Wealthspire Advisors, LLC Purchases in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SWK
Stanley Black & Decker, Inc.

Industrials
2.36K
New
$77.75 - $110.17 $183K - $260K
2.36K $259K
VIS
Vanguard Industrial ETF

ETFs
994
New
$232.12 - $260.07 $231K - $259K
994 $258K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.45K
New
$44.9 - $47.55 $245K - $259K
5.45K $257K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
89
+ 1.31%
$386.81 - $423.12 $34.4K - $37.7K
6.87K $2.91M
SHOP
Shopify Inc.

Technology
724
+ 5.4%
$52.26 - $80.75 $37.8K - $58.5K
14.1K $1.13M
PAYX
Paychex Inc

Industrials
249
+ 1.82%
$116.17 - $135.19 $28.9K - $33.7K
13.9K $1.87M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.61K
+ 10.03%
$48.51 - $52.86 $127K - $138K
28.6K $1.51M
RWO
Spdr Dow Jones Global Real Est

ETFs
4.98K
New
$41.23 - $48.48 $205K - $242K
4.98K $236K
ESS
Essex Property Trust, Inc.

Real Estate
862
New
$272.82 - $272.82 $235K - $235K
862 $235K
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.02K
New
$28.75 - $29.46 $231K - $236K
8.02K $235K
FNF
Fidelity National Financial, Inc.

Financial Services
3.64K
New
$48.08 - $62.04 $175K - $226K
3.64K $225K
EVR
Evercore Inc.

Financial Services
889
New
$211.0 - $258.67 $188K - $230K
889 $225K
PLD
Prologis, Inc.

Real Estate
1.78K
New
$111.95 - $132.43 $199K - $236K
1.78K $224K
FNDX
Schwab Fundamental U S Large C

ETFs
799
+ 2.3%
$65.36 - $71.76 $52.2K - $57.3K
35.5K $2.55M
VOYA
Voya Financial, Inc.

Financial Services
2.82K
New
$64.58 - $79.22 $182K - $223K
2.82K $223K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.96K
New
$51.0 - $57.07 $202K - $226K
3.96K $220K
CTSH
Cognizant Technology Solutions Corp

Technology
2.85K
New
$66.89 - $77.87 $191K - $222K
2.85K $220K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.06K
+ 67.29%
$98.01 - $106.59 $202K - $220K
5.13K $536K
BAX
Baxter International Inc

Healthcare
5.72K
New
$32.85 - $40.26 $188K - $230K
5.72K $217K
CLX
Clorox CO

Consumer Defensive
1.33K
New
$131.73 - $166.97 $175K - $222K
1.33K $216K
CWEN
Clearway Energy, Inc.

Utilities
7.01K
New
$24.11 - $30.68 $169K - $215K
7.01K $214K
XLB
Select Sector Spdr Fd Material

ETFs
2.2K
New
$86.95 - $97.09 $192K - $214K
2.2K $212K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
994
+ 3.42%
$33.89 - $41.64 $33.7K - $41.4K
30K $1.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.59K
New
$33.74 - $37.96 $189K - $212K
5.59K $210K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.52K
New
$54.38 - $59.77 $191K - $210K
3.52K $208K
ROP
Roper Technologies Inc

Industrials
382
+ 60.54%
$515.25 - $576.55 $197K - $220K
1.01K $563K
BRO
Brown & Brown, Inc.

Financial Services
2.01K
New
$89.11 - $105.82 $179K - $213K
2.01K $208K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
699
+ 7.08%
$127.29 - $141.5 $89K - $98.9K
10.6K $1.47M
IRM
Iron Mountain Inc

Real Estate
1.73K
New
$89.69 - $119.32 $155K - $206K
1.73K $205K
MNST
Monster Beverage Corp

Consumer Defensive
3.93K
New
$45.01 - $52.47 $177K - $206K
3.93K $205K
TDG
Trans Digm Group Inc

Industrials
144
New
$1202.03 - $1427.41 $173K - $206K
144 $205K
CBRE
Cbre Group, Inc.

Real Estate
1.64K
New
$85.97 - $124.48 $141K - $204K
1.64K $204K
WELL
Welltower Inc.

Real Estate
1.18K
+ 54.07%
$104.0 - $129.74 $123K - $153K
3.37K $431K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
710
+ 1.84%
$46.17 - $51.13 $32.8K - $36.3K
39.3K $2.01M
CE
Celanese Corp

Basic Materials
1.5K
New
$119.16 - $147.51 $179K - $221K
1.5K $203K
MKC
Mccormick & CO Inc

Consumer Defensive
2.47K
New
$69.44 - $84.76 $172K - $210K
2.47K $203K
IYY
Ishares Tr

ETFs
1.45K
New
$125.77 - $139.59 $182K - $202K
1.45K $201K
SNPS
Synopsys Inc

Technology
397
New
$463.97 - $621.3 $184K - $247K
397 $201K
CSL
Carlisle Companies Inc

Industrials
448
New
$376.5 - $449.34 $169K - $201K
448 $201K
LDOS
Leidos Holdings, Inc.

Technology
1.24K
New
$142.66 - $163.02 $176K - $202K
1.24K $201K
PH
Parker Hannifin Corp

Industrials
56
+ 4.42%
$501.01 - $635.92 $28.1K - $35.6K
1.32K $835K
FISV
Fiserv Inc

Technology
1.55K
+ 12.97%
N/A
13.5K $1.69M
PB
Prosperity Bancshares Inc

Financial Services
58
+ 0.34%
$59.22 - $74.29 $3.43K - $4.31K
17.1K $1.23M
GIS
General Mills Inc

Consumer Defensive
670
+ 5.05%
$62.5 - $75.15 $41.9K - $50.4K
13.9K $1.03M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.03K
+ 62.91%
$143.74 - $174.11 $148K - $180K
2.68K $433K
PFE
Pfizer Inc

Healthcare
2.53K
+ 2.09%
$27.7 - $31.39 $70.2K - $79.5K
124K $3.58M
EVRG
Evergy, Inc.

Utilities
187
+ 0.97%
$52.46 - $62.01 $9.81K - $11.6K
19.5K $1.21M
CB
Chubb LTD

Financial Services
213
+ 5.79%
$252.51 - $292.2 $53.8K - $62.2K
3.89K $1.12M
ANET
Arista Networks, Inc.

Technology
77
+ 1.68%
$311.42 - $388.21 $24K - $29.9K
4.66K $1.79M
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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