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
DELL
Dell Technologies Inc.

Technology
1.18K
+ 50.53%
$87.89 - $145.97 $104K - $173K
3.52K $417K
PAVE
Global X Fds Us Infrastructure

ETFs
31
+ 0.14%
$36.39 - $41.16 $1.13K - $1.28K
22.6K $930K
ETR
Entergy Corp

Utilities
73
+ 2.16%
$104.75 - $131.61 $7.65K - $9.61K
3.45K $453K
PANW
Palo Alto Networks Inc

Technology
218
+ 3.52%
$294.18 - $368.01 $64.1K - $80.2K
6.41K $2.19M
BOTZ
Global X Fds

ETFs
1.22K
+ 2.99%
$27.68 - $32.27 $33.8K - $39.4K
42K $1.35M
DOW
Dow Inc.

Basic Materials
384
+ 0.88%
$50.15 - $55.41 $19.3K - $21.3K
44.1K $2.41M
MFC
Manulife Financial Corp

Financial Services
1.45K
+ 9.3%
$24.13 - $29.63 $34.9K - $42.9K
17K $502K
TXN
Texas Instruments Inc

Technology
452
+ 6.88%
$194.6 - $194.6 $88K - $88K
7.02K $1.37M
ROK
Rockwell Automation, Inc

Industrials
381
+ 16.87%
$248.27 - $294.37 $94.6K - $112K
2.64K $709K
KR
Kroger CO

Consumer Defensive
538
+ 7.02%
$50.43 - $57.3 $27.1K - $30.8K
8.2K $469K
LRCX
Lam Research Corp

Technology
454
+ 39.48%
$731.56 - $1127.3 $332K - $512K
1.6K $1.31M
VONE
Vanguard Russell 1000 ETF

ETFs
37
+ 0.69%
$234.0 - $260.07 $8.66K - $9.62K
5.4K $1.4M
SRE
Sempra Energy

Utilities
558
+ 12.42%
$74.97 - $84.04 $41.8K - $46.9K
5.05K $422K
FIS
Fidelity National Information Services, Inc.

Technology
533
+ 12.55%
$72.8 - $85.04 $38.8K - $45.3K
4.78K $400K
UBER
Uber Technologies, Inc

Technology
233
+ 0.94%
$58.48 - $77.47 $13.6K - $18.1K
25.1K $1.89M
CTVA
Corteva, Inc.

Basic Materials
784
+ 13.06%
$50.72 - $58.78 $39.8K - $46.1K
6.79K $398K
WY
Weyerhaeuser CO

Real Estate
294
+ 2.48%
$27.05 - $33.84 $7.95K - $9.95K
12.1K $410K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
159
+ 25.12%
$460.0 - $505.78 $73.1K - $80.4K
792 $368K
NYF
Ishares New York Muni Bond ETF

ETFs
1.14K
+ 11.15%
$53.13 - $54.36 $60.3K - $61.7K
11.3K $614K
AZO
Autozone Inc

Consumer Cyclical
2
+ 0.62%
$2815.0 - $3212.87 $5.63K - $6.43K
326 $1.03M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
518
+ 4.36%
$52.27 - $60.45 $27.1K - $31.3K
12.4K $735K
KMB
Kimberly Clark Corp

Consumer Defensive
279
+ 4.47%
$135.05 - $148.35 $37.7K - $41.4K
6.52K $928K
SYY
Sysco Corp

Consumer Defensive
210
+ 2.99%
$69.16 - $78.98 $14.5K - $16.6K
7.24K $564K
IYJ
Ishares Tr

ETFs
173
+ 6.2%
$118.32 - $133.67 $20.5K - $23.1K
2.97K $396K
JCI
Johnson Controls International PLC

Industrials
322
+ 9.64%
$65.52 - $77.61 $21.1K - $25K
3.66K $284K
GLW
Corning Inc

Technology
309
+ 4.16%
$37.76 - $46.2 $11.7K - $14.3K
7.74K $349K
CFG
Citizens Financial Group Inc

Financial Services
205
+ 1.97%
$35.24 - $43.24 $7.22K - $8.86K
10.6K $436K
FCX
Freeport Mcmoran Inc

Basic Materials
967
+ 9.55%
$39.52 - $51.92 $38.2K - $50.2K
11.1K $553K
ADC
Agree Realty Corp

Real Estate
109
+ 2.82%
$61.47 - $76.71 $6.7K - $8.36K
3.98K $299K
BSX
Boston Scientific Corp

Healthcare
410
+ 10.72%
$72.96 - $84.0 $29.9K - $34.4K
4.24K $354K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.23K
+ 23.92%
$11.31 - $11.96 $47.8K - $50.5K
21.9K $261K
ADI
Analog Devices Inc

Technology
207
+ 4.11%
$200.56 - $243.33 $41.5K - $50.4K
5.25K $1.21M
DLR
Digital Realty Trust, Inc.

Real Estate
62
+ 1.32%
$144.47 - $162.98 $8.96K - $10.1K
4.75K $768K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
177
+ 2.53%
$60.13 - $68.17 $10.6K - $12.1K
7.17K $485K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 5.71%
$3305.62 - $4268.05 $19.8K - $25.6K
111 $467K
MKL
Markel Corp

Financial Services
34
+ 26.56%
$1494.55 - $1645.69 $50.8K - $56K
162 $253K
KLAC
Kla Corp

Technology
85
+ 31.37%
$696.17 - $892.35 $59.2K - $75.8K
356 $275K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
68
+ 1.14%
$83.76 - $91.82 $5.7K - $6.24K
6.05K $552K
VTHR
Vanguard Russell 3000 ETF

ETFs
7
+ 0.2%
$228.55 - $253.74 $1.6K - $1.78K
3.42K $868K
LQD
Ishares Iboxx $ Investment Gra

ETFs
166
+ 3.25%
$106.11 - $113.72 $17.6K - $18.9K
5.27K $595K
DD
Du Pont De Nemours, Inc.

Basic Materials
123
+ 2.94%
$77.22 - $89.49 $9.5K - $11K
4.3K $383K
UBSI
United Bankshares Inc

Financial Services
169
+ 2.04%
$31.56 - $39.32 $5.33K - $6.65K
8.47K $314K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
514
+ 0.84%
$11.72 - $12.38 $6.02K - $6.36K
61.5K $761K
OGE
Oge Energy Corp.

Utilities
265
+ 4.33%
$35.12 - $41.18 $9.31K - $10.9K
6.39K $262K
GD
General Dynamics Corp

Industrials
77
+ 4.5%
$279.51 - $308.09 $21.5K - $23.7K
1.79K $540K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
33
+ 1.65%
$138.85 - $182.81 $4.58K - $6.03K
2.04K $361K
NVS
Novartis Ag

Healthcare
132
+ 4.23%
$106.13 - $120.89 $14K - $16K
3.25K $373K
SAP
Sap Se

Technology
24
+ 1.9%
$197.21 - $231.0 $4.73K - $5.54K
1.29K $294K
AIQ
Global X Funds Global X Artifi

ETFs
24
+ 0.1%
$31.85 - $37.36 $764 - $897
25.3K $938K
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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