Wealthspire Advisors, LLC Purchases in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
2.86K
+ 83.99%
$170.05 - $200.86 $486K - $574K
6.27K $1.26M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.25K
+ 216.94%
$87.56 - $95.49 $547K - $597K
9.13K $871K
XLI
Industrial Sector Spdr

ETFs
4.37K
+ 232.2%
$120.56 - $135.44 $527K - $592K
6.25K $846K
URTH
Ishares Msci World ETF

ETFs
3.87K
New
$140.68 - $156.99 $544K - $607K
3.87K $606K
NVO
Novo Nordisk A S

Healthcare
6.84K
+ 75.66%
$119.07 - $145.42 $815K - $995K
15.9K $1.89M
CYBR
Cyber Ark Software Ltd.

Technology
2.05K
New
$241.52 - $291.61 $495K - $598K
2.05K $597K
IVE
Ishares S&P 500 Value ETF

ETFs
652
+ 2.12%
$181.06 - $197.17 $118K - $129K
31.5K $6.21M
PWR
Quanta Services, Inc.

Industrials
2K
New
$239.58 - $298.23 $478K - $596K
2K $594K
LMT
Lockheed Martin Corp

Industrials
481
+ 18.67%
$460.3 - $584.56 $221K - $281K
3.06K $1.79M
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 8.16%
$161.9 - $179.3 $403K - $446K
33K $5.61M
TJX
Tjx Companies Inc

Consumer Cyclical
4.09K
+ 33.08%
$107.93 - $120.23 $442K - $492K
16.5K $1.94M
V
Visa Inc.

Financial Services
841
+ 3.28%
$253.74 - $291.56 $213K - $245K
26.5K $7.28M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
7.98K
New
$61.97 - $69.37 $495K - $554K
7.98K $551K
ABT
Abbott Laboratories

Healthcare
1.46K
+ 3.88%
$100.07 - $118.13 $146K - $173K
39.1K $4.46M
MO
Altria Group, Inc.

Consumer Defensive
4.67K
+ 8.56%
$45.95 - $54.71 $215K - $256K
59.2K $3.02M
ADP
Automatic Data Processing Inc

Industrials
587
+ 6.04%
$233.44 - $279.45 $137K - $164K
10.3K $2.85M
CAT
Caterpillar Inc

Industrials
639
+ 13.28%
$316.8 - $391.12 $202K - $250K
5.45K $2.13M
ALL
Allstate Corp

Financial Services
2.37K
+ 87.87%
$158.43 - $192.86 $375K - $457K
5.06K $959K
ICF
Ishares Tr

ETFs
7.93K
New
$56.77 - $67.33 $450K - $534K
7.93K $522K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
4.32K
New
$109.24 - $121.48 $472K - $525K
4.32K $517K
NKE
Nike, Inc.

Consumer Cyclical
3.83K
+ 29.24%
$71.09 - $89.44 $272K - $342K
16.9K $1.49M
CDW
Cdw Corp

Technology
2.22K
New
$206.67 - $239.84 $459K - $532K
2.22K $502K
RPM
Rpm International Inc

Basic Materials
3.56K
+ 66.44%
$103.91 - $125.03 $370K - $445K
8.91K $1.08M
EPD
Enterprise Products Partners L.P.

Energy
16.9K
+ 27.53%
$27.88 - $30.0 $472K - $508K
78.4K $2.28M
USB
Us Bancorp \De\

Financial Services
5.27K
+ 12.53%
$39.04 - $47.23 $206K - $249K
47.3K $2.16M
NOW
Service Now, Inc.

Technology
347
+ 20.93%
$730.87 - $937.36 $254K - $325K
2.01K $1.79M
ZTS
Zoetis Inc.

Healthcare
1.89K
+ 36.59%
$172.58 - $196.48 $327K - $372K
7.07K $1.38M
D
Dominion Energy, Inc

Utilities
7.07K
+ 88.83%
$48.01 - $58.53 $340K - $414K
15K $868K
NFLX
Netflix Inc

Communication Services
254
+ 2.94%
$598.55 - $722.26 $152K - $183K
8.89K $6.3M
ACWI
Ishares Msci Acwi ETF

ETFs
93
+ 0.14%
$107.24 - $119.84 $9.97K - $11.1K
65.1K $7.78M
BK
Bank Of New York Mellon Corp

Financial Services
4.88K
+ 50.23%
$59.54 - $72.17 $291K - $352K
14.6K $1.05M
IBB
Ishares Biotechnology ETF

ETFs
2.34K
+ 17.05%
$135.09 - $149.47 $317K - $350K
16.1K $2.34M
FNDF
Schwab Fundamental Intl Large

ETFs
12.1K
New
$33.67 - $37.71 $407K - $455K
12.1K $451K
RTX
Raytheon Technologies Corp

Industrials
1.2K
+ 8.13%
$99.55 - $123.34 $119K - $148K
15.9K $1.93M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18K
+ 21.49%
$22.55 - $23.1 $406K - $415K
102K $2.35M
ANSS
Ansys Inc

Technology
1.38K
New
$296.54 - $331.25 $408K - $456K
1.38K $438K
AMT
American Tower Corp

Real Estate
1.65K
+ 119.52%
$192.27 - $242.73 $317K - $400K
3.03K $703K
CTAS
Cintas Corp

Industrials
3.41K
+ 623.22%
$201.38 - $819.83 $687K - $2.79M
3.96K $814K
MAR
Marriott International Inc

Consumer Cyclical
1.4K
+ 11.6%
$211.35 - $255.11 $295K - $356K
13.4K $3.34M
AVY
Avery Dennison Corp

Industrials
1.95K
New
$202.27 - $224.18 $394K - $436K
1.95K $429K
IWC
Russell Micro Cap ETF

ETFs
3.46K
New
$112.21 - $129.46 $388K - $448K
3.46K $426K
IQDF
Flexshares International Quali

ETFs
56
+ 0.02%
$23.76 - $26.57 $1.33K - $1.49K
296K $7.77M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.87K
New
$194.66 - $225.97 $364K - $422K
1.87K $411K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
2.77K
+ 1.72%
$31.67 - $39.16 $87.7K - $108K
164K $5.9M
CBNK
Capital Bancorp Inc

Financial Services
137
+ 0.18%
$19.77 - $25.94 $2.71K - $3.55K
77K $1.98M
URI
United Rentals, Inc.

Industrials
374
+ 62.44%
$627.41 - $814.1 $235K - $304K
973 $787K
GS
Goldman Sachs Group Inc

Financial Services
427
+ 9.84%
$459.02 - $510.25 $196K - $218K
4.77K $2.36M
NSC
Norfolk Southern Corp

Industrials
1.07K
+ 27.46%
$213.75 - $259.69 $228K - $277K
4.94K $1.23M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.41K
New
$38.33 - $42.48 $361K - $400K
9.41K $395K
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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