Wealthspire Advisors, LLC Purchases in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Neuberger Berman ETF Trust
8.37K
+ 3.82%
N/A
228K $0
JGRO
J P Morgan Exchange Traded Fd
3.75K
New
N/A
3.75K $0
Dimensional ETF Trust
42.4K
+ 1.76%
N/A
2.45M $0
Global X Fds
650
+ 2.84%
N/A
23.6K $0
Global X Fds
7.5K
New
N/A
7.5K $0
Graniteshares ETF Tr
15K
New
N/A
15K $0
BMRC
Bank Of Marin Bancorp

Financial Services
1.53K
+ 7.46%
$21.97 - $25.93 $33.6K - $39.7K
22.1K $486K
STEM
Stem, Inc.

Technology
1.29K
+ 9.89%
$0.35 - $1.22 $453 - $1.58K
14.4K $5K
STX
Seagate Technology Holdings PLC

Technology
37
+ 0.95%
$84.92 - $108.42 $3.14K - $4.01K
3.93K $333K
ASML
Asml Holding Nv

Technology
22
+ 3.69%
$662.63 - $776.99 $14.6K - $17.1K
619 $410K
EIG
Employers Holdings, Inc.

Financial Services
11
+ 0.1%
$47.46 - $52.08 $522 - $573
11.2K $569K
JOBY
Joby Aviation, Inc.

Industrials
3K
+ 25.1%
$5.99 - $10.27 $18K - $30.8K
15K $90K
CARR
Carrier Global Corp

Industrials
203
+ 4.54%
$62.07 - $70.55 $12.6K - $14.3K
4.68K $296K
CBNK
Capital Bancorp Inc

Financial Services
109
+ 0.14%
$26.76 - $32.36 $2.92K - $3.53K
78.3K $2.22M
IR
Ingersoll Rand Inc.

Industrials
174
+ 7.42%
$79.44 - $94.23 $13.8K - $16.4K
2.52K $201K
IT
Gartner Inc

Technology
94
+ 11.84%
$418.25 - $548.38 $39.3K - $51.5K
888 $372K
AME
Ametek Inc

Industrials
11
+ 0.59%
$170.39 - $190.43 $1.87K - $2.09K
1.87K $321K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
182
+ 0.89%
$3.0 - $4.24 $546 - $772
20.6K $64K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
39
+ 1.42%
$141.31 - $175.89 $5.51K - $6.86K
2.78K $399K
GMED
Globus Medical Inc

Healthcare
100
+ 3.68%
$69.68 - $93.32 $6.97K - $9.33K
2.82K $206K
ARES
Ares Management Corp

Financial Services
331
+ 14.8%
$140.19 - $198.28 $46.4K - $65.6K
2.57K $376K
VTWO
Vanguard Russell 2000 ETF

ETFs
79
+ 2.5%
$80.08 - $92.93 $6.33K - $7.34K
3.24K $261K
UBSI
United Bankshares Inc

Financial Services
61
+ 0.73%
$34.03 - $39.27 $2.08K - $2.4K
8.41K $291K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
639
+ 6.53%
$121.0 - $142.28 $77.3K - $90.9K
10.4K $1.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
14
+ 1.41%
$211.47 - $267.17 $2.96K - $3.74K
1.01K $213K
SNPS
Synopsys Inc

Technology
5
+ 0.89%
$428.58 - $551.54 $2.14K - $2.76K
567 $243K
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 1.58%
$476.63 - $610.45 $12.4K - $15.9K
1.67K $827K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.34K
+ 8.95%
$92.71 - $107.38 $124K - $144K
16.3K $1.51M
CMCSA
Comcast Corp

Communication Services
171
+ 0.26%
$33.19 - $38.23 $5.68K - $6.54K
64.9K $2.39M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
13
+ 0.17%
$408.78 - $448.82 $5.31K - $5.83K
7.5K $3.15M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
26
+ 0.46%
$36.64 - $45.76 $953 - $1.19K
5.71K $214K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1
+ 0.02%
$96.85 - $111.39 $96.9 - $111
6.26K $618K
HRL
Hormel Foods Corp

Consumer Defensive
7
+ 0.01%
$28.29 - $31.52 $198 - $221
96.7K $2.99M
DOCU
Docusign, Inc.

Technology
122
+ 1.89%
$74.7 - $97.7 $9.11K - $11.9K
6.58K $535K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
514
+ 4.14%
$77.91 - $92.26 $40K - $47.4K
12.9K $1.03M
LPX
Louisiana Pacific Corp

Industrials
200
+ 3.28%
$89.37 - $118.15 $17.9K - $23.6K
6.29K $578K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
40
+ 1.81%
$186.55 - $250.04 $7.46K - $10K
2.25K $453K
KKR
Kkr & Co. Inc.

Financial Services
355
+ 12.23%
$108.17 - $167.07 $38.4K - $59.3K
3.26K $376K
GIS
General Mills Inc

Consumer Defensive
102
+ 0.69%
$57.56 - $65.3 $5.87K - $6.66K
14.9K $893K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4
+ 0.18%
$203.38 - $274.79 $814 - $1.1K
2.2K $451K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
11
+ 0.03%
$48.02 - $53.02 $528 - $583
39.7K $1.97M
PAVE
Global X Fds Us Infrastructure

ETFs
47
+ 0.21%
$37.31 - $43.82 $1.75K - $2.06K
22.7K $854K
DHR
Danaher Corp

Healthcare
246
+ 5.42%
$201.62 - $250.59 $49.6K - $61.6K
4.79K $981K
PLXS
Plexus Corp

Technology
19
+ 0.83%
$120.51 - $170.49 $2.29K - $3.24K
2.3K $294K
AMP
Ameriprise Financial Inc

Financial Services
75
+ 3.61%
$472.29 - $575.13 $35.4K - $43.1K
2.15K $1.04M
VONE
Vanguard Russell 1000 ETF

ETFs
16
+ 0.3%
$250.16 - $278.79 $4K - $4.46K
5.43K $1.38M
SNOW
Snowflake Inc.

Technology
51
+ 0.53%
$146.16 - $192.78 $7.45K - $9.83K
9.61K $1.41M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
934
+ 5.9%
$522.96 - $601.18 $488K - $562K
16.8K $8.95M
BOTZ
Global X Fds

ETFs
2.08K
+ 5.31%
$28.46 - $34.53 $59.2K - $71.8K
41.2K $1.17M
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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