WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 565,565 | $13.2M | 0.02% | SOLD |
| 2 | UL | UNILEVER PLC | Consumer Defensive | 224,531 | $13.2M | 0.02% | SOLD |
| 3 | CDX | SIMPLIFY EXCHANGE TRADED FUN | — | 378,551 | $8.7M | 0.01% | SOLD |
| 4 | RSPF | INVESCO EXCHANGE TRADED FD T | — | 93,919 | $7.3M | 0.01% | SOLD |
| 5 | — | ISHARES TR | — | 280,364 | $7.0M | 0.01% | SOLD |
| 6 | TTE | TOTALENERGIES SE | Energy | 96,182 | $5.7M | 0.01% | SOLD |
| 7 | — | INVESCO EXCH TRD SLF IDX FD | — | 230,999 | $4.8M | 0.01% | SOLD |
| 8 | ETH CALL | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 320,000 | $4.4M | 0.01% | SOLD |
| 9 | SSB | SOUTHSTATE CORPORATION | Financial Services | 42,023 | $4.2M | 0.01% | SOLD |
| 10 | VRT CALL | VERTIV HOLDINGS CO | Industrials | 67,323 | $4.2M | 0.01% | SOLD |
| 11 | IQDG | WISDOMTREE TR | — | 88,600 | $3.6M | 0.01% | SOLD |
| 12 | — | SYNOVUS FINL CORP | — | 73,333 | $3.5M | 0.01% | SOLD |
| 13 | JULZ | ELEVATION SERIES TRUST | — | 62,156 | $2.9M | 0.00% | SOLD |
| 14 | — | LISTED FDS TR | — | 62,156 | $2.9M | 0.00% | SOLD |
| 15 | HCMT | DIREXION SHS ETF TR | — | 73,257 | $2.8M | 0.00% | SOLD |
| 16 | — | KELLANOVA | — | 28,189 | $2.3M | 0.00% | SOLD |
| 17 | — | INTERPUBLIC GROUP COS INC | — | 81,676 | $2.2M | 0.00% | SOLD |
| 18 | BITQ | EXCHANGE TRADED CONCEPTS TRU | — | 56,660 | $1.6M | 0.00% | SOLD |
| 19 | OKLO CALL | OKLO INC | Utilities | 19,000 | $1.5M | 0.00% | SOLD |
| 20 | GPZ | VANECK ETF TRUST | — | 49,122 | $1.3M | 0.00% | SOLD |
Sector Allocation
Technology
36.6%
Financial Services
16.9%
Industrials
9.7%
Healthcare
8.6%
Consumer Cyclical
8.4%
Communication Services
7.3%
Consumer Defensive
4.3%
Energy
3.2%
Utilities
2.4%
Basic Materials
1.3%