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
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.24K
- 1.18%
$24.94 - $31.15 $30.9K - $38.6K
103K $3.21M
RDVY
First Trust Rising Dividend Ac

ETFs
-12.1K
- 4.76%
$51.6 - $62.74 $627K - $762K
243K $15.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-582
- 0.65%
$168.34 - $195.42 $98K - $114K
88.5K $17.3M
HWKN
Hawkins Inc

Basic Materials
-107
- 1.15%
$103.32 - $143.95 $11.1K - $15.4K
9.22K $1.31M
F
Ford Motor CO

Consumer Cyclical
-14.3K
- 2.37%
$8.69 - $10.85 $124K - $155K
588K $6.38M
MPWR
Monolithic Power Systems Inc

Technology
-307
- 8.25%
$455.19 - $737.73 $140K - $226K
3.41K $2.5M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-498
- 0.4%
$33.46 - $41.33 $16.7K - $20.6K
125K $5.16M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-5.54K
- 0.24%
$24.54 - $25.07 $136K - $139K
2.27M $56.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-525
- 2.13%
$104.23 - $134.39 $54.7K - $70.6K
24.1K $3.24M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-36.9K
- 12.15%
$32.41 - $42.59 $1.2M - $1.57M
267K $11.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-3.04K
- 11.05%
$139.8 - $197.22 $425K - $599K
24.5K $4.82M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.78K
- 5.16%
$39.43 - $49.34 $228K - $285K
106K $5.02M
FNDC
Schwab Fundamental Intl Small

ETFs
-883
- 1.1%
$32.97 - $42.05 $29.1K - $37.1K
79.3K $3.34M
KD
Kyndryl Holdings, Inc.

Technology
-3.55K
- 6.69%
$27.77 - $41.96 $98.5K - $149K
49.5K $2.08M
NIC
Nicolet Bankshares Inc

Financial Services
-277
- 0.87%
$100.68 - $125.35 $27.9K - $34.7K
31.7K $3.91M
NSC
Norfolk Southern Corp

Industrials
-3.61K
- 5.06%
$206.34 - $257.46 $746K - $930K
67.8K $17.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.89K
- 1.85%
$49.48 - $61.22 $93.3K - $115K
100K $6.11M
IDEV
Ishares Core Msci Intl Develop

ETFs
-10.8K
- 6.01%
$61.79 - $76.67 $665K - $826K
168K $12.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-9.73K
- 7.58%
$57.14 - $72.68 $556K - $707K
119K $8.62M
IDV
Ishares Tr

ETFs
-4.91K
- 2.54%
$27.79 - $34.84 $136K - $171K
189K $6.51M
IWS
Ishares Russell Midcap Value E

ETFs
-657
- 0.71%
$110.58 - $132.14 $72.7K - $86.8K
91.9K $12.1M
FCNCA
First Citizens Bancshares Inc

Financial Services
-3
- 0.06%
$1561.69 - $1966.55 $4.69K - $5.9K
4.79K $9.36M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-12.9K
- 7.19%
$68.63 - $85.78 $885K - $1.11M
167K $14.3M
FV
First Trust Dorsey Wright Focu

ETFs
-32
- 0.03%
$48.43 - $59.26 $1.55K - $1.9K
114K $6.75M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.34K
- 2.9%
$63.36 - $80.23 $148K - $188K
78.3K $6.28M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-10.7K
- 1.41%
$18.54 - $19.95 $198K - $214K
749K $14.7M
DXCM
Dexcom Inc

Healthcare
-2.19K
- 5.77%
$59.83 - $87.57 $131K - $192K
35.8K $3.12M
ATI
Allegheny Technologies Inc

Industrials
-153
- 0.93%
$41.97 - $86.8 $6.42K - $13.3K
16.3K $1.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
-4.68K
- 9.89%
$187.5 - $246.51 $878K - $1.15M
42.7K $10.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-24K
- 16.72%
$122.57 - $173.27 $2.94M - $4.15M
119K $20.7M
TWLO
Twilio Inc

Communication Services
-412
- 1.79%
$81.34 - $124.36 $33.5K - $51.2K
22.6K $2.81M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-17.1K
- 6.19%
$27.65 - $36.12 $472K - $617K
259K $9.35M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-822
- 1.45%
$70.56 - $92.75 $58K - $76.2K
55.9K $5.02M
USB
Us Bancorp \De\

Financial Services
-43.2K
- 5.06%
$36.4 - $45.76 $1.57M - $1.98M
809K $36.6M
FIVE
Five Below, Inc

Consumer Cyclical
-1.34K
- 9.27%
$55.75 - $131.18 $74.8K - $176K
13.1K $1.72M
SAP
Sap Se

Technology
-1.17K
- 4.14%
$237.53 - $309.8 $277K - $361K
27K $8.2M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.74K
- 1.19%
$67.22 - $81.54 $117K - $142K
145K $11.8M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-2.03K
- 2.01%
$89.44 - $108.59 $182K - $221K
99.2K $10.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-6.99K
- 4.24%
$41.45 - $54.46 $290K - $381K
158K $8.22M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-5.57K
- 3.52%
$56.88 - $70.77 $317K - $394K
153K $10.8M
KB
Kb Financial Group Inc.

Financial Services
-295
- 1.12%
$46.88 - $82.59 $13.8K - $24.4K
26.1K $2.15M
GLDM
World Gold Trust

ETFs
-796
- 0.36%
$58.96 - $67.97 $46.9K - $54.1K
223K $14.6M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-29.1K
- 4.86%
$26.38 - $32.66 $768K - $950K
570K $18.6M
VXF
Vanguard Extended Market ETF

ETFs
-1.85K
- 3.19%
$150.43 - $192.71 $278K - $357K
56.2K $10.8M
CRSP
Crispr Therapeutics Ag

Healthcare
-11.5K
- 12.21%
$31.27 - $48.64 $359K - $559K
82.6K $4.02M
FPX
First Trust Us Equity Opportun

ETFs
-431
- 1.63%
$99.2 - $144.91 $42.8K - $62.5K
26.1K $3.78M
URI
United Rentals, Inc.

Industrials
-36
- 0.5%
$551.94 - $753.4 $19.9K - $27.1K
7.12K $5.37M
CME
Cme Group Inc.

Financial Services
-719
- 0.68%
$252.37 - $290.71 $181K - $209K
104K $28.8M
CGXU
Capital Group Intl Focus Equit

ETFs
-9.42K
- 1.91%
$21.44 - $27.35 $202K - $258K
483K $13.1M
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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