Wealthspire Advisors, LLC Purchases in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
17
+ 0.42%
$59.57 - $75.11 $1.01K - $1.28K
4.02K $302K
ADP
Automatic Data Processing Inc

Industrials
36
+ 0.39%
$276.76 - $326.81 $9.96K - $11.8K
9.34K $2.88M
FNB
Fnb Corp

Financial Services
1K
+ 5.23%
$11.48 - $14.58 $11.5K - $14.6K
20.2K $294K
IYY
Ishares Tr

ETFs
52
+ 2.76%
$120.9 - $150.87 $6.29K - $7.85K
1.94K $292K
LNG
Cheniere Energy, Inc.

Energy
64
+ 4.42%
$197.25 - $244.33 $12.6K - $15.6K
1.51K $367K
EVRG
Evergy, Inc.

Utilities
491
+ 2.56%
$64.06 - $69.64 $31.5K - $34.2K
19.7K $1.36M
YUM
Yum Brands Inc

Consumer Cyclical
493
+ 11.43%
$138.36 - $161.45 $68.2K - $79.6K
4.81K $712K
DOCU
Docusign, Inc.

Technology
696
+ 10.58%
$70.35 - $93.84 $49K - $65.3K
7.28K $566K
PNW
Pinnacle West Capital Corp

Utilities
479
+ 19.97%
$88.3 - $95.43 $42.3K - $45.7K
2.88K $257K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.03%
$65.04 - $82.18 $65 - $82.2
2.93K $241K
PEG
Public Service Enterprise Group Inc

Utilities
265
+ 8.88%
$77.13 - $84.18 $20.4K - $22.3K
3.25K $273K
SO
Southern CO

Utilities
302
+ 1.33%
$84.91 - $92.56 $25.6K - $28K
23K $2.11M
UL
Unilever PLC

Consumer Defensive
90
+ 0.75%
$57.9 - $65.43 $5.21K - $5.89K
12K $736K
RS
Reliance Steel & Aluminum CO

Basic Materials
4
+ 0.42%
$262.08 - $316.81 $1.05K - $1.27K
967 $303K
IR
Ingersoll Rand Inc.

Industrials
180
+ 7.15%
$66.75 - $84.94 $12K - $15.3K
2.7K $224K
ICUI
Icu Medical Inc

Healthcare
297
+ 11.35%
$127.74 - $151.04 $37.9K - $44.9K
2.91K $385K
DCI
Donaldson CO Inc

Industrials
67
+ 0.96%
$59.18 - $71.02 $3.97K - $4.76K
7.06K $489K
PRU
Prudential Financial Inc

Financial Services
294
+ 9.84%
$95.12 - $112.71 $28K - $33.1K
3.28K $352K
PFF
Ishares Trust Ishares Pfd And

ETFs
592
+ 2.57%
$29.0 - $30.68 $17.2K - $18.2K
23.6K $724K
MFC
Manulife Financial Corp

Financial Services
42
+ 0.25%
$26.93 - $32.44 $1.13K - $1.36K
16.5K $528K
MO
Altria Group, Inc.

Consumer Defensive
1.64K
+ 2.81%
$55.56 - $60.91 $91.1K - $99.9K
60K $3.52M
BR
Broadridge Financial Solutions, Inc.

Technology
60
+ 6.0%
$217.22 - $246.25 $13K - $14.8K
1.06K $257K
ALL
Allstate Corp

Financial Services
176
+ 4.69%
$180.53 - $212.64 $31.8K - $37.4K
3.93K $790K
MET
Metlife Inc

Financial Services
156
+ 1.59%
$68.42 - $82.49 $10.7K - $12.9K
9.95K $799K
CWEN
Clearway Energy, Inc.

Utilities
13
+ 0.19%
$26.74 - $32.22 $348 - $419
6.82K $218K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
99
+ 4.4%
$167.22 - $212.42 $16.6K - $21K
2.35K $464K
OTIS
Otis Worldwide Corp

Industrials
201
+ 9.04%
$90.88 - $104.3 $18.3K - $21K
2.43K $240K
MLPX
Global X Mlp & Energy Infrastr

ETFs
325
+ 3.59%
$55.32 - $65.02 $18K - $21.1K
9.38K $587K
BBD
Bank Bradesco

Financial Services
335
+ 3.19%
$2.02 - $3.09 $677 - $1.04K
10.8K $33K
ATO
Atmos Energy Corp

Utilities
91
+ 0.97%
$145.06 - $162.66 $13.2K - $14.8K
9.5K $1.46M
FRT
Federal Realty Investment Trust

Real Estate
173
+ 5.89%
$83.56 - $99.08 $14.5K - $17.1K
3.11K $295K
OGE
Oge Energy Corp.

Utilities
413
+ 6.22%
$42.23 - $46.38 $17.4K - $19.2K
7.05K $313K
CNP
Centerpoint Energy Inc

Utilities
5
+ 0.06%
$35.5 - $39.05 $178 - $195
8.27K $303K
TXN
Texas Instruments Inc

Technology
19
+ 0.27%
N/A
7.13K $1.39M
SHEL
Shell PLC

Energy
743
+ 4.44%
$59.75 - $73.05 $44.4K - $54.3K
17.5K $1.23M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.51K
+ 12.08%
$3.97 - $5.84 $5.99K - $8.81K
14K $70K
AEP
American Electric Power CO Inc

Utilities
847
+ 5.5%
$98.59 - $109.11 $83.5K - $92.4K
16.3K $1.69M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
298
+ 2.82%
$2.29 - $2.6 $682 - $775
10.9K $28K
BRO
Brown & Brown, Inc.

Financial Services
260
+ 12.3%
$104.48 - $124.43 $27.2K - $32.4K
2.37K $263K
Vestis Corporation
18.7K
New
N/A
18.7K $0
Smurfit Westrock PLC
351
+ 7.76%
N/A
4.87K $0
Blackrock ETF Trust Ii
12.8K
New
N/A
12.8K $0
Brookfield Asset Managmt LTD
3.69K
New
N/A
3.69K $0
Airjoule Technologies Corp
50K
New
N/A
50K $0
Arista Networks Inc
878
+ 6.44%
N/A
14.5K $0
Annaly Capital Management In
28.6K
New
N/A
28.6K $0
Vanguard Calif Tax Free Fds
3.45K
New
N/A
3.45K $0
Te Connectivity PLC
1.25K
New
N/A
1.25K $0
Super Micro Computer Inc
885
+ 3.63%
N/A
25.3K $0
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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