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
PB
Prosperity Bancshares Inc

Financial Services
58
+ 0.34%
$59.22 - $74.29 $3.43K - $4.31K
17.1K $1.23M
GIS
General Mills Inc

Consumer Defensive
670
+ 5.05%
$62.5 - $75.15 $41.9K - $50.4K
13.9K $1.03M
PFE
Pfizer Inc

Healthcare
2.53K
+ 2.09%
$27.7 - $31.39 $70.2K - $79.5K
124K $3.58M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.03K
+ 62.91%
$143.74 - $174.11 $148K - $180K
2.68K $433K
EVRG
Evergy, Inc.

Utilities
187
+ 0.97%
$52.46 - $62.01 $9.81K - $11.6K
19.5K $1.21M
CB
Chubb LTD

Financial Services
213
+ 5.79%
$252.51 - $292.2 $53.8K - $62.2K
3.89K $1.12M
ANET
Arista Networks, Inc.

Technology
77
+ 1.68%
$311.42 - $388.21 $24K - $29.9K
4.66K $1.79M
MDLZ
Mondelez International, Inc.

Consumer Defensive
402
+ 2.22%
$64.35 - $75.71 $25.9K - $30.4K
18.5K $1.36M
ELV
Elevance Health, Inc.

Healthcare
362
+ 75.73%
$500.12 - $562.29 $181K - $204K
840 $436K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
132
+ 0.38%
$33.15 - $38.37 $4.38K - $5.06K
35.1K $1.32M
LPX
Louisiana Pacific Corp

Industrials
212
+ 3.56%
$80.06 - $107.45 $17K - $22.8K
6.17K $662K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
627
+ 24.72%
$210.25 - $231.86 $132K - $145K
3.16K $705K
NXPI
Nxp Semiconductors N.V.

Technology
886
+ 57.91%
$225.14 - $290.78 $199K - $258K
2.42K $580K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.26K
+ 22.42%
$97.05 - $106.1 $122K - $134K
6.88K $726K
AMGN
Amgen Inc

Healthcare
262
+ 3.12%
$309.38 - $337.38 $81.1K - $88.4K
8.67K $2.79M
DGRO
Ishares Core Dividend Growth E

ETFs
16
+ 0.05%
$57.47 - $62.76 $920 - $1K
32.3K $2.02M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 1.61%
$1591.44 - $2140.1 $9.55K - $12.8K
378 $775K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
185
+ 2.22%
$305.34 - $350.41 $56.5K - $64.8K
8.53K $2.94M
DE
Deere & CO

Industrials
217
+ 13.3%
$344.84 - $418.0 $74.8K - $90.7K
1.85K $771K
TFC
Truist Financial Corp

Financial Services
1.35K
+ 5.47%
$38.22 - $44.94 $51.7K - $60.8K
26.1K $1.12M
LHX
L3 Harris Technologies, Inc.

Industrials
532
+ 32.82%
$221.96 - $243.27 $118K - $129K
2.15K $512K
MDT
Medtronic PLC

Healthcare
421
+ 4.4%
$76.84 - $91.03 $32.3K - $38.3K
9.99K $899K
PEG
Public Service Enterprise Group Inc

Utilities
930
+ 23.0%
$73.58 - $89.21 $68.4K - $83K
4.97K $443K
DIS
Walt Disney CO

Communication Services
2.21K
+ 9.67%
$85.6 - $98.61 $189K - $218K
25K $2.41M
ITA
Ishares Tr

ETFs
279
+ 5.07%
$131.58 - $149.64 $36.7K - $41.7K
5.78K $865K
BDX
Becton Dickinson & CO

Healthcare
296
+ 3.56%
$221.47 - $242.41 $65.6K - $71.8K
8.61K $2.08M
HSIC
Henry Schein Inc

Healthcare
2
+ 0.01%
$63.92 - $73.22 $128 - $146
14.9K $1.09M
AMP
Ameriprise Financial Inc

Financial Services
173
+ 14.57%
$391.53 - $469.81 $67.7K - $81.3K
1.36K $638K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.46K
+ 20.21%
$47.01 - $48.2 $116K - $119K
14.7K $705K
IYH
Ishares Tr

ETFs
835
+ 4.29%
$60.29 - $66.38 $50.3K - $55.4K
20.3K $1.32M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.64K
+ 20.75%
$50.99 - $57.81 $83.6K - $94.8K
9.54K $545K
SCHV
Schwab Strategic Tr Us Large C

ETFs
655
+ 5.69%
$73.43 - $80.37 $48.1K - $52.6K
12.2K $978K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
642
+ 12.04%
$97.19 - $109.09 $62.4K - $70K
5.98K $646K
HSY
Hershey CO

Consumer Defensive
434
+ 8.68%
$182.45 - $203.25 $79.2K - $88.2K
5.43K $1.04M
WMB
Williams Companies, Inc.

Energy
234
+ 0.66%
$41.24 - $46.22 $9.65K - $10.8K
35.7K $1.63M
HRL
Hormel Foods Corp

Consumer Defensive
8
+ 0.01%
$30.04 - $33.14 $240 - $265
100K $3.17M
ISRG
Intuitive Surgical Inc

Healthcare
134
+ 11.7%
$416.14 - $494.01 $55.8K - $66.2K
1.28K $628K
IJS
Ishares S&P Smallcap 600 Value

ETFs
318
+ 3.91%
$95.81 - $109.03 $30.5K - $34.7K
8.45K $909K
FTNT
Fortinet, Inc.

Technology
80
+ 1.25%
$55.39 - $77.55 $4.43K - $6.2K
6.47K $501K
XLU
Utilities Sector Spdr

ETFs
473
+ 8.44%
$67.67 - $80.78 $32K - $38.2K
6.08K $491K
BMRC
Bank Of Marin Bancorp

Financial Services
1.5K
+ 7.31%
$16.0 - $22.35 $24K - $33.5K
22K $442K
IT
Gartner Inc

Technology
140
+ 21.88%
$441.32 - $516.47 $61.8K - $72.3K
780 $395K
NTAP
Net App, Inc.

Technology
954
+ 46.42%
$114.18 - $134.62 $109K - $128K
3.01K $371K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.13K
+ 13.18%
$81.31 - $83.29 $91.6K - $93.8K
9.67K $803K
LAMR
Lamar Advertising CO

Real Estate
26
+ 0.36%
$110.9 - $135.58 $2.88K - $3.53K
7.21K $963K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
47
+ 9.02%
$1015.62 - $1159.62 $47.7K - $54.5K
568 $654K
CI
Cigna Corp

Healthcare
220
+ 13.34%
$319.12 - $367.1 $70.2K - $80.8K
1.87K $647K
APH
Amphenol Corp

Technology
1.71K
+ 36.14%
$58.39 - $70.41 $100K - $121K
6.45K $420K
LBRDK
Liberty Broadband Corp

Communication Services
55
+ 1.3%
$52.66 - $78.14 $2.9K - $4.3K
4.3K $332K
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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