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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 8 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 LFMD LIFEMD INC Healthcare 14,925 $99K SOLD
142 NAGE NIAGEN BIOSCIENCE INC Healthcare 13,470 $97K SOLD
143 CNDT CONDUENT INC Technology 34,872 $93K SOLD
144 RMAX RE MAX HLDGS INC Real Estate 10,276 $87K SOLD
145 GAUZY LTD 12,433 $85K SOLD
146 MDXG MIMEDX GROUP INC Healthcare 11,580 $84K SOLD
147 HNST HONEST CO INC Consumer Cyclical 21,366 $81K SOLD
148 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 30,913 $72K SOLD
149 JAMES RIV GROUP LTD 13,370 $72K SOLD
150 TIDAL TRUST II 10,000 $70K SOLD
151 GOOGL PUT ALPHABET INC Communication Services 15,981 $70K SOLD
152 HPP HUDSON PAC PPTYS INC Real Estate 25,269 $68K SOLD
153 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 11,656 $68K SOLD
154 BLND BLEND LABS INC Technology 20,499 $68K SOLD
155 BTG B2GOLD CORP Basic Materials 10,799 $57K SOLD
156 ULCC FRONTIER GROUP HLDGS INC Industrials 11,037 $49K SOLD
157 AKBA AKEBIA THERAPEUTICS INC Healthcare 16,226 $48K SOLD
158 XRX XEROX HOLDINGS CORP Technology 13,157 $48K SOLD
159 FF FUTUREFUEL CORP Basic Materials 10,527 $41K SOLD
160 UIS UNISYS CORP Technology 10,025 $38K SOLD
Page 8 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%