Wealth Enhancement Advisory Services, LLC Incresed Positions in Q4 2025

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
7.06M
+ 693.77%
$324.63 - $385.98 $2.29B - $2.73B
8.08M $2.77B
NOW
Service Now, Inc.

Technology
349K
+ 451.63%
$835.79 - $946.29 $292M - $330M
426K $356M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.51M
+ 8.32%
$99.87 - $101.27 $151M - $153M
19.6M $1.96B
AMZN
Amazon Com Inc

Consumer Cyclical
253K
+ 6.92%
$213.04 - $254.0 $53.9M - $64.3M
3.91M $918M
AAPL
Apple Inc.

Technology
27K
+ 0.35%
$245.27 - $275.25 $6.63M - $7.44M
7.81M $2.09B
GOOGL
Alphabet Inc.

Communication Services
29.4K
+ 1.05%
$236.57 - $291.31 $6.95M - $8.56M
2.83M $783M
VTV
Vanguard Value ETF

ETFs
513K
+ 41.95%
$182.87 - $189.72 $93.7M - $97.2M
1.73M $325M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.84M
+ 618.67%
$47.34 - $48.01 $87.1M - $88.4M
2.14M $101M
XLK
Technology Sector Spdr

ETFs
277K
+ 86.29%
$278.39 - $304.13 $77M - $84.1M
597K $172M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.65M
+ 691.28%
$45.54 - $46.2 $75.3M - $76.4M
1.89M $86.3M
TJX
Tjx Companies Inc

Consumer Cyclical
415K
+ 44.52%
$138.56 - $147.63 $57.6M - $61.3M
1.35M $197M
IVV
Ishares Core S&P 500 ETF

ETFs
33.9K
+ 0.52%
$656.2 - $690.71 $22.3M - $23.4M
6.54M $4.41B
FNDF
Schwab Fundamental Intl Large

ETFs
633K
+ 3.55%
$42.35 - $45.18 $26.8M - $28.6M
18.5M $827M
GOOG
Alphabet Inc.

Communication Services
29.2K
+ 2.39%
$237.49 - $291.74 $6.93M - $8.52M
1.25M $358M
NVDA
Nvidia Corp

Technology
313K
+ 4.21%
$179.83 - $207.04 $56.4M - $64.9M
7.76M $1.45B
UI
Ubiquiti Inc.

Technology
111K
+ 244.31%
$557.65 - $787.18 $61.7M - $87.1M
156K $87.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.37M
+ 8.71%
$23.04 - $23.36 $54.6M - $55.4M
29.6M $684M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
641K
+ 3.61%
$52.54 - $55.77 $33.7M - $35.8M
18.4M $1.01B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
769K
+ 4.03%
$46.88 - $48.98 $36M - $37.7M
19.9M $960M
JNJ
Johnson & Johnson

Healthcare
92.4K
+ 5.01%
$185.98 - $199.58 $17.2M - $18.4M
1.94M $387M
VRSN
Verisign Inc

Technology
186K
+ 152.41%
$232.82 - $275.44 $43.3M - $51.2M
308K $77.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
814K
+ 151.49%
$53.68 - $54.54 $43.7M - $44.4M
1.35M $72.7M
USVM
Victory Portfolios Ii Victorys

ETFs
618K
+ 7.58%
$87.54 - $91.3 $54.1M - $56.4M
8.78M $782M
IVZ
Invesco Ltd.

Financial Services
1.74M
+ 989.73%
$22.47 - $24.66 $39.2M - $43M
1.92M $45.2M
RSG
Republic Services, Inc.

Industrials
217K
+ 80.43%
$204.12 - $227.29 $44.3M - $49.3M
487K $102M
CVX
Chevron Corp

Energy
254K
+ 22.96%
$148.9 - $157.72 $37.8M - $40M
1.36M $210M
EQT
Eqt Corp

Energy
571K
+ 608.25%
$51.8 - $60.84 $29.6M - $34.7M
665K $39.8M
CME
Cme Group Inc.

Financial Services
121K
+ 117.35%
$261.53 - $285.04 $31.6M - $34.5M
224K $62.5M
IBKR
Interactive Brokers Group, Inc.

Financial Services
519K
+ 1013.55%
$64.77 - $73.08 $33.6M - $37.9M
570K $37.6M
GWW
W.W. Grainger, Inc.

Industrials
36.9K
+ 212.3%
$926.21 - $979.0 $34.1M - $36.1M
54.2K $50.2M
CSCO
Cisco Systems, Inc.

Technology
101K
+ 3.89%
$67.46 - $78.0 $6.81M - $7.88M
2.7M $210M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
347K
+ 7765.69%
$88.14 - $92.61 $30.6M - $32.2M
352K $31.8M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
1.39M
+ 11.97%
$20.53 - $20.77 $28.6M - $28.9M
13M $269M
AVLV
American Centy ETF Tr Avantis
355K
+ 3.54%
$70.14 - $73.74 $24.9M - $26.2M
10.4M $754M
TPL
Texas Pacific Land Corp

Energy
24.6K
+ 187.51%
$889.25 - $1022.65 $21.9M - $25.2M
37.8K $38.6M
CB
Chubb LTD

Financial Services
71.4K
+ 21.31%
$268.2 - $296.22 $19.1M - $21.1M
406K $120M
XLE
Energy Sector Spdr

ETFs
269K
+ 117.27%
$85.22 - $92.02 $22.9M - $24.7M
498K $45.8M
XLU
Utilities Sector Spdr

ETFs
280K
+ 132.71%
$87.89 - $92.9 $24.6M - $26M
491K $43.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
246K
+ 13.06%
$100.37 - $100.72 $24.6M - $24.7M
2.13M $214M
AVDE
American Centy ETF Tr Avantis

ETFs
207K
+ 4.22%
$77.65 - $81.2 $16.1M - $16.8M
5.1M $409M
WMT
Walmart Inc.

Consumer Defensive
219K
+ 7.85%
$101.18 - $109.03 $22.1M - $23.9M
3M $309M
POCT
Innovator U.S. Equity Power Bu

ETFs
509K
+ 157.28%
$42.64 - $43.66 $21.7M - $22.2M
832K $35.9M
FFIV
F5, Inc.

Technology
114K
+ 209.54%
$234.0 - $343.17 $26.7M - $39.1M
168K $39.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
254K
+ 3.31%
$72.21 - $75.0 $18.3M - $19M
7.92M $581M
V
Visa Inc.

Financial Services
119K
+ 9.84%
$325.75 - $352.42 $38.7M - $41.9M
1.33M $432M
AMD
Advanced Micro Devices Inc

Technology
11.8K
+ 5.59%
$164.01 - $264.33 $1.93M - $3.11M
222K $53.4M
MRK
Merck & Co., Inc.

Healthcare
36.7K
+ 2.08%
$82.49 - $92.93 $3.03M - $3.41M
1.8M $167M
AMCR
Amcor PLC

Consumer Cyclical
2.2M
+ 395.92%
$7.82 - $8.58 $17.2M - $18.9M
2.76M $23.4M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
351K
+ 2.95%
$66.27 - $69.4 $23.2M - $24.3M
12.2M $827M
Activity Summary
Buys All Purchases 2334 New Holdings 279 Increased Positions 2055 Sells All Sells 1175 Reductions 1175 Sold out 0 Options Calls 20 Puts 16
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