Wealthspire Advisors, LLC Incresed Positions in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RPM
Rpm International Inc

Basic Materials
6.04K
+ 63.26%
$114.03 - $128.31 $688K - $774K
15.6K $1.8M
CHD
Church & Dwight CO Inc

Consumer Defensive
5.42K
+ 100.44%
$101.42 - $113.2 $550K - $614K
10.8K $1.19M
ROK
Rockwell Automation, Inc

Industrials
2.66K
+ 96.87%
$255.29 - $303.75 $679K - $808K
5.41K $1.4M
UBER
Uber Technologies, Inc

Technology
3.92K
+ 15.04%
$63.17 - $81.49 $247K - $319K
29.9K $2.18M
URI
United Rentals, Inc.

Industrials
1.04K
+ 136.72%
$594.17 - $789.56 $615K - $817K
1.79K $1.12M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
24.3K
+ 21.58%
$22.77 - $22.94 $553K - $557K
137K $3.14M
MU
Micron Technology Inc

Technology
5.88K
+ 103.67%
$86.89 - $109.38 $511K - $643K
11.5K $1M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
11.1K
+ 100.0%
$41.61 - $44.72 $460K - $495K
22.1K $958K
RTX
Raytheon Technologies Corp

Industrials
1.29K
+ 7.57%
$114.1 - $135.66 $147K - $175K
18.4K $2.43M
IGM
Ishares Expanded Tech Sector E

ETFs
5.47K
+ 134.41%
$90.67 - $108.46 $496K - $593K
9.54K $864K
C
Citigroup Inc

Financial Services
5.96K
+ 69.73%
$67.23 - $84.63 $401K - $504K
14.5K $1.03M
SO
Southern CO

Utilities
2.43K
+ 12.02%
$80.96 - $92.96 $197K - $226K
22.7K $2.08M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.88K
+ 146.16%
$161.27 - $192.3 $464K - $553K
4.84K $780K
DFAX
Dimensional ETF Tr
5.19K
+ 2.49%
$24.45 - $27.2 $127K - $141K
214K $5.6M
CVS
Cvs Health Corp

Healthcare
588
+ 3.68%
$44.22 - $68.64 $26K - $40.4K
16.6K $1.12M
VLO
Valero Energy Corp

Energy
2.09K
+ 21.38%
$121.76 - $142.99 $254K - $298K
11.8K $1.56M
HYG
Ishares Tr

ETFs
4.6K
+ 100.0%
$78.51 - $80.11 $361K - $369K
9.2K $725K
FCX
Freeport Mcmoran Inc

Basic Materials
8.99K
+ 79.46%
$34.5 - $43.01 $310K - $387K
20.3K $768K
UNH
Unitedhealth Group Inc

Healthcare
130
+ 0.93%
$461.52 - $548.18 $60K - $71.3K
14.1K $7.39M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.73K
+ 29.94%
$75.47 - $84.24 $357K - $399K
20.5K $1.58M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.29K
+ 100.0%
$55.14 - $60.29 $292K - $319K
10.6K $609K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
49K
+ 10.42%
$9.89 - $10.46 $485K - $513K
519K $5.18M
INSP
Inspire Medical Systems, Inc.

Healthcare
2.04K
+ 93.82%
$157.24 - $215.42 $320K - $439K
4.21K $669K
AEP
American Electric Power CO Inc

Utilities
47
+ 0.31%
$90.32 - $109.27 $4.25K - $5.14K
15.4K $1.68M
CPRT
Copart Inc

Consumer Cyclical
4.76K
+ 69.56%
$52.3 - $59.83 $249K - $285K
11.6K $656K
WM
Waste Management Inc

Industrials
222
+ 3.36%
$200.54 - $233.78 $44.5K - $51.9K
6.84K $1.58M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.21K
+ 91.76%
$56.63 - $59.39 $239K - $250K
8.8K $506K
SHV
Ishares Tr

ETFs
2.16K
+ 87.78%
$110.11 - $110.51 $238K - $239K
4.63K $511K
NFG
National Fuel Gas CO

Energy
103
+ 0.87%
$60.71 - $79.19 $6.25K - $8.16K
11.9K $944K
SHEL
Shell PLC

Energy
787
+ 4.94%
$62.84 - $73.29 $49.5K - $57.7K
16.7K $1.23M
WEC
Wec Energy Group, Inc.

Utilities
741
+ 7.78%
$92.12 - $108.98 $68.3K - $80.8K
10.3K $1.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.01K
+ 28.4%
$87.68 - $94.52 $176K - $190K
9.1K $852K
XLU
Utilities Sector Spdr

ETFs
2.44K
+ 28.78%
$74.7 - $80.27 $182K - $196K
10.9K $861K
CPK
Chesapeake Utilities Corp

Utilities
47
+ 0.16%
$116.55 - $130.37 $5.48K - $6.13K
29.4K $3.78M
MDT
Medtronic PLC

Healthcare
1.68K
+ 28.28%
$79.84 - $94.5 $134K - $159K
7.61K $684K
CSCO
Cisco Systems, Inc.

Technology
814
+ 1.3%
$58.74 - $64.87 $47.8K - $52.8K
63.7K $3.93M
MMM
3 M CO

Industrials
39
+ 0.35%
$129.7 - $155.12 $5.06K - $6.05K
11.1K $1.62M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.58K
+ 0.55%
$24.6 - $24.99 $63.4K - $64.4K
470K $11.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11.6K
+ 19.15%
$13.05 - $13.97 $151K - $162K
72.1K $982K
TPL
Texas Pacific Land Corp

Energy
12
+ 1.51%
$1180.08 - $1431.01 $14.2K - $17.2K
806 $1.07M
NVS
Novartis Ag

Healthcare
1.32K
+ 46.94%
$97.14 - $115.57 $128K - $152K
4.13K $460K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.08K
+ 5.8%
$38.54 - $41.5 $80.3K - $86.4K
38K $1.54M
PSA
Public Storage

Real Estate
585
+ 67.94%
$288.99 - $313.98 $169K - $184K
1.45K $432K
CRWD
Crowd Strike Holdings, Inc.

Technology
418
+ 21.82%
$308.86 - $455.36 $129K - $190K
2.33K $822K
RRX
Regal Rexnord Corp

Industrials
2.31K
+ 94.43%
$113.85 - $167.1 $263K - $385K
4.75K $540K
WRB
Berkley W R Corp

Financial Services
1.13K
+ 17.48%
$56.7 - $71.27 $64K - $80.4K
7.58K $539K
IEV
Ishares Tr Europe ETF

ETFs
1K
+ 5.87%
$51.89 - $60.68 $51.9K - $60.7K
18K $1.05M
XLF
Financial Sector Spdr

ETFs
1.51K
+ 2.61%
$47.32 - $52.19 $71.2K - $78.5K
59.3K $2.95M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
178
+ 6.51%
$80.53 - $147.57 $14.3K - $26.3K
2.91K $385K
Activity Summary
Buys All Purchases 427 New Holdings 45 Increased Positions 382 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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