Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | DIREXION SHS ETF TR | — | 218,573 | $520K | 0.00% | SOLD |
| 82 | UDEC | INNOVATOR ETFS TRUST | — | 12,962 | $517K | 0.00% | SOLD |
| 83 | DFEN | DIREXION SHS ETF TR | — | 6,495 | $510K | 0.00% | SOLD |
| 84 | SYBT | STOCK YDS BANCORP INC | Financial Services | 7,542 | $505K | 0.00% | SOLD |
| 85 | AGQ | PROSHARES TR II | Financial Services | 2,423 | $496K | 0.00% | SOLD |
| 86 | RVNU | DBX ETF TR | — | 19,767 | $489K | 0.00% | SOLD |
| 87 | — | QIAGEN NV | — | 10,322 | $485K | 0.00% | SOLD |
| 88 | TCOM | TRIP COM GROUP LTD | Consumer Cyclical | 6,146 | $468K | 0.00% | SOLD |
| 89 | EMBD | GLOBAL X FDS | — | 19,171 | $461K | 0.00% | SOLD |
| 90 | — | APARTMENT INVT & MGMT CO | — | 76,415 | $452K | 0.00% | SOLD |
| 91 | NVMI | NOVA LTD | Technology | 1,140 | $446K | 0.00% | SOLD |
| 92 | FISV PUT | FISERV INC | Technology | 184 | $436K | 0.00% | SOLD |
| 93 | NAN | NUVEEN NEW YORK QLT MUN INC | Financial Services | 38,618 | $436K | 0.00% | SOLD |
| 94 | JD | JD.COM INC | Consumer Cyclical | 14,678 | $434K | 0.00% | SOLD |
| 95 | XRP | BITWISE XRP ETF | Financial Services | 17,143 | $434K | 0.00% | SOLD |
| 96 | BSJV | INVESCO EXCH TRD SLF IDX FD | — | 16,094 | $431K | 0.00% | SOLD |
| 97 | PTA | COHEN & STEERS TAX ADVAN PFD | Financial Services | 21,908 | $430K | 0.00% | SOLD |
| 98 | OMER | OMEROS CORP | Healthcare | 31,728 | $429K | 0.00% | SOLD |
| 99 | TLT CALL | ISHARES TR | — | 215,000 | $427K | 0.00% | SOLD |
| 100 | — | INNOVATOR ETFS TRUST | — | 15,530 | $426K | 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%