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
SNDR
Schneider National, Inc.

Industrials
-3.56K
- 17.84%
$26.97 - $33.61 $95.9K - $119K
16.4K $479K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-2.06K
- 1.52%
$48.96 - $52.85 $101K - $109K
133K $6.57M
OGN
Organon & Co.

Healthcare
-6.75K
- 15.28%
$14.44 - $18.83 $97.4K - $127K
37.4K $557K
CHKP
Check Point Software Technologies LTD

Technology
-531
- 9.37%
$170.18 - $209.01 $90.4K - $111K
5.14K $958K
NOK
Nokia Corp

Technology
-22K
- 25.08%
$4.13 - $4.95 $90.7K - $109K
65.6K $290K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.59K
- 2.75%
$37.12 - $41.23 $96K - $107K
91.5K $3.39M
FTQI
First Trust ETF Vi First Trust

ETFs
-4.5K
- 12.64%
$20.23 - $21.46 $91K - $96.6K
31.1K $647K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.29K
- 0.12%
$40.97 - $42.66 $93.8K - $97.7K
1.87M $77.6M
EPP
Ishares Inc

ETFs
-2.15K
- 20.32%
$43.59 - $49.13 $93.7K - $106K
8.43K $369K
DCI
Donaldson CO Inc

Industrials
-1.38K
- 0.37%
$67.28 - $78.27 $92.5K - $108K
372K $25.1M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-1.73K
- 3.96%
$51.94 - $55.55 $89.9K - $96.1K
42K $2.24M
CADE
Cadence Bank

Financial Services
-2.68K
- 3.79%
$30.54 - $39.29 $81.8K - $105K
68K $2.34M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-3.18K
- 2.76%
$28.89 - $33.95 $91.8K - $108K
112K $3.26M
NXST
Nexstar Media Group, Inc.

Communication Services
-576
- 8.88%
$157.01 - $188.5 $90.4K - $109K
5.91K $933K
PCOR
Procore Technologies, Inc.

Technology
-1.19K
- 14.37%
$58.8 - $85.72 $70K - $102K
7.09K $531K
CHWY
Chewy, Inc.

Consumer Cyclical
-2.63K
- 13.3%
$26.51 - $35.87 $69.6K - $94.2K
17.1K $573K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-267
- 3.45%
$229.85 - $335.91 $61.4K - $89.7K
7.47K $2.44M
WD
Walker & Dunlop, Inc.

Financial Services
-888
- 15.52%
$95.69 - $116.27 $85K - $103K
4.84K $470K
NWSA
News Corp

Communication Services
-3.05K
- 21.03%
$25.68 - $29.86 $78.3K - $91K
11.4K $315K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-1.23K
- 4.6%
$67.57 - $76.22 $82.8K - $93.4K
25.4K $1.76M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.18K
- 5.96%
$70.63 - $78.23 $83K - $91.9K
18.5K $1.32M
INDB
Independent Bank Corp

Financial Services
-1.3K
- 5.27%
$56.88 - $74.97 $73.7K - $97.1K
23.3K $1.49M
WING
Wingstop Inc.

Consumer Cyclical
-293
- 5.71%
$281.09 - $422.95 $82.4K - $124K
4.84K $1.38M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-493
- 22.67%
$165.45 - $196.93 $81.6K - $97.1K
1.68K $278K
SPXC
Spx Corp

Industrials
-558
- 17.26%
$143.2 - $181.56 $79.9K - $101K
2.67K $389K
GAB
Gabelli Equity Trust Inc

Financial Services
-15.2K
- 9.78%
$5.36 - $5.83 $81.5K - $88.6K
140K $754K
CSB
Victory Portf Ii Shs Us Small

ETFs
-1.36K
- 23.57%
$57.75 - $64.78 $78.6K - $88.2K
4.41K $262K
S
Sentinel One, Inc.

Technology
-3.52K
- 18.41%
$22.05 - $28.68 $77.6K - $101K
15.6K $346K
SWKS
Skyworks Solutions, Inc.

Technology
-867
- 3.78%
$83.18 - $99.15 $72.1K - $86K
22.1K $1.96M
FCPI
Fidelity Covington Tr Stocks F

ETFs
-1.78K
- 1.9%
$42.91 - $46.47 $76.3K - $82.7K
91.7K $3.98M
VNO
Vornado Realty Trust

Real Estate
-1.83K
- 13.38%
$38.63 - $45.76 $70.5K - $83.6K
11.8K $496K
CIVI
Civitas Resources, Inc.

Energy
-1.66K
- 2.88%
$42.79 - $54.92 $71.2K - $91.3K
56.2K $2.58M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-3.18K
- 17.02%
$23.99 - $24.55 $76.3K - $78.1K
15.5K $372K
ALLY
Ally Financial Inc.

Financial Services
-2.09K
- 4.15%
$34.12 - $39.98 $71.4K - $83.7K
48.4K $1.74M
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.13K
- 1.79%
$63.1 - $67.29 $71.1K - $75.8K
61.8K $4.07M
TTEK
Tetra Tech Inc

Industrials
-1.83K
- 8.42%
$39.8 - $50.52 $72.9K - $92.5K
19.9K $793K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-921
- 0.42%
$76.21 - $82.24 $70.2K - $75.7K
221K $17.2M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
-2.22K
- 6.85%
$30.39 - $35.12 $67.4K - $77.9K
30.1K $973K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
-1.88K
- 3.07%
$36.64 - $39.43 $69K - $74.2K
59.4K $2.18M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.11K
- 0.77%
N/A
143K $8.92M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.22K
- 7.6%
$30.93 - $33.94 $68.6K - $75.3K
27K $836K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-37.8K
- 62.21%
$1.55 - $2.65 $58.6K - $100K
23K $42K
TYL
Tyler Technologies Inc

Technology
-118
- 3.3%
$576.64 - $635.69 $68K - $75K
3.45K $1.99M
NYT
New York Times CO

Communication Services
-1.29K
- 9.61%
$52.01 - $56.83 $67K - $73.3K
12.1K $631K
NIO
Nio Inc.

Consumer Cyclical
-15.2K
- 43.26%
$4.31 - $7.21 $65.4K - $109K
19.9K $86K
KEY
Keycorp

Financial Services
-3.82K
- 3.59%
$16.21 - $19.97 $61.9K - $76.3K
102K $1.76M
NAT
Nordic American Tankers LTD

Industrials
-16.4K
- 49.15%
N/A
16.9K $67K
ZBRA
Zebra Technologies Corp

Technology
-167
- 2.73%
$360.09 - $411.94 $60.1K - $68.8K
5.95K $2.3M
LMND
Lemonade, Inc.

Financial Services
-1.75K
- 21.43%
$15.65 - $51.81 $27.4K - $90.6K
6.41K $235K
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