Wealth Enhancement Advisory Services, LLC Purchases in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USVM
Victory Portfolios Ii Victorys

ETFs
6.69M
+ 20640.32%
$76.56 - $88.03 $512M - $589M
6.72M $528M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.35M
+ 102.48%
$87.68 - $94.52 $294M - $317M
6.62M $620M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44.2K
+ 3.92%
$442.66 - $534.52 $19.6M - $23.6M
1.17M $624M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.24M
+ 172.51%
$49.78 - $53.19 $111M - $119M
3.53M $179M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
863K
+ 6.02%
$95.85 - $99.25 $82.7M - $85.6M
15.2M $1.5B
AVLV
American Centy ETF Tr Avantis
1.74M
+ 21.28%
$63.51 - $70.42 $110M - $122M
9.9M $646M
PLTR
Palantir Technologies Inc.

Technology
1.1M
+ 162.31%
$64.98 - $124.62 $71.2M - $137M
1.77M $149M
IBM
International Business Machines Corp

Technology
250K
+ 27.56%
$217.4 - $264.74 $54.4M - $66.3M
1.16M $288M
V
Visa Inc.

Financial Services
161K
+ 22.81%
$306.92 - $362.71 $49.5M - $58.5M
868K $304M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.53M
+ 15.14%
$55.12 - $62.6 $84.3M - $95.8M
11.6M $656M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.42M
+ 130.24%
$45.72 - $51.73 $64.8M - $73.3M
2.51M $115M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
851K
+ 5.73%
$42.5 - $46.71 $36.2M - $39.8M
15.7M $711M
MMM
3 M CO

Industrials
328K
+ 121.07%
$129.7 - $155.12 $42.5M - $50.8M
598K $87.9M
JPM
Jpmorgan Chase & CO

Financial Services
175K
+ 10.92%
$225.19 - $279.95 $39.4M - $49M
1.78M $436M
JNJ
Johnson & Johnson

Healthcare
98.6K
+ 6.16%
$142.06 - $167.7 $14M - $16.5M
1.7M $282M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.02M
+ 9.34%
$22.25 - $23.0 $44.9M - $46.4M
23.6M $542M
CVX
Chevron Corp

Energy
104K
+ 10.11%
$146.71 - $167.97 $15.3M - $17.5M
1.13M $190M
IJS
Ishares S&P Smallcap 600 Value

ETFs
369K
+ 690.92%
$96.3 - $112.23 $35.5M - $41.4M
422K $41M
SHV
Ishares Tr

ETFs
306K
+ 25.24%
$110.11 - $110.51 $33.7M - $33.8M
1.52M $168M
META
Meta Platforms, Inc.

Communication Services
68.5K
+ 16.34%
$576.36 - $736.67 $39.5M - $50.5M
488K $281M
CBRE
Cbre Group, Inc.

Real Estate
257K
+ 1079.33%
$121.79 - $147.13 $31.3M - $37.9M
281K $36.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
37
+ 123.33%
$663000.0 - $801950.0 $24.5M - $29.7M
67 $53.5M
GE
General Electric CO

Industrials
62.3K
+ 10.72%
$168.59 - $212.13 $10.5M - $13.2M
644K $129M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
889K
+ 10.5%
$18.36 - $20.51 $16.3M - $18.2M
9.35M $187M
VIG
Vanguard Dividend Appreciation

ETFs
161K
+ 12.84%
N/A
1.41M $257M
ICSH
Blackrock Ultra Short Term Bon

ETFs
545K
+ 22.33%
$50.44 - $50.7 $27.5M - $27.6M
2.99M $151M
PM
Philip Morris International Inc.

Consumer Defensive
87.6K
+ 24.93%
$117.15 - $158.79 $10.3M - $13.9M
439K $69.7M
TMUS
T Mobile Us, Inc.

Communication Services
5.96K
+ 1.08%
$211.3 - $272.83 $1.26M - $1.63M
559K $149M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
506K
+ 9.96%
$50.39 - $50.66 $25.5M - $25.6M
5.59M $283M
MA
Mastercard Inc

Financial Services
37.9K
+ 13.61%
$504.67 - $576.31 $19.2M - $21.9M
317K $174M
GLD
Spdr Gold Trust

ETFs
50.4K
+ 25.16%
$243.19 - $288.14 $12.2M - $14.5M
250K $72.2M
MCK
Mckesson Corp

Healthcare
7.56K
+ 4.3%
$566.21 - $672.99 $4.28M - $5.09M
183K $123M
CTAS
Cintas Corp

Industrials
95.2K
+ 75.72%
$182.09 - $208.14 $17.3M - $19.8M
221K $45.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
243K
+ 1414.55%
$91.76 - $103.26 $22.3M - $25.1M
260K $24M
PFE
Pfizer Inc

Healthcare
930K
+ 55.46%
$25.01 - $27.13 $23.3M - $25.2M
2.61M $66M
VZ
Verizon Communications Inc

Communication Services
313K
+ 23.61%
$37.81 - $46.49 $11.9M - $14.6M
1.64M $74.4M
WM
Waste Management Inc

Industrials
17.9K
+ 3.12%
$200.54 - $233.78 $3.59M - $4.19M
592K $137M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
280K
+ 777.83%
$65.49 - $74.67 $18.3M - $20.9M
316K $22.3M
T
At&T Inc.

Communication Services
230K
+ 9.61%
$21.56 - $28.28 $4.97M - $6.52M
2.63M $74.3M
NFLX
Netflix Inc

Communication Services
17.9K
+ 24.39%
$828.4 - $1058.6 $14.8M - $18.9M
91.1K $84.9M
ITW
Illinois Tool Works Inc

Industrials
79.9K
+ 83.98%
$244.9 - $274.48 $19.6M - $21.9M
175K $43.4M
VTV
Vanguard Value ETF

ETFs
103K
+ 9.75%
$167.73 - $179.21 $17.3M - $18.5M
1.16M $198M
ABBV
Abb Vie Inc.

Healthcare
12.1K
+ 2.3%
$169.2 - $216.66 $2.04M - $2.62M
536K $112M
LLY
Eli Lilly & CO

Healthcare
13.7K
+ 9.91%
$725.72 - $929.72 $9.94M - $12.7M
152K $125M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
134K
+ 4.91%
$58.01 - $64.46 $7.79M - $8.65M
2.87M $179M
PHYS
Sprott Physical Gold Trust

Financial Services
665K
+ 131.16%
$20.25 - $24.06 $13.5M - $16M
1.17M $28.2M
DSTL
ETF Ser Solution Distillate Us

ETFs
337K
+ 30.23%
$53.28 - $57.28 $17.9M - $19.3M
1.45M $78.7M
GWW
W.W. Grainger, Inc.

Industrials
18.2K
+ 116.02%
$953.54 - $1132.42 $17.4M - $20.6M
33.9K $33.5M
YUM
Yum Brands Inc

Consumer Cyclical
94.4K
+ 151.37%
$123.25 - $162.53 $11.6M - $15.3M
157K $24.7M
Activity Summary
Buys All Purchases 1817 New Holdings 260 Increased Positions 1557 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 23 Puts 12
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