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
SPGI
S&P Global Inc.

Financial Services
116
+ 17.79%
$480.36 - $529.17 $55.7K - $61.4K
768 $382K
PH
Parker Hannifin Corp

Industrials
62
+ 4.69%
$621.74 - $709.46 $38.5K - $44K
1.39K $880K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
5.05K
+ 40.4%
$9.4 - $10.0 $47.5K - $50.5K
17.6K $167K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.11K
+ 7.54%
$47.26 - $48.18 $52.2K - $53.2K
15.8K $746K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
44
+ 1.04%
$45.39 - $62.98 $2K - $2.77K
4.28K $242K
CMF
Ishares California Muni Bond E

ETFs
1.04K
+ 4.64%
$56.66 - $58.1 $59.2K - $60.7K
23.6K $1.35M
EVR
Evercore Inc.

Financial Services
74
+ 8.32%
$247.66 - $315.67 $18.3K - $23.4K
963 $266K
EIG
Employers Holdings, Inc.

Financial Services
93
+ 0.83%
$47.48 - $53.89 $4.42K - $5.01K
11.2K $575K
VONE
Vanguard Russell 1000 ETF

ETFs
15
+ 0.28%
$257.18 - $277.76 $3.86K - $4.17K
5.41K $1.44M
SRE
Sempra Energy

Utilities
214
+ 4.24%
$80.81 - $94.77 $17.3K - $20.3K
5.26K $461K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
84
+ 0.25%
$19.73 - $23.93 $1.66K - $2.01K
34.4K $716K
HIG
Hartford Financial Services Group, Inc.

Financial Services
481
+ 20.84%
$107.06 - $123.74 $51.5K - $59.5K
2.79K $305K
DGX
Quest Diagnostics Inc

Healthcare
240
+ 6.95%
N/A
3.69K $506K
APH
Amphenol Corp

Technology
58
+ 0.9%
$62.07 - $75.35 $3.6K - $4.37K
6.51K $452K
HYG
Ishares Tr

ETFs
483
+ 11.73%
$78.09 - $80.04 $37.7K - $38.7K
4.6K $361K
FNB
Fnb Corp

Financial Services
1.23K
+ 6.77%
$13.56 - $17.29 $16.7K - $21.3K
19.4K $286K
CHD
Church & Dwight CO Inc

Consumer Defensive
267
+ 5.21%
$99.11 - $112.25 $26.5K - $30K
5.4K $565K
JLL
Jones Lang Lasalle Inc

Real Estate
152
+ 20.27%
$246.93 - $283.67 $37.5K - $43.1K
902 $228K
MFC
Manulife Financial Corp

Financial Services
170
+ 1.0%
$29.21 - $32.87 $4.97K - $5.59K
17.2K $527K
GLW
Corning Inc

Technology
143
+ 1.85%
$44.11 - $49.76 $6.31K - $7.12K
7.88K $374K
IWC
Russell Micro Cap ETF

ETFs
2
+ 0.06%
$120.3 - $138.84 $241 - $278
3.46K $451K
TDG
Trans Digm Group Inc

Industrials
36
+ 25.0%
$1239.0 - $1442.53 $44.6K - $51.9K
180 $228K
SCHO
Schwab Short Term Us Treasury

ETFs
29.7K
+ 106.69%
$24.06 - $48.88 $715K - $1.45M
57.5K $1.38M
ADC
Agree Realty Corp

Real Estate
572
+ 14.39%
$69.44 - $77.65 $39.7K - $44.4K
4.55K $320K
NFG
National Fuel Gas CO

Energy
326
+ 2.83%
$58.89 - $64.23 $19.2K - $20.9K
11.8K $717K
MGEE
Mge Energy Inc

Utilities
58
+ 1.21%
$88.55 - $108.16 $5.14K - $6.27K
4.86K $456K
VTWO
Vanguard Russell 2000 ETF

ETFs
202
+ 6.83%
$87.42 - $98.06 $17.7K - $19.8K
3.16K $282K
ICE
Intercontinental Exchange, Inc.

Financial Services
311
+ 12.72%
$148.29 - $166.93 $46.1K - $51.9K
2.76K $410K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
415
+ 1.06%
$50.53 - $55.55 $21K - $23.1K
39.7K $2.02M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
222
+ 7.02%
$209.89 - $233.24 $46.6K - $51.8K
3.39K $719K
HEES
H&E Equipment Services, Inc.

Industrials
4
+ 0.01%
$48.79 - $60.79 $195 - $243
36K $1.76M
WEC
Wec Energy Group, Inc.

Utilities
327
+ 3.55%
$92.94 - $101.82 $30.4K - $33.3K
9.53K $895K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.16K
+ 10.22%
$5.7 - $8.27 $6.6K - $9.58K
12.5K $84K
MNST
Monster Beverage Corp

Consumer Defensive
166
+ 4.22%
$49.24 - $56.38 $8.17K - $9.36K
4.1K $215K
ATO
Atmos Energy Corp

Utilities
30
+ 0.32%
$136.41 - $151.43 $4.09K - $4.54K
9.4K $1.31M
LBRDK
Liberty Broadband Corp

Communication Services
244
+ 5.68%
$74.72 - $101.4 $18.2K - $24.7K
4.54K $339K
IYE
Ishares Tr

ETFs
290
+ 3.9%
$43.93 - $51.37 $12.7K - $14.9K
7.72K $351K
OGE
Oge Energy Corp.

Utilities
139
+ 2.17%
$39.65 - $44.08 $5.51K - $6.13K
6.53K $269K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
2.23K
+ 12.23%
$2.15 - $4.48 $4.78K - $9.97K
20.4K $80K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
997
+ 0.61%
$23.25 - $23.37 $23.2K - $23.3K
165K $3.85M
FNF
Fidelity National Financial, Inc.

Financial Services
484
+ 13.29%
$55.19 - $63.83 $26.7K - $30.9K
4.13K $231K
HSIC
Henry Schein Inc

Healthcare
874
+ 5.87%
$66.54 - $77.66 $58.2K - $67.9K
15.8K $1.09M
BRO
Brown & Brown, Inc.

Financial Services
84
+ 4.18%
$100.93 - $113.42 $8.48K - $9.53K
2.09K $213K
CSX
Csx Corp

Industrials
2.02K
+ 7.51%
$31.58 - $36.88 $63.8K - $74.5K
28.9K $934K
BP
Bp PLC

Energy
761
+ 7.32%
$28.16 - $33.14 $21.4K - $25.2K
11.2K $329K
WELL
Welltower Inc.

Real Estate
83
+ 2.46%
$123.11 - $139.3 $10.2K - $11.6K
3.45K $434K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
711
+ 5.1%
$47.77 - $51.75 $34K - $36.8K
14.6K $707K
SSP
E.W. Scripps CO

Communication Services
1.52K
+ 15.0%
$1.73 - $3.52 $2.63K - $5.35K
11.7K $25K
ROP
Roper Technologies Inc

Industrials
74
+ 7.31%
$519.85 - $575.95 $38.5K - $42.6K
1.09K $565K
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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