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
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
+ 2.9%
$101.25 - $127.45 $132K - $167K
46.4K $5.63M
LLY
Eli Lilly & CO

Healthcare
1.33K
+ 23.2%
$772.14 - $960.02 $1.02M - $1.27M
7.04K $6.23M
CL
Colgate Palmolive CO

Consumer Defensive
9.39K
+ 243.68%
$95.54 - $108.77 $897K - $1.02M
13.2K $1.37M
OEF
Ishares S&P 100 ETF

ETFs
3.73K
+ 134.6%
$266.03 - $266.03 $993K - $993K
6.5K $1.73M
CEG
Constellation Energy Corp

Utilities
946
+ 7.75%
$167.08 - $262.86 $158K - $249K
13.2K $3.42M
BLK
Black Rock Inc.

Financial Services
613
+ 25.53%
$782.27 - $949.51 $480K - $582K
3.01K $2.86M
BX
Blackstone Inc.

Financial Services
1.19K
+ 4.81%
$120.77 - $159.66 $144K - $191K
26K $3.99M
HDV
Ishares Core High Dividend ETF

ETFs
1.7K
+ 2.13%
$107.62 - $118.76 $183K - $202K
81.5K $9.59M
ORCL
Oracle Corp

Technology
1.6K
+ 8.27%
$125.9 - $170.35 $201K - $273K
20.9K $3.57M
UNP
Union Pacific Corp

Industrials
2.41K
+ 21.0%
$221.78 - $256.09 $534K - $616K
13.9K $3.41M
VIG
Vanguard Dividend Appreciation

ETFs
4.46K
+ 13.17%
$182.15 - $182.15 $813K - $813K
38.3K $6.98M
XLF
Financial Sector Spdr

ETFs
14.2K
+ 40.24%
$40.84 - $45.74 $580K - $650K
49.5K $2.24M
QDF
Flexshares Quality Dividend In

ETFs
190
+ 0.13%
$65.37 - $71.71 $12.4K - $13.6K
147K $10.6M
XLV
Select Sector Spdr Fund Health

ETFs
3.46K
+ 13.49%
$143.3 - $157.24 $496K - $544K
29.1K $4.48M
GE
General Electric CO

Industrials
1.02K
+ 5.49%
$156.66 - $189.66 $160K - $193K
19.6K $3.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.15K
+ 2.23%
$46.9 - $51.96 $148K - $164K
144K $7.43M
NOC
Northrop Grumman Corp

Industrials
713
+ 19.0%
$423.73 - $533.14 $302K - $380K
4.47K $2.36M
LOW
Lowes Companies Inc

Consumer Cyclical
1.21K
+ 17.4%
$213.3 - $270.78 $259K - $328K
8.19K $2.22M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
56.6K
+ 15.03%
$10.21 - $10.93 $578K - $619K
433K $4.66M
TMO
Thermo Fisher Scientific Inc.

Healthcare
240
+ 3.06%
$531.86 - $624.21 $128K - $150K
8.07K $4.99M
XLY
Select Sector Spdr Consumer Di

ETFs
2.86K
+ 83.99%
$170.05 - $200.86 $486K - $574K
6.27K $1.26M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.25K
+ 216.94%
$87.56 - $95.49 $547K - $597K
9.13K $871K
XLI
Industrial Sector Spdr

ETFs
4.37K
+ 232.2%
$120.56 - $135.44 $527K - $592K
6.25K $846K
NVO
Novo Nordisk A S

Healthcare
6.84K
+ 75.66%
$119.07 - $145.42 $815K - $995K
15.9K $1.89M
IVE
Ishares S&P 500 Value ETF

ETFs
652
+ 2.12%
$181.06 - $197.17 $118K - $129K
31.5K $6.21M
LMT
Lockheed Martin Corp

Industrials
481
+ 18.67%
$460.3 - $584.56 $221K - $281K
3.06K $1.79M
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 8.16%
$161.9 - $179.3 $403K - $446K
33K $5.61M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.7K
+ 63.15%
$85.48 - $98.39 $487K - $561K
14.7K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
4.09K
+ 33.08%
$107.93 - $120.23 $442K - $492K
16.5K $1.94M
V
Visa Inc.

Financial Services
841
+ 3.28%
$253.74 - $291.56 $213K - $245K
26.5K $7.28M
ABT
Abbott Laboratories

Healthcare
1.46K
+ 3.88%
$100.07 - $118.13 $146K - $173K
39.1K $4.46M
MO
Altria Group, Inc.

Consumer Defensive
4.67K
+ 8.56%
$45.95 - $54.71 $215K - $256K
59.2K $3.02M
ADP
Automatic Data Processing Inc

Industrials
587
+ 6.04%
$233.44 - $279.45 $137K - $164K
10.3K $2.85M
CAT
Caterpillar Inc

Industrials
639
+ 13.28%
$316.8 - $391.12 $202K - $250K
5.45K $2.13M
ALL
Allstate Corp

Financial Services
2.37K
+ 87.87%
$158.43 - $192.86 $375K - $457K
5.06K $959K
NKE
Nike, Inc.

Consumer Cyclical
3.83K
+ 29.24%
$71.09 - $89.44 $272K - $342K
16.9K $1.49M
RPM
Rpm International Inc

Basic Materials
3.56K
+ 66.44%
$103.91 - $125.03 $370K - $445K
8.91K $1.08M
EPD
Enterprise Products Partners L.P.

Energy
16.9K
+ 27.53%
$27.88 - $30.0 $472K - $508K
78.4K $2.28M
USB
Us Bancorp \De\

Financial Services
5.27K
+ 12.53%
$39.04 - $47.23 $206K - $249K
47.3K $2.16M
NOW
Service Now, Inc.

Technology
347
+ 20.93%
$730.87 - $937.36 $254K - $325K
2.01K $1.79M
ZTS
Zoetis Inc.

Healthcare
1.89K
+ 36.59%
$172.58 - $196.48 $327K - $372K
7.07K $1.38M
D
Dominion Energy, Inc

Utilities
7.07K
+ 88.83%
$48.01 - $58.53 $340K - $414K
15K $868K
NFLX
Netflix Inc

Communication Services
254
+ 2.94%
$598.55 - $722.26 $152K - $183K
8.89K $6.3M
ACWI
Ishares Msci Acwi ETF

ETFs
93
+ 0.14%
$107.24 - $119.84 $9.97K - $11.1K
65.1K $7.78M
BK
Bank Of New York Mellon Corp

Financial Services
4.88K
+ 50.23%
$59.54 - $72.17 $291K - $352K
14.6K $1.05M
IBB
Ishares Biotechnology ETF

ETFs
2.34K
+ 17.05%
$135.09 - $149.47 $317K - $350K
16.1K $2.34M
RTX
Raytheon Technologies Corp

Industrials
1.2K
+ 8.13%
$99.55 - $123.34 $119K - $148K
15.9K $1.93M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18K
+ 21.49%
$22.55 - $23.1 $406K - $415K
102K $2.35M
AMT
American Tower Corp

Real Estate
1.65K
+ 119.52%
$192.27 - $242.73 $317K - $400K
3.03K $703K
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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