Wealthspire Advisors, LLC Purchases in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
32
+ 0.2%
$82.51 - $109.2 $2.64K - $3.49K
16.3K $1.78M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.29K
+ 43.54%
$24.21 - $29.47 $201K - $244K
27.3K $804K
TTWO
Take Two Interactive Software Inc

Communication Services
902
+ 66.08%
$194.58 - $243.05 $176K - $219K
2.27K $550K
EVR
Evercore Inc.

Financial Services
980
New
$163.77 - $271.5 $160K - $266K
980 $264K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.65K
New
$67.22 - $100.51 $178K - $266K
2.65K $262K
ABC
Amerisourcebergen Corp

Healthcare
1.42K
New
N/A
1.42K $262K
SHW
Sherwin Williams CO

Basic Materials
920
+ 9.1%
$313.51 - $363.51 $288K - $334K
11K $3.79M
NSC
Norfolk Southern Corp

Industrials
282
+ 2.93%
$206.34 - $257.46 $58.2K - $72.6K
9.9K $2.53M
RTX
Raytheon Technologies Corp

Industrials
36
+ 0.2%
$113.75 - $148.48 $4.1K - $5.35K
18.4K $2.69M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.59K
New
$40.51 - $71.03 $145K - $255K
3.59K $252K
ELV
Elevance Health, Inc.

Healthcare
712
+ 118.47%
$372.27 - $452.69 $265K - $322K
1.31K $510K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.4K
New
$96.11 - $173.53 $135K - $244K
1.4K $243K
NTAP
Net App, Inc.

Technology
2.27K
New
$76.1 - $106.55 $172K - $241K
2.27K $241K
MTG
Mgic Investment Corp

Financial Services
8.63K
New
$22.43 - $28.1 $194K - $243K
8.63K $240K
NEM
Newmont Corp

Basic Materials
4.12K
New
$44.18 - $59.46 $182K - $245K
4.12K $239K
LMT
Lockheed Martin Corp

Industrials
246
+ 3.25%
$430.82 - $486.45 $106K - $120K
7.81K $3.62M
KD
Kyndryl Holdings, Inc.

Technology
5.63K
New
$27.77 - $41.96 $156K - $236K
5.63K $236K
AUB
Atlantic Union Bankshares Corp

Financial Services
7.49K
New
$23.85 - $32.24 $179K - $242K
7.49K $234K
HOOD
Robinhood Markets, Inc.

Technology
2.5K
New
$34.17 - $93.63 $85.4K - $234K
2.5K $233K
CSL
Carlisle Companies Inc

Industrials
612
New
$317.1 - $408.5 $194K - $250K
612 $228K
EME
Emcor Group, Inc.

Industrials
428
New
$342.02 - $534.89 $146K - $229K
428 $228K
LDOS
Leidos Holdings, Inc.

Technology
1.44K
New
$132.9 - $160.3 $191K - $231K
1.44K $227K
NTRS
Northern Trust Corp

Financial Services
1.76K
New
$84.45 - $126.79 $149K - $223K
1.76K $223K
CTAS
Cintas Corp

Industrials
302
+ 3.36%
$190.11 - $227.66 $57.4K - $68.8K
9.29K $2.07M
PLD
Prologis, Inc.

Real Estate
2.11K
New
$89.76 - $112.34 $189K - $237K
2.11K $221K
EXEL
Exelixis, Inc.

Healthcare
5.01K
New
$34.13 - $46.26 $171K - $232K
5.01K $220K
XLC
Select Sector Spdr Tr Communic

ETFs
2.03K
New
$86.13 - $108.53 $175K - $221K
2.03K $220K
GM
General Motors CO

Consumer Cyclical
4.48K
New
$42.48 - $50.46 $190K - $226K
4.48K $220K
VST
Vistra Corp.

Utilities
1.14K
New
$98.07 - $195.04 $111K - $221K
1.14K $219K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.51K
New
$54.27 - $63.01 $190K - $221K
3.51K $219K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.64K
+ 22.6%
$57.46 - $75.58 $94.4K - $124K
8.91K $673K
UNM
Unum Group

Financial Services
2.68K
New
$70.48 - $82.91 $189K - $222K
2.68K $216K
CCL
Carnival Corp

Consumer Cyclical
7.61K
New
$16.43 - $28.12 $125K - $214K
7.61K $213K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.7K
New
$101.91 - $134.83 $173K - $229K
1.7K $213K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.29K
New
$25.35 - $64.65 $109K - $277K
4.29K $213K
MTZ
Mastec Inc

Industrials
1.25K
New
$106.07 - $171.99 $133K - $215K
1.25K $213K
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.41K
New
$46.79 - $48.56 $206K - $214K
4.41K $212K
QLD
Proshares Ultra Qqq

ETFs
1.8K
New
$69.34 - $117.71 $125K - $212K
1.8K $212K
BK
Bank Of New York Mellon Corp

Financial Services
1.14K
+ 7.67%
$73.31 - $91.62 $83.5K - $104K
16K $1.46M
UBS
Ubs Group Ag

Financial Services
6.23K
New
$26.12 - $33.82 $163K - $211K
6.23K $210K
SLF
Sun Life Financial Inc

Financial Services
3.12K
New
$53.39 - $66.45 $167K - $208K
3.12K $207K
MGC
Vanguard Mega Cap ETF

ETFs
922
New
$179.23 - $224.92 $165K - $207K
922 $207K
MRVL
Marvell Technology, Inc.

Technology
2.67K
New
$49.38 - $79.97 $132K - $214K
2.67K $206K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.47K
New
$21.8 - $27.71 $163K - $207K
7.47K $205K
SPG
Simon Property Group Inc

Real Estate
1.27K
New
$140.37 - $171.44 $178K - $218K
1.27K $204K
VCR
Vanguard Consumer Discretionar

ETFs
561
New
$290.42 - $364.35 $163K - $204K
561 $203K
AOS
Smith A O Corp

Industrials
3.11K
New
$59.63 - $70.52 $185K - $219K
3.11K $203K
GUNR
Flexshares Tr Morningstar Glob

ETFs
5.07K
New
$33.77 - $41.16 $171K - $209K
5.07K $203K
UI
Ubiquiti Inc.

Technology
490
New
$273.45 - $456.69 $134K - $224K
490 $201K
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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