Wealthspire Advisors, LLC Incresed Positions in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
7.45K
+ 0.88%
$64.9 - $73.35 $483K - $546K
849K $61.7M
CME
Cme Group Inc.

Financial Services
3.25K
+ 2.0%
$193.43 - $220.62 $629K - $718K
166K $36.5M
PG
Procter & Gamble CO

Consumer Defensive
21.7K
+ 42.27%
$160.76 - $177.82 $3.49M - $3.86M
73.1K $12.7M
MUB
Ishares National Muni Bond ETF

ETFs
26.8K
+ 4.69%
$106.13 - $108.7 $2.84M - $2.91M
598K $64.9M
COST
Costco Wholesale Corp

Consumer Defensive
4.03K
+ 29.12%
$801.83 - $917.05 $3.23M - $3.69M
17.9K $15.8M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
27.8K
+ 6.97%
$61.71 - $68.15 $1.72M - $1.9M
427K $28.9M
SUB
Ishares Short Term National Mu

ETFs
35.6K
+ 598.71%
$104.3 - $106.3 $3.71M - $3.79M
41.6K $4.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.47K
+ 5.73%
$332.02 - $382.76 $2.15M - $2.48M
119K $44.8M
IWM
Ishares Russell 2000 ETF

ETFs
7.49K
+ 6.88%
$200.87 - $224.6 $1.5M - $1.68M
116K $25.7M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
83.7K
+ 882.78%
$37.68 - $42.0 $3.15M - $3.51M
93.1K $3.87M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
18.5K
+ 19.46%
$111.9 - $124.28 $2.07M - $2.3M
114K $14M
AMZN
Amazon Com Inc

Consumer Cyclical
21.2K
+ 13.6%
$161.02 - $200.0 $3.42M - $4.24M
177K $33M
JNJ
Johnson & Johnson

Healthcare
8.91K
+ 10.14%
$145.48 - $167.38 $1.3M - $1.49M
96.7K $15.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
19.7K
+ 12.71%
$79.92 - $88.19 $1.57M - $1.74M
174K $15.4M
META
Meta Platforms, Inc.

Communication Services
2.27K
+ 11.55%
$453.41 - $572.44 $1.03M - $1.3M
22K $12.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
15.6K
+ 14.62%
$103.87 - $117.59 $1.62M - $1.84M
122K $14.4M
ABBV
Abb Vie Inc.

Healthcare
6.08K
+ 12.24%
$163.84 - $199.33 $996K - $1.21M
55.8K $11M
IVW
Ishares S&P 500 Growth ETF

ETFs
20.6K
+ 13.15%
$84.77 - $97.13 $1.74M - $2M
177K $16.9M
IEMG
Ishares Inc

ETFs
40.8K
+ 2.57%
$53.64 - $53.64 $2.19M - $2.19M
1.63M $87.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.33K
+ 28.48%
$523.84 - $572.02 $1.74M - $1.9M
15K $8.55M
GLD
Spdr Gold Trust

ETFs
3.11K
+ 6.79%
$215.56 - $246.98 $671K - $769K
48.9K $11.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.04K
+ 10.58%
$256.4 - $289.78 $1.04M - $1.17M
42.2K $12M
UNH
Unitedhealth Group Inc

Healthcare
1.66K
+ 14.22%
$488.01 - $604.18 $812K - $1.01M
13.4K $7.81M
IWN
Ishares Russell2000 Val ETF

ETFs
6.12K
+ 10.94%
$150.05 - $171.34 $918K - $1.05M
62.1K $10.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.12K
+ 13.53%
$125.95 - $142.04 $897K - $1.01M
59.7K $8.49M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 6.54%
$333.64 - $405.2 $445K - $541K
21.8K $8.82M
GOOG
Alphabet Inc.

Communication Services
24.4K
+ 17.3%
$149.54 - $192.66 $3.64M - $4.69M
165K $27.6M
AVGO
Broadcom Inc.

Technology
36K
+ 1153.07%
$136.27 - $1745.86 $4.91M - $62.8M
39.1K $6.75M
TSLA
Tesla, Inc.

Consumer Cyclical
164
+ 0.65%
$191.76 - $263.26 $31.4K - $43.2K
25.4K $6.64M
XLK
Technology Sector Spdr

ETFs
7.3K
+ 133.66%
$197.34 - $237.68 $1.44M - $1.73M
12.8K $2.88M
BAC
Bank Of America Corp

Financial Services
41.1K
+ 32.73%
$36.65 - $44.13 $1.51M - $1.81M
167K $6.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 185.94%
$92.63 - $105.69 $1.33M - $1.52M
22.1K $2.3M
DVY
Ishares Tr

ETFs
4.24K
+ 6.35%
$119.99 - $135.74 $509K - $575K
70.9K $9.58M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.07K
+ 0.75%
$117.9 - $128.2 $126K - $137K
144K $18.4M
SBUX
Starbucks Corp

Consumer Cyclical
8.5K
+ 25.22%
$72.51 - $98.6 $616K - $838K
42.2K $4.11M
APO
Apollo Global Management, Inc.

Financial Services
11.1K
+ 90.62%
$99.16 - $125.81 $1.1M - $1.39M
23.3K $2.91M
IBM
International Business Machines Corp

Technology
1.16K
+ 4.59%
$175.1 - $223.38 $202K - $258K
26.3K $5.82M
AXP
American Express CO

Financial Services
4.43K
+ 80.95%
$225.92 - $271.17 $1M - $1.2M
9.9K $2.68M
MCD
Mcdonalds Corp

Consumer Cyclical
2.15K
+ 14.02%
$245.82 - $304.51 $528K - $654K
17.5K $5.32M
SHW
Sherwin Williams CO

Basic Materials
3.1K
+ 172.91%
$294.65 - $384.0 $914K - $1.19M
4.9K $1.87M
MA
Mastercard Inc

Financial Services
1.21K
+ 8.8%
$429.6 - $500.99 $519K - $605K
14.9K $7.37M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.57K
+ 5.74%
$75.88 - $83.21 $574K - $630K
139K $11.6M
JPM
Jpmorgan Chase & CO

Financial Services
3.06K
+ 4.14%
$194.9 - $224.8 $596K - $688K
76.9K $16.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
20.5K
+ 87.13%
$51.29 - $56.57 $1.05M - $1.16M
44.1K $2.5M
MMS
Maximus, Inc.

Industrials
11.6K
+ 111.78%
$84.08 - $93.17 $977K - $1.08M
22K $2.05M
NVDA
Nvidia Corp

Technology
11.4K
+ 9.2%
$98.91 - $134.91 $1.12M - $1.53M
135K $16.4M
EEM
Ishares Msci Emerging Markets

ETFs
19.1K
+ 26.32%
$40.42 - $46.7 $773K - $893K
91.7K $4.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
885
+ 1.44%
$218.05 - $243.47 $193K - $215K
62.2K $15.1M
IWV
Ishares Russell 3000 ETF

ETFs
656
+ 1.39%
$294.75 - $326.73 $193K - $214K
47.9K $15.6M
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
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