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Portfolio (Quarterly) Guide ↗

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

· CIK 0001632972
13F Portfolio $73.7B AUM 3,925 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 287 New 1945 Added 1106 Reduced 209 Exited
Page 10 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 DEXCOM INC 18,000 $18K SOLD
182 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 21,604 $17K SOLD
183 PENN ENTERTAINMENT INC 17,000 $17K SOLD
184 SHAKE SHACK INC 16,000 $15K SOLD
185 Q2 HLDGS INC 15,000 $15K SOLD
186 SOUTHERN CO 11,000 $13K SOLD
187 CHEESECAKE FACTORY INC 12,000 $12K SOLD
188 NEW MTN FIN CORP 12,000 $12K SOLD
189 ITRON INC 11,000 $12K SOLD
190 PAGERDUTY INC 12,000 $12K SOLD
191 MAPS WM TECHNOLOGY INC Technology 10,044 $12K SOLD
192 TRAVERE THERAPEUTICS INC 10,000 $12K SOLD
193 CONFLUENT INC 12,000 $11K SOLD
194 SCYX SCYNEXIS INC Healthcare 14,201 $11K SOLD
195 BARK INC 13,481 $11K SOLD
196 BIT ORIGIN LTD 23,133 $10K SOLD
197 RIVIAN AUTOMOTIVE INC 12,000 $10K SOLD
198 EXACT SCIENCES CORP 11,000 $10K SOLD
199 HAEMONETICS CORP MASS 11,000 $10K SOLD
200 EXPEDIA GROUP INC 10,000 $10K SOLD
Page 10 of 11  ·  209 positions
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%