Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VSEC | VSE CORP | Industrials | 3,870 | $779K | 0.00% | SOLD |
| 62 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 10,190 | $759K | 0.00% | SOLD |
| 63 | — | FRONTIER COMMUNICATIONS PARE | — | 19,803 | $756K | 0.00% | SOLD |
| 64 | ONEV | SPDR SERIES TRUST | — | 5,412 | $738K | 0.00% | SOLD |
| 65 | BLD | TOPBUILD CORP | Industrials | 1,644 | $731K | 0.00% | SOLD |
| 66 | BTCO | INVESCO GALAXY BITCOIN ETF | Financial Services | 7,897 | $727K | 0.00% | SOLD |
| 67 | APLS | APELLIS PHARMACEUTICALS INC | Healthcare | 30,175 | $722K | 0.00% | SOLD |
| 68 | BSJT | INVESCO EXCH TRD SLF IDX FD | — | 32,433 | $701K | 0.00% | SOLD |
| 69 | — | TREEHOUSE FOODS INC | — | 29,830 | $696K | 0.00% | SOLD |
| 70 | BSJU | INVESCO EXCH TRD SLF IDX FD | — | 26,442 | $692K | 0.00% | SOLD |
| 71 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 20,920 | $642K | 0.00% | SOLD |
| 72 | — | JAMF HLDG CORP | — | 49,053 | $638K | 0.00% | SOLD |
| 73 | — | SEALED AIR CORP NEW | — | 14,880 | $617K | 0.00% | SOLD |
| 74 | UNF | UNIFIRST CORP MASS | Industrials | 2,878 | $585K | 0.00% | SOLD |
| 75 | SILA | SILA REALTY TRUST INC | Real Estate | 24,404 | $567K | 0.00% | SOLD |
| 76 | ESAB | ESAB CORPORATION | Industrials | 4,867 | $567K | 0.00% | SOLD |
| 77 | PKB | INVESCO EXCHANGE TRADED FD T | — | 5,569 | $539K | 0.00% | SOLD |
| 78 | FOLD | AMICUS THERAPEUTICS INC | Healthcare | 37,326 | $533K | 0.00% | SOLD |
| 79 | EVSD | MORGAN STANLEY ETF TRUST | — | 10,299 | $530K | 0.00% | SOLD |
| 80 | VXX | BARCLAYS BANK PLC | Financial Services | 20,220 | $526K | 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%