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
OPCH
Option Care Health, Inc.

Healthcare
4.68K
+ 79.66%
$30.69 - $34.95 $144K - $164K
10.6K $343K
PH
Parker Hannifin Corp

Industrials
36
+ 2.88%
$517.23 - $700.54 $18.6K - $25.2K
1.28K $896K
ABT
Abbott Laboratories

Healthcare
76
+ 0.2%
$123.95 - $138.08 $9.42K - $10.5K
37.5K $5.1M
IT
Gartner Inc

Technology
353
+ 39.75%
$377.5 - $449.52 $133K - $159K
1.24K $501K
CX
Cemex Sab De Cv

Basic Materials
603
+ 0.66%
$5.02 - $7.19 $3.03K - $4.34K
92.4K $640K
XLI
Industrial Sector Spdr

ETFs
114
+ 1.73%
$116.42 - $147.52 $13.3K - $16.8K
6.69K $986K
ADBE
Adobe Inc.

Technology
284
+ 7.32%
$340.0 - $420.68 $96.6K - $119K
4.16K $1.61M
GD
General Dynamics Corp

Industrials
306
+ 17.39%
$247.68 - $291.66 $75.8K - $89.2K
2.07K $602K
IJS
Ishares S&P Smallcap 600 Value

ETFs
922
+ 6.34%
$83.54 - $100.04 $77K - $92.2K
15.5K $1.54M
PNC
Pnc Financial Services Group, Inc.

Financial Services
281
+ 4.43%
$149.76 - $186.42 $42.1K - $52.4K
6.62K $1.23M
BMO
Bank Of Montreal

Financial Services
216
+ 3.47%
$87.54 - $110.63 $18.9K - $23.9K
6.45K $713K
MSCI
Msci Inc.

Financial Services
186
+ 18.88%
$506.56 - $576.74 $94.2K - $107K
1.17K $675K
BSX
Boston Scientific Corp

Healthcare
719
+ 11.58%
$89.7 - $107.41 $64.5K - $77.2K
6.93K $743K
CDNS
Cadence Design Systems Inc

Technology
171
+ 14.7%
$231.64 - $323.08 $39.6K - $55.2K
1.33K $411K
MCK
Mckesson Corp

Healthcare
56
+ 4.47%
$652.83 - $732.78 $36.6K - $41K
1.31K $959K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.29K
+ 3.4%
$35.95 - $42.85 $46.5K - $55.4K
39.3K $1.66M
TROW
Price T Rowe Group Inc

Financial Services
605
+ 5.16%
$80.27 - $98.06 $48.6K - $59.3K
12.3K $1.19M
STE
Steris PLC

Healthcare
373
+ 31.14%
$208.55 - $252.55 $77.8K - $94.2K
1.57K $377K
NOC
Northrop Grumman Corp

Industrials
422
+ 4.78%
$456.3 - $540.39 $193K - $228K
9.25K $4.63M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
609
+ 5.14%
$45.98 - $56.15 $28K - $34.2K
12.5K $699K
OSCR
Oscar Health, Inc.

Healthcare
700
+ 6.72%
$11.6 - $21.44 $8.12K - $15K
11.1K $238K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.38K
+ 0.22%
$46.41 - $47.7 $64K - $65.8K
619K $29.4M
SAP
Sap Se

Technology
165
+ 11.8%
$237.53 - $309.8 $39.2K - $51.1K
1.56K $475K
IEV
Ishares Tr Europe ETF

ETFs
91
+ 0.5%
$51.8 - $64.59 $4.71K - $5.88K
18.1K $1.15M
ET
Energy Transfer LP

Energy
5.91K
+ 24.29%
$15.65 - $18.93 $92.4K - $112K
30.2K $547K
FTNT
Fortinet, Inc.

Technology
475
+ 9.82%
$84.71 - $108.69 $40.2K - $51.6K
5.31K $561K
USFD
Us Foods Holding Corp.

Consumer Defensive
738
+ 23.64%
$60.47 - $79.12 $44.6K - $58.4K
3.86K $297K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.87K
+ 4.16%
$22.3 - $22.57 $86.2K - $87.2K
96.8K $2.18M
O
Realty Income Corp

Real Estate
1.86K
+ 5.16%
$52.27 - $58.52 $97.2K - $109K
37.9K $2.19M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
85
+ 3.06%
$140.37 - $177.56 $11.9K - $15.1K
2.86K $491K
MNST
Monster Beverage Corp

Consumer Defensive
1.19K
+ 28.97%
$55.01 - $64.24 $65.2K - $76.1K
5.28K $330K
NVS
Novartis Ag

Healthcare
423
+ 10.24%
$101.96 - $121.01 $43.1K - $51.2K
4.55K $550K
CARR
Carrier Global Corp

Industrials
592
+ 12.66%
$55.55 - $75.83 $32.9K - $44.9K
5.27K $385K
TD
Toronto Dominion Bank

Financial Services
541
+ 14.6%
$55.71 - $73.45 $30.1K - $39.7K
4.25K $311K
JCI
Johnson Controls International PLC

Industrials
86
+ 2.85%
$71.14 - $105.62 $6.12K - $9.08K
3.1K $327K
ADSK
Autodesk, Inc.

Technology
348
+ 25.38%
N/A
1.72K $422K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.42K
+ 4.18%
$47.89 - $48.65 $68K - $69.1K
35.4K $1.72M
LECO
Lincoln Electric Holdings Inc

Industrials
251
+ 17.17%
$167.18 - $211.38 $42K - $53.1K
1.71K $355K
DOV
Dover Corp

Industrials
68
+ 0.78%
$151.14 - $186.7 $10.3K - $12.7K
8.77K $1.61M
SRE
Sempra Energy

Utilities
746
+ 16.32%
$63.78 - $78.91 $47.6K - $58.9K
5.32K $402K
IXN
Ishares Global Information Tec

ETFs
5
+ 0.11%
$65.81 - $92.34 $329 - $462
4.54K $419K
CI
Cigna Corp

Healthcare
217
+ 13.01%
$301.89 - $340.04 $65.5K - $73.8K
1.89K $623K
NVO
Novo Nordisk A S

Healthcare
1.21K
+ 4.67%
$58.08 - $81.05 $70.2K - $97.9K
27.1K $1.87M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
720
+ 28.3%
$100.35 - $100.71 $72.3K - $72.5K
3.26K $328K
MMM
3 M CO

Industrials
85
+ 0.77%
$126.09 - $154.15 $10.7K - $13.1K
11.1K $1.7M
DDS
Dillard'S, Inc.

Consumer Cyclical
1
+ 0.08%
$294.77 - $422.75 $295 - $423
1.18K $494K
SCHV
Schwab Strategic Tr Us Large C

ETFs
824
+ 1.85%
$23.55 - $27.67 $19.4K - $22.8K
45.4K $1.26M
WELL
Welltower Inc.

Real Estate
449
+ 12.21%
$136.49 - $155.22 $61.3K - $69.7K
4.13K $634K
LHX
L3 Harris Technologies, Inc.

Industrials
76
+ 6.16%
$200.21 - $256.99 $15.2K - $19.5K
1.31K $328K
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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