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
PSX
Phillips 66

Energy
6.62K
New
$126.76 - $142.32 $839K - $942K
6.62K $854M
VRSN
Verisign Inc

Technology
3.47K
New
$232.82 - $275.44 $808K - $956K
3.47K $843M
KO
Coca Cola CO

Consumer Defensive
12K
New
$66.1 - $71.61 $793K - $859K
12K $839M
FTNT
Fortinet, Inc.

Technology
10.5K
New
$80.54 - $87.52 $845K - $919K
10.5K $834M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.11K
New
$91.7 - $105.68 $835K - $962K
9.11K $830M
AVLV
American Centy ETF Tr Avantis
10.9K
New
$70.14 - $73.74 $767K - $806K
10.9K $829M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.9K
New
$93.0 - $94.55 $828K - $841K
8.9K $828M
EBAY
Ebay Inc

Consumer Cyclical
9.21K
New
$80.85 - $99.58 $745K - $917K
9.21K $802M
XSW
Spdr S&P Software & Services E

ETFs
4.28K
New
$184.89 - $203.47 $792K - $872K
4.28K $802M
AMT
American Tower Corp

Real Estate
4.5K
New
$176.64 - $193.32 $795K - $870K
4.5K $790M
GWW
W.W. Grainger, Inc.

Industrials
765
New
$926.21 - $979.0 $709K - $749K
765 $772M
ADP
Automatic Data Processing Inc

Industrials
2.99K
New
$250.9 - $292.94 $751K - $877K
2.99K $770M
JPUS
Jpmorgan Diversified Return Us

ETFs
6.21K
New
$120.69 - $124.37 $749K - $772K
6.21K $770M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
11K
New
$66.27 - $69.4 $732K - $767K
11K $753M
GPC
Genuine Parts CO

Consumer Cyclical
6.11K
New
$122.69 - $140.39 $750K - $858K
6.11K $751M
VZ
Verizon Communications Inc

Communication Services
18.2K
New
$38.4 - $43.83 $699K - $798K
18.2K $741M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.54K
New
$178.37 - $198.46 $631K - $702K
3.54K $738M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.95K
New
$358.39 - $376.54 $700K - $735K
1.95K $729M
IGV
Ishares Expanded Tech Software

ETFs
6.9K
New
$106.84 - $117.08 $737K - $808K
6.9K $729M
GLW
Corning Inc

Technology
8.28K
New
$82.06 - $90.29 $680K - $748K
8.28K $725M
CAT
Caterpillar Inc

Industrials
1.25K
New
$480.82 - $585.49 $599K - $730K
1.25K $714M
USVM
Victory Portfolios Ii Victorys

ETFs
7.74K
New
$87.54 - $91.3 $678K - $707K
7.74K $707M
Alps ETF Tr
26.8K
New
N/A
26.8K $700M
SYY
Sysco Corp

Consumer Defensive
9.32K
New
$72.9 - $83.27 $679K - $776K
9.32K $687M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.7K
New
$26.44 - $27.53 $654K - $681K
24.7K $679M
VIS
Vanguard Industrial ETF

ETFs
2.25K
New
$289.12 - $301.69 $651K - $679K
2.25K $671M
GS
Goldman Sachs Group Inc

Financial Services
761
New
$744.6 - $838.97 $567K - $638K
761 $669M
FNV
Franco Nevada Corp

Basic Materials
3.18K
New
$183.97 - $222.27 $584K - $706K
3.18K $658M
NEE
Nextera Energy Inc

Utilities
8.14K
New
$78.18 - $86.03 $636K - $700K
8.14K $653M
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
New
$358.03 - $397.02 $676K - $750K
1.89K $650M
EPD
Enterprise Products Partners L.P.

Energy
20K
New
$30.19 - $32.26 $604K - $645K
20K $641M
XLU
Utilities Sector Spdr

ETFs
14.9K
New
$87.89 - $92.9 $1.31M - $1.39M
14.9K $637M
XLK
Technology Sector Spdr

ETFs
4.37K
New
$278.39 - $304.13 $1.22M - $1.33M
4.37K $629M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.44K
New
$63.25 - $66.24 $597K - $625K
9.44K $623M
XLY
Select Sector Spdr Consumer Di

ETFs
5.13K
New
$228.75 - $242.18 $1.17M - $1.24M
5.13K $612M
TW
Tradeweb Markets Inc.

Financial Services
5.69K
New
$103.59 - $110.95 $589K - $631K
5.69K $612M
AVDE
American Centy ETF Tr Avantis

ETFs
7.2K
New
$77.65 - $81.2 $559K - $584K
7.2K $592M
IBM
International Business Machines Corp

Technology
1.99K
New
$275.97 - $314.98 $549K - $626K
1.99K $589M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.1K
New
$91.84 - $96.06 $561K - $586K
6.1K $580M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.79K
New
$54.27 - $56.85 $532K - $557K
9.79K $556M
MDT
Medtronic PLC

Healthcare
5.7K
New
$90.06 - $98.43 $513K - $561K
5.7K $547M
Gmo ETF Trust
14.2K
New
N/A
14.2K $547M
KMI
Kinder Morgan, Inc.

Energy
19.9K
New
$25.84 - $28.46 $513K - $565K
19.9K $546M
TXN
Texas Instruments Inc

Technology
3.11K
New
N/A
3.11K $539M
AEP
American Electric Power CO Inc

Utilities
4.62K
New
$112.75 - $122.73 $521K - $567K
4.62K $533M
ACN
Accenture PLC

Technology
1.91K
New
$234.02 - $253.35 $448K - $485K
1.91K $514M
LRGF
Ishares Tr

ETFs
7.22K
New
$67.34 - $70.85 $486K - $511K
7.22K $501M
EXAS
Exact Sciences Corp

Healthcare
4.89K
New
$56.19 - $69.63 $275K - $341K
4.89K $497M
ECL
Ecolab Inc.

Basic Materials
1.86K
New
$253.06 - $281.35 $471K - $524K
1.86K $489M
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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