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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
629
+ 0.13%
$91.94 - $100.02 $57.8K - $62.9K
476K $44.1M
CEG
Constellation Energy Corp

Utilities
425
+ 1.06%
$224.28 - $285.52 $95.3K - $121K
40.7K $9.15M
GIS
General Mills Inc

Consumer Defensive
5.26K
+ 3.18%
$62.78 - $74.62 $330K - $392K
171K $10.9M
MELI
Mercadolibre Inc

Consumer Cyclical
36
+ 0.86%
$1666.0 - $2117.3 $60K - $76.2K
4.22K $7.18M
CSX
Csx Corp

Industrials
15.8K
+ 1.82%
$31.58 - $36.88 $499K - $583K
883K $28.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.5K
+ 1.14%
$31.23 - $33.51 $359K - $385K
1.02M $32M
SONY
Sony Group Corp

Technology
3
+ 0.02%
$17.53 - $96.8 $52.6 - $290
19.2K $406K
O
Realty Income Corp

Real Estate
485
+ 0.32%
$51.76 - $64.71 $25.1K - $31.4K
150K $8M
AVEM
American Centy ETF Tr Avantis

ETFs
146
+ 0.06%
$58.59 - $66.14 $8.55K - $9.66K
261K $15.4M
DEO
Diageo PLC

Consumer Defensive
346
+ 0.29%
$118.0 - $139.88 $40.8K - $48.4K
119K $15.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.1K
+ 0.05%
$40.26 - $42.88 $44.3K - $47.2K
2.23M $90.3M
MMM
3 M CO

Industrials
335
+ 0.16%
$124.74 - $137.12 $41.8K - $45.9K
212K $27.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.59K
+ 0.06%
$65.67 - $69.79 $302K - $321K
7.84M $525M
EFG
Msci Eafe Growth ETF

ETFs
609
+ 0.4%
$96.83 - $106.88 $59K - $65.1K
154K $14.9M
ETR
Entergy Corp

Utilities
162
+ 0.56%
$73.19 - $156.4 $11.9K - $25.3K
29.3K $2.22M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.33K
+ 0.09%
$47.98 - $49.47 $63.7K - $65.6K
1.52M $73.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.62K
+ 1.38%
$40.06 - $45.21 $265K - $299K
485K $19.7M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
11.3K
+ 1.43%
$27.88 - $30.51 $315K - $344K
802K $22.4M
UBER
Uber Technologies, Inc

Technology
148
+ 0.13%
$59.93 - $86.34 $8.87K - $12.8K
117K $7.07M
EEM
Ishares Msci Emerging Markets

ETFs
189
+ 0.04%
$41.82 - $47.36 $7.9K - $8.95K
433K $18.1M
CE
Celanese Corp

Basic Materials
104
+ 0.4%
$67.03 - $136.68 $6.97K - $14.2K
26.3K $1.82M
DFAX
Dimensional ETF Tr
25
+ 0.0%
$24.76 - $27.04 $619 - $676
819K $20.4M
FCX
Freeport Mcmoran Inc

Basic Materials
2.5K
+ 1.58%
$38.08 - $50.82 $95.3K - $127K
161K $6.13M
NVS
Novartis Ag

Healthcare
191
+ 0.19%
$96.78 - $117.18 $18.5K - $22.4K
103K $9.98M
PGR
Progressive Corp

Financial Services
72
+ 0.06%
$239.6 - $268.88 $17.3K - $19.4K
129K $30.9M
DWM
Wisdomtree Tr

ETFs
37
+ 0.01%
$52.54 - $57.11 $1.94K - $2.11K
379K $20M
MPC
Marathon Petroleum Corp

Energy
508
+ 0.59%
$131.65 - $174.84 $66.9K - $88.8K
86.6K $12.1M
ECL
Ecolab Inc.

Basic Materials
953
+ 0.91%
$234.32 - $261.43 $223K - $249K
106K $24.8M
BBY
Best Buy CO Inc

Consumer Cyclical
485
+ 0.42%
$85.2 - $101.35 $41.3K - $49.2K
116K $9.93M
NUE
Nucor Corp

Basic Materials
415
+ 0.68%
$115.78 - $167.74 $48K - $69.6K
61.4K $7.17M
DFAE
Dimensional ETF Tr

ETFs
9.79K
+ 0.89%
$25.36 - $28.15 $248K - $275K
1.11M $28.1M
PSX
Phillips 66

Energy
1.32K
+ 1.07%
$110.35 - $138.93 $146K - $183K
125K $14.2M
REET
Ishares Global Reit ETF

ETFs
1
+ 0.0%
$23.43 - $26.54 $23.4 - $26.5
750K $18M
UNP
Union Pacific Corp

Industrials
4.94K
+ 2.82%
$223.15 - $249.32 $1.1M - $1.23M
180K $41M
F
Ford Motor CO

Consumer Cyclical
2.95K
+ 0.09%
$9.69 - $11.4 $28.6K - $33.6K
3.25M $32.2M
HSY
Hershey CO

Consumer Defensive
502
+ 0.49%
$168.67 - $193.65 $84.7K - $97.2K
102K $17.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
1
+ 0.0%
$55.97 - $62.75 $56 - $62.8
513K $29.4M
EXPD
Expeditors International Of Washington Inc

Industrials
677
+ 0.62%
$110.5 - $128.26 $74.8K - $86.8K
111K $12.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.82K
+ 0.73%
$183.23 - $199.79 $883K - $963K
667K $123M
DOW
Dow Inc.

Basic Materials
744
+ 0.48%
$39.1 - $55.34 $29.1K - $41.2K
157K $6.31M
NEM
Newmont Corp

Basic Materials
299
+ 0.21%
$37.0 - $58.68 $11.1K - $17.5K
143K $5.32M
PHM
Pultegroup Inc

Consumer Cyclical
9
+ 0.01%
$108.86 - $149.04 $980 - $1.34K
67.2K $7.32M
SWK
Stanley Black & Decker, Inc.

Industrials
204
+ 0.26%
$79.07 - $109.36 $16.1K - $22.3K
78.7K $6.32M
AZN
Astrazeneca PLC

Healthcare
607
+ 0.32%
$63.2 - $79.58 $38.4K - $48.3K
192K $12.6M
VNQ
Vanguard Specialized Funds Van

ETFs
4.97K
+ 1.47%
$87.85 - $98.6 $437K - $490K
344K $30.7M
WM
Waste Management Inc

Industrials
3.16K
+ 0.61%
$201.79 - $228.46 $638K - $722K
525K $106M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
514
+ 0.05%
$80.93 - $85.66 $41.6K - $44K
1.09M $88.1M
SBUX
Starbucks Corp

Consumer Cyclical
4.74K
+ 1.03%
$87.44 - $102.5 $415K - $486K
465K $42.4M
NKE
Nike, Inc.

Consumer Cyclical
1.12K
+ 0.55%
$73.36 - $89.13 $82.2K - $99.8K
206K $15.6M
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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