Wealthspire Advisors, LLC Purchases in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
5.91K
+ 24.29%
$15.65 - $18.93 $92.4K - $112K
30.2K $547K
USFD
Us Foods Holding Corp.

Consumer Defensive
738
+ 23.64%
$60.47 - $79.12 $44.6K - $58.4K
3.86K $297K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.87K
+ 4.16%
$22.3 - $22.57 $86.2K - $87.2K
96.8K $2.18M
O
Realty Income Corp

Real Estate
1.86K
+ 5.16%
$52.27 - $58.52 $97.2K - $109K
37.9K $2.19M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
85
+ 3.06%
$140.37 - $177.56 $11.9K - $15.1K
2.86K $491K
MNST
Monster Beverage Corp

Consumer Defensive
1.19K
+ 28.97%
$55.01 - $64.24 $65.2K - $76.1K
5.28K $330K
NVS
Novartis Ag

Healthcare
423
+ 10.24%
$101.96 - $121.01 $43.1K - $51.2K
4.55K $550K
TD
Toronto Dominion Bank

Financial Services
541
+ 14.6%
$55.71 - $73.45 $30.1K - $39.7K
4.25K $311K
CARR
Carrier Global Corp

Industrials
592
+ 12.66%
$55.55 - $75.83 $32.9K - $44.9K
5.27K $385K
JCI
Johnson Controls International PLC

Industrials
86
+ 2.85%
$71.14 - $105.62 $6.12K - $9.08K
3.1K $327K
LECO
Lincoln Electric Holdings Inc

Industrials
251
+ 17.17%
$167.18 - $211.38 $42K - $53.1K
1.71K $355K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.42K
+ 4.18%
$47.89 - $48.65 $68K - $69.1K
35.4K $1.72M
DOV
Dover Corp

Industrials
68
+ 0.78%
$151.14 - $186.7 $10.3K - $12.7K
8.77K $1.61M
IXN
Ishares Global Information Tec

ETFs
5
+ 0.11%
$65.81 - $92.34 $329 - $462
4.54K $419K
SRE
Sempra Energy

Utilities
746
+ 16.32%
$63.78 - $78.91 $47.6K - $58.9K
5.32K $402K
CI
Cigna Corp

Healthcare
217
+ 13.01%
$301.89 - $340.04 $65.5K - $73.8K
1.89K $623K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
720
+ 28.3%
$100.35 - $100.71 $72.3K - $72.5K
3.26K $328K
NVO
Novo Nordisk A S

Healthcare
1.21K
+ 4.67%
$58.08 - $81.05 $70.2K - $97.9K
27.1K $1.87M
MMM
3 M CO

Industrials
85
+ 0.77%
$126.09 - $154.15 $10.7K - $13.1K
11.1K $1.7M
DDS
Dillard'S, Inc.

Consumer Cyclical
1
+ 0.08%
$294.77 - $422.75 $295 - $423
1.18K $494K
WELL
Welltower Inc.

Real Estate
449
+ 12.21%
$136.49 - $155.22 $61.3K - $69.7K
4.13K $634K
SCHV
Schwab Strategic Tr Us Large C

ETFs
824
+ 1.85%
$23.55 - $27.67 $19.4K - $22.8K
45.4K $1.26M
ESS
Essex Property Trust, Inc.

Real Estate
257
+ 38.59%
N/A
923 $251K
LHX
L3 Harris Technologies, Inc.

Industrials
76
+ 6.16%
$200.21 - $256.99 $15.2K - $19.5K
1.31K $328K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.85K
+ 1.72%
$23.29 - $23.38 $66.5K - $66.7K
169K $3.95M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
826
+ 2.08%
$43.28 - $50.37 $35.7K - $41.6K
40.6K $2.03M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
119
+ 1.98%
$57.14 - $72.68 $6.8K - $8.65K
6.14K $446K
MTB
M&T Bank Corp

Financial Services
97
+ 3.36%
$156.58 - $193.99 $15.2K - $18.8K
2.99K $579K
MMS
Maximus, Inc.

Industrials
75
+ 0.28%
$65.54 - $76.8 $4.92K - $5.76K
27.1K $1.9M
LBRDK
Liberty Broadband Corp

Communication Services
10
+ 0.23%
$73.65 - $101.29 $737 - $1.01K
4.33K $426K
DFAR
Dimensional ETF Tr Dimensional

ETFs
3K
+ 8.12%
$20.99 - $23.93 $62.9K - $71.7K
39.9K $936K
ROP
Roper Technologies Inc

Industrials
180
+ 8.78%
$519.19 - $590.78 $93.5K - $106K
2.23K $1.26M
TDG
Trans Digm Group Inc

Industrials
22
+ 13.75%
$1231.75 - $1520.64 $27.1K - $33.5K
182 $276K
CFG
Citizens Financial Group Inc

Financial Services
257
+ 2.27%
$34.27 - $44.75 $8.81K - $11.5K
11.6K $517K
COP
Conocophillips

Energy
1.92K
+ 24.74%
$82.66 - $106.1 $158K - $203K
9.67K $867K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.13K
+ 30.08%
$55.13 - $75.25 $62.2K - $85K
4.88K $334K
CALM
Cal Maine Foods Inc

Consumer Defensive
6
+ 0.1%
$90.17 - $103.07 $541 - $618
5.86K $583K
INGR
Ingredion Inc

Consumer Defensive
379
+ 22.49%
$123.22 - $140.95 $46.7K - $53.4K
2.06K $279K
NGD
New Gold Inc.

Basic Materials
10K
New
$2.98 - $4.95 $29.9K - $49.6K
10K $49K
FIS
Fidelity National Information Services, Inc.

Technology
162
+ 3.08%
$68.14 - $82.13 $11K - $13.3K
5.43K $441K
INTF
Ishares Tr

ETFs
119
+ 0.91%
$27.6 - $34.51 $3.28K - $4.11K
13.2K $450K
EXPE
Expedia Group, Inc.

Consumer Cyclical
270
+ 22.15%
$136.63 - $176.62 $36.9K - $47.7K
1.49K $251K
GILD
Gilead Sciences, Inc.

Healthcare
437
+ 19.47%
$96.91 - $113.0 $42.3K - $49.4K
2.68K $297K
GWW
W.W. Grainger, Inc.

Industrials
25
+ 6.87%
$919.93 - $1101.66 $23K - $27.5K
389 $404K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
70
+ 1.16%
$53.75 - $67.21 $3.76K - $4.7K
6.13K $405K
AVY
Avery Dennison Corp

Industrials
254
+ 13.36%
$159.58 - $183.97 $40.5K - $46.7K
2.16K $378K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
151
+ 20.68%
$421.16 - $509.5 $63.6K - $76.9K
881 $392K
FUBO
Fubo Tv Inc.

Communication Services
10.2K
New
$2.42 - $3.86 $24.6K - $39.2K
10.2K $39K
CACI
Caci International Inc

Technology
91
+ 7.47%
N/A
1.31K $560K
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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