Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CTRA | COTERRA ENERGY INC | Energy | 94,811 | $2.4M | 0.00% | SOLD |
| 22 | — | DAYFORCE INC | — | 33,424 | $2.3M | 0.00% | SOLD |
| 23 | GIL | GILDAN ACTIVEWEAR INC | Consumer Cyclical | 32,502 | $2.1M | 0.00% | SOLD |
| 24 | — | PATHWARD FINANCIAL INC | — | 25,831 | $1.9M | 0.00% | SOLD |
| 25 | VEGA | ADVISORSHARES TR | — | 38,339 | $1.9M | 0.00% | SOLD |
| 26 | BMNR CALL | BITMINE IMMERSION TECNOLOGIE | Financial Services | 150,400 | $1.9M | 0.00% | SOLD |
| 27 | XHLF | BONDBLOXX ETF TRUST | — | 36,817 | $1.9M | 0.00% | SOLD |
| 28 | CLFD | CLEARFIELD INC | Technology | 53,659 | $1.7M | 0.00% | SOLD |
| 29 | — | KASPI KZ JSC | — | 19,596 | $1.6M | 0.00% | SOLD |
| 30 | DAPP | VANECK ETF TRUST | — | 85,002 | $1.6M | 0.00% | SOLD |
| 31 | HYLB | DBX ETF TR | — | 42,880 | $1.6M | 0.00% | SOLD |
| 32 | MASI | MASIMO CORP | Healthcare | 11,371 | $1.6M | 0.00% | SOLD |
| 33 | — | CYBERARK SOFTWARE LTD | — | 3,341 | $1.5M | 0.00% | SOLD |
| 34 | IAUX | I-80 GOLD CORP | Basic Materials | 944,819 | $1.5M | 0.00% | SOLD |
| 35 | LENZ | LENZ THERAPEUTICS INC | Healthcare | 83,243 | $1.4M | 0.00% | SOLD |
| 36 | KORU | DIREXION SHS ETF TR | — | 5,723 | $1.4M | 0.00% | SOLD |
| 37 | IGBH | ISHARES U S ETF TR | — | 54,923 | $1.4M | 0.00% | SOLD |
| 38 | — | HOLOGIC INC | — | 17,925 | $1.3M | 0.00% | SOLD |
| 39 | — | INNOVATOR ETFS TRUST | — | 57,546 | $1.3M | 0.00% | SOLD |
| 40 | — | TRIPLE FLAG PRECIOUS METAL | — | 33,409 | $1.2M | 0.00% | 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%