Wealth Enhancement Advisory Services, LLC New Holdings in Q4 2025

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
585K
New
$23.98 - $24.37 $14M - $14.3M
585K $14.1M
MBSD
Flexshares Tr Disciplined Dura

ETFs
284K
New
$20.81 - $21.02 $5.9M - $5.96M
284K $5.91M
ISMD
Northern Lts Fd Tr Iv

ETFs
124K
New
$37.19 - $39.32 $4.63M - $4.89M
124K $4.64M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
132K
New
$22.32 - $22.47 $2.95M - $2.97M
132K $2.95M
BITW
Bitwise 10 Crypto Index Fund
18.5K
New
$62.81 - $86.28 $1.16M - $1.6M
18.5K $1.16M
EQX
Equinox Gold Corp.

Basic Materials
79.1K
New
$10.37 - $13.14 $820K - $1.04M
79.1K $1.01M
XSW
Spdr S&P Software & Services E

ETFs
5.21K
New
$184.89 - $203.47 $963K - $1.06M
5.21K $963K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
22.4K
New
$41.73 - $43.65 $935K - $977K
22.4K $957K
SHC
Sotera Health CO

Healthcare
59.8K
New
$15.35 - $16.9 $919K - $1.01M
59.8K $935K
FAS
Direxion Daily Financial Bull

ETFs
5.76K
New
$156.45 - $176.67 $902K - $1.02M
5.76K $926K
RELY
Remitly Global, Inc.

Technology
55.6K
New
$12.2 - $17.2 $679K - $957K
55.6K $690K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
17.8K
New
$25.9 - $34.29 $462K - $611K
17.8K $606K
ESAB
Esab Corp

Industrials
4.87K
New
$111.41 - $123.35 $542K - $600K
4.87K $543K
QTWO
Q2 Holdings, Inc.

Technology
7.27K
New
$59.26 - $73.41 $431K - $534K
7.27K $526K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
8.8K
New
$50.35 - $58.41 $443K - $514K
8.8K $502K
DOCN
Digital Ocean Holdings, Inc.

Technology
10.7K
New
$35.87 - $51.67 $385K - $555K
10.7K $492K
FSMO
Fidelity Covington Tr

ETFs
16.1K
New
N/A
16.1K $422K
INTA
Intapp, Inc.

Technology
9.77K
New
$36.57 - $43.07 $357K - $421K
9.77K $420K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
21.2K
New
$18.64 - $27.27 $395K - $578K
21.2K $419K
URTH
Ishares Msci World ETF

ETFs
2.15K
New
$178.2 - $186.64 $382K - $401K
2.15K $393K
ROIV
Roivant Sciences Ltd.

Healthcare
19.1K
New
$15.75 - $21.32 $300K - $406K
19.1K $386K
IRDM
Iridium Communications Inc.

Communication Services
23.8K
New
$16.27 - $20.02 $386K - $476K
23.8K $386K
AZZ
Azz Inc

Industrials
3.89K
New
$97.64 - $109.1 $379K - $424K
3.89K $381K
OCUL
Ocular Therapeutix, Inc

Healthcare
31.9K
New
$10.37 - $12.18 $331K - $389K
31.9K $363K
ICUI
Icu Medical Inc

Healthcare
2.6K
New
$114.13 - $143.22 $297K - $373K
2.6K $355K
BRZE
Braze, Inc.

Technology
12.3K
New
$25.97 - $29.37 $319K - $361K
12.3K $353K
LVHD
Franklin U.S. Low Volatility H

ETFs
8.8K
New
$39.46 - $41.42 $347K - $364K
8.8K $353K
WB
Weibo Corp

Communication Services
35.1K
New
$10.06 - $12.83 $353K - $450K
35.1K $352K
FEX
First Tr Large Cap Core Alphde

ETFs
3.03K
New
$113.91 - $118.65 $345K - $359K
3.03K $349K
IAC
Iac/Inter Active Corp

Communication Services
10.5K
New
$31.74 - $34.59 $332K - $362K
10.5K $347K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
6.85K
New
$47.0 - $48.8 $322K - $334K
6.85K $329K
JMSB
John Marshall Bancorp, Inc.

Financial Services
16.5K
New
$18.57 - $20.5 $307K - $339K
16.5K $326K
KMT
Kennametal Inc

Industrials
12K
New
$20.45 - $27.78 $245K - $332K
12K $321K
FIVN
Five9, Inc.

Technology
15.5K
New
$19.84 - $24.33 $307K - $376K
15.5K $313K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
5.93K
New
$51.41 - $54.14 $305K - $321K
5.93K $312K
BSMU
Invesco Exchange Self Ind Tr

ETFs
14.2K
New
$21.93 - $22.06 $311K - $313K
14.2K $312K
FLJH
Franklin Templeton ETF Tr

ETFs
7.91K
New
$35.78 - $39.48 $283K - $312K
7.91K $310K
CNM
Core & Main, Inc.

Industrials
6.5K
New
$47.15 - $54.63 $307K - $355K
6.5K $306K
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.3K
New
$24.67 - $25.04 $303K - $307K
12.3K $305K
EVX
Vaneck ETF Tr Environmental Se

ETFs
8K
New
$36.65 - $39.44 $293K - $316K
8K $297K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
4K
New
$67.75 - $84.35 $271K - $337K
4K $296K
BROS
Dutch Bros Inc.

Consumer Cyclical
5.43K
New
$47.66 - $59.87 $259K - $325K
5.43K $291K
SPSC
Sps Commerce Inc

Technology
3.54K
New
$80.48 - $113.04 $285K - $400K
3.54K $288K
PRDO
Perdoceo Education Corp

Consumer Defensive
9.23K
New
$29.79 - $37.17 $275K - $343K
9.23K $287K
SRCE
1 St Source Corp

Financial Services
4.65K
New
$57.55 - $61.73 $268K - $287K
4.65K $285K
PATK
Patrick Industries Inc

Consumer Cyclical
2.84K
New
$96.96 - $106.47 $275K - $302K
2.84K $283K
GTX
Garrett Motion Inc.

Consumer Cyclical
16.8K
New
$12.49 - $17.55 $210K - $295K
16.8K $283K
NOVT
Novanta Inc

Technology
1.77K
New
N/A
1.77K $279K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
4.05K
New
$59.5 - $69.58 $241K - $282K
4.05K $277K
Activity Summary
Buys All Purchases 2334 New Holdings 279 Increased Positions 2055 Sells All Sells 1175 Reductions 1175 Sold out 0 Options Calls 20 Puts 16
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