Wealthspire Advisors, LLC Purchases in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DASH
Door Dash, Inc.

Communication Services
814
New
$163.16 - $246.51 $133K - $201K
814 $200K
BLDR
Builders First Source, Inc.

Industrials
1.71K
New
$105.63 - $131.12 $181K - $225K
1.71K $200K
RRX
Regal Rexnord Corp

Industrials
356
+ 7.49%
$94.06 - $147.0 $33.5K - $52.3K
5.11K $740K
QTEC
First Trust Nasdaq 100 Technol

ETFs
942
New
$149.56 - $212.83 $141K - $200K
942 $200K
EL
Estee Lauder Companies Inc

Consumer Defensive
280
+ 2.36%
$50.06 - $80.8 $14K - $22.6K
12.2K $983K
SPGI
S&P Global Inc.

Financial Services
352
+ 51.16%
$438.31 - $527.29 $154K - $186K
1.04K $548K
QCOM
Qualcomm Inc

Technology
831
+ 7.0%
$124.66 - $159.48 $104K - $133K
12.7K $2.02M
CYBR
Cyber Ark Software Ltd.

Technology
112
+ 5.45%
$305.98 - $406.88 $34.3K - $45.6K
2.17K $881K
XLF
Financial Sector Spdr

ETFs
581
+ 0.98%
$43.92 - $52.37 $25.5K - $30.4K
59.8K $3.13M
AXON
Axon Enterprise, Inc.

Industrials
64
+ 15.24%
$497.13 - $827.94 $31.8K - $53K
484 $400K
T
At&T Inc.

Communication Services
3.4K
+ 3.17%
$26.33 - $28.94 $89.4K - $98.3K
111K $3.2M
FAST
Fastenal CO

Industrials
27.3K
+ 99.05%
$40.65 - $83.16 $1.11M - $2.27M
54.9K $2.31M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.74K
+ 21.96%
$23.4 - $29.68 $87.4K - $111K
20.7K $615K
SHOP
Shopify Inc.

Technology
121
+ 1.62%
$76.89 - $115.35 $9.3K - $14K
7.58K $874K
CDW
Cdw Corp

Technology
690
+ 33.43%
$144.49 - $190.68 $99.7K - $132K
2.75K $491K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
15
+ 0.12%
$86.12 - $108.35 $1.29K - $1.63K
12K $1.3M
VONE
Vanguard Russell 1000 ETF

ETFs
16
+ 0.29%
$225.48 - $280.86 $3.61K - $4.49K
5.45K $1.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.17K
+ 14.52%
$63.54 - $68.5 $138K - $148K
17.1K $1.15M
GBIL
Goldman Sachs Access Treasury

ETFs
1.4K
+ 4.83%
$99.83 - $100.19 $140K - $141K
30.4K $3.05M
CVS
Cvs Health Corp

Healthcare
1.73K
+ 10.44%
$60.04 - $70.18 $104K - $121K
18.3K $1.26M
OPCH
Option Care Health, Inc.

Healthcare
4.68K
+ 79.66%
$30.69 - $34.95 $144K - $164K
10.6K $343K
PH
Parker Hannifin Corp

Industrials
36
+ 2.88%
$517.23 - $700.54 $18.6K - $25.2K
1.28K $896K
ABT
Abbott Laboratories

Healthcare
76
+ 0.2%
$123.95 - $138.08 $9.42K - $10.5K
37.5K $5.1M
IT
Gartner Inc

Technology
353
+ 39.75%
$377.5 - $449.52 $133K - $159K
1.24K $501K
CX
Cemex Sab De Cv

Basic Materials
603
+ 0.66%
$5.02 - $7.19 $3.03K - $4.34K
92.4K $640K
XLI
Industrial Sector Spdr

ETFs
114
+ 1.73%
$116.42 - $147.52 $13.3K - $16.8K
6.69K $986K
GD
General Dynamics Corp

Industrials
306
+ 17.39%
$247.68 - $291.66 $75.8K - $89.2K
2.07K $602K
ADBE
Adobe Inc.

Technology
284
+ 7.32%
$340.0 - $420.68 $96.6K - $119K
4.16K $1.61M
IJS
Ishares S&P Smallcap 600 Value

ETFs
922
+ 6.34%
$83.54 - $100.04 $77K - $92.2K
15.5K $1.54M
PNC
Pnc Financial Services Group, Inc.

Financial Services
281
+ 4.43%
$149.76 - $186.42 $42.1K - $52.4K
6.62K $1.23M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
225
+ 2.16%
$108.87 - $133.04 $24.5K - $29.9K
10.7K $1.42M
MSCI
Msci Inc.

Financial Services
186
+ 18.88%
$506.56 - $576.74 $94.2K - $107K
1.17K $675K
BMO
Bank Of Montreal

Financial Services
216
+ 3.47%
$87.54 - $110.63 $18.9K - $23.9K
6.45K $713K
BSX
Boston Scientific Corp

Healthcare
719
+ 11.58%
$89.7 - $107.41 $64.5K - $77.2K
6.93K $743K
MIN
Mfs Intermediate Income Trust

Financial Services
43K
New
$2.63 - $2.72 $113K - $117K
43K $116K
CDNS
Cadence Design Systems Inc

Technology
171
+ 14.7%
$231.64 - $323.08 $39.6K - $55.2K
1.33K $411K
MCK
Mckesson Corp

Healthcare
56
+ 4.47%
$652.83 - $732.78 $36.6K - $41K
1.31K $959K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.29K
+ 3.4%
$35.95 - $42.85 $46.5K - $55.4K
39.3K $1.66M
TROW
Price T Rowe Group Inc

Financial Services
605
+ 5.16%
$80.27 - $98.06 $48.6K - $59.3K
12.3K $1.19M
AINV
Apollo Investment Corp

Financial Services
10K
New
N/A
10K $111K
STE
Steris PLC

Healthcare
373
+ 31.14%
$208.55 - $252.55 $77.8K - $94.2K
1.57K $377K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
609
+ 5.14%
$45.98 - $56.15 $28K - $34.2K
12.5K $699K
NOC
Northrop Grumman Corp

Industrials
422
+ 4.78%
$456.3 - $540.39 $193K - $228K
9.25K $4.63M
OSCR
Oscar Health, Inc.

Healthcare
700
+ 6.72%
$11.6 - $21.44 $8.12K - $15K
11.1K $238K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.38K
+ 0.22%
$46.41 - $47.7 $64K - $65.8K
619K $29.4M
SAP
Sap Se

Technology
165
+ 11.8%
$237.53 - $309.8 $39.2K - $51.1K
1.56K $475K
RUN
Sunrun Inc.

Technology
12K
New
$5.67 - $12.85 $68.2K - $155K
12K $98K
IEV
Ishares Tr Europe ETF

ETFs
91
+ 0.5%
$51.8 - $64.59 $4.71K - $5.88K
18.1K $1.15M
FTNT
Fortinet, Inc.

Technology
475
+ 9.82%
$84.71 - $108.69 $40.2K - $51.6K
5.31K $561K
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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