Wealthspire Advisors, LLC Purchases in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
13K
+ 101.04%
$69.3 - $90.95 $902K - $1.18M
25.9K $1.8M
FNDF
Schwab Fundamental Intl Large

ETFs
17.6K
+ 136.89%
$32.9 - $37.45 $578K - $658K
30.4K $1.1M
ICF
Ishares Tr

ETFs
10.6K
+ 102.21%
$57.98 - $63.8 $615K - $677K
21K $1.29M
ROP
Roper Technologies Inc

Industrials
963
+ 88.59%
$502.71 - $593.81 $484K - $572K
2.05K $1.21M
RPM
Rpm International Inc

Basic Materials
6.04K
+ 63.26%
$114.03 - $128.31 $688K - $774K
15.6K $1.8M
CHD
Church & Dwight CO Inc

Consumer Defensive
5.42K
+ 100.44%
$101.42 - $113.2 $550K - $614K
10.8K $1.19M
ROK
Rockwell Automation, Inc

Industrials
2.66K
+ 96.87%
$255.29 - $303.75 $679K - $808K
5.41K $1.4M
UBER
Uber Technologies, Inc

Technology
3.92K
+ 15.04%
$63.17 - $81.49 $247K - $319K
29.9K $2.18M
URI
United Rentals, Inc.

Industrials
1.04K
+ 136.72%
$594.17 - $789.56 $615K - $817K
1.79K $1.12M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
24.3K
+ 21.58%
$22.77 - $22.94 $553K - $557K
137K $3.14M
MU
Micron Technology Inc

Technology
5.88K
+ 103.67%
$86.89 - $109.38 $511K - $643K
11.5K $1M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
11.1K
+ 100.0%
$41.61 - $44.72 $460K - $495K
22.1K $958K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.61K
New
$100.59 - $103.47 $463K - $476K
4.61K $476K
CORT
Corcept Therapeutics Inc

Healthcare
4.01K
New
$49.85 - $114.22 $200K - $458K
4.01K $458K
RTX
Raytheon Technologies Corp

Industrials
1.29K
+ 7.57%
$114.1 - $135.66 $147K - $175K
18.4K $2.43M
IGM
Ishares Expanded Tech Sector E

ETFs
5.47K
+ 134.41%
$90.67 - $108.46 $496K - $593K
9.54K $864K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.85K
+ 3.32%
$128.74 - $138.67 $238K - $256K
57.5K $7.8M
C
Citigroup Inc

Financial Services
5.96K
+ 69.73%
$67.23 - $84.63 $401K - $504K
14.5K $1.03M
SO
Southern CO

Utilities
2.43K
+ 12.02%
$80.96 - $92.96 $197K - $226K
22.7K $2.08M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.88K
+ 146.16%
$161.27 - $192.3 $464K - $553K
4.84K $780K
DFAX
Dimensional ETF Tr
5.19K
+ 2.49%
$24.45 - $27.2 $127K - $141K
214K $5.6M
CVS
Cvs Health Corp

Healthcare
588
+ 3.68%
$44.22 - $68.64 $26K - $40.4K
16.6K $1.12M
SU
Suncor Energy Inc

Energy
9.8K
New
$34.27 - $40.63 $336K - $398K
9.8K $379K
GVI
Ishares Tr

ETFs
3.49K
New
$103.49 - $106.02 $362K - $370K
3.49K $370K
VLO
Valero Energy Corp

Energy
2.09K
+ 21.38%
$121.76 - $142.99 $254K - $298K
11.8K $1.56M
HYG
Ishares Tr

ETFs
4.6K
+ 100.0%
$78.51 - $80.11 $361K - $369K
9.2K $725K
FCX
Freeport Mcmoran Inc

Basic Materials
8.99K
+ 79.46%
$34.5 - $43.01 $310K - $387K
20.3K $768K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.7K
New
$25.54 - $27.64 $299K - $324K
11.7K $319K
UNH
Unitedhealth Group Inc

Healthcare
130
+ 0.93%
$461.52 - $548.18 $60K - $71.3K
14.1K $7.39M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.73K
+ 29.94%
$75.47 - $84.24 $357K - $399K
20.5K $1.58M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.29K
+ 100.0%
$55.14 - $60.29 $292K - $319K
10.6K $609K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
49K
+ 10.42%
$9.89 - $10.46 $485K - $513K
519K $5.18M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.67K
New
$79.66 - $108.41 $213K - $289K
2.67K $289K
EWJ
Ishares Msci Japan ETF

ETFs
4.19K
New
$65.24 - $71.7 $273K - $300K
4.19K $287K
HES
Hess Corp

Energy
1.72K
New
$135.42 - $160.52 $233K - $276K
1.72K $275K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.2K
New
$26.63 - $26.75 $271K - $272K
10.2K $272K
STE
Steris PLC

Healthcare
1.2K
New
$202.46 - $232.74 $243K - $279K
1.2K $271K
INSP
Inspire Medical Systems, Inc.

Healthcare
2.04K
+ 93.82%
$157.24 - $215.42 $320K - $439K
4.21K $669K
AEP
American Electric Power CO Inc

Utilities
47
+ 0.31%
$90.32 - $109.27 $4.25K - $5.14K
15.4K $1.68M
CPRT
Copart Inc

Consumer Cyclical
4.76K
+ 69.56%
$52.3 - $59.83 $249K - $285K
11.6K $656K
CCJ
Cameco Corp

Energy
6.3K
New
$40.64 - $56.86 $256K - $358K
6.3K $259K
LPLA
Lpl Financial Holdings Inc.

Financial Services
791
New
$308.87 - $383.33 $244K - $303K
791 $258K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.54K
New
$100.34 - $100.68 $255K - $256K
2.54K $256K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
9.93K
New
$25.0 - $39.76 $248K - $395K
9.93K $248K
WM
Waste Management Inc

Industrials
222
+ 3.36%
$200.54 - $233.78 $44.5K - $51.9K
6.84K $1.58M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.21K
+ 91.76%
$56.63 - $59.39 $239K - $250K
8.8K $506K
RSG
Republic Services, Inc.

Industrials
1K
New
$200.09 - $242.16 $201K - $243K
1K $242K
SHV
Ishares Tr

ETFs
2.16K
+ 87.78%
$110.11 - $110.51 $238K - $239K
4.63K $511K
KLAC
Kla Corp

Technology
352
New
$636.62 - $777.63 $224K - $274K
352 $239K
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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