Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | TMF | DIREXION SHS ETF TR | — | 7,037 | $283K | — | SOLD |
| 62 | PD | PAGERDUTY INC | Technology | 17,630 | $276K | — | SOLD |
| 63 | ASGI | ABRDN GLOBAL INFRA INCOME FU | Financial Services | 12,806 | $273K | — | SOLD |
| 64 | SSTK | SHUTTERSTOCK INC | Communication Services | 12,071 | $260K | — | SOLD |
| 65 | SUSC | ISHARES TR | — | 10,906 | $257K | — | SOLD |
| 66 | — | VIPER ENERGY INC | — | 6,650 | $255K | — | SOLD |
| 67 | VRRM | VERRA MOBILITY CORP | Technology | 10,522 | $254K | — | SOLD |
| 68 | GDE | WISDOMTREE TR | — | 4,278 | $254K | — | SOLD |
| 69 | UAUG | INNOVATOR ETFS TRUST | — | 6,389 | $251K | — | SOLD |
| 70 | — | RAMACO RES INC | — | 6,081 | $247K | — | SOLD |
| 71 | IMNM | IMMUNOME INC | Healthcare | 17,660 | $244K | — | SOLD |
| 72 | — | VENTURE GLOBAL INC | — | 18,900 | $244K | — | SOLD |
| 73 | — | ISHARES TR | — | 10,344 | $239K | — | SOLD |
| 74 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 2,531 | $235K | — | SOLD |
| 75 | IAI | ISHARES TR | — | 1,333 | $233K | — | SOLD |
| 76 | SMIN | ISHARES TR | — | 3,158 | $231K | — | SOLD |
| 77 | NVDL | GRANITESHARES ETF TR | — | 2,442 | $224K | — | SOLD |
| 78 | — | AVIDXCHANGE HOLDINGS INC | — | 22,534 | $224K | — | SOLD |
| 79 | HODL | VANECK BITCOIN ETF | — | 6,501 | $224K | — | SOLD |
| 80 | IIIN | INSTEEL INDS INC | Industrials | 5,851 | $223K | — | SOLD |
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%