Wealthspire Advisors, LLC Purchases in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
402
+ 2.22%
$64.35 - $75.71 $25.9K - $30.4K
18.5K $1.36M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
132
+ 0.38%
$33.15 - $38.37 $4.38K - $5.06K
35.1K $1.32M
ELV
Elevance Health, Inc.

Healthcare
362
+ 75.73%
$500.12 - $562.29 $181K - $204K
840 $436K
DAL
Delta Air Lines, Inc.

Industrials
538
+ 1.22%
$37.32 - $51.8 $20.1K - $27.9K
44.6K $2.27M
LPX
Louisiana Pacific Corp

Industrials
212
+ 3.56%
$80.06 - $107.45 $17K - $22.8K
6.17K $662K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
627
+ 24.72%
$210.25 - $231.86 $132K - $145K
3.16K $705K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.26K
+ 22.42%
$97.05 - $106.1 $122K - $134K
6.88K $726K
NXPI
Nxp Semiconductors N.V.

Technology
886
+ 57.91%
$225.14 - $290.78 $199K - $258K
2.42K $580K
AMGN
Amgen Inc

Healthcare
262
+ 3.12%
$309.38 - $337.38 $81.1K - $88.4K
8.67K $2.79M
DGRO
Ishares Core Dividend Growth E

ETFs
16
+ 0.05%
$57.47 - $62.76 $920 - $1K
32.3K $2.02M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
185
+ 2.22%
$305.34 - $350.41 $56.5K - $64.8K
8.53K $2.94M
DE
Deere & CO

Industrials
217
+ 13.3%
$344.84 - $418.0 $74.8K - $90.7K
1.85K $771K
TFC
Truist Financial Corp

Financial Services
1.35K
+ 5.47%
$38.22 - $44.94 $51.7K - $60.8K
26.1K $1.12M
LHX
L3 Harris Technologies, Inc.

Industrials
532
+ 32.82%
$221.96 - $243.27 $118K - $129K
2.15K $512K
PEG
Public Service Enterprise Group Inc

Utilities
930
+ 23.0%
$73.58 - $89.21 $68.4K - $83K
4.97K $443K
MDT
Medtronic PLC

Healthcare
421
+ 4.4%
$76.84 - $91.03 $32.3K - $38.3K
9.99K $899K
DIS
Walt Disney CO

Communication Services
2.21K
+ 9.67%
$85.6 - $98.61 $189K - $218K
25K $2.41M
ITA
Ishares Tr

ETFs
279
+ 5.07%
$131.58 - $149.64 $36.7K - $41.7K
5.78K $865K
BDX
Becton Dickinson & CO

Healthcare
296
+ 3.56%
$221.47 - $242.41 $65.6K - $71.8K
8.61K $2.08M
HSIC
Henry Schein Inc

Healthcare
2
+ 0.01%
$63.92 - $73.22 $128 - $146
14.9K $1.09M
AMP
Ameriprise Financial Inc

Financial Services
173
+ 14.57%
$391.53 - $469.81 $67.7K - $81.3K
1.36K $638K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.46K
+ 20.21%
$47.01 - $48.2 $116K - $119K
14.7K $705K
IYH
Ishares Tr

ETFs
835
+ 4.29%
$60.29 - $66.38 $50.3K - $55.4K
20.3K $1.32M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.64K
+ 20.75%
$50.99 - $57.81 $83.6K - $94.8K
9.54K $545K
SCHV
Schwab Strategic Tr Us Large C

ETFs
655
+ 5.69%
$73.43 - $80.37 $48.1K - $52.6K
12.2K $978K
HSY
Hershey CO

Consumer Defensive
434
+ 8.68%
$182.45 - $203.25 $79.2K - $88.2K
5.43K $1.04M
WMB
Williams Companies, Inc.

Energy
234
+ 0.66%
$41.24 - $46.22 $9.65K - $10.8K
35.7K $1.63M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
642
+ 12.04%
$97.19 - $109.09 $62.4K - $70K
5.98K $646K
HRL
Hormel Foods Corp

Consumer Defensive
8
+ 0.01%
$30.04 - $33.14 $240 - $265
100K $3.17M
ISRG
Intuitive Surgical Inc

Healthcare
134
+ 11.7%
$416.14 - $494.01 $55.8K - $66.2K
1.28K $628K
IJS
Ishares S&P Smallcap 600 Value

ETFs
318
+ 3.91%
$95.81 - $109.03 $30.5K - $34.7K
8.45K $909K
FTNT
Fortinet, Inc.

Technology
80
+ 1.25%
$55.39 - $77.55 $4.43K - $6.2K
6.47K $501K
XLU
Utilities Sector Spdr

ETFs
473
+ 8.44%
$67.67 - $80.78 $32K - $38.2K
6.08K $491K
BMRC
Bank Of Marin Bancorp

Financial Services
1.5K
+ 7.31%
$16.0 - $22.35 $24K - $33.5K
22K $442K
IT
Gartner Inc

Technology
140
+ 21.88%
$441.32 - $516.47 $61.8K - $72.3K
780 $395K
NTAP
Net App, Inc.

Technology
954
+ 46.42%
$114.18 - $134.62 $109K - $128K
3.01K $371K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.13K
+ 13.18%
$81.31 - $83.29 $91.6K - $93.8K
9.67K $803K
LAMR
Lamar Advertising CO

Real Estate
26
+ 0.36%
$110.9 - $135.58 $2.88K - $3.53K
7.21K $963K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
47
+ 9.02%
$1015.62 - $1159.62 $47.7K - $54.5K
568 $654K
CI
Cigna Corp

Healthcare
220
+ 13.34%
$319.12 - $367.1 $70.2K - $80.8K
1.87K $647K
APH
Amphenol Corp

Technology
1.71K
+ 36.14%
$58.39 - $70.41 $100K - $121K
6.45K $420K
LBRDK
Liberty Broadband Corp

Communication Services
55
+ 1.3%
$52.66 - $78.14 $2.9K - $4.3K
4.3K $332K
PAVE
Global X Fds Us Infrastructure

ETFs
31
+ 0.14%
$36.39 - $41.16 $1.13K - $1.28K
22.6K $930K
DELL
Dell Technologies Inc.

Technology
1.18K
+ 50.53%
$87.89 - $145.97 $104K - $173K
3.52K $417K
ETR
Entergy Corp

Utilities
73
+ 2.16%
$104.75 - $131.61 $7.65K - $9.61K
3.45K $453K
BOTZ
Global X Fds

ETFs
1.22K
+ 2.99%
$27.68 - $32.27 $33.8K - $39.4K
42K $1.35M
PANW
Palo Alto Networks Inc

Technology
218
+ 3.52%
$294.18 - $368.01 $64.1K - $80.2K
6.41K $2.19M
DOW
Dow Inc.

Basic Materials
384
+ 0.88%
$50.15 - $55.41 $19.3K - $21.3K
44.1K $2.41M
TXN
Texas Instruments Inc

Technology
452
+ 6.88%
$194.6 - $194.6 $88K - $88K
7.02K $1.37M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email