Wealthspire Advisors, LLC Purchases in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NUV
Nuveen Municipal Value Fund Inc

Financial Services
11K
+ 104.77%
$8.58 - $8.9 $94.3K - $97.8K
21.5K $188K
GBIL
Goldman Sachs Access Treasury

ETFs
897
+ 3.19%
$99.85 - $100.19 $89.6K - $89.9K
29K $2.91M
COP
Conocophillips

Energy
526
+ 7.28%
$88.6 - $105.85 $46.6K - $55.7K
7.75K $813K
AFL
Aflac Inc

Financial Services
118
+ 1.1%
$100.99 - $111.19 $11.9K - $13.1K
10.8K $1.21M
WDAY
Workday, Inc.

Technology
510
+ 53.91%
$233.53 - $277.82 $119K - $142K
1.46K $340K
UGI
Ugi Corp

Utilities
323
+ 1.87%
$28.0 - $34.16 $9.04K - $11K
17.6K $581K
CI
Cigna Corp

Healthcare
23
+ 1.4%
$274.49 - $329.0 $6.31K - $7.57K
1.67K $548K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.52K
+ 6.89%
$45.56 - $47.23 $69.2K - $71.7K
23.5K $1.11M
BSX
Boston Scientific Corp

Healthcare
198
+ 3.3%
$89.38 - $106.18 $17.7K - $21K
6.21K $626K
DVYE
Ishares Emerging Markets Divid

ETFs
330
+ 0.64%
$25.08 - $27.99 $8.28K - $9.24K
51.7K $1.41M
DE
Deere & CO

Industrials
5
+ 0.28%
$408.57 - $509.27 $2.04K - $2.55K
1.8K $843K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
549
+ 0.95%
$42.18 - $45.16 $23.2K - $24.8K
58.2K $2.58M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 35.08%
$65.27 - $71.18 $80.8K - $88.1K
4.77K $316K
LNG
Cheniere Energy, Inc.

Energy
261
+ 22.01%
$209.32 - $253.66 $54.6K - $66.2K
1.45K $334K
KMB
Kimberly Clark Corp

Consumer Defensive
90
+ 1.64%
$124.46 - $147.4 $11.2K - $13.3K
5.59K $794K
ANSS
Ansys Inc

Technology
317
+ 25.06%
$316.56 - $360.36 $100K - $114K
1.58K $500K
MLPX
Global X Mlp & Energy Infrastr

ETFs
710
+ 8.51%
$59.6 - $67.2 $42.3K - $47.7K
9.06K $577K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.1K
+ 19.88%
$126.86 - $146.45 $140K - $161K
6.64K $843K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
897
+ 29.1%
$110.9 - $132.93 $99.5K - $119K
3.98K $452K
MSCI
Msci Inc.

Financial Services
171
+ 21.01%
$541.46 - $628.34 $92.6K - $107K
985 $557K
MSTR
Microstrategy Inc

Technology
246
+ 13.47%
$239.27 - $396.5 $58.9K - $97.5K
2.07K $597K
TLRY
Tilray Brands, Inc.

Healthcare
101K
New
$0.59 - $1.46 $59.6K - $148K
101K $66K
WTRG
Essential Utilities, Inc.

Utilities
327
+ 2.04%
$33.49 - $40.57 $11K - $13.3K
16.3K $645K
KR
Kroger CO

Consumer Defensive
29
+ 0.31%
$58.36 - $67.72 $1.69K - $1.96K
9.43K $638K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
44
+ 0.58%
$98.98 - $113.18 $4.36K - $4.98K
7.65K $865K
ZTS
Zoetis Inc.

Healthcare
318
+ 5.08%
$156.48 - $175.67 $49.8K - $55.9K
6.58K $1.08M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
256
+ 0.22%
$24.27 - $26.2 $6.21K - $6.71K
119K $3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.32K
+ 2.78%
$49.78 - $53.19 $65.5K - $70K
48.6K $2.48M
IDXX
Idexx Laboratories Inc

Healthcare
79
+ 1.99%
$406.29 - $469.04 $32.1K - $37.1K
4.06K $1.7M
MKL
Markel Corp

Financial Services
10
+ 3.76%
$1660.14 - $2059.83 $16.6K - $20.6K
276 $516K
VHT
Vanguard Health Care ETF

ETFs
27
+ 0.64%
$254.06 - $273.83 $6.86K - $7.39K
4.25K $1.12M
ITA
Ishares Tr

ETFs
69
+ 1.25%
$144.84 - $159.5 $9.99K - $11K
5.6K $857K
HIG
Hartford Financial Services Group, Inc.

Financial Services
88
+ 3.16%
$106.31 - $123.73 $9.36K - $10.9K
2.88K $355K
IYY
Ishares Tr

ETFs
442
+ 30.59%
$134.05 - $149.75 $59.3K - $66.2K
1.89K $256K
BRO
Brown & Brown, Inc.

Financial Services
21
+ 1.0%
$100.54 - $124.4 $2.11K - $2.61K
2.11K $262K
ENB
Enbridge Inc

Energy
792
+ 11.21%
$41.54 - $45.45 $32.9K - $36K
7.86K $348K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.24K
+ 3.25%
$29.82 - $30.1 $37K - $37.3K
39.4K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
498
+ 1.52%
$60.46 - $64.42 $30.1K - $32.1K
33.2K $2.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
784
+ 10.4%
$33.84 - $37.77 $26.5K - $29.6K
8.32K $302K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
393
+ 1.02%
$47.27 - $50.52 $18.6K - $19.9K
38.8K $1.89M
OGS
One Gas, Inc.

Utilities
68
+ 1.17%
$67.77 - $76.05 $4.61K - $5.17K
5.88K $444K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
14
+ 0.23%
$53.69 - $62.68 $752 - $878
6.06K $364K
SYY
Sysco Corp

Consumer Defensive
627
+ 8.6%
$70.0 - $77.13 $43.9K - $48.4K
7.92K $594K
OGE
Oge Energy Corp.

Utilities
111
+ 1.7%
$39.76 - $46.32 $4.41K - $5.14K
6.64K $305K
PRF
Invesco Exchange Traded Fd Tr

ETFs
466
+ 0.21%
$39.4 - $42.61 $18.4K - $19.9K
222K $8.97M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.18K
+ 0.71%
$23.29 - $23.38 $27.5K - $27.6K
166K $3.88M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 12.05%
$4295.4 - $5141.88 $85.9K - $103K
186 $856K
EW
Edwards Lifesciences Corp

Healthcare
630
+ 6.46%
$67.95 - $76.19 $42.8K - $48K
10.4K $752K
RS
Reliance Steel & Aluminum CO

Basic Materials
32
+ 3.44%
$266.61 - $302.66 $8.53K - $9.69K
963 $278K
Activity Summary
Buys All Purchases 427 New Holdings 45 Increased Positions 382 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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