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
EMR
Emerson Electric CO

Industrials
3.58K
New
$126.01 - $140.03 $451K - $501K
3.58K $475M
UNH
Unitedhealth Group Inc

Healthcare
1.43K
New
$320.52 - $369.92 $460K - $530K
1.43K $473M
FBIZ
First Business Financial Services, Inc.

Financial Services
8.51K
New
$48.55 - $52.74 $413K - $449K
8.51K $462M
Blackrock Inc
430
New
N/A
430 $460M
RYT
Invesco S&P 500 Equal Weight T

ETFs
9.76K
New
N/A
9.76K $444M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.76K
New
$88.45 - $91.41 $421K - $435K
4.76K $435M
ADI
Analog Devices Inc

Technology
1.58K
New
$225.32 - $246.37 $356K - $390K
1.58K $429M
NUSC
Nuveen Esg Small Cap ETF

ETFs
9.61K
New
$42.98 - $45.55 $413K - $438K
9.61K $429M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.54K
New
$119.13 - $120.38 $422K - $426K
3.54K $423M
SHW
Sherwin Williams CO

Basic Materials
1.23K
New
$330.74 - $354.45 $407K - $437K
1.23K $399M
UYLD
Angel Oak Fds Tr Ultrashort In
7.66K
New
N/A
7.66K $392M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.61K
New
$142.82 - $150.36 $373K - $393K
2.61K $389M
DISV
Dimensional ETF Tr Dimensional

ETFs
9.81K
New
$35.06 - $36.3 $344K - $356K
9.81K $373M
TMO
Thermo Fisher Scientific Inc.

Healthcare
638
New
$524.58 - $588.02 $335K - $375K
638 $370M
MMM
3 M CO

Industrials
2.29K
New
$148.75 - $171.6 $341K - $393K
2.29K $367M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
New
$280.66 - $305.09 $337K - $366K
1.2K $365M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.64K
New
$136.84 - $145.3 $361K - $383K
2.64K $361M
SPGI
S&P Global Inc.

Financial Services
682
New
$472.05 - $502.96 $322K - $343K
682 $356M
XLV
Select Sector Spdr Fund Health

ETFs
2.29K
New
$141.95 - $152.82 $325K - $350K
2.29K $355M
AVSU
American Centy ETF Tr Avantis

ETFs
4.58K
New
$71.72 - $75.5 $328K - $346K
4.58K $349M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.04K
New
$155.17 - $185.52 $317K - $378K
2.04K $346M
YUM
Yum Brands Inc

Consumer Cyclical
2.17K
New
$138.21 - $153.19 $300K - $333K
2.17K $329M
VO
Vanguard Mid Cap ETF

ETFs
1.12K
New
$286.27 - $296.23 $322K - $333K
1.12K $326M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.62K
New
$66.04 - $69.67 $305K - $322K
4.62K $322M
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.1K
New
$17.1 - $23.05 $189K - $255K
11.1K $319M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.29K
New
$74.09 - $75.1 $317K - $322K
4.29K $317M
WEC
Wec Energy Group, Inc.

Utilities
2.95K
New
$110.61 - $117.5 $326K - $347K
2.95K $311M
XLF
Financial Sector Spdr

ETFs
5.67K
New
$51.76 - $53.77 $293K - $305K
5.67K $310M
MO
Altria Group, Inc.

Consumer Defensive
5.36K
New
$56.38 - $66.65 $302K - $357K
5.36K $309M
SOXX
Ishares Semiconductor ETF

ETFs
1.02K
New
$271.99 - $309.6 $279K - $317K
1.02K $308M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.6K
New
$23.02 - $24.23 $289K - $305K
12.6K $302M
IWF
Ishares Russell 1000 Gr ETF

ETFs
629
New
$459.47 - $491.71 $289K - $309K
629 $298M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.3K
New
$25.75 - $26.12 $291K - $295K
11.3K $291M
C
Citigroup Inc

Financial Services
2.41K
New
$93.93 - $102.87 $226K - $248K
2.41K $281M
UNP
Union Pacific Corp

Industrials
1.19K
New
$216.37 - $237.41 $257K - $282K
1.19K $275M
PFE
Pfizer Inc

Healthcare
11K
New
$24.23 - $27.37 $266K - $301K
11K $273M
PLTR
Palantir Technologies Inc.

Technology
1.48K
New
$172.14 - $207.18 $255K - $306K
1.48K $263M
VIG
Vanguard Dividend Appreciation

ETFs
1.2K
New
N/A
1.2K $263M
COP
Conocophillips

Energy
2.79K
New
$85.66 - $95.46 $239K - $266K
2.79K $261M
CSR
Centerspace

Real Estate
3.86K
New
$57.41 - $66.87 $222K - $258K
3.86K $258M
BA
Boeing CO

Industrials
1.19K
New
$191.81 - $225.32 $227K - $267K
1.19K $257M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.02K
New
$245.79 - $258.02 $252K - $264K
1.02K $256M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
13.6K
New
$18.44 - $18.66 $251K - $254K
13.6K $253M
HTRB
Hartford Fds Total Return Bd E

ETFs
7.37K
New
$34.29 - $34.81 $253K - $257K
7.37K $252M
RSG
Republic Services, Inc.

Industrials
1.19K
New
$204.12 - $227.29 $242K - $270K
1.19K $252M
Pimco ETF Tr
9.34K
New
N/A
9.34K $249M
TSLA
Tesla, Inc.

Consumer Cyclical
548
New
$401.99 - $468.37 $220K - $257K
548 $246M
Barrick Mng Corp
5.57K
New
N/A
5.57K $243M
Vanguard Wellington Fd
2.34K
New
N/A
2.34K $237M
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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