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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 3 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 LIBERTY MEDIA CORP DEL 4,699 $415K 0.00% SOLD
42 PROS HOLDINGS INC 17,401 $399K 0.00% SOLD
43 BBP ETFIS SER TR I 5,070 $363K 0.00% SOLD
44 MWA MUELLER WTR PRODS INC Industrials 14,187 $361K 0.00% SOLD
45 VERITEX HLDGS INC 10,679 $348K 0.00% SOLD
46 VITL VITAL FARMS INC Consumer Defensive 7,843 $344K 0.00% SOLD
47 IIPR INNOVATIVE INDL PPTYS INC Real Estate 6,214 $341K 0.00% SOLD
48 ITRI ITRON INC Technology 2,672 $338K 0.00% SOLD
49 ETHT PROSHARES TR 3,267 $336K 0.00% SOLD
50 KLARNA GROUP PLC 8,050 $333K 0.00% SOLD
51 PANW CALL PALO ALTO NETWORKS INC Technology 6,538 $331K 0.00% SOLD
52 VERINT SYS INC 16,337 $331K 0.00% SOLD
53 KGS KODIAK GAS SVCS INC Energy 9,563 $330K SOLD
54 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 11,415 $316K SOLD
55 BMAR INNOVATOR ETFS TRUST 6,036 $312K SOLD
56 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 5,484 $310K SOLD
57 ZIMVIE INC 15,802 $299K SOLD
58 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 4,228 $298K SOLD
59 HANESBRANDS INC 41,723 $289K SOLD
60 USAR USA RARE EARTH INC Basic Materials 10,034 $284K SOLD
Page 3 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%