Titelia

Holdings of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2825 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 24.8 % of the equity sleeve

Sector breakdown

  • Funds 15.4 %
  • Technology 7.6 %
  • Financials 5.9 %
  • Industrials 4.5 %
  • Health care 4.4 %
  • Consumer discretionary 3.9 %
  • Communication 3.8 %
  • Consumer staples 2.5 %
  • Energy 1.5 %
  • Utilities 1.2 %
  • Materials 0.7 %
  • Real estate 0.5 %
  • Unattributed 48.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • GB 0.1 %
  • TW 0.1 %
  • NL 0.0 %
  • CA 0.0 %
  • DK 0.0 %
  • FR 0.0 %
  • AU 0.0 %
  • JP 0.0 %
  • DE 0.0 %
  • BR 0.0 %
  • ES 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2,75640.1B $99.56 %
2GB1754.8M $0.14 %
3TW250.7M $0.13 %
4NL519.5M $0.05 %
5CA211.3M $0.03 %
6DK28.1M $0.02 %
7FR25.3M $0.01 %
8AU14.1M $0.01 %
9JP64M $0.01 %
10DE13.5M $0.01 %
11BR63.1M $0.01 %
12ES32.3M $0.01 %

Positions

RankCompanySharesValueWeight
2,001First Trust Exchange-Traded Fund VIII 31,269399.8K $
2,002State Street SPDR Portfolio TIPS ETF 15,367399.7K $
2,003DigitalOcean Holdings Inc 4,432398.9K $
2,004Dana Inc 11,922398.2K $
2,005LiveRamp Holdings Inc 14,654398K $
2,006Lumen Technologies Inc 56,870397.5K $
2,007Graniteshares Gold Trust 8,636397.5K $
2,008VanEck ETF Trust 3,252397.3K $
2,009Green Plains Inc 23,387396.6K $
2,010Coursera Inc 77,011395.7K $
2,011Tenaris SA 6,798395K $
2,012First Trust Exchange-Traded Fund IV 14,728394.4K $
2,013CVR Energy Inc 12,420393.1K $
2,014ProShares Ultra QQQ 6,277392.9K $
2,015Arteris Inc 21,570392.6K $
2,016Prestige Consumer Healthcare Inc 14,585392.2K $
2,017Crocs Inc 11,459392K $
2,018EchoStar Corp 3,042391.5K $
2,019United Fire Group Inc 10,383390.2K $
2,020Global X Lithium & Battery Tec 5,258390K $
2,021Callaway Golf Co 28,071389.3K $
2,022Alignment Healthcare Inc 20,753389.3K $
2,023Alaska Air Group Inc 10,422389.1K $
2,024Rocket Cos Inc 26,007389.1K $
2,025Esab Corp 3,951388.6K $
2,026ALLIANZIM US EQ BUFFER20 NOV 11,604388.1K $
2,027iShares MSCI Global Gold Miners ETF 4,747387.8K $
2,028Transcat Inc 5,079387K $
2,029Equinor ASA 9,267386.9K $
2,030Terreno Realty Corp 6,225386.9K $
2,031Cargurus Inc 11,602386.7K $
2,032Vodafone Group PLC 25,399386.3K $
2,033WisdomTree US High Dividend Fund 3,542385K $
2,034PIMCO DYNAMIC INCOME STRATEGY FUND 18,189384.5K $
2,035John Hancock Preferred Income Fund III 26,580383.3K $
2,036Insperity Inc 21,422382K $
2,037Thor Industries Inc 4,937381.9K $
2,038Genmab A/S 13,861381.2K $
2,039Carter's Inc 10,605380.8K $
2,040Protagonist Therapeutics Inc 3,657379.5K $
2,041REGENXBIO Inc 44,460379.2K $
2,042First Trust Exchange-Traded Fund VIII 11,937378.3K $
2,043USA Rare Earth Inc 23,755378.2K $
2,044ARK 21Shares Bitcoin ETF 17,000378.1K $
2,045Matson Inc 2,271377.9K $
2,046Diamond Hill Investment Group Inc 2,185377.2K $
2,047ASE Technology Holding Co Ltd 16,928377.2K $
2,048Virtus Investment Partners Inc 2,957376.4K $
2,049Commvault Systems Inc 10,163374.6K $
2,050Scotts Miracle-Gro Co/The 5,863374.6K $
2,051Avantis Emerging Markets Value ETF 6,237374.5K $
2,052Kearny Financial Corp/MD 48,663374.2K $
2,053Sonida Senior Living Inc 11,624374.1K $
2,054America Movil SAB de CV 14,563372.5K $
2,055Ishares Inc 6,317372.4K $
2,056Resideo Technologies Inc 10,749372.3K $
2,057SoundHound AI Inc 54,865372K $
2,058Myers Industries Inc 17,636371.9K $
2,059Genworth Financial Inc 44,261371.4K $
2,060Crescent Energy Co 27,623371.3K $
2,061FLEXSHARES TR MORNING 3,897370.1K $
2,062M/I Homes Inc 3,040369.7K $
2,063AZZ Inc 2,909367.6K $
2,064NUVEEN QUALITY MUN INCOME FD 31,612366.7K $
2,065ARMOUR Residential REIT Inc 21,385366.5K $
2,066AAR Corp 3,337366.3K $
2,067Unity Software Inc 16,097366.2K $
2,068UWM Holdings Corp 97,853364K $
2,069SailPoint Inc 27,993363.6K $
2,070Coastal Financial Corp/WA 4,682363.6K $
2,071iShares China Large-Cap ETF 10,205362.9K $
2,072Arcutis Biotherapeutics Inc 15,352362.8K $
2,073Viking Therapeutics Inc 10,420362.6K $
2,074Bridgebio Pharma Inc 4,952362.2K $
2,075Core Scientific Inc 22,274361.5K $
2,076CVB Financial Corp 18,384361.4K $
2,077LGI Homes Inc 9,473361.2K $
2,078National Health Investors Inc 4,335360.5K $
2,079Wingstop Inc 7,689360.5K $
2,080RadNet Inc 6,577360.4K $
2,081WisdomTree Trust 6,770360.3K $
2,082Eaton Vance Tax-Managed Global Diversified Equity Income Fund 40,763359.5K $
2,083INVESCO DB US DOLLAR INDEX TRUST 12,902359.5K $
2,084Phreesia Inc 42,837358.5K $
2,085Ingles Markets Inc 3,930358.1K $
2,086Progyny Inc 21,498356.9K $
2,087Home BancShares Inc/AR 13,129356.7K $
2,088INVESCO EXCHANGE-TRADED FUND TRUST II 12,671356.6K $
2,089Buckle Inc/The 7,109356.5K $
2,090CorVel Corp 14,751355.4K $
2,091Delek US Holdings Inc 7,878354.7K $
2,092SPDR Series Trust 1,634354.1K $
2,093Ingevity Corp 4,959352.5K $
2,094Valvoline Inc 10,527350.9K $
2,095Mirion Technologies Inc 18,444350.4K $
2,096Eaton Vance Mortgage Opportunities Etf 6,950350.1K $
2,097CBL & Associates Properties Inc 8,658349.8K $
2,098SIGA Technologies Inc 66,668349.3K $
2,099Workiva Inc 5,797347.8K $
2,100Donegal Group Inc 20,080346.6K $