Wealth Enhancement Advisory Services, LLC Incresed Positions in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
140
+ 0.14%
$130.67 - $401.5 $18.3K - $56.2K
103K $33.4M
CIEN
Ciena Corp

Technology
44
+ 0.01%
$61.45 - $91.14 $2.7K - $4.01K
819K $69.5M
ZTS
Zoetis Inc.

Healthcare
161K
+ 64.62%
$162.24 - $194.42 $26.1M - $31.3M
410K $66.8M
UNH
Unitedhealth Group Inc

Healthcare
94.8K
+ 24.74%
$485.52 - $625.25 $46M - $59.3M
478K $242M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.1K
+ 2.9%
$481.22 - $538.17 $6.31M - $7.05M
464K $237M
SUB
Ishares Short Term National Mu

ETFs
156K
+ 59.83%
$104.94 - $106.2 $16.4M - $16.6M
418K $44.1M
CSCO
Cisco Systems, Inc.

Technology
8.16K
+ 0.31%
$52.45 - $60.02 $428K - $490K
2.6M $154M
MU
Micron Technology Inc

Technology
260K
+ 81.62%
$84.16 - $113.41 $21.9M - $29.4M
578K $48.6M
VUG
Vanguard Growth ETF

ETFs
2.39K
+ 0.45%
$378.79 - $428.11 $905K - $1.02M
537K $221M
MCK
Mckesson Corp

Healthcare
1.26K
+ 0.7%
$482.27 - $628.5 $608K - $792K
181K $103M
NFLX
Netflix Inc

Communication Services
590
+ 0.79%
$687.65 - $936.56 $406K - $553K
75.5K $67.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.2K
+ 1.07%
$521.84 - $558.82 $4.28M - $4.58M
777K $418M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
261K
+ 89.3%
$51.33 - $53.74 $13.4M - $14M
554K $28.5M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
272K
+ 59.21%
$47.26 - $48.18 $12.8M - $13.1M
730K $34.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.55K
+ 0.64%
$370.24 - $418.94 $944K - $1.07M
400K $160M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
634K
+ 16.18%
$24.94 - $26.14 $15.8M - $16.6M
4.55M $114M
BX
Blackstone Inc.

Financial Services
16.1K
+ 3.74%
$148.45 - $199.05 $2.38M - $3.2M
446K $76.9M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
433
+ 0.0%
$56.7 - $62.15 $24.6K - $26.9K
9.62M $561M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
121K
+ 67.39%
$99.04 - $109.59 $12M - $13.3M
301K $30M
XOM
Exxon Mobil Corp

Energy
251K
+ 13.38%
$105.51 - $125.37 $26.5M - $31.5M
2.13M $229M
SCHW
Schwab Charles Corp

Financial Services
380
+ 0.04%
$63.31 - $82.85 $24.1K - $31.5K
938K $69.4M
AXP
American Express CO

Financial Services
1.77K
+ 0.57%
$267.35 - $305.57 $473K - $541K
311K $92.3M
CRM
Salesforce, Inc.

Technology
300
+ 0.22%
$270.87 - $367.87 $81.3K - $110K
134K $44.8M
META
Meta Platforms, Inc.

Communication Services
3.76K
+ 1.09%
$554.08 - $632.68 $2.08M - $2.38M
348K $205M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13.8K
+ 17.05%
$563.99 - $620.12 $7.8M - $8.58M
95K $54.1M
PEP
Pepsico Inc

Consumer Defensive
167K
+ 16.73%
$151.29 - $176.1 $25.3M - $29.4M
1.17M $177M
TMUS
T Mobile Us, Inc.

Communication Services
306
+ 0.06%
$206.1 - $246.94 $63.1K - $75.6K
507K $112M
OLED
Universal Display Corp Pa

Technology
92.4K
+ 95.08%
$146.2 - $213.81 $13.5M - $19.8M
190K $27.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
133K
+ 131.99%
$50.67 - $50.9 $6.75M - $6.78M
234K $11.9M
VGT
Vanguard Information Technolog

ETFs
7.35K
+ 12.16%
$571.78 - $647.97 $4.2M - $4.77M
67.8K $42.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16.5K
+ 116.59%
$340.59 - $380.5 $5.61M - $6.27M
30.6K $11.2M
IWV
Ishares Russell 3000 ETF

ETFs
18.4K
+ 128.59%
$323.08 - $349.08 $5.96M - $6.43M
32.8K $11M
BKNG
Booking Holdings Inc.

Consumer Cyclical
90
+ 1.38%
$4100.99 - $5300.34 $369K - $477K
6.61K $32.8M
SPMD
Spdr Portfolio

ETFs
98K
+ 22.94%
$54.13 - $59.56 $5.31M - $5.84M
525K $28.7M
EMR
Emerson Electric CO

Industrials
983
+ 0.28%
$108.13 - $134.33 $106K - $132K
354K $43.9M
HON
Honeywell International Inc

Industrials
784
+ 0.3%
$202.84 - $236.0 $159K - $185K
261K $58.9M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
67.6K
+ 102.79%
N/A
133K $9.99M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
130
+ 0.0%
$78.43 - $87.17 $10.2K - $11.3K
6.36M $510M
COST
Costco Wholesale Corp

Consumer Defensive
973
+ 0.79%
$873.59 - $994.69 $850K - $968K
124K $114M
IEF
Ishares Barclays

ETFs
139K
+ 9.47%
$92.08 - $98.18 $12.8M - $13.6M
1.6M $148M
SHOP
Shopify Inc.

Technology
2.31K
+ 1.47%
$78.14 - $119.49 $180K - $276K
159K $16.9M
NBTB
Nbt Bancorp Inc

Financial Services
80.2K
+ 55.47%
$42.64 - $52.33 $3.42M - $4.2M
225K $10.7M
ADP
Automatic Data Processing Inc

Industrials
2.2K
+ 0.97%
$280.08 - $307.97 $617K - $678K
229K $67M
CWST
Casella Waste Systems Inc

Industrials
36.6K
+ 87.13%
$97.5 - $113.93 $3.57M - $4.17M
78.5K $8.31M
XLY
Select Sector Spdr Consumer Di

ETFs
14.2K
+ 38.07%
$194.8 - $239.43 $2.77M - $3.41M
51.6K $11.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
25.1K
+ 1.5%
$69.3 - $74.3 $1.74M - $1.87M
1.7M $121M
EPD
Enterprise Products Partners L.P.

Energy
61K
+ 6.34%
$28.66 - $34.43 $1.75M - $2.1M
1.02M $32.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
174
+ 0.02%
$201.32 - $217.44 $35K - $37.8K
968K $200M
MSI
Motorola Solutions, Inc.

Technology
450
+ 0.15%
$449.08 - $504.6 $202K - $227K
296K $137M
Activity Summary
Buys All Purchases 1250 New Holdings 21 Increased Positions 1229 Sells All Sells 289 Reductions 289 Sold out 0 Options Calls 9 Puts 8
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