Wealthspire Advisors, LLC Purchases in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
47.1K
New
$8.12 - $9.49 $382K - $447K
47.1K $432K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.2K
New
$104.23 - $134.39 $333K - $430K
3.2K $429K
NKE
Nike, Inc.

Consumer Cyclical
2.15K
+ 6.26%
$53.27 - $72.04 $114K - $155K
36.5K $2.59M
DFIV
Dimensional ETF Tr

ETFs
1.11K
+ 1.07%
$34.67 - $43.21 $38.5K - $48K
105K $4.5M
EFV
Msci Eafe Value ETF

ETFs
2.38K
+ 4.21%
$52.4 - $64.65 $125K - $154K
58.8K $3.73M
CRWD
Crowd Strike Holdings, Inc.

Technology
75
+ 3.21%
$321.63 - $509.31 $24.1K - $38.2K
2.41K $1.23M
SLRC
Slr Investment Corp.

Financial Services
25.1K
New
$14.19 - $17.01 $356K - $427K
25.1K $404K
AMD
Advanced Micro Devices Inc

Technology
162
+ 1.7%
$78.21 - $143.81 $12.7K - $23.3K
9.69K $1.37M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
31.9K
+ 33.47%
$12.71 - $14.52 $405K - $463K
127K $1.77M
INDA
Ishares Msci India Index Fund

ETFs
6.92K
New
$49.13 - $55.86 $340K - $386K
6.92K $385K
MSI
Motorola Solutions, Inc.

Technology
949
+ 97.03%
$394.72 - $440.39 $375K - $418K
1.93K $810K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4K
+ 10.03%
$50.39 - $60.05 $201K - $240K
43.8K $2.63M
DKNG
Draft Kings Inc.

Consumer Cyclical
8.68K
New
$31.67 - $42.89 $275K - $372K
8.68K $372K
COIN
Coinbase Global, Inc.

Technology
1.06K
New
$151.47 - $375.07 $160K - $396K
1.06K $370K
CRM
Salesforce, Inc.

Technology
1.21K
+ 14.51%
$236.26 - $291.15 $285K - $352K
9.53K $2.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.36K
New
$201.28 - $266.34 $274K - $362K
1.36K $362K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.91K
+ 8.71%
$91.43 - $91.74 $358K - $359K
48.8K $4.48M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.8K
+ 70.91%
$151.62 - $183.47 $273K - $330K
4.34K $795K
HRI
Herc Holdings Inc

Industrials
2.71K
New
$102.34 - $142.19 $278K - $386K
2.71K $357K
UGI
Ugi Corp

Utilities
8.05K
+ 45.79%
$30.18 - $36.59 $243K - $294K
25.6K $933K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.47K
+ 32.16%
$49.48 - $61.22 $221K - $274K
18.4K $1.12M
MSTR
Microstrategy Inc

Technology
217
+ 10.47%
$237.95 - $421.61 $51.6K - $91.5K
2.29K $925K
APO
Apollo Global Management, Inc.

Financial Services
1.5K
+ 6.86%
$108.68 - $145.07 $163K - $218K
23.4K $3.32M
HWM
Howmet Aerospace Inc.

Industrials
1.2K
+ 74.78%
$112.33 - $186.13 $135K - $224K
2.81K $523K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.08K
+ 1.93%
$24.66 - $25.17 $224K - $228K
479K $12.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.9K
+ 58.2%
$25.93 - $32.91 $205K - $260K
21.5K $706K
DLR
Digital Realty Trust, Inc.

Real Estate
821
+ 15.27%
$136.11 - $177.69 $112K - $146K
6.2K $1.08M
ITA
Ishares Tr

ETFs
575
+ 10.27%
$135.31 - $188.64 $77.8K - $108K
6.18K $1.17M
ARKW
Ark Next Generation Internet E

ETFs
2.09K
New
$82.77 - $147.9 $173K - $309K
2.09K $308K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
12.6K
New
$23.96 - $24.41 $303K - $308K
12.6K $306K
BX
Blackstone Inc.

Financial Services
331
+ 1.29%
$120.07 - $151.11 $39.7K - $50K
26.1K $3.9M
PAVE
Global X Fds Us Infrastructure

ETFs
3.87K
+ 17.1%
$33.78 - $43.68 $131K - $169K
26.5K $1.16M
EFSI
Eagle Financial Services Inc

Financial Services
9.74K
New
$29.0 - $32.9 $282K - $320K
9.74K $298K
AEE
Ameren Corp

Utilities
3.11K
New
$94.23 - $101.68 $293K - $317K
3.11K $298K
JBL
Jabil Inc

Technology
1.36K
New
$116.88 - $218.1 $159K - $297K
1.36K $297K
VIS
Vanguard Industrial ETF

ETFs
1.06K
New
$220.04 - $280.07 $233K - $297K
1.06K $297K
USB
Us Bancorp \De\

Financial Services
1.27K
+ 1.62%
$36.4 - $45.76 $46.1K - $57.9K
79.2K $3.58M
DELL
Dell Technologies Inc.

Technology
2.38K
New
$71.63 - $125.98 $170K - $299K
2.38K $291K
APH
Amphenol Corp

Technology
778
+ 12.23%
$59.09 - $98.75 $46K - $76.8K
7.14K $705K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
150
+ 6.82%
$177.93 - $313.14 $26.7K - $47K
2.35K $735K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
5.87K
New
$28.15 - $47.93 $165K - $281K
5.87K $281K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.1K
New
$160.63 - $257.78 $176K - $283K
1.1K $281K
SLB
Schlumberger Limited

Energy
8.24K
New
$31.95 - $42.2 $263K - $348K
8.24K $278K
ISRG
Intuitive Surgical Inc

Healthcare
362
+ 21.66%
$451.58 - $565.94 $163K - $205K
2.03K $1.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.3K
New
$22.09 - $22.44 $272K - $276K
12.3K $275K
STX
Seagate Technology Holdings PLC

Technology
281
+ 7.15%
$66.54 - $144.33 $18.7K - $40.6K
4.21K $607K
FLLA
Franklin Templeton ETF Tr

ETFs
12.6K
New
$17.7 - $22.06 $224K - $279K
12.6K $274K
PWR
Quanta Services, Inc.

Industrials
100
+ 5.26%
$239.47 - $381.26 $23.9K - $38.1K
2K $756K
KEYS
Keysight Technologies, Inc.

Technology
1.67K
New
$127.02 - $165.4 $211K - $275K
1.67K $272K
Activity Summary
Buys All Purchases 433 New Holdings 96 Increased Positions 337 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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