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
CRM
Salesforce, Inc.

Technology
1.21K
+ 14.51%
$236.26 - $291.15 $285K - $352K
9.53K $2.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.91K
+ 8.71%
$91.43 - $91.74 $358K - $359K
48.8K $4.48M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.8K
+ 70.91%
$151.62 - $183.47 $273K - $330K
4.34K $795K
UGI
Ugi Corp

Utilities
8.05K
+ 45.79%
$30.18 - $36.59 $243K - $294K
25.6K $933K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.47K
+ 32.16%
$49.48 - $61.22 $221K - $274K
18.4K $1.12M
MSTR
Microstrategy Inc

Technology
217
+ 10.47%
$237.95 - $421.61 $51.6K - $91.5K
2.29K $925K
APO
Apollo Global Management, Inc.

Financial Services
1.5K
+ 6.86%
$108.68 - $145.07 $163K - $218K
23.4K $3.32M
HWM
Howmet Aerospace Inc.

Industrials
1.2K
+ 74.78%
$112.33 - $186.13 $135K - $224K
2.81K $523K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.08K
+ 1.93%
$24.66 - $25.17 $224K - $228K
479K $12.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.9K
+ 58.2%
$25.93 - $32.91 $205K - $260K
21.5K $706K
ITA
Ishares Tr

ETFs
575
+ 10.27%
$135.31 - $188.64 $77.8K - $108K
6.18K $1.17M
BX
Blackstone Inc.

Financial Services
331
+ 1.29%
$120.07 - $151.11 $39.7K - $50K
26.1K $3.9M
PAVE
Global X Fds Us Infrastructure

ETFs
3.87K
+ 17.1%
$33.78 - $43.68 $131K - $169K
26.5K $1.16M
USB
Us Bancorp \De\

Financial Services
1.27K
+ 1.62%
$36.4 - $45.76 $46.1K - $57.9K
79.2K $3.58M
APH
Amphenol Corp

Technology
778
+ 12.23%
$59.09 - $98.75 $46K - $76.8K
7.14K $705K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
150
+ 6.82%
$177.93 - $313.14 $26.7K - $47K
2.35K $735K
ISRG
Intuitive Surgical Inc

Healthcare
362
+ 21.66%
$451.58 - $565.94 $163K - $205K
2.03K $1.1M
STX
Seagate Technology Holdings PLC

Technology
281
+ 7.15%
$66.54 - $144.33 $18.7K - $40.6K
4.21K $607K
PWR
Quanta Services, Inc.

Industrials
100
+ 5.26%
$239.47 - $381.26 $23.9K - $38.1K
2K $756K
VONG
Vanguard Russell 1000 Growth E

ETFs
32
+ 0.2%
$82.51 - $109.2 $2.64K - $3.49K
16.3K $1.78M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.29K
+ 43.54%
$24.21 - $29.47 $201K - $244K
27.3K $804K
TTWO
Take Two Interactive Software Inc

Communication Services
902
+ 66.08%
$194.58 - $243.05 $176K - $219K
2.27K $550K
SHW
Sherwin Williams CO

Basic Materials
920
+ 9.1%
$313.51 - $363.51 $288K - $334K
11K $3.79M
NSC
Norfolk Southern Corp

Industrials
282
+ 2.93%
$206.34 - $257.46 $58.2K - $72.6K
9.9K $2.53M
RTX
Raytheon Technologies Corp

Industrials
36
+ 0.2%
$113.75 - $148.48 $4.1K - $5.35K
18.4K $2.69M
V
Visa Inc.

Financial Services
371
+ 1.43%
$308.27 - $373.31 $114K - $138K
26.3K $9.32M
ELV
Elevance Health, Inc.

Healthcare
712
+ 118.47%
$372.27 - $452.69 $265K - $322K
1.31K $510K
LMT
Lockheed Martin Corp

Industrials
246
+ 3.25%
$430.82 - $486.45 $106K - $120K
7.81K $3.62M
CTAS
Cintas Corp

Industrials
302
+ 3.36%
$190.11 - $227.66 $57.4K - $68.8K
9.29K $2.07M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.64K
+ 22.6%
$57.46 - $75.58 $94.4K - $124K
8.91K $673K
BK
Bank Of New York Mellon Corp

Financial Services
1.14K
+ 7.67%
$73.31 - $91.62 $83.5K - $104K
16K $1.46M
RRX
Regal Rexnord Corp

Industrials
356
+ 7.49%
$94.06 - $147.0 $33.5K - $52.3K
5.11K $740K
EL
Estee Lauder Companies Inc

Consumer Defensive
280
+ 2.36%
$50.06 - $80.8 $14K - $22.6K
12.2K $983K
QCOM
Qualcomm Inc

Technology
831
+ 7.0%
$124.66 - $159.48 $104K - $133K
12.7K $2.02M
SPGI
S&P Global Inc.

Financial Services
352
+ 51.16%
$438.31 - $527.29 $154K - $186K
1.04K $548K
CYBR
Cyber Ark Software Ltd.

Technology
112
+ 5.45%
$305.98 - $406.88 $34.3K - $45.6K
2.17K $881K
XLF
Financial Sector Spdr

ETFs
581
+ 0.98%
$43.92 - $52.37 $25.5K - $30.4K
59.8K $3.13M
AXON
Axon Enterprise, Inc.

Industrials
64
+ 15.24%
$497.13 - $827.94 $31.8K - $53K
484 $400K
KLAC
Kla Corp

Technology
105
+ 29.83%
$576.53 - $902.94 $60.5K - $94.8K
457 $409K
T
At&T Inc.

Communication Services
3.4K
+ 3.17%
$26.33 - $28.94 $89.4K - $98.3K
111K $3.2M
FAST
Fastenal CO

Industrials
27.3K
+ 99.05%
$40.65 - $83.16 $1.11M - $2.27M
54.9K $2.31M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.74K
+ 21.96%
$23.4 - $29.68 $87.4K - $111K
20.7K $615K
SHOP
Shopify Inc.

Technology
121
+ 1.62%
$76.89 - $115.35 $9.3K - $14K
7.58K $874K
CDW
Cdw Corp

Technology
690
+ 33.43%
$144.49 - $190.68 $99.7K - $132K
2.75K $491K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
15
+ 0.12%
$86.12 - $108.35 $1.29K - $1.63K
12K $1.3M
VONE
Vanguard Russell 1000 ETF

ETFs
16
+ 0.29%
$225.48 - $280.86 $3.61K - $4.49K
5.45K $1.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.17K
+ 14.52%
$63.54 - $68.5 $138K - $148K
17.1K $1.15M
GBIL
Goldman Sachs Access Treasury

ETFs
1.4K
+ 4.83%
$99.83 - $100.19 $140K - $141K
30.4K $3.05M
CVS
Cvs Health Corp

Healthcare
1.73K
+ 10.44%
$60.04 - $70.18 $104K - $121K
18.3K $1.26M
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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