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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 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 INCANNEX HEALTHCARE INC 18,848 $8K SOLD
202 BKKT BAKKT HOLDINGS INC Technology 175 $7K SOLD
203 BIDU PUT BAIDU INC Communication Services 13,000 $6K SOLD
204 ADAPTIMMUNE THERAPEUTICS PLC 40,816 $6K SOLD
205 VXRT VAXART INC Healthcare 10,400 $4K SOLD
206 CALL DEFI TECHNOLOGIES INC 13,500 $3K SOLD
207 BLACKROCK INCOME TR INC 22,972 $2K SOLD
208 COHEN & STEERS INFRASTRUCTUR 21,520 $1K SOLD
209 CLEARBRIDGE ENERGY MIDSTRM O 27,831 $278.0 SOLD
Page 11 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%