Wealth Enhancement Advisory Services, LLC Sells in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
-76.3K
- 14.38%
$53.66 - $58.71 $4.09M - $4.48M
454K $25.5M
EME
Emcor Group, Inc.

Industrials
-16.9K
- 64.13%
$342.02 - $534.89 $5.8M - $9.06M
9.48K $5.07M
WEN
Wendy'S CO

Consumer Cyclical
-281K
- 63.66%
$11.11 - $14.72 $3.12M - $4.14M
160K $1.83M
SBUX
Starbucks Corp

Consumer Cyclical
-16.7K
- 3.54%
$79.69 - $99.41 $1.33M - $1.66M
456K $41.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-332K
- 14.08%
$32.66 - $40.75 $10.8M - $13.5M
2.03M $82M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-96.5K
- 73.99%
$43.45 - $49.4 $4.19M - $4.77M
33.9K $1.68M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-150K
- 24.78%
$32.0 - $39.87 $4.81M - $5.99M
456K $18.2M
SHEL
Shell PLC

Energy
-48.3K
- 13.53%
$59.75 - $73.05 $2.89M - $3.53M
309K $21.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-145K
- 14.59%
$25.48 - $27.78 $3.69M - $4.03M
849K $22.6M
CNC
Centene Corp

Healthcare
-62.2K
- 45.69%
$53.4 - $64.29 $3.32M - $4M
74K $4.01M
AJG
Arthur J. Gallagher & Co.

Financial Services
-7.63K
- 11.33%
$310.86 - $348.77 $2.37M - $2.66M
59.7K $19.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-94.5K
- 3.73%
$39.34 - $40.41 $3.72M - $3.82M
2.44M $97.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-94.6K
- 5.96%
$47.46 - $55.3 $4.49M - $5.23M
1.49M $82.3M
JPUS
Jpmorgan Diversified Return Us

ETFs
-39.4K
- 21.5%
$102.8 - $117.61 $4.05M - $4.63M
144K $16.9M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-46.2K
- 32.51%
$86.05 - $107.7 $3.97M - $4.97M
95.8K $10.3M
OEF
Ishares S&P 100 ETF

ETFs
-13.8K
- 38.61%
N/A
21.9K $5.84M
KMB
Kimberly Clark Corp

Consumer Defensive
-14.7K
- 11.72%
$126.84 - $145.22 $1.86M - $2.13M
111K $14.3M
RL
Ralph Lauren Corp

Consumer Cyclical
-19.4K
- 55.28%
$182.34 - $286.22 $3.55M - $5.56M
15.7K $4.31M
ITB
Ishares Tr

ETFs
-34.9K
- 90.58%
$85.52 - $96.61 $2.98M - $3.37M
3.63K $337K
VLO
Valero Energy Corp

Energy
-26.6K
- 20.27%
$104.69 - $141.77 $2.79M - $3.77M
105K $14.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-51.7K
- 51.31%
N/A
49.1K $3.06M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-156K
- 53.52%
N/A
136K $2.75M
CAT
Caterpillar Inc

Industrials
-36.8K
- 19.22%
$273.94 - $388.21 $10.1M - $14.3M
155K $60.1M
HSY
Hershey CO

Consumer Defensive
-15.8K
- 17.29%
$151.29 - $173.13 $2.39M - $2.74M
75.7K $12.6M
GRMN
Garmin LTD

Technology
-10.9K
- 12.15%
$173.63 - $218.07 $1.89M - $2.38M
78.8K $16.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-131K
- 3.49%
$24.98 - $25.66 $3.28M - $3.36M
3.63M $92.9M
VGSH
Vanguard

ETFs
-50.4K
- 9.01%
$58.32 - $58.95 $2.94M - $2.97M
508K $29.9M
GTO
Invesco Actively Managed ETF T

ETFs
-59.9K
- 22.6%
$45.73 - $47.2 $2.74M - $2.83M
205K $9.63M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-27.8K
- 25.54%
$90.85 - $102.31 $2.52M - $2.84M
80.9K $8.15M
YUM
Yum Brands Inc

Consumer Cyclical
-9.13K
- 5.83%
$138.36 - $161.45 $1.26M - $1.47M
148K $21.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-91.3K
- 7.94%
$32.62 - $33.58 $2.98M - $3.07M
1.06M $35.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
-51K
- 38.37%
$53.36 - $61.57 $2.72M - $3.14M
82K $5.05M
TGT
Target Corp

Consumer Defensive
-17.1K
- 10.69%
$88.76 - $105.77 $1.51M - $1.8M
143K $14.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-112K
- 3.03%
$22.68 - $23.28 $2.54M - $2.6M
3.58M $82.9M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-43.2K
- 20.86%
$101.93 - $128.63 $4.4M - $5.55M
164K $21.1M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-34.4K
- 71.29%
$65.75 - $71.57 $2.26M - $2.46M
13.8K $988K
PCG
Pg&E Corp

Utilities
-115K
- 45.24%
$13.55 - $17.87 $1.56M - $2.06M
139K $1.94M
RSG
Republic Services, Inc.

Industrials
-14.9K
- 5.24%
$227.2 - $258.07 $3.39M - $3.85M
270K $66.6M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-106K
- 66.59%
$22.1 - $23.32 $2.33M - $2.46M
53K $1.24M
DGX
Quest Diagnostics Inc

Healthcare
-17.2K
- 55.95%
N/A
13.6K $1.86M
REET
Ishares Global Reit ETF

ETFs
-100K
- 33.78%
$21.59 - $25.16 $2.16M - $2.52M
196K $4.84M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-32K
- 6.93%
$77.94 - $79.5 $2.49M - $2.54M
430K $34.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-22K
- 4.81%
$100.04 - $100.54 $2.2M - $2.21M
434K $43.7M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-9.29K
- 64.47%
$224.32 - $326.09 $2.08M - $3.03M
5.12K $1.67M
VNQ
Vanguard Specialized Funds Van

ETFs
-22.6K
- 7.15%
$79.79 - $91.42 $1.8M - $2.07M
294K $26.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-21K
- 8.02%
$116.93 - $119.39 $2.46M - $2.51M
241K $28.7M
HDV
Ishares Core High Dividend ETF

ETFs
-10K
- 3.87%
$108.41 - $120.51 $1.09M - $1.21M
250K $29.2M
BWXT
Bwx Technologies, Inc.

Industrials
-25.3K
- 76.58%
$89.24 - $144.06 $2.26M - $3.65M
7.74K $1.12M
DOW
Dow Inc.

Basic Materials
-10.5K
- 4.75%
$25.81 - $34.89 $271K - $366K
211K $5.57M
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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