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
CTAS
Cintas Corp

Industrials
3.41K
+ 623.22%
$201.38 - $819.83 $687K - $2.79M
3.96K $814K
MAR
Marriott International Inc

Consumer Cyclical
1.4K
+ 11.6%
$211.35 - $255.11 $295K - $356K
13.4K $3.34M
IQDF
Flexshares International Quali

ETFs
56
+ 0.02%
$23.76 - $26.57 $1.33K - $1.49K
296K $7.77M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
2.77K
+ 1.72%
$31.67 - $39.16 $87.7K - $108K
164K $5.9M
CBNK
Capital Bancorp Inc

Financial Services
137
+ 0.18%
$19.77 - $25.94 $2.71K - $3.55K
77K $1.98M
URI
United Rentals, Inc.

Industrials
374
+ 62.44%
$627.41 - $814.1 $235K - $304K
973 $787K
GS
Goldman Sachs Group Inc

Financial Services
427
+ 9.84%
$459.02 - $510.25 $196K - $218K
4.77K $2.36M
NSC
Norfolk Southern Corp

Industrials
1.07K
+ 27.46%
$213.75 - $259.69 $228K - $277K
4.94K $1.23M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.07K
+ 22.55%
$285.48 - $330.24 $305K - $352K
5.8K $1.87M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.45K
+ 11.1%
$57.22 - $80.08 $82.7K - $116K
14.5K $1.13M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.01K
+ 18.84%
$76.07 - $83.33 $229K - $251K
19K $1.58M
HON
Honeywell International Inc

Industrials
1.9K
+ 36.22%
$196.73 - $220.21 $374K - $419K
7.16K $1.48M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.1K
+ 18.07%
$84.81 - $93.54 $263K - $290K
20.2K $1.86M
BMY
Bristol Myers Squibb CO

Healthcare
1.29K
+ 4.72%
$39.66 - $51.75 $51K - $66.6K
28.5K $1.48M
IAU
Ishares Gold Trust

ETFs
3.8K
+ 14.48%
$44.06 - $50.5 $168K - $192K
30.1K $1.49M
XLP
Consumer Staples Sector Spdr

ETFs
4.48K
+ 101.59%
$76.04 - $76.04 $341K - $341K
8.89K $676K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.23K
+ 58.22%
$65.06 - $71.72 $275K - $304K
11.5K $817K
T
At&T Inc.

Communication Services
722
+ 0.67%
$18.21 - $22.28 $13.1K - $16.1K
109K $2.4M
ED
Consolidated Edison Inc

Utilities
1.9K
+ 22.14%
$88.42 - $104.97 $168K - $199K
10.5K $1.09M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.82K
+ 130.12%
$122.74 - $163.95 $224K - $299K
3.22K $528K
FAST
Fastenal CO

Industrials
1.02K
+ 3.46%
$62.09 - $71.83 $63K - $72.9K
30.4K $2.17M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.29K
+ 25.51%
$175.0 - $190.72 $225K - $245K
6.32K $1.21M
ITW
Illinois Tool Works Inc

Industrials
21
+ 0.17%
$233.14 - $263.97 $4.9K - $5.54K
12.1K $3.17M
EFV
Msci Eafe Value ETF

ETFs
3.39K
+ 14.31%
$51.72 - $57.96 $175K - $197K
27.1K $1.56M
SYK
Stryker Corp

Healthcare
417
+ 6.47%
$315.94 - $371.96 $132K - $155K
6.86K $2.48M
C
Citigroup Inc

Financial Services
4.59K
+ 115.51%
$56.11 - $67.61 $258K - $311K
8.57K $536K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.11K
+ 3.12%
$75.47 - $83.18 $83.7K - $92.2K
36.7K $3.05M
VGT
Vanguard Information Technolog

ETFs
392
+ 7.92%
$514.43 - $606.85 $202K - $238K
5.34K $3.13M
MS
Morgan Stanley

Financial Services
428
+ 1.29%
$92.07 - $106.96 $39.4K - $45.8K
33.5K $3.49M
EXC
Exelon Corp

Utilities
2.75K
+ 10.15%
$34.24 - $40.55 $94K - $111K
29.8K $1.21M
SO
Southern CO

Utilities
248
+ 1.26%
$77.0 - $90.52 $19.1K - $22.4K
20K $1.8M
IWS
Ishares Russell Midcap Value E

ETFs
1.12K
+ 10.4%
$119.52 - $132.25 $133K - $148K
11.8K $1.57M
PNC
Pnc Financial Services Group, Inc.

Financial Services
549
+ 9.54%
$156.14 - $187.2 $85.7K - $103K
6.3K $1.16M
DFS
Discover Financial Services

Financial Services
1.67K
+ 48.62%
$123.41 - $144.72 $207K - $242K
5.12K $717K
MTD
Mettler Toledo International Inc

Healthcare
52
+ 2.81%
$1308.0 - $1521.03 $68K - $79.1K
1.9K $2.86M
AEP
American Electric Power CO Inc

Utilities
235
+ 1.46%
$87.11 - $104.95 $20.5K - $24.7K
16.3K $1.68M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
89
+ 1.31%
$386.81 - $423.12 $34.4K - $37.7K
6.87K $2.91M
SHOP
Shopify Inc.

Technology
724
+ 5.4%
$52.26 - $80.75 $37.8K - $58.5K
14.1K $1.13M
PAYX
Paychex Inc

Industrials
249
+ 1.82%
$116.17 - $135.19 $28.9K - $33.7K
13.9K $1.87M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.61K
+ 10.03%
$48.51 - $52.86 $127K - $138K
28.6K $1.51M
FNDX
Schwab Fundamental U S Large C

ETFs
799
+ 2.3%
$65.36 - $71.76 $52.2K - $57.3K
35.5K $2.55M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.06K
+ 67.29%
$98.01 - $106.59 $202K - $220K
5.13K $536K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
994
+ 3.42%
$33.89 - $41.64 $33.7K - $41.4K
30K $1.2M
ROP
Roper Technologies Inc

Industrials
382
+ 60.54%
$515.25 - $576.55 $197K - $220K
1.01K $563K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
699
+ 7.08%
$127.29 - $141.5 $89K - $98.9K
10.6K $1.47M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
710
+ 1.84%
$46.17 - $51.13 $32.8K - $36.3K
39.3K $2.01M
WELL
Welltower Inc.

Real Estate
1.18K
+ 54.07%
$104.0 - $129.74 $123K - $153K
3.37K $431K
PH
Parker Hannifin Corp

Industrials
56
+ 4.42%
$501.01 - $635.92 $28.1K - $35.6K
1.32K $835K
FISV
Fiserv Inc

Technology
1.55K
+ 12.97%
N/A
13.5K $1.69M
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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