ETF

ETFs
-41
- 0.48%
$186.91 - $215.32 $7.66K - $8.83K
8.45K $1.59M
HAL
Halliburton CO

Energy
-763
- 0.75%
$25.77 - $31.99 $19.7K - $24.4K
100K $2.73M
GGG
Graco Inc

Industrials
-1
- -0.0%
$81.45 - $92.29 $81.5 - $92.3
62.2K $5.25M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.09K
- 4.42%
$55.45 - $61.08 $60.2K - $66.3K
23.5K $1.3M
AIA
Ishares S&P Asia 50 ETF

ETFs
-1
- -0.0%
$67.83 - $77.4 $67.8 - $77.4
44.1K $2.99M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email