Wealth Enhancement Advisory Services, LLC Sells in Q4 2025

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-501K
- 60.48%
$234.02 - $253.35 $117M - $127M
327K $79M
MA
Mastercard Inc

Financial Services
-186K
- 41.72%
$536.85 - $580.45 $99.7M - $108M
259K $139M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.88M
- 33.55%
$26.44 - $27.53 $103M - $107M
7.69M $210M
HD
Home Depot, Inc.

Consumer Cyclical
-185K
- 21.9%
$358.03 - $397.02 $66.4M - $73.6M
661K $237M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.58M
- 58.79%
$50.55 - $50.74 $79.7M - $80M
1.11M $56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.39M
- 19.63%
$50.57 - $50.77 $70.4M - $70.6M
5.7M $288M
LMT
Lockheed Martin Corp

Industrials
-126K
- 40.92%
$452.1 - $514.24 $56.8M - $64.6M
181K $85.4M
UNH
Unitedhealth Group Inc

Healthcare
-171K
- 40.57%
$320.52 - $369.92 $54.7M - $63.1M
250K $80.1M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-1.21M
- 90.34%
$50.46 - $50.9 $60.9M - $61.4M
129K $6.51M
FTNT
Fortinet, Inc.

Technology
-587K
- 77.54%
$80.54 - $87.52 $47.3M - $51.3M
170K $14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-506K
- 25.25%
$77.73 - $78.84 $39.3M - $39.9M
1.5M $117M
HWM
Howmet Aerospace Inc.

Industrials
-178K
- 74.84%
$184.09 - $209.74 $32.8M - $37.4M
60K $12.2M
ITW
Illinois Tool Works Inc

Industrials
-113K
- 47.92%
$242.03 - $260.73 $27.5M - $29.6M
123K $30.1M
COST
Costco Wholesale Corp

Consumer Defensive
-32.1K
- 20.25%
$910.94 - $954.99 $29.2M - $30.7M
126K $115M
DVN
Devon Energy Corp

Energy
-717K
- 35.05%
$31.74 - $35.84 $22.7M - $25.7M
1.33M $47.6M
OLED
Universal Display Corp Pa

Technology
-163K
- 94.61%
$116.83 - $151.38 $19M - $24.6M
9.26K $1.08M
CTSH
Cognizant Technology Solutions Corp

Technology
-368K
- 62.68%
$65.47 - $74.66 $24.1M - $27.5M
219K $15.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-105K
- 54.84%
$176.58 - $207.02 $18.5M - $21.7M
86.4K $15.6M
RPM
Rpm International Inc

Basic Materials
-181K
- 82.83%
$105.88 - $117.19 $19.1M - $21.2M
37.5K $4M
PSA
Public Storage

Real Estate
-69.4K
- 43.06%
$272.78 - $311.8 $18.9M - $21.6M
91.8K $25.2M
RGLD
Royal Gold Inc

Basic Materials
-104K
- 75.62%
$169.08 - $206.65 $17.6M - $21.5M
33.5K $6.22M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-166K
- 45.55%
$91.7 - $105.68 $15.3M - $17.6M
199K $19.7M
AMT
American Tower Corp

Real Estate
-73.2K
- 26.41%
$176.64 - $193.32 $12.9M - $14.2M
204K $36.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-20.6K
- 4.83%
$225.0 - $247.99 $4.63M - $5.1M
406K $91.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-19.8K
- 1.97%
$245.79 - $258.02 $4.86M - $5.1M
982K $242M
AON
Aon PLC

Financial Services
-40.8K
- 55.53%
$326.07 - $366.93 $13.3M - $15M
32.7K $11.4M
ZM
Zoom Video Communications, Inc.

Technology
-171K
- 52.28%
$79.17 - $87.23 $13.5M - $14.9M
156K $13.1M
ADP
Automatic Data Processing Inc

Industrials
-12.2K
- 4.89%
$250.9 - $292.94 $3.07M - $3.58M
238K $59.7M
FISV
Fiserv Inc

Technology
-109K
- 56.86%
N/A
82.4K $10.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-234K
- 27.98%
$56.33 - $59.22 $13.2M - $13.8M
601K $34.8M
GRMN
Garmin LTD

Technology
-49.3K
- 72.1%
$194.13 - $259.77 $9.57M - $12.8M
19.1K $3.7M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-291K
- 81.94%
$40.79 - $41.47 $11.9M - $12.1M
64.2K $2.65M
MSTR
Microstrategy Inc

Technology
-21.4K
- 34.58%
$199.75 - $359.69 $4.28M - $7.7M
40.5K $8.09M
REVG
Rev Group, Inc.

Industrials
-197K
- 75.99%
$51.27 - $61.48 $10.1M - $12.1M
62.2K $3.27M
USTB
Victory Portfolios Ii Victorys

ETFs
-214K
- 42.52%
$50.79 - $51.05 $10.9M - $10.9M
289K $14.7M
DOCU
Docusign, Inc.

Technology
-144K
- 80.87%
$67.01 - $73.14 $9.66M - $10.5M
34.1K $2.31M
DELL
Dell Technologies Inc.

Technology
-66.7K
- 41.62%
$133.76 - $164.88 $8.92M - $11M
93.5K $12.5M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-78.7K
- 3.67%
$80.59 - $84.32 $6.35M - $6.64M
2.06M $169M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-214K
- 52.66%
$42.06 - $42.92 $9.01M - $9.19M
193K $8.19M
DIS
Walt Disney CO

Communication Services
-2.37K
- 0.24%
$105.69 - $116.65 $250K - $276K
968K $102M
DASH
Door Dash, Inc.

Communication Services
-24K
- 40.81%
$195.21 - $281.74 $4.68M - $6.76M
34.8K $7.2M
RMD
Resmed Inc

Healthcare
-31.2K
- 81.92%
$244.46 - $283.36 $7.62M - $8.83M
6.88K $1.68M
DFAT
Dimensional ETF Tr U S Target

ETFs
-101K
- 4.76%
$55.75 - $58.83 $5.6M - $5.91M
2.01M $115M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-139K
- 9.16%
$56.0 - $57.6 $7.76M - $7.98M
1.37M $78M
CLOI
Vaneck ETF Tr

ETFs
-153K
- 88.01%
$52.83 - $53.07 $8.08M - $8.12M
20.8K $1.1M
CASH
Meta Financial Group Inc

Financial Services
-102K
- 79.77%
$67.02 - $76.92 $6.83M - $7.84M
25.8K $1.78M
HII
Huntington Ingalls Industries, Inc.

Industrials
-41.1K
- 19.63%
$280.02 - $324.19 $11.5M - $13.3M
168K $52.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-64.1K
- 27.39%
$110.25 - $112.92 $7.07M - $7.24M
170K $18.7M
ZTS
Zoetis Inc.

Healthcare
-35.6K
- 33.2%
$118.8 - $147.53 $4.23M - $5.25M
71.6K $8.5M
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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