Wealthspire Advisors, LLC Purchases in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
25.4K
+ 109.72%
$81.62 - $96.63 $2.07M - $2.45M
48.5K $4.04M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.73K
+ 66.4%
$634.14 - $744.83 $2.37M - $2.78M
9.35K $5.93M
EFV
Msci Eafe Value ETF

ETFs
29.3K
+ 107.76%
$51.88 - $60.73 $1.52M - $1.78M
56.4K $3.33M
PVAL
Putnam ETF Tr Putnam Focused L
41.5K
+ 12.55%
$36.8 - $39.59 $1.53M - $1.64M
372K $14.2M
PM
Philip Morris International Inc.

Consumer Defensive
833
+ 1.82%
$117.15 - $158.79 $97.6K - $132K
46.5K $7.38M
GBTG
Global Business Travel Group, Inc.

Technology
259K
New
$7.14 - $9.11 $1.85M - $2.36M
259K $1.88M
SHW
Sherwin Williams CO

Basic Materials
5.23K
+ 107.13%
$330.16 - $365.55 $1.73M - $1.91M
10.1K $3.53M
LOW
Lowes Companies Inc

Consumer Cyclical
8.1K
+ 101.4%
$222.66 - $268.42 $1.8M - $2.17M
16.1K $3.75M
EPD
Enterprise Products Partners L.P.

Energy
49K
+ 138.8%
$31.75 - $34.14 $1.56M - $1.67M
84.4K $2.88M
MTD
Mettler Toledo International Inc

Healthcare
1.52K
+ 100.0%
$1177.09 - $1390.0 $1.79M - $2.11M
3.04K $3.59M
HON
Honeywell International Inc

Industrials
8.29K
+ 110.97%
$202.75 - $226.52 $1.68M - $1.88M
15.8K $3.34M
TJX
Tjx Companies Inc

Consumer Cyclical
12.3K
+ 82.23%
$112.81 - $126.16 $1.39M - $1.56M
27.3K $3.33M
INTC
Intel Corp

Technology
59.3K
+ 102.11%
$19.1 - $27.39 $1.13M - $1.62M
117K $2.66M
ED
Consolidated Edison Inc

Utilities
10.9K
+ 94.15%
$88.0 - $110.59 $955K - $1.2M
22.4K $2.47M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.37K
+ 79.95%
$275.89 - $345.24 $928K - $1.16M
7.57K $2.61M
FISV
Fiserv Inc

Technology
11.3K
+ 89.01%
N/A
24K $3.01M
F
Ford Motor CO

Consumer Cyclical
137K
+ 106.55%
$9.12 - $10.43 $1.25M - $1.42M
265K $2.66M
V
Visa Inc.

Financial Services
1.54K
+ 6.31%
$306.92 - $362.71 $472K - $557K
25.9K $9.07M
HDV
Ishares Core High Dividend ETF

ETFs
5.15K
+ 6.07%
$110.86 - $121.12 $571K - $623K
89.9K $10.9M
PSX
Phillips 66

Energy
10.1K
+ 96.61%
$113.93 - $131.55 $1.15M - $1.33M
20.5K $2.53M
IQDF
Flexshares International Quali

ETFs
32.7K
+ 10.68%
$23.0 - $25.77 $752K - $843K
339K $8.45M
IYR
Ishares Tr

ETFs
13.1K
+ 141.67%
$89.49 - $98.98 $1.17M - $1.29M
22.3K $2.13M
USB
Us Bancorp \De\

Financial Services
34.9K
+ 81.2%
$40.92 - $50.9 $1.43M - $1.78M
77.9K $3.29M
CL
Colgate Palmolive CO

Consumer Defensive
12.3K
+ 95.66%
$85.68 - $97.5 $1.06M - $1.2M
25.2K $2.36M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12.8K
+ 138.18%
$90.0 - $96.32 $1.15M - $1.24M
22.1K $2.04M
O
Realty Income Corp

Real Estate
18.4K
+ 104.45%
$51.67 - $58.49 $952K - $1.08M
36.1K $2.09M
IGF
Ishares Global Infrastructure

ETFs
1.35K
+ 0.31%
$51.96 - $54.84 $70K - $73.9K
440K $24.1M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.97K
+ 1.64%
$45.92 - $47.58 $458K - $474K
618K $29.3M
HSY
Hershey CO

Consumer Defensive
6.38K
+ 107.3%
$144.74 - $186.36 $924K - $1.19M
12.3K $2.11M
CTAS
Cintas Corp

Industrials
4.9K
+ 120.14%
$182.09 - $208.14 $893K - $1.02M
8.98K $1.85M
NSC
Norfolk Southern Corp

Industrials
4.42K
+ 85.03%
$227.69 - $259.76 $1.01M - $1.15M
9.62K $2.28M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5.76K
+ 93.08%
$179.71 - $192.06 $1.03M - $1.11M
11.9K $2.2M
NYF
Ishares New York Muni Bond ETF

ETFs
20.3K
+ 78.38%
$52.33 - $53.92 $1.06M - $1.1M
46.2K $2.43M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
70K
+ 277.34%
$14.22 - $14.83 $995K - $1.04M
95.2K $1.38M
IEMG
Ishares Inc

ETFs
18.8K
+ 1.15%
N/A
1.65M $88.7M
EEM
Ishares Msci Emerging Markets

ETFs
19.4K
+ 24.75%
$40.81 - $45.34 $791K - $879K
97.7K $4.27M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
87.9K
+ 237.22%
$11.13 - $11.61 $978K - $1.02M
125K $1.4M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11.7K
+ 40.17%
$76.77 - $82.22 $895K - $959K
40.7K $3.23M
NKE
Nike, Inc.

Consumer Cyclical
17.4K
+ 103.01%
$63.29 - $81.72 $1.1M - $1.42M
34.3K $2.18M
GE
General Electric CO

Industrials
975
+ 4.63%
$168.59 - $212.13 $164K - $207K
22K $4.41M
RL
Ralph Lauren Corp

Consumer Cyclical
4.25K
+ 97.3%
$215.68 - $286.74 $917K - $1.22M
8.62K $1.9M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
79.5K
New
$10.81 - $11.29 $859K - $898K
79.5K $867K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9.23K
+ 164.53%
$96.93 - $109.51 $894K - $1.01M
14.8K $1.45M
CSX
Csx Corp

Industrials
31.9K
+ 110.17%
$29.11 - $33.67 $928K - $1.07M
60.8K $1.79M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
34.8K
+ 59.75%
$22.11 - $22.43 $769K - $780K
93K $2.08M
IWN
Ishares Russell2000 Val ETF

ETFs
10.8K
+ 16.52%
$149.27 - $169.4 $1.62M - $1.84M
76.4K $11.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.92K
+ 30.46%
$34.58 - $45.97 $309K - $410K
38.2K $1.76M
EFG
Msci Eafe Growth ETF

ETFs
7.08K
+ 42.12%
$96.1 - $106.37 $680K - $753K
23.9K $2.39M
DFS
Discover Financial Services

Financial Services
4.14K
+ 86.33%
$152.99 - $203.25 $634K - $842K
8.94K $1.53M
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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