Wealth Enhancement Advisory Services, LLC Incresed Positions in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
809
+ 4.62%
$45.21 - $50.33 $36.6K - $40.7K
18.3K $833K
SLI
Standard Lithium Ltd.

Basic Materials
8.34K
+ 7.62%
$1.2 - $1.7 $10K - $14.2K
118K $149K
TRMB
Trimble Inc.

Technology
2.4K
+ 7.16%
$65.52 - $77.49 $157K - $186K
35.9K $2.36M
CHMG
Chemung Financial Corp

Financial Services
99
+ 0.8%
$44.8 - $53.98 $4.44K - $5.34K
12.5K $593K
RVNU
Xtrackers Municipal Infrastruc

ETFs
125
+ 0.57%
$24.5 - $25.39 $3.06K - $3.17K
22K $540K
DORM
Dorman Products, Inc.

Consumer Cyclical
90
+ 3.78%
$120.54 - $134.79 $10.8K - $12.1K
2.47K $297K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
900
+ 1.7%
$17.66 - $18.84 $15.9K - $17K
53.8K $949K
CHGG
Chegg, Inc

Consumer Defensive
1.78K
+ 13.12%
$0.62 - $1.81 $1.1K - $3.21K
15.3K $9K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
6.66K
+ 4.92%
$96.88 - $111.25 $645K - $741K
142K $14.2M
LCID
Lucid Group, Inc.

Consumer Cyclical
297
+ 1.44%
$2.03 - $3.48 $603 - $1.03K
20.9K $50K
TROX
Tronox Holdings PLC

Basic Materials
8.78K
+ 36.33%
$6.82 - $10.37 $59.9K - $91K
32.9K $231K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
71
+ 0.73%
$41.26 - $44.98 $2.93K - $3.19K
9.84K $413K
FNB
Fnb Corp

Financial Services
2.98K
+ 7.56%
$13.08 - $15.95 $39K - $47.6K
42.4K $570K
LESL
Leslie'S, Inc.

Consumer Cyclical
19.3K
+ 106.85%
$0.74 - $2.3 $14.3K - $44.3K
37.3K $27K
MORN
Morningstar, Inc.

Financial Services
159
+ 9.68%
$282.49 - $334.73 $44.9K - $53.2K
1.8K $540K
VVV
Valvoline Inc

Energy
286
+ 1.71%
$34.44 - $40.19 $9.85K - $11.5K
17.1K $593K
ZETA
Zeta Global Holdings Corp.

Technology
2.95K
+ 24.99%
$13.56 - $24.69 $40K - $72.8K
14.7K $199K
MLI
Mueller Industries Inc

Industrials
20
+ 0.4%
$76.14 - $82.67 $1.52K - $1.65K
5K $380K
SYM
Symbotic Inc.

Financial Services
1.36K
+ 11.38%
$20.16 - $33.5 $27.4K - $45.5K
13.3K $268K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
60
+ 0.66%
$43.48 - $52.89 $2.61K - $3.17K
9.2K $404K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
2.4K
+ 7.79%
$0.81 - $1.66 $1.95K - $3.99K
33.2K $26K
HTGC
Hercules Capital, Inc.

Financial Services
628
+ 1.95%
$18.01 - $22.0 $11.3K - $13.8K
32.8K $630K
XFOR
X4 Pharmaceuticals, Inc

Healthcare
3.06K
+ 10.11%
$0.24 - $0.81 $735 - $2.48K
33.3K $7K
SPXC
Spx Corp

Industrials
218
+ 8.15%
$128.78 - $154.37 $28.1K - $33.7K
2.89K $372K
ASX
Ase Technology Holding Co., Ltd.

Technology
301
+ 1.92%
$8.76 - $11.36 $2.64K - $3.42K
16K $140K
VFVA
Vanguard Wellington Fd U S Val

ETFs
1
+ 0.03%
$111.86 - $124.32 $112 - $124
3.69K $419K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
1.17K
+ 1.66%
$24.57 - $26.23 $28.7K - $30.7K
71.4K $1.75M
GIB
Cgi Inc

Technology
28
+ 1.1%
$98.12 - $122.43 $2.75K - $3.43K
2.57K $256K
CE
Celanese Corp

Basic Materials
7.28K
+ 20.82%
$47.02 - $74.12 $342K - $539K
42.2K $2.4M
HMC
Honda Motor CO LTD

Consumer Cyclical
713
+ 2.49%
$26.9 - $30.41 $19.2K - $21.7K
29.3K $795K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
524
+ 2.91%
$30.46 - $36.6 $16K - $19.2K
18.5K $574K
HSIC
Henry Schein Inc

Healthcare
243
+ 0.46%
$68.49 - $81.91 $16.6K - $19.9K
53.1K $3.64M
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
392
+ 2.17%
$1.45 - $3.08 $568 - $1.21K
18.5K $26K
RDY
Dr Reddys Laboratories LTD

Healthcare
883
+ 6.78%
$12.53 - $15.81 $11.1K - $14K
13.9K $183K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
173
+ 2.59%
$54.9 - $62.36 $9.5K - $10.8K
6.85K $379K
UA
Under Armour Inc Cl C

Consumer Cyclical
47
+ 0.31%
$5.95 - $7.79 $280 - $366
15.3K $91K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
10.7K
+ 80.48%
$1.41 - $4.58 $15K - $48.8K
23.9K $35K
PCOR
Procore Technologies, Inc.

Technology
613
+ 8.65%
$65.21 - $88.33 $40K - $54.1K
7.7K $508K
UE
Urban Edge Properties

Real Estate
3.03K
+ 9.39%
$18.34 - $21.61 $55.6K - $65.5K
35.3K $670K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
31
+ 0.3%
$35.75 - $40.67 $1.11K - $1.26K
10.3K $372K
SKYW
Skywest Inc

Industrials
186
+ 5.93%
$81.46 - $120.92 $15.2K - $22.5K
3.32K $290K
BYD
Boyd Gaming Corp

Consumer Cyclical
16
+ 0.42%
$65.83 - $79.52 $1.05K - $1.27K
3.82K $251K
BFLY
Butterfly Network, Inc.

Healthcare
528
+ 1.7%
$2.28 - $4.82 $1.2K - $2.54K
31.6K $71K
RZV
Invesco Fd Tr

ETFs
204
+ 5.58%
$96.48 - $115.16 $19.7K - $23.5K
3.86K $381K
UBSI
United Bankshares Inc

Financial Services
1.11K
+ 5.06%
$34.03 - $39.27 $37.8K - $43.6K
23.1K $799K
AIV
Apartment Investment & Management CO

Real Estate
4.09K
+ 1.92%
$8.54 - $9.12 $34.9K - $37.3K
217K $1.91M
MNKD
Mannkind Corp

Healthcare
220
+ 1.14%
$4.92 - $6.6 $1.08K - $1.45K
19.6K $98K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.11K
+ 6.36%
$35.37 - $41.21 $145K - $169K
68.7K $2.47M
TM
Toyota Motor Corp

Consumer Cyclical
411
+ 7.56%
$176.53 - $195.35 $72.6K - $80.3K
5.85K $1.03M
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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