Wealthspire Advisors, LLC Purchases in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
76.3K
+ 106.71%
$128.58 - $138.1 $9.81M - $10.5M
148K $19.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
13
New
$663000.0 - $801950.0 $8.62M - $10.4M
13 $10.4M
MGV
Vanguard Mega Cap Value

ETFs
77.6K
+ 102.46%
$123.61 - $133.01 $9.59M - $10.3M
153K $19.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
497K
+ 97.97%
$21.23 - $23.75 $10.5M - $11.8M
1M $21.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
58K
+ 365.09%
$169.43 - $182.84 $9.83M - $10.6M
73.9K $12.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
61.2K
+ 67.02%
$168.16 - $186.21 $10.3M - $11.4M
152K $26M
WFC
Wells Fargo & Company

Financial Services
120K
+ 508.14%
$66.78 - $81.42 $8.01M - $9.77M
144K $10.3M
IBM
International Business Machines Corp

Technology
30.4K
+ 110.1%
$217.4 - $264.74 $6.6M - $8.04M
58K $14.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
104K
+ 91.38%
$76.94 - $78.28 $7.99M - $8.13M
217K $17M
HD
Home Depot, Inc.

Consumer Cyclical
23.7K
+ 99.86%
$347.25 - $424.87 $8.22M - $10.1M
47.4K $17.4M
WMT
Walmart Inc.

Consumer Defensive
88.2K
+ 107.69%
$84.5 - $105.05 $7.45M - $9.26M
170K $14.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
350K
+ 100.56%
$23.16 - $27.04 $8.11M - $9.47M
698K $16.4M
IVE
Ishares S&P 500 Value ETF

ETFs
38.6K
+ 108.18%
$185.78 - $198.58 $7.18M - $7.67M
74.4K $14.2M
LLY
Eli Lilly & CO

Healthcare
7.99K
+ 91.73%
$725.72 - $929.72 $5.8M - $7.43M
16.7K $13.8M
VIG
Vanguard Dividend Appreciation

ETFs
37.8K
+ 96.31%
N/A
77K $14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.2K
+ 3.46%
$442.66 - $534.52 $973K - $1.18M
65.7K $35M
USFR
Wisdomtree Floating Rate Treas

ETFs
113K
+ 8.01%
$50.29 - $50.5 $5.66M - $5.68M
1.52M $76.3M
PEP
Pepsico Inc

Consumer Defensive
36.1K
+ 100.73%
$142.64 - $156.42 $5.15M - $5.64M
71.9K $10.8M
MCD
Mcdonalds Corp

Consumer Cyclical
15.6K
+ 88.66%
$279.74 - $321.29 $4.36M - $5.01M
33.2K $10.4M
EMLP
First Tr Exchange Traded Iv

ETFs
40K
+ 1.97%
$35.79 - $38.28 $1.43M - $1.53M
2.07M $77.5M
SBUX
Starbucks Corp

Consumer Cyclical
47.8K
+ 111.91%
$91.75 - $115.81 $4.39M - $5.54M
90.5K $8.88M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
164K
+ 99.4%
$25.58 - $29.24 $4.2M - $4.8M
330K $8.64M
SCHW
Schwab Charles Corp

Financial Services
43.4K
+ 95.78%
$71.24 - $83.64 $3.09M - $3.63M
88.7K $6.94M
UNP
Union Pacific Corp

Industrials
14.3K
+ 101.6%
$225.21 - $254.42 $3.22M - $3.64M
28.4K $6.71M
DSI
Ishares Msci Kld 400 Social Et

ETFs
36.5K
+ 100.14%
$101.98 - $115.66 $3.72M - $4.22M
73K $7.47M
IAU
Ishares Gold Trust

ETFs
51.8K
+ 158.57%
$49.74 - $58.96 $2.58M - $3.06M
84.5K $4.98M
DIS
Walt Disney CO

Communication Services
35.5K
+ 136.67%
$96.87 - $114.0 $3.44M - $4.05M
61.5K $6.07M
SUB
Ishares Short Term National Mu

ETFs
29.8K
+ 85.49%
$105.3 - $106.24 $3.14M - $3.16M
64.6K $6.83M
AZN
Astrazeneca PLC

Healthcare
42.4K
+ 1184.12%
$65.37 - $77.96 $2.77M - $3.3M
45.9K $3.38M
DFAE
Dimensional ETF Tr

ETFs
67.2K
+ 2.66%
$24.64 - $26.86 $1.66M - $1.81M
2.6M $67.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10K
+ 102.73%
$333.37 - $384.99 $3.34M - $3.85M
19.8K $6.61M
TMUS
T Mobile Us, Inc.

Communication Services
8.58K
+ 66.92%
$211.3 - $272.83 $1.81M - $2.34M
21.4K $5.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
38.7K
+ 205.03%
$63.07 - $73.5 $2.44M - $2.85M
57.6K $4.05M
GLD
Spdr Gold Trust

ETFs
1.86K
+ 3.71%
$243.19 - $288.14 $452K - $535K
51.9K $15M
FNDX
Schwab Fundamental U S Large C

ETFs
117K
+ 109.57%
$23.03 - $25.01 $2.69M - $2.92M
223K $5.28M
HYDB
Ishares Tr Edge High Yield Def

ETFs
55.7K
+ 4.69%
$46.82 - $47.8 $2.61M - $2.66M
1.24M $58.6M
TFLO
Ishares Treasury Floating Rate

ETFs
49K
+ 4.02%
$50.48 - $50.68 $2.47M - $2.48M
1.27M $64.1M
IYW
Ishares Dj Us Tech ETF

ETFs
21.1K
+ 131.17%
$140.44 - $166.79 $2.96M - $3.52M
37.2K $5.22M
NOC
Northrop Grumman Corp

Industrials
4.49K
+ 103.6%
$433.45 - $513.82 $1.95M - $2.31M
8.83K $4.52M
PFE
Pfizer Inc

Healthcare
104K
+ 82.62%
$25.01 - $27.13 $2.6M - $2.82M
230K $5.82M
IWS
Ishares Russell Midcap Value E

ETFs
19.5K
+ 121.55%
$122.59 - $135.24 $2.39M - $2.63M
35.5K $4.47M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.9K
+ 221.22%
$81.83 - $82.73 $2.12M - $2.14M
37.6K $3.11M
XOM
Exxon Mobil Corp

Energy
4.78K
+ 3.46%
$105.44 - $118.93 $504K - $568K
143K $17M
SCHG
Schwab Strategic Tr Us Large C

ETFs
94.8K
+ 102.08%
$24.91 - $29.02 $2.36M - $2.75M
188K $4.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
7.13K
+ 125.26%
$307.43 - $357.48 $2.19M - $2.55M
12.8K $3.96M
BMY
Bristol Myers Squibb CO

Healthcare
30.5K
+ 106.23%
$53.9 - $63.11 $1.64M - $1.92M
59.1K $3.61M
CMF
Ishares California Muni Bond E

ETFs
35.7K
+ 151.42%
$55.93 - $57.47 $2M - $2.05M
59.2K $3.33M
LMT
Lockheed Martin Corp

Industrials
4.6K
+ 155.39%
$423.19 - $506.29 $1.95M - $2.33M
7.56K $3.38M
UTG
Reaves Utility Income Fund

Financial Services
59.5K
New
$31.08 - $34.42 $1.85M - $2.05M
59.5K $1.94M
Activity Summary
Buys All Purchases 427 New Holdings 45 Increased Positions 382 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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