Wealthspire Advisors, LLC Incresed Positions in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.46K
+ 0.81%
$53.65 - $67.02 $78.2K - $97.6K
181K $12.2M
ETN
Eaton Corp PLC

Industrials
1.76K
+ 23.93%
$246.52 - $356.99 $434K - $629K
9.12K $3.26M
EMLP
First Tr Exchange Traded Iv

ETFs
32K
+ 1.55%
$33.62 - $37.89 $1.07M - $1.21M
2.1M $78.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
28.9K
+ 80.28%
$41.1 - $42.37 $1.19M - $1.23M
64.9K $2.74M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.4K
+ 5.58%
$22.92 - $28.05 $422K - $516K
348K $9.76M
SOXX
Ishares Semiconductor ETF

ETFs
2.93K
+ 36.76%
$154.86 - $239.07 $454K - $700K
10.9K $2.6M
GS
Goldman Sachs Group Inc

Financial Services
389
+ 7.99%
$462.22 - $707.75 $180K - $275K
5.26K $3.72M
GLD
Spdr Gold Trust

ETFs
604
+ 1.16%
$273.71 - $316.29 $165K - $191K
52.5K $16M
XLK
Technology Sector Spdr

ETFs
1.87K
+ 15.22%
$179.73 - $253.23 $336K - $473K
14.2K $3.58M
EEM
Ishares Msci Emerging Markets

ETFs
11.7K
+ 12.0%
$38.52 - $48.28 $452K - $566K
109K $5.28M
VGT
Vanguard Information Technolog

ETFs
507
+ 9.62%
$470.37 - $663.28 $238K - $336K
5.78K $3.83M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.06K
+ 3.23%
$22.27 - $29.21 $135K - $177K
194K $5.66M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.94K
+ 291.96%
$179.95 - $278.88 $530K - $821K
3.95K $1.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
8.05K
+ 252.46%
$107.93 - $110.97 $868K - $893K
11.2K $1.24M
RSG
Republic Services, Inc.

Industrials
3.56K
+ 354.44%
$227.2 - $258.07 $808K - $917K
4.56K $1.12M
HD
Home Depot, Inc.

Consumer Cyclical
2.29K
+ 4.83%
$335.24 - $380.78 $767K - $871K
49.7K $18.2M
MU
Micron Technology Inc

Technology
3.21K
+ 27.78%
$64.72 - $127.91 $208K - $410K
14.8K $1.82M
DFSD
Dimensional ETF Tr Short Durat

ETFs
16.7K
+ 93.8%
$47.09 - $48.01 $788K - $803K
34.6K $1.66M
SPMD
Spdr Portfolio

ETFs
4.25K
+ 2.6%
$44.89 - $54.38 $191K - $231K
168K $9.14M
PANW
Palo Alto Networks Inc

Technology
1.41K
+ 10.29%
$152.44 - $204.64 $214K - $288K
15.1K $3.09M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
34.7K
+ 9.33%
$24.14 - $25.43 $838K - $883K
407K $10.1M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
85.8K
+ 16.52%
$9.33 - $10.06 $800K - $863K
605K $5.85M
BA
Boeing CO

Industrials
496
+ 3.4%
$136.59 - $217.51 $67.7K - $108K
15.1K $3.16M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.12K
+ 27.76%
$86.93 - $109.64 $358K - $451K
19K $2.08M
DFIC
Dimensional ETF Tr Dimensional

ETFs
18.3K
+ 113.34%
$24.94 - $31.15 $457K - $571K
34.5K $1.07M
INTU
Intuit Inc

Technology
283
+ 13.7%
$544.07 - $787.63 $154K - $223K
2.35K $1.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
+ 20.04%
$141.37 - $228.57 $155K - $251K
6.58K $1.49M
RL
Ralph Lauren Corp

Consumer Cyclical
428
+ 4.97%
$182.34 - $286.22 $78K - $123K
9.05K $2.48M
AXP
American Express CO

Financial Services
21
+ 0.19%
$231.39 - $318.98 $4.86K - $6.7K
11.3K $3.59M
URI
United Rentals, Inc.

Industrials
436
+ 24.33%
$551.94 - $753.4 $241K - $328K
2.23K $1.68M
NOW
Service Now, Inc.

Technology
21
+ 0.93%
$721.65 - $1040.18 $15.2K - $21.8K
2.28K $2.35M
IWS
Ishares Russell Midcap Value E

ETFs
2.36K
+ 6.65%
$110.58 - $132.14 $261K - $312K
37.8K $5M
GALT
Galectin Therapeutics Inc

Healthcare
81.1K
+ 20.37%
$1.25 - $3.29 $101K - $267K
480K $1.01M
PSA
Public Storage

Real Estate
1.75K
+ 121.16%
$266.31 - $309.77 $467K - $543K
3.2K $938K
IDXX
Idexx Laboratories Inc

Healthcare
46
+ 1.13%
$361.04 - $536.34 $16.6K - $24.7K
4.1K $2.2M
IGV
Ishares Expanded Tech Software

ETFs
2.46K
+ 22.95%
$80.15 - $109.5 $197K - $269K
13.2K $1.44M
EMR
Emerson Electric CO

Industrials
1.09K
+ 8.13%
$94.15 - $133.33 $103K - $145K
14.5K $1.94M
CBNK
Capital Bancorp Inc

Financial Services
1.3K
+ 1.67%
$26.11 - $33.58 $34K - $43.8K
79.6K $2.67M
MELI
Mercadolibre Inc

Consumer Cyclical
80
+ 22.86%
$1794.73 - $2613.63 $144K - $209K
430 $1.12M
TT
Trane Technologies PLC

Industrials
429
+ 17.55%
$315.21 - $437.41 $135K - $188K
2.87K $1.26M
NKE
Nike, Inc.

Consumer Cyclical
2.15K
+ 6.26%
$53.27 - $72.04 $114K - $155K
36.5K $2.59M
DFIV
Dimensional ETF Tr

ETFs
1.11K
+ 1.07%
$34.67 - $43.21 $38.5K - $48K
105K $4.5M
EFV
Msci Eafe Value ETF

ETFs
2.38K
+ 4.21%
$52.4 - $64.65 $125K - $154K
58.8K $3.73M
CRWD
Crowd Strike Holdings, Inc.

Technology
75
+ 3.21%
$321.63 - $509.31 $24.1K - $38.2K
2.41K $1.23M
AMD
Advanced Micro Devices Inc

Technology
162
+ 1.7%
$78.21 - $143.81 $12.7K - $23.3K
9.69K $1.37M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
31.9K
+ 33.47%
$12.71 - $14.52 $405K - $463K
127K $1.77M
MSI
Motorola Solutions, Inc.

Technology
949
+ 97.03%
$394.72 - $440.39 $375K - $418K
1.93K $810K
AMAT
Applied Materials Inc

Technology
342
+ 4.07%
$126.95 - $183.52 $43.4K - $62.8K
8.75K $1.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4K
+ 10.03%
$50.39 - $60.05 $201K - $240K
43.8K $2.63M
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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