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
AWK
American Water Works Company, Inc.

Utilities
144
+ 0.12%
$123.83 - $146.07 $17.8K - $21K
117K $14.6M
CMCSA
Comcast Corp

Communication Services
7.39K
+ 1.12%
$37.39 - $45.14 $276K - $333K
666K $25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.23K
+ 0.16%
$57.53 - $60.83 $129K - $136K
1.41M $81.1M
IDXX
Idexx Laboratories Inc

Healthcare
117
+ 0.39%
$406.92 - $495.42 $47.6K - $58K
29.8K $12.3M
ELV
Elevance Health, Inc.

Healthcare
739
+ 3.62%
$365.96 - $514.62 $270K - $380K
21.2K $7.82M
BLDR
Builders First Source, Inc.

Industrials
53
+ 0.09%
$142.93 - $198.25 $7.58K - $10.5K
57.6K $8.23M
CVS
Cvs Health Corp

Healthcare
2.26K
+ 1.32%
$43.78 - $67.46 $98.8K - $152K
174K $7.79M
KLAC
Kla Corp

Technology
210
+ 0.95%
$614.46 - $829.55 $129K - $174K
22.2K $14M
AEP
American Electric Power CO Inc

Utilities
564
+ 0.19%
$90.91 - $102.21 $51.3K - $57.6K
305K $28.1M
TGT
Target Corp

Consumer Defensive
818
+ 0.53%
$121.59 - $160.69 $99.5K - $131K
157K $21.2M
CAT
Caterpillar Inc

Industrials
1.61K
+ 1.19%
$360.37 - $416.88 $579K - $670K
136K $49.4M
AUSF
Global X Fds Adaptive U S Fact

ETFs
1.97K
+ 0.04%
$41.71 - $45.09 $82.1K - $88.7K
4.75M $199M
MDT
Medtronic PLC

Healthcare
4.37K
+ 1.21%
$79.61 - $92.24 $348K - $403K
366K $29.2M
PFE
Pfizer Inc

Healthcare
7.53K
+ 0.49%
$24.8 - $30.19 $187K - $227K
1.53M $40.6M
DFAI
Dimensional ETF Tr

ETFs
9.36K
+ 0.62%
$29.0 - $31.6 $272K - $296K
1.51M $44.2M
CI
Cigna Corp

Healthcare
372
+ 0.7%
$265.59 - $358.58 $98.8K - $133K
53.6K $14.8M
CTAS
Cintas Corp

Industrials
260
+ 0.16%
$182.7 - $226.47 $47.5K - $58.9K
162K $29.7M
ED
Consolidated Edison Inc

Utilities
82
+ 0.03%
$88.87 - $107.38 $7.29K - $8.81K
263K $23.5M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
1.79K
+ 0.02%
$20.11 - $20.99 $36K - $37.6K
8.18M $166M
SHW
Sherwin Williams CO

Basic Materials
159
+ 0.15%
$338.75 - $399.71 $53.9K - $63.6K
103K $35.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
61K
+ 2.63%
$26.63 - $30.23 $1.62M - $1.84M
2.38M $63.3M
DUK
Duke Energy Corp

Utilities
688
+ 0.12%
$105.76 - $120.76 $72.8K - $83.1K
596K $64.2M
ADI
Analog Devices Inc

Technology
1.06K
+ 0.39%
$206.35 - $236.48 $218K - $249K
272K $57.8M
UPS
United Parcel Service Inc

Industrials
2.49K
+ 0.51%
$122.65 - $138.35 $305K - $344K
487K $61.4M
VZ
Verizon Communications Inc

Communication Services
11.6K
+ 1.1%
$39.6 - $45.21 $460K - $525K
1.06M $42.5M
SCHO
Schwab Short Term Us Treasury

ETFs
478K
+ 73.44%
$24.06 - $48.88 $11.5M - $23.4M
1.13M $27.2M
ASML
Asml Holding Nv

Technology
85
+ 0.25%
$658.43 - $872.27 $56K - $74.1K
34.2K $23.7M
VTV
Vanguard Value ETF

ETFs
1.25K
+ 0.12%
$168.32 - $181.87 $210K - $227K
1.03M $174M
CARR
Carrier Global Corp

Industrials
2.1K
+ 0.44%
$66.69 - $82.65 $140K - $173K
477K $32.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
21.7K
+ 0.68%
$88.59 - $94.57 $1.93M - $2.06M
3.23M $286M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
122
+ 0.12%
$396.64 - $516.74 $48.4K - $63K
102K $41.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.5K
+ 1.36%
$75.1 - $82.99 $940K - $1.04M
934K $70.6M
ADBE
Adobe Inc.

Technology
1.33K
+ 1.36%
$437.39 - $552.96 $580K - $733K
99.2K $44.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.42K
+ 0.9%
$59.25 - $72.99 $262K - $323K
494K $29.5M
MCHP
Microchip Technology Inc

Technology
443
+ 0.15%
$55.51 - $79.05 $24.6K - $35K
292K $16.8M
MAS
Masco Corp

Industrials
875
+ 0.13%
$72.52 - $85.73 $63.5K - $75K
651K $47.3M
LOW
Lowes Companies Inc

Consumer Cyclical
4.44K
+ 1.24%
$244.52 - $284.07 $1.08M - $1.26M
362K $89.4M
VEA
Vanguard Ftse Developed Market

ETFs
28.8K
+ 1.56%
$47.57 - $52.44 $1.37M - $1.51M
1.87M $89.6M
KO
Coca Cola CO

Consumer Defensive
8.81K
+ 1.0%
$61.74 - $71.71 $544K - $632K
893K $55.6M
FNDX
Schwab Fundamental U S Large C

ETFs
168
+ 0.1%
$23.49 - $71.77 $3.95K - $12.1K
170K $4.02M
TOL
Toll Brothers, Inc.

Consumer Cyclical
31
+ 0.01%
$123.8 - $167.8 $3.84K - $5.2K
304K $38.3M
ABBV
Abb Vie Inc.

Healthcare
11.1K
+ 1.99%
$164.99 - $203.87 $1.83M - $2.26M
567K $101M
NVO
Novo Nordisk A S

Healthcare
1.05K
+ 0.36%
$85.0 - $120.04 $89.3K - $126K
290K $25M
DHR
Danaher Corp

Healthcare
591
+ 0.3%
$226.16 - $274.52 $134K - $162K
199K $45.8M
TSCO
Tractor Supply CO

Consumer Cyclical
154
+ 0.37%
$52.59 - $303.74 $8.1K - $46.8K
42.2K $2.24M
LEN
Lennar Corp

Consumer Cyclical
723
+ 0.36%
$136.2 - $188.96 $98.5K - $137K
204K $27.8M
GE
General Electric CO

Industrials
4.83K
+ 0.88%
$159.95 - $194.23 $772K - $938K
551K $91.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
681K
+ 64.15%
$24.19 - $50.58 $16.5M - $34.4M
1.74M $42.3M
AMAT
Applied Materials Inc

Technology
1.45K
+ 0.47%
$161.44 - $213.89 $233K - $309K
308K $50.1M
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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