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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 2 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ALLETE INC 14,730 $991K 0.00% SOLD
22 INNOVATOR ETFS TRUST 25,073 $973K 0.00% SOLD
23 BITFARMS LTD 267,846 $929K 0.00% SOLD
24 INVESCO EXCH TRD SLF IDX FD 38,893 $897K 0.00% SOLD
25 LLYVK LIBERTY MEDIA CORP DEL Communication Services 9,049 $821K 0.00% SOLD
26 SLDE SLIDE INS HLDGS INC Financial Services 47,987 $772K 0.00% SOLD
27 LIGHT & WONDER INC 9,229 $738K 0.00% SOLD
28 SUNRISE COMMUNICATIONS AG 12,135 $710K 0.00% SOLD
29 CRWV CALL COREWEAVE INC Technology 9,400 $698K 0.00% SOLD
30 JANZ ELEVATION SERIES TRUST 17,901 $681K 0.00% SOLD
31 LISTED FDS TR 17,901 $681K 0.00% SOLD
32 TDW TIDEWATER INC NEW Energy 11,423 $617K 0.00% SOLD
33 META CALL META PLATFORMS INC Communication Services 2,740 $580K 0.00% SOLD
34 RCAT RED CAT HLDGS INC Technology 37,146 $549K 0.00% SOLD
35 MSTY TIDAL TRUST II 39,491 $548K 0.00% SOLD
36 NOG NORTHERN OIL & GAS INC Energy 21,690 $539K 0.00% SOLD
37 PROSHARES TR 31,036 $464K 0.00% SOLD
38 INVESCO EXCH TRD SLF IDX FD 18,605 $456K 0.00% SOLD
39 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 7,284 $450K 0.00% SOLD
40 PREMIER INC 15,013 $419K 0.00% SOLD
Page 2 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%