Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | — | ALGOMA STL GROUP INC | — | 30,000 | $2K | — | SOLD |
| 362 | — | LIBERTY MEDIA CORP DEL | — | 10,000 | $600.0 | — | SOLD |
| 363 | CRWD CALL | CROWDSTRIKE HLDGS INC | Technology | 2,799 | — | — | SOLD |
| 364 | XOM PUT | EXXON MOBIL CORP | Energy | — | — | — | SOLD |
| 365 | JPM CALL | JPMORGAN CHASE & CO. | Financial Services | — | — | — | 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%