Wealthspire Advisors, LLC Purchases in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
164
+ 0.65%
$191.76 - $263.26 $31.4K - $43.2K
25.4K $6.64M
XLK
Technology Sector Spdr

ETFs
7.3K
+ 133.66%
$197.34 - $237.68 $1.44M - $1.73M
12.8K $2.88M
BAC
Bank Of America Corp

Financial Services
41.1K
+ 32.73%
$36.65 - $44.13 $1.51M - $1.81M
167K $6.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 185.94%
$92.63 - $105.69 $1.33M - $1.52M
22.1K $2.3M
DVY
Ishares Tr

ETFs
4.24K
+ 6.35%
$119.99 - $135.74 $509K - $575K
70.9K $9.58M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.07K
+ 0.75%
$117.9 - $128.2 $126K - $137K
144K $18.4M
SBUX
Starbucks Corp

Consumer Cyclical
8.5K
+ 25.22%
$72.51 - $98.6 $616K - $838K
42.2K $4.11M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
43.1K
New
$30.27 - $34.42 $1.3M - $1.48M
43.1K $1.47M
IBM
International Business Machines Corp

Technology
1.16K
+ 4.59%
$175.1 - $223.38 $202K - $258K
26.3K $5.82M
APO
Apollo Global Management, Inc.

Financial Services
11.1K
+ 90.62%
$99.16 - $125.81 $1.1M - $1.39M
23.3K $2.91M
MCD
Mcdonalds Corp

Consumer Cyclical
2.15K
+ 14.02%
$245.82 - $304.51 $528K - $654K
17.5K $5.32M
SHW
Sherwin Williams CO

Basic Materials
3.1K
+ 172.91%
$294.65 - $384.0 $914K - $1.19M
4.9K $1.87M
MA
Mastercard Inc

Financial Services
1.21K
+ 8.8%
$429.6 - $500.99 $519K - $605K
14.9K $7.37M
ITM
Vaneck Intermediate Muni ETF

ETFs
28K
New
$45.67 - $47.0 $1.28M - $1.32M
28K $1.31M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.57K
+ 5.74%
$75.88 - $83.21 $574K - $630K
139K $11.6M
CMF
Ishares California Muni Bond E

ETFs
22.5K
New
$56.65 - $58.17 $1.28M - $1.31M
22.5K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
3.06K
+ 4.14%
$194.9 - $224.8 $596K - $688K
76.9K $16.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
20.5K
+ 87.13%
$51.29 - $56.57 $1.05M - $1.16M
44.1K $2.5M
MMS
Maximus, Inc.

Industrials
11.6K
+ 111.78%
$84.08 - $93.17 $977K - $1.08M
22K $2.05M
NVDA
Nvidia Corp

Technology
11.4K
+ 9.2%
$98.91 - $134.91 $1.12M - $1.53M
135K $16.4M
EEM
Ishares Msci Emerging Markets

ETFs
19.1K
+ 26.32%
$40.42 - $46.7 $773K - $893K
91.7K $4.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
885
+ 1.44%
$218.05 - $243.47 $193K - $215K
62.2K $15.1M
IWV
Ishares Russell 3000 ETF

ETFs
656
+ 1.39%
$294.75 - $326.73 $193K - $214K
47.9K $15.6M
LLY
Eli Lilly & CO

Healthcare
1.33K
+ 23.2%
$772.14 - $960.02 $1.02M - $1.27M
7.04K $6.23M
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
+ 2.9%
$101.25 - $127.45 $132K - $167K
46.4K $5.63M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13.4K
New
$71.86 - $78.56 $963K - $1.05M
13.4K $1.05M
O
Realty Income Corp

Real Estate
16.4K
New
$52.36 - $63.42 $856K - $1.04M
16.4K $1.04M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.63K
New
$259.22 - $299.75 $940K - $1.09M
3.63K $1.02M
CL
Colgate Palmolive CO

Consumer Defensive
9.39K
+ 243.68%
$95.54 - $108.77 $897K - $1.02M
13.2K $1.37M
OEF
Ishares S&P 100 ETF

ETFs
3.73K
+ 134.6%
$266.03 - $266.03 $993K - $993K
6.5K $1.73M
CEG
Constellation Energy Corp

Utilities
946
+ 7.75%
$167.08 - $262.86 $158K - $249K
13.2K $3.42M
BLK
Black Rock Inc.

Financial Services
613
+ 25.53%
$782.27 - $949.51 $480K - $582K
3.01K $2.86M
HDV
Ishares Core High Dividend ETF

ETFs
1.7K
+ 2.13%
$107.62 - $118.76 $183K - $202K
81.5K $9.59M
BX
Blackstone Inc.

Financial Services
1.19K
+ 4.81%
$120.77 - $159.66 $144K - $191K
26K $3.99M
ORCL
Oracle Corp

Technology
1.6K
+ 8.27%
$125.9 - $170.35 $201K - $273K
20.9K $3.57M
UNP
Union Pacific Corp

Industrials
2.41K
+ 21.0%
$221.78 - $256.09 $534K - $616K
13.9K $3.41M
XOM
Exxon Mobil Corp

Energy
4.63K
+ 3.71%
$109.72 - $119.0 $508K - $551K
129K $15.2M
VIG
Vanguard Dividend Appreciation

ETFs
4.46K
+ 13.17%
$182.15 - $182.15 $813K - $813K
38.3K $6.98M
XLF
Financial Sector Spdr

ETFs
14.2K
+ 40.24%
$40.84 - $45.74 $580K - $650K
49.5K $2.24M
QDF
Flexshares Quality Dividend In

ETFs
190
+ 0.13%
$65.37 - $71.71 $12.4K - $13.6K
147K $10.6M
XLV
Select Sector Spdr Fund Health

ETFs
3.46K
+ 13.49%
$143.3 - $157.24 $496K - $544K
29.1K $4.48M
GE
General Electric CO

Industrials
1.02K
+ 5.49%
$156.66 - $189.66 $160K - $193K
19.6K $3.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.15K
+ 2.23%
$46.9 - $51.96 $148K - $164K
144K $7.43M
NOC
Northrop Grumman Corp

Industrials
713
+ 19.0%
$423.73 - $533.14 $302K - $380K
4.47K $2.36M
WPC
W. P. Carey Inc.

Real Estate
11.6K
New
$54.63 - $63.96 $633K - $741K
11.6K $721K
LOW
Lowes Companies Inc

Consumer Cyclical
1.21K
+ 17.4%
$213.3 - $270.78 $259K - $328K
8.19K $2.22M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
56.6K
+ 15.03%
$10.21 - $10.93 $578K - $619K
433K $4.66M
PNQI
Invesco Nasdaq Internet ETF

ETFs
15.4K
New
$37.37 - $43.48 $574K - $668K
15.4K $667K
TMO
Thermo Fisher Scientific Inc.

Healthcare
240
+ 3.06%
$531.86 - $624.21 $128K - $150K
8.07K $4.99M
Activity Summary
Buys All Purchases 486 New Holdings 118 Increased Positions 368 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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