Wealthspire Advisors, LLC Incresed Positions in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
793
+ 16.54%
$172.07 - $207.36 $136K - $164K
5.59K $1.1M
AIQ
Global X Funds Global X Artifi

ETFs
5.92K
+ 23.42%
$36.57 - $40.57 $216K - $240K
31.2K $1.2M
RJF
Raymond James Financial Inc

Financial Services
266
+ 4.06%
$123.0 - $170.1 $32.7K - $45.2K
6.81K $1.06M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.8K
+ 106.38%
$45.17 - $47.23 $262K - $274K
11.3K $510K
MO
Altria Group, Inc.

Consumer Defensive
3.37K
+ 5.69%
$49.06 - $57.74 $165K - $195K
62.6K $3.27M
SCHV
Schwab Strategic Tr Us Large C

ETFs
34.9K
+ 286.87%
$25.79 - $80.4 $901K - $2.81M
47.1K $1.23M
CBNK
Capital Bancorp Inc

Financial Services
1.13K
+ 1.47%
$24.12 - $30.82 $27.3K - $34.8K
78.2K $2.23M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.89K
+ 14.27%
$90.66 - $99.46 $262K - $287K
23.1K $2.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
439
+ 29.72%
$275.15 - $388.2 $121K - $170K
1.92K $655K
IBM
International Business Machines Corp

Technology
1.24K
+ 4.71%
$204.9 - $238.04 $254K - $295K
27.6K $6.06M
XLK
Technology Sector Spdr

ETFs
608
+ 4.76%
$220.26 - $241.44 $134K - $147K
13.4K $3.11M
GLD
Spdr Gold Trust

ETFs
1.13K
+ 2.31%
$236.59 - $257.5 $268K - $291K
50.1K $12.1M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.27K
+ 5.66%
$40.82 - $45.39 $215K - $239K
98.4K $4.09M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.9K
+ 10.72%
$22.72 - $23.0 $248K - $251K
113K $2.57M
APD
Air Products & Chemicals, Inc.

Basic Materials
792
+ 66.67%
$285.5 - $335.62 $226K - $266K
1.98K $574K
TPL
Texas Pacific Land Corp

Energy
46
+ 6.15%
$915.49 - $1730.0 $42.1K - $79.6K
794 $878K
ACGL
Arch Capital Group Ltd.

Financial Services
3.82K
+ 54.64%
$88.71 - $114.86 $339K - $438K
10.8K $997K
HON
Honeywell International Inc

Industrials
317
+ 4.43%
$202.84 - $236.0 $64.3K - $74.8K
7.47K $1.69M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
36.9K
+ 8.51%
$10.26 - $10.82 $378K - $399K
470K $4.87M
MKL
Markel Corp

Financial Services
104
+ 64.2%
$1542.01 - $1785.11 $160K - $186K
266 $459K
DOCU
Docusign, Inc.

Technology
394
+ 6.5%
$61.42 - $106.99 $24.2K - $42.2K
6.46K $580K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
152
+ 26.76%
$1146.59 - $1270.6 $174K - $193K
720 $853K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.07K
+ 7.42%
$77.25 - $91.3 $83K - $98.1K
15.5K $1.33M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.02K
+ 48.75%
$58.32 - $85.45 $118K - $173K
6.17K $456K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
337K
+ 197.87%
$22.01 - $66.82 $7.41M - $22.5M
507K $11.5M
BSX
Boston Scientific Corp

Healthcare
1.77K
+ 41.86%
$83.62 - $91.5 $148K - $162K
6.01K $536K
AJG
Arthur J. Gallagher & Co.

Financial Services
582
+ 16.05%
$278.49 - $315.16 $162K - $183K
4.21K $1.19M
IP
International Paper CO

Consumer Cyclical
1.83K
+ 13.75%
$46.64 - $59.57 $85.5K - $109K
15.2K $816K
MU
Micron Technology Inc

Technology
2.65K
+ 88.03%
$84.16 - $113.41 $223K - $301K
5.67K $477K
VIG
Vanguard Dividend Appreciation

ETFs
892
+ 2.33%
N/A
39.2K $7.14M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.05K
+ 21.19%
$81.68 - $82.93 $167K - $170K
11.7K $960K
MET
Metlife Inc

Financial Services
1.97K
+ 20.08%
$78.15 - $88.25 $154K - $174K
11.8K $964K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15.1K
+ 69.18%
$11.1 - $12.03 $168K - $182K
37K $417K
XLU
Utilities Sector Spdr

ETFs
2.41K
+ 39.58%
$74.89 - $82.93 $180K - $200K
8.49K $642K
BMY
Bristol Myers Squibb CO

Healthcare
170
+ 0.6%
$51.92 - $59.94 $8.83K - $10.2K
28.7K $1.62M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
159
+ 7.81%
$173.13 - $258.09 $27.5K - $41K
2.2K $506K
ARES
Ares Management Corp

Financial Services
590
+ 35.84%
$153.38 - $183.7 $90.5K - $108K
2.24K $395K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.79K
+ 17.64%
$55.73 - $66.16 $99.5K - $118K
11.9K $718K
KKR
Kkr & Co. Inc.

Financial Services
590
+ 25.52%
$129.87 - $162.87 $76.6K - $96.1K
2.9K $429K
MTB
M&T Bank Corp

Financial Services
532
+ 21.37%
$172.48 - $221.95 $91.8K - $118K
3.02K $568K
LNKB
Linkbancorp, Inc.

Financial Services
7.27K
+ 11.25%
$6.23 - $7.82 $45.3K - $56.8K
71.8K $537K
IAU
Ishares Gold Trust

ETFs
2.62K
+ 8.72%
$48.37 - $52.65 $127K - $138K
32.7K $1.62M
VONG
Vanguard Russell 1000 Growth E

ETFs
225
+ 1.53%
$95.27 - $107.82 $21.4K - $24.3K
15K $1.55M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
5.5K
+ 31.88%
$19.23 - $20.44 $106K - $112K
22.8K $457K
PNC
Pnc Financial Services Group, Inc.

Financial Services
337
+ 5.35%
$178.39 - $215.0 $60.1K - $72.5K
6.64K $1.28M
DLR
Digital Realty Trust, Inc.

Real Estate
236
+ 4.97%
$156.46 - $195.69 $36.9K - $46.2K
4.98K $883K
WM
Waste Management Inc

Industrials
715
+ 12.12%
$201.79 - $228.46 $144K - $163K
6.61K $1.33M
SSO
Proshares Ultra S&P 500

ETFs
1.11K
+ 41.71%
$87.92 - $99.73 $97.6K - $111K
3.77K $348K
T
At&T Inc.

Communication Services
1.13K
+ 1.04%
$21.22 - $23.88 $24K - $27K
110K $2.51M
Activity Summary
Buys All Purchases 478 New Holdings 95 Increased Positions 383 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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