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
IXN
Ishares Global Information Tec

ETFs
1.15K
+ 27.69%
$80.67 - $87.84 $93.1K - $101K
5.32K $450K
KR
Kroger CO

Consumer Defensive
1.2K
+ 14.64%
$55.21 - $63.3 $66.3K - $76K
9.4K $574K
ICF
Ishares Tr

ETFs
2.46K
+ 31.01%
$58.8 - $66.61 $145K - $164K
10.4K $625K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.15K
+ 40.92%
N/A
14.3K $339K
RPM
Rpm International Inc

Basic Materials
631
+ 7.08%
$120.09 - $140.26 $75.8K - $88.5K
9.54K $1.17M
MSI
Motorola Solutions, Inc.

Technology
177
+ 21.38%
$449.08 - $504.6 $79.5K - $89.3K
1.01K $464K
ETN
Eaton Corp PLC

Industrials
261
+ 3.08%
$326.96 - $377.52 $85.3K - $98.5K
8.72K $2.9M
TROW
Price T Rowe Group Inc

Financial Services
344
+ 2.83%
$106.48 - $124.69 $36.6K - $42.9K
12.5K $1.41M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
991
+ 16.08%
$58.39 - $67.04 $57.9K - $66.4K
7.15K $453K
TXN
Texas Instruments Inc

Technology
452
+ 6.44%
N/A
7.47K $1.45M
CEV
Eaton Vance California Municipal Income Trust

Financial Services
9.81K
+ 68.13%
$10.01 - $10.9 $98.1K - $107K
24.2K $242K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
201
+ 10.01%
$193.7 - $235.05 $38.9K - $47.2K
2.21K $505K
BK
Bank Of New York Mellon Corp

Financial Services
144
+ 0.99%
$70.82 - $81.87 $10.2K - $11.8K
14.7K $1.13M
PB
Prosperity Bancshares Inc

Financial Services
341
+ 1.99%
$70.04 - $85.07 $23.9K - $29K
17.5K $1.32M
CMI
Cummins Inc

Industrials
108
+ 6.07%
$324.93 - $383.42 $35.1K - $41.4K
1.89K $657K
INTU
Intuit Inc

Technology
102
+ 4.69%
$602.01 - $706.25 $61.4K - $72K
2.28K $1.43M
DCI
Donaldson CO Inc

Industrials
1.7K
+ 32.12%
$67.28 - $78.27 $115K - $133K
7.01K $471K
ETR
Entergy Corp

Utilities
3.56K
+ 103.19%
$73.19 - $156.4 $260K - $556K
7.01K $531K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.04K
+ 17.22%
$88.59 - $94.57 $92.2K - $98.4K
7.09K $629K
ROK
Rockwell Automation, Inc

Industrials
106
+ 4.02%
$264.65 - $302.92 $28.1K - $32.1K
2.75K $784K
CBRE
Cbre Group, Inc.

Real Estate
483
+ 29.43%
$119.22 - $140.71 $57.6K - $68K
2.12K $278K
UGI
Ugi Corp

Utilities
736
+ 4.46%
$23.24 - $30.37 $17.1K - $22.4K
17.3K $486K
CFG
Citizens Financial Group Inc

Financial Services
1K
+ 9.42%
$39.92 - $48.46 $40K - $48.5K
11.6K $508K
MLM
Martin Marietta Materials Inc

Basic Materials
179
+ 18.86%
$516.5 - $619.58 $92.5K - $111K
1.13K $582K
PRU
Prudential Financial Inc

Financial Services
666
+ 25.92%
$114.59 - $129.52 $76.3K - $86.3K
3.24K $383K
SNPS
Synopsys Inc

Technology
165
+ 41.56%
$485.36 - $588.0 $80.1K - $97K
562 $272K
IGM
Ishares Expanded Tech Sector E

ETFs
469
+ 13.03%
$94.19 - $106.95 $44.2K - $50.2K
4.07K $415K
BXSL
Blackstone Secured Lending Fund

Financial Services
350
+ 1.85%
$29.25 - $33.27 $10.2K - $11.6K
19.2K $621K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.75K
+ 8.55%
$7.33 - $12.37 $12.8K - $21.6K
22.2K $235K
XLI
Industrial Sector Spdr

ETFs
682
+ 10.91%
$131.76 - $143.99 $89.9K - $98.2K
6.93K $913K
SHV
Ishares Tr

ETFs
605
+ 32.54%
$109.92 - $110.57 $66.5K - $66.9K
2.46K $271K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.66K
+ 17.61%
$40.97 - $42.66 $67.9K - $70.7K
11.1K $458K
VMC
Vulcan Materials CO

Basic Materials
204
+ 13.56%
$237.95 - $292.31 $48.5K - $59.6K
1.71K $439K
SAP
Sap Se

Technology
163
+ 12.67%
$218.13 - $255.54 $35.6K - $41.7K
1.45K $356K
ORCL
Oracle Corp

Technology
835
+ 3.99%
$165.41 - $192.43 $138K - $161K
21.8K $3.63M
FDX
Fedex Corp

Industrials
75
+ 1.44%
$260.5 - $305.15 $19.5K - $22.9K
5.28K $1.48M
DDS
Dillard'S, Inc.

Consumer Cyclical
3
+ 0.25%
$357.11 - $465.97 $1.07K - $1.4K
1.18K $510K
TRV
Travelers Companies, Inc.

Financial Services
142
+ 4.23%
$225.97 - $266.66 $32.1K - $37.9K
3.5K $842K
SHEL
Shell PLC

Energy
1.62K
+ 11.3%
$60.63 - $70.23 $98K - $114K
15.9K $999K
BMO
Bank Of Montreal

Financial Services
125
+ 2.01%
$89.75 - $103.39 $11.2K - $12.9K
6.36K $616K
GWW
W.W. Grainger, Inc.

Industrials
46
+ 14.37%
$1023.06 - $1220.93 $47.1K - $56.2K
366 $385K
L
Loews Corp

Financial Services
394
+ 11.59%
$76.49 - $87.05 $30.1K - $34.3K
3.79K $321K
ATRO
Astronics Corp

Industrials
6.52K
+ 42.73%
$15.66 - $21.04 $102K - $137K
21.8K $347K
FANG
Diamondback Energy, Inc.

Energy
364
+ 28.33%
$153.06 - $199.5 $55.7K - $72.6K
1.65K $270K
ENB
Enbridge Inc

Energy
873
+ 14.1%
$40.4 - $43.92 $35.3K - $38.3K
7.07K $299K
PWR
Quanta Services, Inc.

Industrials
37
+ 1.85%
$296.05 - $346.6 $11K - $12.8K
2.03K $642K
RTX
Raytheon Technologies Corp

Industrials
1.15K
+ 7.25%
$114.45 - $127.21 $132K - $147K
17.1K $1.97M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.94K
+ 34.76%
$34.13 - $37.35 $66.3K - $72.6K
7.54K $257K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
756
+ 2.15%
$37.46 - $43.08 $28.3K - $32.6K
35.9K $1.37M
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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