Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | — | TILRAY BRANDS INC | — | 87,297 | $149K | — | SOLD |
| 122 | — | EATON VANCE CALIF MUN BD FD | — | 15,152 | $145K | — | SOLD |
| 123 | ORIC | ORIC PHARMACEUTICALS INC | Healthcare | 10,002 | $141K | — | SOLD |
| 124 | BSM | BLACK STONE MINERALS L P | Energy | 10,281 | $139K | — | SOLD |
| 125 | JBI | JANUS INTERNATIONAL GROUP IN | Industrials | 13,930 | $136K | — | SOLD |
| 126 | EXPI | EXP WORLD HLDGS INC | Real Estate | 11,939 | $129K | — | SOLD |
| 127 | GDOT | GREEN DOT CORP | Financial Services | 10,316 | $128K | — | SOLD |
| 128 | KREF | KKR REAL ESTATE FIN TR INC | Real Estate | 14,602 | $126K | — | SOLD |
| 129 | TSLA PUT | TESLA INC | Consumer Cyclical | 10,500 | $125K | — | SOLD |
| 130 | LUNR | INTUITIVE MACHINES INC | Industrials | 10,398 | $123K | — | SOLD |
| 131 | SBSW | SIBANYE STILLWATER LTD | Basic Materials | 10,592 | $121K | — | SOLD |
| 132 | — | VERONA PHARMA PLC | — | 1,077 | $115K | — | SOLD |
| 133 | LADR | LADDER CAP CORP | Real Estate | 10,802 | $113K | — | SOLD |
| 134 | SGML | SIGMA LITHIUM CORPORATION | Basic Materials | 14,325 | $108K | — | SOLD |
| 135 | TSLY | TIDAL TRUST II | — | 12,808 | $107K | — | SOLD |
| 136 | — | BERRY CORP | — | 28,285 | $107K | — | SOLD |
| 137 | RR | RICHTECH ROBOTICS INC | Industrials | 15,121 | $107K | — | SOLD |
| 138 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | Technology | 14,519 | $106K | — | SOLD |
| 139 | YBIT | TIDAL TRUST II | — | 10,200 | $102K | — | SOLD |
| 140 | TROX | TRONOX HOLDINGS PLC | Basic Materials | 26,282 | $100K | — | 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%