Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 5,304 | $1.2M | 0.00% | SOLD |
| 42 | INFL | LISTED FDS TR | — | 25,760 | $1.2M | 0.00% | SOLD |
| 43 | FFOG | FRANKLIN TEMPLETON ETF TR | — | 24,445 | $1.2M | 0.00% | SOLD |
| 44 | VTC | VANGUARD SCOTTSDALE FDS | — | 14,154 | $1.1M | 0.00% | SOLD |
| 45 | SA | SEABRIDGE GOLD INC | Basic Materials | 34,126 | $1.1M | 0.00% | SOLD |
| 46 | CZA | INVESCO EXCHANGE TRADED FD T | — | 9,413 | $1.1M | 0.00% | SOLD |
| 47 | FAS | DIREXION SHS ETF TR | — | 5,764 | $1.1M | 0.00% | SOLD |
| 48 | EEMA | ISHARES INC | — | 10,330 | $1.0M | 0.00% | SOLD |
| 49 | BSJQ | INVESCO EXCH TRD SLF IDX FD | — | 43,504 | $1.0M | 0.00% | SOLD |
| 50 | USCI | UNITED STS COMMODITY INDEX F | Financial Services | 12,738 | $1.0M | 0.00% | SOLD |
| 51 | XSW | SPDR SERIES TRUST | — | 5,210 | $990K | 0.00% | SOLD |
| 52 | TPH | TRI POINTE HOMES INC | Consumer Cyclical | 30,843 | $977K | 0.00% | SOLD |
| 53 | GDLC | GRAYSCALE COINDESK CRYPTO | Financial Services | 21,963 | $975K | 0.00% | SOLD |
| 54 | AESI | ATLAS ENERGY SOLUTIONS INC | Energy | 96,440 | $965K | 0.00% | SOLD |
| 55 | HECA | ETF OPPORTUNITIES TRUST | — | 32,947 | $936K | 0.00% | SOLD |
| 56 | FLUD | FRANKLIN TEMPLETON ETF TR | — | 35,710 | $893K | 0.00% | SOLD |
| 57 | SPD | SIMPLIFY EXCHANGE TRADED FUN | — | 21,727 | $868K | 0.00% | SOLD |
| 58 | — | CIVITAS RESOURCES INC | — | 29,887 | $798K | 0.00% | SOLD |
| 59 | — | COMERICA INC | — | 7,983 | $789K | 0.00% | SOLD |
| 60 | BE CALL | BLOOM ENERGY CORP | Industrials | 11,000 | $784K | 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%