Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | VLT | INVESCO HIGH INCOME TR II | Financial Services | 11,252 | $127K | — | SOLD |
| 282 | GERN | GERON CORP | Healthcare | 92,267 | $122K | — | SOLD |
| 283 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 2,650 | $120K | — | SOLD |
| 284 | ORC | ORCHID IS CAP INC | Real Estate | 15,843 | $119K | — | SOLD |
| 285 | YMAX | TIDAL TRUST II | — | 11,336 | $116K | — | SOLD |
| 286 | PANL | PANGAEA LOGISTICS SOLUTION L | Industrials | 17,092 | $115K | — | SOLD |
| 287 | ETHM | DYNAMIX CORP | Financial Services | 10,962 | $113K | — | SOLD |
| 288 | SABA | SABA CAPITAL INCOME & OPPORT | Financial Services | 13,346 | $112K | — | SOLD |
| 289 | NHS | NEUBERGER HIGH YIELD ST FD I | Financial Services | 14,117 | $106K | — | SOLD |
| 290 | — | TELEFONICA S A | — | 26,611 | $104K | — | SOLD |
| 291 | NGL | NGL ENERGY PARTNERS LP | Energy | 10,511 | $103K | — | SOLD |
| 292 | TSSI | TSS INC DEL | Technology | 11,467 | $101K | — | SOLD |
| 293 | SVM | SILVERCORP METALS INC | Basic Materials | 10,525 | $97K | — | SOLD |
| 294 | MERC | MERCER INTL INC | Basic Materials | 42,610 | $96K | — | SOLD |
| 295 | SEM | SELECT MED HLDGS CORP | Healthcare | 6,033 | $95K | — | SOLD |
| 296 | VNET | VNET GROUP INC | Technology | 10,181 | $95K | — | SOLD |
| 297 | CPSH | CPS TECHNOLOGIES CORP | Technology | 29,556 | $94K | — | SOLD |
| 298 | — | NEW GOLD INC CDA | — | 8,842 | $93K | — | SOLD |
| 299 | TGB | TASEKO MINES LTD | Basic Materials | 14,850 | $92K | — | SOLD |
| 300 | CRF | CORNERSTONE TOTAL RETURN FD | Financial Services | 11,309 | $91K | — | SOLD |
Sector Allocation
Technology
33.6%
Financial Services
16.6%
Industrials
10.5%
Healthcare
9.3%
Consumer Cyclical
8.2%
Communication Services
7.3%
Consumer Defensive
4.6%
Energy
3.8%
Utilities
2.9%
Real Estate
1.8%