Wealthspire Advisors, LLC Purchases in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
7.52K
New
$49.19 - $55.54 $370K - $418K
7.52K $393K
RRX
Regal Rexnord Corp

Industrials
2.3K
New
$132.18 - $174.25 $304K - $401K
2.3K $381K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.07K
+ 22.55%
$285.48 - $330.24 $305K - $352K
5.8K $1.87M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.45K
+ 11.1%
$57.22 - $80.08 $82.7K - $116K
14.5K $1.13M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
24.1K
+ 25.75%
$11.52 - $12.52 $278K - $302K
118K $1.45M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
6.05K
New
$55.51 - $61.51 $336K - $372K
6.05K $368K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.16K
New
$52.1 - $59.66 $321K - $368K
6.16K $365K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.01K
+ 18.84%
$76.07 - $83.33 $229K - $251K
19K $1.58M
HON
Honeywell International Inc

Industrials
1.9K
+ 36.22%
$196.73 - $220.21 $374K - $419K
7.16K $1.48M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.19K
New
$247.34 - $300.11 $294K - $357K
1.19K $353K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.1K
+ 18.07%
$84.81 - $93.54 $263K - $290K
20.2K $1.86M
BMY
Bristol Myers Squibb CO

Healthcare
1.29K
+ 4.72%
$39.66 - $51.75 $51K - $66.6K
28.5K $1.48M
FDRV
Fidelity Covington Tr Elec Veh
24.4K
New
$12.03 - $14.8 $293K - $361K
24.4K $342K
IAU
Ishares Gold Trust

ETFs
3.8K
+ 14.48%
$44.06 - $50.5 $168K - $192K
30.1K $1.49M
XLP
Consumer Staples Sector Spdr

ETFs
4.48K
+ 101.59%
$76.04 - $76.04 $341K - $341K
8.89K $676K
FRT
Federal Realty Investment Trust

Real Estate
2.93K
New
$100.42 - $117.38 $295K - $344K
2.93K $337K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.23K
+ 58.22%
$65.06 - $71.72 $275K - $304K
11.5K $817K
HYG
Ishares Tr

ETFs
4.12K
New
$76.72 - $80.36 $316K - $331K
4.12K $330K
T
At&T Inc.

Communication Services
722
+ 0.67%
$18.21 - $22.28 $13.1K - $16.1K
109K $2.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.29K
New
$53.07 - $62.66 $281K - $331K
5.29K $325K
ED
Consolidated Edison Inc

Utilities
1.9K
+ 22.14%
$88.42 - $104.97 $168K - $199K
10.5K $1.09M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.82K
+ 130.12%
$122.74 - $163.95 $224K - $299K
3.22K $528K
FAST
Fastenal CO

Industrials
1.02K
+ 3.46%
$62.09 - $71.83 $63K - $72.9K
30.4K $2.17M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.29K
+ 25.51%
$175.0 - $190.72 $225K - $245K
6.32K $1.21M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.94K
New
$92.36 - $108.47 $271K - $319K
2.94K $313K
ITW
Illinois Tool Works Inc

Industrials
21
+ 0.17%
$233.14 - $263.97 $4.9K - $5.54K
12.1K $3.17M
KKR
Kkr & Co. Inc.

Financial Services
2.31K
New
$104.51 - $133.23 $242K - $308K
2.31K $301K
EFV
Msci Eafe Value ETF

ETFs
3.39K
+ 14.31%
$51.72 - $57.96 $175K - $197K
27.1K $1.56M
HTGC
Hercules Capital, Inc.

Financial Services
15K
New
$17.71 - $21.67 $266K - $325K
15K $294K
STE
Steris PLC

Healthcare
1.2K
New
$213.51 - $247.14 $257K - $298K
1.2K $292K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.55K
New
$101.06 - $115.49 $258K - $295K
2.55K $289K
SYK
Stryker Corp

Healthcare
417
+ 6.47%
$315.94 - $371.96 $132K - $155K
6.86K $2.48M
C
Citigroup Inc

Financial Services
4.59K
+ 115.51%
$56.11 - $67.61 $258K - $311K
8.57K $536K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
12.5K
New
$18.88 - $22.7 $236K - $284K
12.5K $280K
VGT
Vanguard Information Technolog

ETFs
392
+ 7.92%
$514.43 - $606.85 $202K - $238K
5.34K $3.13M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.11K
+ 3.12%
$75.47 - $83.18 $83.7K - $92.2K
36.7K $3.05M
MS
Morgan Stanley

Financial Services
428
+ 1.29%
$92.07 - $106.96 $39.4K - $45.8K
33.5K $3.49M
EXC
Exelon Corp

Utilities
2.75K
+ 10.15%
$34.24 - $40.55 $94K - $111K
29.8K $1.21M
IWS
Ishares Russell Midcap Value E

ETFs
1.12K
+ 10.4%
$119.52 - $132.25 $133K - $148K
11.8K $1.57M
SO
Southern CO

Utilities
248
+ 1.26%
$77.0 - $90.52 $19.1K - $22.4K
20K $1.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
549
+ 9.54%
$156.14 - $187.2 $85.7K - $103K
6.3K $1.16M
EWJ
Ishares Msci Japan ETF

ETFs
3.78K
New
$63.12 - $72.99 $239K - $276K
3.78K $270K
MTD
Mettler Toledo International Inc

Healthcare
52
+ 2.81%
$1308.0 - $1521.03 $68K - $79.1K
1.9K $2.86M
DFS
Discover Financial Services

Financial Services
1.67K
+ 48.62%
$123.41 - $144.72 $207K - $242K
5.12K $717K
IYR
Ishares Tr

ETFs
2.61K
New
$86.93 - $103.61 $227K - $271K
2.61K $266K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.15K
New
$41.77 - $67.84 $173K - $281K
4.15K $264K
AEP
American Electric Power CO Inc

Utilities
235
+ 1.46%
$87.11 - $104.95 $20.5K - $24.7K
16.3K $1.68M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
5.67K
New
$43.73 - $46.29 $248K - $262K
5.67K $261K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.2K
New
$111.59 - $129.08 $245K - $284K
2.2K $260K
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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