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
CHW
Calamos Global Dynamic Income Fund

Financial Services
-36.4K
- 14.25%
$6.75 - $7.33 $246K - $267K
219K $1.48M
HRB
H&R Block Inc

Consumer Cyclical
-4.63K
- 17.84%
$52.14 - $63.36 $242K - $294K
21.3K $1.13M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-41.5K
- 48.04%
$5.55 - $6.07 $230K - $252K
44.9K $253K
NTAP
Net App, Inc.

Technology
-2.02K
- 3.97%
$115.31 - $131.11 $233K - $265K
48.8K $5.66M
IEF
Ishares Barclays

ETFs
-2.52K
- 0.16%
$92.08 - $98.18 $232K - $248K
1.6M $148M
IAT
Ishares Tr

ETFs
-4.61K
- 12.32%
$46.07 - $56.9 $213K - $262K
32.8K $1.65M
VONE
Vanguard Russell 1000 ETF

ETFs
-852
- 0.8%
$257.18 - $277.76 $219K - $237K
106K $28.1M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-9.39K
- 5.13%
$23.75 - $25.68 $223K - $241K
174K $4.18M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.43K
- 0.51%
$91.94 - $100.02 $223K - $243K
474K $43.9M
ONTO
Onto Innovation Inc.

Technology
-1.35K
- 48.45%
$158.54 - $225.02 $214K - $303K
1.43K $239K
AVIV
American Centy ETF Tr Avantis
-4.26K
- 37.94%
$51.24 - $55.81 $218K - $238K
6.96K $361K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-4.37K
- 10.95%
$49.78 - $66.55 $217K - $291K
35.5K $1.78M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-22.7K
- 8.58%
$8.96 - $9.99 $203K - $226K
242K $2.34M
HAS
Hasbro, Inc.

Consumer Cyclical
-3.88K
- 27.21%
$55.71 - $72.94 $216K - $283K
10.4K $579K
WSO
Watsco Inc

Industrials
-456
- 2.81%
$466.57 - $568.78 $213K - $259K
15.7K $7.46M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-2.79K
- 50.21%
$74.18 - $85.35 $207K - $238K
2.77K $213K
PY
Principal Exchange Traded Fund

ETFs
-4.28K
- 3.99%
$48.87 - $52.48 $209K - $225K
103K $5.1M
PINC
Premier, Inc.

Healthcare
-10K
- 29.79%
$19.08 - $23.34 $191K - $234K
23.6K $500K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-1.29K
- 30.46%
$131.85 - $172.52 $170K - $222K
2.94K $481K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-13.4K
- 20.65%
$15.43 - $16.42 $206K - $220K
51.4K $798K
EOSE
Eos Energy Enterprises, Inc.

Industrials
-41.3K
- 40.68%
$2.15 - $5.17 $88.7K - $213K
60.1K $303K
EW
Edwards Lifesciences Corp

Healthcare
-2.81K
- 3.51%
$64.54 - $75.92 $181K - $213K
77.3K $5.72M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-24.7K
- 17.13%
$8.1 - $9.04 $200K - $223K
119K $989K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
-13.1K
- 27.86%
$13.9 - $21.25 $182K - $278K
33.8K $527K
BE
Bloom Energy Corp

Industrials
-9.15K
- 19.31%
$9.04 - $27.45 $82.7K - $251K
38.2K $849K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-1.88K
- 2.13%
$102.88 - $117.55 $194K - $221K
86.6K $9.32M
BRP
Brp Group, Inc.

Financial Services
-5.03K
- 3.81%
N/A
127K $5.08M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.16K
- 0.19%
$61.52 - $66.5 $194K - $210K
1.63M $104M
WHG
Westwood Holdings Group Inc

Financial Services
-13.8K
- 49.5%
$13.92 - $16.7 $192K - $230K
14.1K $204K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.95K
- 44.17%
$97.45 - $121.28 $190K - $237K
2.47K $246K
SHOP
Shopify Inc.

Technology
-1.8K
- 1.13%
$78.14 - $119.49 $141K - $215K
157K $16.7M
LNW
Light & Wonder, Inc.

Consumer Cyclical
-2.19K
- 46.06%
$85.22 - $103.55 $186K - $226K
2.56K $221K
DSL
Double Line Income Solutions Fund

Financial Services
-15.1K
- 24.15%
$12.32 - $13.0 $186K - $196K
47.5K $596K
IVT
Inven Trust Properties Corp.

Real Estate
-6.16K
- 27.78%
$28.52 - $31.3 $176K - $193K
16K $482K
UHS
Universal Health Services Inc

Healthcare
-1.03K
- 20.93%
$175.8 - $236.9 $181K - $244K
3.9K $699K
CNXC
Concentrix Corp

Technology
-4.25K
- 39.95%
$37.26 - $52.63 $158K - $223K
6.38K $276K
CMC
Commercial Metals CO

Basic Materials
-3.62K
- 13.59%
$49.22 - $63.32 $178K - $229K
23K $1.14M
KAI
Kadant Inc

Industrials
-514
- 39.75%
$316.45 - $422.93 $163K - $217K
779 $268K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-620
- 9.19%
$242.7 - $295.49 $150K - $183K
6.13K $1.75M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-5.71K
- 14.68%
$29.46 - $32.64 $168K - $186K
33.2K $1.03M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-7.11K
- 1.86%
$22.75 - $25.31 $162K - $180K
375K $9.26M
FSLR
First Solar, Inc.

Technology
-970
- 13.65%
$175.88 - $240.66 $171K - $233K
6.13K $1.08M
CRMD
Cor Medix Inc.

Healthcare
-21.1K
- 40.51%
$8.1 - $13.59 $171K - $287K
31K $251K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-5.33K
- 5.37%
$31.92 - $36.14 $170K - $193K
93.9K $3M
TECH
Bio Techne Corp

Healthcare
-2.32K
- 9.26%
$66.37 - $78.17 $154K - $181K
22.7K $1.64M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
-11.1K
- 36.99%
$14.82 - $15.89 $165K - $177K
19K $281K
PFFA
Etfis Ser Tr I

ETFs
-7.56K
- 24.15%
$21.82 - $23.21 $165K - $176K
23.8K $520K
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.72K
- 3.33%
$34.42 - $35.88 $163K - $169K
137K $4.77M
PCAR
Paccar Inc

Industrials
-1.56K
- 0.41%
$97.92 - $118.41 $153K - $185K
384K $39.9M
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
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