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
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.57K
- 1.05%
$141.87 - $164.49 $364K - $422K
243K $39.9M
OUNZ
Van Eck Merk Gold Trust

ETFs
-10.6K
- 1.48%
$28.68 - $33.09 $303K - $349K
703K $22.4M
XPEL
Xpel, Inc.

Consumer Cyclical
-2.84K
- 1.76%
$24.72 - $38.85 $70.2K - $110K
159K $5.69M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.1K
- 0.54%
$119.13 - $135.03 $607K - $688K
938K $116M
IGV
Ishares Expanded Tech Software

ETFs
-8.84K
- 9.26%
$80.15 - $109.5 $709K - $968K
86.7K $9.49M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-23.6K
- 3.43%
$26.69 - $33.44 $629K - $788K
664K $21.8M
MRVL
Marvell Technology, Inc.

Technology
-5.32K
- 5.95%
$49.38 - $79.97 $263K - $426K
84.1K $6.51M
AMP
Ameriprise Financial Inc

Financial Services
-380
- 1.53%
$422.19 - $533.73 $160K - $203K
24.5K $13.1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.33K
- 1.39%
$101.97 - $126.75 $135K - $168K
94.4K $12M
EFG
Msci Eafe Growth ETF

ETFs
-8.03K
- 4.97%
$89.8 - $112.0 $721K - $899K
154K $17.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-53.3K
- 4.4%
$71.28 - $83.74 $3.8M - $4.46M
1.16M $97M
WWD
Woodward, Inc.

Industrials
-269
- 1.39%
$157.29 - $247.55 $42.3K - $66.6K
19.1K $4.68M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-10.3K
- 6.53%
$57.46 - $75.58 $591K - $778K
147K $11.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.57K
- 1.21%
$75.29 - $91.16 $193K - $234K
209K $18.8M
AVDV
American Centy ETF Tr Avantis

ETFs
-784
- 0.57%
$61.76 - $79.32 $48.4K - $62.2K
136K $10.8M
PHYS
Sprott Physical Gold Trust

Financial Services
-9.74K
- 0.83%
$22.82 - $26.29 $222K - $256K
1.16M $29.5M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.67K
- 1.07%
$55.22 - $63.94 $369K - $427K
616K $39.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.35K
- 4.53%
$40.51 - $71.03 $136K - $238K
70.7K $4.97M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-908
- 3.07%
$299.15 - $396.54 $272K - $360K
28.6K $11.4M
JBL
Jabil Inc

Technology
-3K
- 11.39%
$116.88 - $218.1 $350K - $654K
23.3K $5.08M
SNPS
Synopsys Inc

Technology
-362
- 1.79%
$380.9 - $517.66 $138K - $187K
19.8K $10.2M
IOO
Ishares Tr Global 100 ETF

ETFs
-1.24K
- 0.84%
$84.95 - $107.54 $105K - $133K
146K $15.7M
TQQQ
Proshares Ultrapro Qqq

ETFs
-813
- 1.2%
$38.9 - $81.42 $31.6K - $66.2K
66.9K $5.45M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.83K
- 1.97%
$114.78 - $133.31 $1.13M - $1.31M
489K $65.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.93K
- 2.11%
$113.67 - $150.4 $220K - $291K
89.7K $13.5M
AVEM
American Centy ETF Tr Avantis

ETFs
-4.45K
- 1.69%
$53.08 - $68.54 $236K - $305K
259K $17.7M
CGGO
Capital Group Global Growth Eq

ETFs
-173K
- 8.44%
$25.31 - $32.17 $4.37M - $5.56M
1.87M $59.9M
DFAX
Dimensional ETF Tr
-16.4K
- 2.0%
$23.37 - $29.39 $382K - $481K
803K $23.6M
CGUS
Capital Group Core Equity ETF
-7.44K
- 1.09%
$29.93 - $36.93 $223K - $275K
674K $24.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.9K
- 1.81%
$34.72 - $42.74 $553K - $680K
864K $36.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
-25
- 0.03%
$219.76 - $276.94 $5.49K - $6.92K
93.9K $26M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-677
- 0.83%
$468.22 - $566.51 $317K - $384K
81K $45.9M
JPIN
Jp Morgan Diversified Return I

ETFs
-13.4K
- 2.68%
$52.18 - $64.25 $701K - $863K
488K $31.3M
VONE
Vanguard Russell 1000 ETF

ETFs
-728
- 0.71%
$225.48 - $279.48 $164K - $203K
101K $28.3M
MELI
Mercadolibre Inc

Consumer Cyclical
-31
- 0.73%
$1794.73 - $2613.63 $55.6K - $81K
4.19K $10.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-7.9K
- 0.65%
$45.88 - $54.4 $363K - $430K
1.2M $65.4M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-14.2K
- 6.94%
$60.61 - $87.72 $861K - $1.25M
191K $16.2M
OMFL
Invesco Exchange Traded Self I

ETFs
-31.5K
- 2.91%
$48.43 - $57.78 $1.53M - $1.82M
1.05M $60.7M
AXON
Axon Enterprise, Inc.

Industrials
-937
- 7.32%
$497.13 - $827.94 $466K - $776K
11.9K $9.82M
IWD
Ishares Russell 1000 Val ETF

ETFs
-12K
- 1.72%
$166.82 - $194.23 $2M - $2.32M
684K $133M
SYK
Stryker Corp

Healthcare
-472
- 0.32%
$337.37 - $395.63 $159K - $187K
148K $58.5M
REVG
Rev Group, Inc.

Industrials
-47.5K
- 13.51%
$28.82 - $47.59 $1.37M - $2.26M
304K $14.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.41K
- 1.43%
$152.93 - $181.74 $1.29M - $1.53M
582K $106M
APP
App Lovin Corp

Technology
-31K
- 17.98%
$219.37 - $417.89 $6.8M - $13M
141K $49.5M
HON
Honeywell International Inc

Industrials
-13.9K
- 4.15%
$182.86 - $232.88 $2.54M - $3.23M
320K $74.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-61.5K
- 2.65%
$24.38 - $30.18 $1.5M - $1.86M
2.26M $68M
TT
Trane Technologies PLC

Industrials
-2.86K
- 5.33%
$315.21 - $437.41 $900K - $1.25M
50.7K $22.2M
ONOF
Global X Fds Adaptive U S Risk

ETFs
-25K
- 0.92%
$28.79 - $34.13 $718K - $852K
2.69M $91.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-17.3K
- 9.39%
$273.67 - $366.17 $4.74M - $6.35M
167K $61.3M
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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