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
ADBE
Adobe Inc.

Technology
4.3K
New
$325.07 - $359.91 $1.4M - $1.55M
4.3K $1.51B
LOW
Lowes Companies Inc

Consumer Cyclical
6.13K
New
$225.0 - $247.99 $1.38M - $1.52M
6.13K $1.48B
AMAT
Applied Materials Inc

Technology
5.74K
New
$209.95 - $240.89 $1.2M - $1.38M
5.74K $1.47B
DFAT
Dimensional ETF Tr U S Target

ETFs
24.3K
New
$55.75 - $58.83 $1.35M - $1.43M
24.3K $1.45B
AIR
Aar Corp

Industrials
17.1K
New
$78.32 - $86.48 $1.34M - $1.48M
17.1K $1.42B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.3K
New
$52.54 - $55.77 $1.38M - $1.47M
26.3K $1.41B
AMD
Advanced Micro Devices Inc

Technology
6.37K
New
$164.01 - $264.33 $1.05M - $1.68M
6.37K $1.36B
VTV
Vanguard Value ETF

ETFs
7.11K
New
$182.87 - $189.72 $1.3M - $1.35M
7.11K $1.36B
FNDF
Schwab Fundamental Intl Large

ETFs
29.5K
New
$42.35 - $45.18 $1.25M - $1.33M
29.5K $1.33B
SCHW
Schwab Charles Corp

Financial Services
13.1K
New
$91.91 - $97.71 $1.21M - $1.28M
13.1K $1.31B
DFIV
Dimensional ETF Tr

ETFs
25.3K
New
$45.13 - $48.25 $1.14M - $1.22M
25.3K $1.26B
PH
Parker Hannifin Corp

Industrials
1.43K
New
$716.66 - $857.93 $1.03M - $1.23M
1.43K $1.26B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
26.2K
New
$47.86 - $48.14 $1.25M - $1.26M
26.2K $1.26B
TRGP
Targa Resources Corp.

Energy
6.67K
New
$146.3 - $173.23 $976K - $1.16M
6.67K $1.23B
QCOM
Qualcomm Inc

Technology
7.19K
New
$153.59 - $187.68 $1.1M - $1.35M
7.19K $1.23B
APH
Amphenol Corp

Technology
9.09K
New
$121.7 - $143.85 $1.11M - $1.31M
9.09K $1.23B
MUB
Ishares National Muni Bond ETF

ETFs
11.4K
New
$106.36 - $107.61 $1.21M - $1.23M
11.4K $1.22B
Ge Vernova Inc
1.86K
New
N/A
1.86K $1.22B
PGR
Progressive Corp

Financial Services
5.18K
New
$203.7 - $246.46 $1.05M - $1.28M
5.18K $1.18B
WWD
Woodward, Inc.

Industrials
3.85K
New
$246.97 - $274.03 $951K - $1.06M
3.85K $1.16B
VNQ
Vanguard Specialized Funds Van

ETFs
12.9K
New
$88.13 - $92.69 $1.14M - $1.2M
12.9K $1.14B
APD
Air Products & Chemicals, Inc.

Basic Materials
4.56K
New
$237.56 - $271.47 $1.08M - $1.24M
4.56K $1.13B
SPYG
Spdr Portfolio

ETFs
10.4K
New
$102.4 - $109.39 $1.07M - $1.14M
10.4K $1.11B
XLC
Select Sector Spdr Tr Communic

ETFs
9.38K
New
$111.33 - $117.16 $1.04M - $1.1M
9.38K $1.1B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11K
New
$100.37 - $100.72 $1.1M - $1.1M
11K $1.1B
SRE
Sempra Energy

Utilities
12.4K
New
$89.26 - $94.01 $1.11M - $1.17M
12.4K $1.1B
TOST
Toast, Inc.

Technology
30.6K
New
$34.39 - $39.02 $1.05M - $1.19M
30.6K $1.09B
PAYC
Paycom Software, Inc.

Technology
6.82K
New
$162.15 - $206.86 $1.11M - $1.41M
6.82K $1.09B
ALKT
Alkami Technology, Inc.

Technology
46.3K
New
$19.08 - $24.59 $884K - $1.14M
46.3K $1.07B
VTI
Vanguard Total Stock Market Et

ETFs
3.07K
New
$321.8 - $337.95 $989K - $1.04M
3.07K $1.03B
MDLZ
Mondelez International, Inc.

Consumer Defensive
18.5K
New
$55.57 - $63.17 $1.03M - $1.17M
18.5K $995M
FISV
Fiserv Inc

Technology
14.8K
New
N/A
14.8K $992M
MOD
Modine Manufacturing CO

Consumer Cyclical
7.4K
New
$128.73 - $163.02 $953K - $1.21M
7.4K $988M
USB
Us Bancorp \De\

Financial Services
18.4K
New
$45.28 - $48.26 $832K - $887K
18.4K $981M
BAC
Bank Of America Corp

Financial Services
17.4K
New
$48.65 - $54.11 $845K - $939K
17.4K $955M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
20.5K
New
$43.57 - $45.71 $893K - $937K
20.5K $955M
ROL
Rollins Inc

Consumer Cyclical
15.7K
New
$53.87 - $59.67 $846K - $937K
15.7K $943M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
23.4K
New
$40.28 - $40.85 $941K - $954K
23.4K $940M
IXUS
Ishares Tr

ETFs
10.7K
New
$81.21 - $85.27 $872K - $916K
10.7K $909M
CPRT
Copart Inc

Consumer Cyclical
23.1K
New
$39.98 - $45.76 $924K - $1.06M
23.1K $905M
TMUS
T Mobile Us, Inc.

Communication Services
4.44K
New
$201.01 - $233.26 $892K - $1.04M
4.44K $901M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.47K
New
$242.98 - $310.48 $844K - $1.08M
3.47K $899M
VV
Vanguard Large Cap ETF

ETFs
2.85K
New
$301.9 - $317.98 $859K - $905K
2.85K $896M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.1K
New
$71.0 - $74.64 $856K - $900K
12.1K $894M
VRSK
Verisk Analytics, Inc.

Industrials
3.98K
New
$208.0 - $249.55 $827K - $992K
3.98K $890M
PM
Philip Morris International Inc.

Consumer Defensive
5.47K
New
$144.33 - $160.86 $789K - $880K
5.47K $877M
SBUX
Starbucks Corp

Consumer Cyclical
10.4K
New
$78.46 - $87.26 $816K - $907K
10.4K $875M
XEL
Xcel Energy Inc

Utilities
11.8K
New
$79.6 - $81.85 $941K - $968K
11.8K $873M
CARR
Carrier Global Corp

Industrials
16.5K
New
$54.1 - $60.75 $893K - $1M
16.5K $872M
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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