Wealth Enhancement Trust Services, Inc. Purchases in Q4 2025

Wealth Enhancement Trust Services, Inc.

  • $792 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AFIF
Two Rds Shared Tr

ETFs
5.8M
New
$9.36 - $9.48 $54.2M - $54.9M
5.8M $54.5B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
445K
New
$72.21 - $75.0 $32.2M - $33.4M
445K $33.4B
AAPL
Apple Inc.

Technology
111K
New
$245.27 - $275.25 $27.2M - $30.5M
111K $30.1B
MSFT
Microsoft Corp

Technology
56.2K
New
$496.82 - $542.07 $27.9M - $30.5M
56.2K $27.2B
NVDA
Nvidia Corp

Technology
140K
New
$179.83 - $207.04 $25.1M - $28.9M
140K $26.1B
GOOGL
Alphabet Inc.

Communication Services
70.1K
New
$236.57 - $291.31 $16.6M - $20.4M
70.1K $21.9B
RLY
Ssga Active ETF Tr

ETFs
599K
New
$30.63 - $31.64 $18.3M - $18.9M
599K $18.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
25.4K
New
$653.02 - $687.39 $16.6M - $17.4M
25.4K $17.3B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
118K
New
$126.92 - $139.12 $14.9M - $16.4M
118K $17B
V
Visa Inc.

Financial Services
45.5K
New
$325.75 - $352.42 $14.8M - $16M
45.5K $16B
AMZN
Amazon Com Inc

Consumer Cyclical
59.5K
New
$213.04 - $254.0 $12.7M - $15.1M
59.5K $13.7B
JPM
Jpmorgan Chase & CO

Financial Services
41.2K
New
$294.11 - $320.41 $12.1M - $13.2M
41.2K $13.3B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
142K
New
$71.9 - $75.9 $10.2M - $10.8M
142K $10.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.3K
New
$600.51 - $631.95 $9.78M - $10.3M
16.3K $10.2B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
129K
New
$77.73 - $78.84 $10M - $10.2M
129K $10B
SCHX
Schwab Strategic Tr Us Large C

ETFs
363K
New
$25.85 - $27.19 $9.38M - $9.87M
363K $9.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19K
New
$475.68 - $513.11 $9.03M - $9.74M
19K $9.54B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
91.2K
New
$100.68 - $106.15 $9.18M - $9.68M
91.2K $9.34B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
121K
New
$72.17 - $75.74 $8.7M - $9.13M
121K $9.1B
JNJ
Johnson & Johnson

Healthcare
42.6K
New
$185.98 - $199.58 $7.92M - $8.5M
42.6K $8.81B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
175K
New
$49.78 - $50.16 $8.7M - $8.77M
175K $8.74B
GOOG
Alphabet Inc.

Communication Services
26.1K
New
$237.49 - $291.74 $6.19M - $7.61M
26.1K $8.18B
LLY
Eli Lilly & CO

Healthcare
7.13K
New
$799.57 - $1025.28 $5.7M - $7.31M
7.13K $7.66B
AESR
Two Rds Shared Tranfield Us Eq

ETFs
441K
New
$20.06 - $21.2 $8.84M - $9.34M
441K $7.47B
WMT
Walmart Inc.

Consumer Defensive
66.1K
New
$101.18 - $109.03 $6.69M - $7.2M
66.1K $7.36B
IEF
Ishares Barclays

ETFs
76.2K
New
$96.12 - $97.72 $7.33M - $7.45M
76.2K $7.33B
IVV
Ishares Core S&P 500 ETF

ETFs
10.7K
New
$656.2 - $690.71 $7M - $7.37M
10.7K $7.31B
AVGO
Broadcom Inc.

Technology
20.8K
New
$324.63 - $385.98 $6.75M - $8.03M
20.8K $7.2B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
228K
New
$28.9 - $30.17 $6.6M - $6.89M
228K $6.87B
AXP
American Express CO

Financial Services
17.5K
New
$316.26 - $372.77 $5.54M - $6.53M
17.5K $6.48B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
132K
New
$46.88 - $48.98 $6.2M - $6.48M
132K $6.34B
META
Meta Platforms, Inc.

Communication Services
9.5K
New
$609.01 - $751.67 $5.78M - $7.14M
9.5K $6.27B
ICSH
Blackrock Ultra Short Term Bon

ETFs
122K
New
$50.56 - $50.76 $6.17M - $6.2M
122K $6.18B
VOE
Vanguard Mid Cap Value Index F

ETFs
33.3K
New
$169.53 - $176.53 $5.64M - $5.87M
33.3K $5.9B
MA
Mastercard Inc

Financial Services
9.6K
New
$536.85 - $580.45 $5.15M - $5.57M
9.6K $5.48B
ISRG
Intuitive Surgical Inc

Healthcare
9.6K
New
$429.59 - $576.2 $4.12M - $5.53M
9.6K $5.44B
VOT
Vanguard Mid Cap Growth Index

ETFs
19K
New
$279.76 - $298.12 $5.32M - $5.67M
19K $5.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52.9K
New
$99.87 - $101.27 $5.28M - $5.36M
52.9K $5.28B
PEP
Pepsico Inc

Consumer Defensive
36.4K
New
$138.84 - $153.71 $5.06M - $5.6M
36.4K $5.23B
COST
Costco Wholesale Corp

Consumer Defensive
5.97K
New
$910.94 - $954.99 $5.44M - $5.7M
5.97K $5.15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
42.6K
New
$114.27 - $121.15 $4.87M - $5.16M
42.6K $5.12B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
101K
New
$50.57 - $50.77 $5.12M - $5.14M
101K $5.12B
J P Morgan Exchange Traded F
98.1K
New
N/A
98.1K $5.01B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
52.8K
New
$91.46 - $91.76 $4.83M - $4.84M
52.8K $4.82B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
13.6K
New
$310.75 - $335.0 $4.22M - $4.55M
13.6K $4.39B
XOM
Exxon Mobil Corp

Energy
32K
New
$110.64 - $119.78 $3.54M - $3.83M
32K $3.85B
BKNG
Booking Holdings Inc.

Consumer Cyclical
698
New
$4804.01 - $5424.55 $3.35M - $3.79M
698 $3.74B
MRK
Merck & Co., Inc.

Healthcare
34.8K
New
$82.49 - $92.93 $2.87M - $3.23M
34.8K $3.66B
PG
Procter & Gamble CO

Consumer Defensive
24.2K
New
$145.5 - $153.18 $3.52M - $3.71M
24.2K $3.47B
Activity Summary
Buys All Purchases 738 New Holdings 738 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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