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
VCR
Vanguard Consumer Discretionar

ETFs
4.15K
+ 109.83%
$318.51 - $391.75 $1.32M - $1.62M
7.92K $2.58M
ZION
Zions Bancorporation, National Association

Financial Services
27K
+ 61.46%
$47.0 - $59.03 $1.27M - $1.59M
70.9K $3.54M
FDX
Fedex Corp

Industrials
16.5K
+ 21.56%
$230.33 - $281.53 $3.8M - $4.64M
93K $22.7M
PINK
Simplify Exchange Traded Fds S

ETFs
46K
+ 8.69%
$28.87 - $31.11 $1.33M - $1.43M
575K $16.8M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
8.09K
+ 125.4%
$110.55 - $130.35 $895K - $1.05M
14.5K $1.85M
CRUS
Cirrus Logic, Inc.

Technology
11.3K
+ 262.76%
$97.89 - $111.4 $1.11M - $1.26M
15.7K $1.56M
BNDX
Vanguard Total International B

ETFs
24.8K
+ 6.92%
$48.33 - $49.5 $1.2M - $1.23M
383K $18.7M
MKC
Mccormick & CO Inc

Consumer Defensive
4.22K
+ 3.32%
$71.24 - $84.73 $301K - $358K
131K $10.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
44.4K
+ 4.01%
$13.05 - $13.97 $579K - $620K
1.15M $15.5M
VUG
Vanguard Growth ETF

ETFs
61.1K
+ 11.36%
$369.1 - $427.61 $22.6M - $26.1M
599K $222M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
53K
+ 43.54%
$19.0 - $19.66 $1.01M - $1.04M
175K $3.44M
SNOW
Snowflake Inc.

Technology
9.43K
+ 25.39%
$146.16 - $192.78 $1.38M - $1.82M
46.5K $6.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.96K
+ 0.53%
$128.74 - $138.67 $253K - $272K
371K $49.8M
DG
Dollar General Corp

Consumer Defensive
10.2K
+ 84.08%
$68.44 - $87.93 $699K - $898K
22.4K $1.97M
MPC
Marathon Petroleum Corp

Energy
2.54K
+ 2.35%
$134.72 - $159.03 $342K - $404K
111K $16.1M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
61.8K
+ 33.1%
$9.19 - $12.93 $568K - $800K
249K $2.78M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
19.7K
+ 55.47%
$67.24 - $84.27 $1.32M - $1.66M
55.2K $3.77M
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.7K
+ 2.56%
$39.18 - $43.52 $575K - $639K
587K $24.3M
MAT
Mattel Inc

Consumer Cyclical
50.7K
+ 195.86%
$17.73 - $21.94 $899K - $1.11M
76.6K $1.49M
ZI
Zoom Info Technologies Inc.

Technology
102K
+ 983.23%
$9.43 - $12.01 $964K - $1.23M
113K $1.13M
EXR
Extra Space Storage Inc.

Real Estate
6.96K
+ 44.56%
$143.8 - $161.28 $1M - $1.12M
22.6K $3.35M
VTRS
Viatris Inc

Healthcare
158K
+ 162.51%
$8.68 - $12.42 $1.37M - $1.96M
255K $2.22M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.68K
+ 31.83%
$180.02 - $208.56 $662K - $767K
15.2K $3.16M
BKR
Baker Hughes CO

Energy
19K
+ 34.76%
$41.16 - $48.85 $784K - $930K
73.8K $3.25M
BXSL
Blackstone Secured Lending Fund

Financial Services
30.5K
+ 217.4%
$31.3 - $34.5 $956K - $1.05M
44.6K $1.44M
SU
Suncor Energy Inc

Energy
5.89K
+ 2.36%
$34.27 - $40.63 $202K - $239K
256K $9.9M
PMAR
Innovator U.S. Equity Power Bu

ETFs
25.1K
+ 62.81%
$39.51 - $41.0 $990K - $1.03M
65K $2.59M
ADT
Adt Inc.

Industrials
103K
+ 93.06%
$6.87 - $8.23 $704K - $844K
213K $1.73M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
20.1K
+ 6.33%
$61.91 - $66.79 $1.24M - $1.34M
337K $21.1M
QDEL
Quidel Ortho Corp

Healthcare
36.9K
+ 107.97%
$34.78 - $47.61 $1.28M - $1.76M
71K $2.48M
IDV
Ishares Tr

ETFs
7.87K
+ 4.24%
$27.0 - $31.7 $213K - $250K
193K $6.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.58K
+ 1.06%
$76.94 - $78.28 $429K - $437K
531K $41.6M
QVMM
Invesco ETF Tr Ii S&P Midcap 4
36.6K
+ 119.1%
$26.49 - $30.29 $969K - $1.11M
67.3K $1.82M
FDVV
Fidelity High Dividend ETF

ETFs
19.5K
+ 22.3%
$48.86 - $52.28 $952K - $1.02M
107K $5.3M
VTR
Ventas, Inc.

Real Estate
10.1K
+ 40.88%
$56.9 - $70.47 $574K - $711K
34.8K $2.39M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.84K
+ 14.63%
$233.07 - $290.7 $428K - $534K
14.4K $3.89M
FNF
Fidelity National Financial, Inc.

Financial Services
9.62K
+ 29.47%
$54.25 - $65.27 $522K - $628K
42.2K $2.75M
UHS
Universal Health Services Inc

Healthcare
4.7K
+ 120.71%
$163.99 - $193.27 $771K - $909K
8.6K $1.62M
XLF
Financial Sector Spdr

ETFs
12.4K
+ 3.65%
$47.32 - $52.19 $588K - $648K
353K $17.4M
VLY
Valley National Bancorp

Financial Services
103K
+ 230.92%
$8.56 - $10.42 $883K - $1.07M
148K $1.31M
COF
Capital One Financial Corp

Financial Services
4.9K
+ 18.68%
$163.87 - $209.82 $803K - $1.03M
31.1K $5.58M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
37.3K
+ 82.0%
$24.88 - $26.85 $928K - $1M
82.8K $2.09M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
15.4K
+ 130.03%
$60.91 - $71.4 $938K - $1.1M
27.2K $1.69M
GIL
Gildan Activewear Inc.

Consumer Cyclical
20.5K
+ 385.41%
$44.19 - $55.09 $907K - $1.13M
25.8K $1.14M
ORCL
Oracle Corp

Technology
97.9K
+ 20.53%
$139.81 - $186.47 $13.7M - $18.3M
575K $80.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
613
+ 1.01%
$146.9 - $170.92 $90K - $105K
61.2K $10.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
11.6K
+ 62.54%
$69.87 - $75.62 $810K - $877K
30.1K $2.2M
OMC
Omnicom Group Inc.

Communication Services
11.1K
+ 80.26%
$79.43 - $88.34 $886K - $985K
25K $2.08M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
37.1K
+ 11.79%
N/A
351K $8.35M
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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