Wealthspire Advisors, LLC Incresed Positions in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
21
+ 1.0%
$100.54 - $124.4 $2.11K - $2.61K
2.11K $262K
ENB
Enbridge Inc

Energy
792
+ 11.21%
$41.54 - $45.45 $32.9K - $36K
7.86K $348K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.24K
+ 3.25%
$29.82 - $30.1 $37K - $37.3K
39.4K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
498
+ 1.52%
$60.46 - $64.42 $30.1K - $32.1K
33.2K $2.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
784
+ 10.4%
$33.84 - $37.77 $26.5K - $29.6K
8.32K $302K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
393
+ 1.02%
$47.27 - $50.52 $18.6K - $19.9K
38.8K $1.89M
OGS
One Gas, Inc.

Utilities
68
+ 1.17%
$67.77 - $76.05 $4.61K - $5.17K
5.88K $444K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
14
+ 0.23%
$53.69 - $62.68 $752 - $878
6.06K $364K
SYY
Sysco Corp

Consumer Defensive
627
+ 8.6%
$70.0 - $77.13 $43.9K - $48.4K
7.92K $594K
OGE
Oge Energy Corp.

Utilities
111
+ 1.7%
$39.76 - $46.32 $4.41K - $5.14K
6.64K $305K
PRF
Invesco Exchange Traded Fd Tr

ETFs
466
+ 0.21%
$39.4 - $42.61 $18.4K - $19.9K
222K $8.97M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 12.05%
$4295.4 - $5141.88 $85.9K - $103K
186 $856K
EW
Edwards Lifesciences Corp

Healthcare
630
+ 6.46%
$67.95 - $76.19 $42.8K - $48K
10.4K $752K
RS
Reliance Steel & Aluminum CO

Basic Materials
32
+ 3.44%
$266.61 - $302.66 $8.53K - $9.69K
963 $278K
PNW
Pinnacle West Capital Corp

Utilities
7
+ 0.29%
$81.76 - $95.25 $572 - $667
2.4K $228K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
889
+ 13.56%
$80.73 - $94.96 $71.8K - $84.4K
7.44K $617K
FTNT
Fortinet, Inc.

Technology
119
+ 2.52%
$92.49 - $114.57 $11K - $13.6K
4.84K $465K
JLL
Jones Lang Lasalle Inc

Real Estate
97
+ 10.75%
$238.0 - $284.76 $23.1K - $27.6K
999 $247K
CYBR
Cyber Ark Software Ltd.

Technology
25
+ 1.23%
$312.8 - $414.31 $7.82K - $10.4K
2.05K $694K
BR
Broadridge Financial Solutions, Inc.

Technology
7
+ 0.7%
$221.46 - $244.83 $1.55K - $1.71K
1K $242K
GD
General Dynamics Corp

Industrials
10
+ 0.57%
$241.94 - $272.58 $2.42K - $2.73K
1.76K $479K
SAIC
Science Applications International Corp

Technology
122
+ 6.69%
$95.77 - $119.82 $11.7K - $14.6K
1.95K $218K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3
+ 0.07%
$61.2 - $68.24 $184 - $205
4K $264K
LECO
Lincoln Electric Holdings Inc

Industrials
53
+ 3.76%
$180.51 - $216.81 $9.57K - $11.5K
1.46K $276K
VOYA
Voya Financial, Inc.

Financial Services
219
+ 7.38%
$65.1 - $75.67 $14.3K - $16.6K
3.19K $215K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
1K
+ 5.7%
$9.47 - $9.85 $9.47K - $9.85K
18.6K $176K
INGR
Ingredion Inc

Consumer Defensive
92
+ 5.78%
$125.6 - $137.36 $11.6K - $12.6K
1.69K $227K
LUV
Southwest Airlines CO

Industrials
239
+ 3.97%
$28.18 - $34.84 $6.74K - $8.33K
6.25K $209K
OXY
Occidental Petroleum Corp

Energy
116
+ 1.67%
$45.45 - $52.7 $5.27K - $6.11K
7.06K $348K
LHX
L3 Harris Technologies, Inc.

Industrials
29
+ 2.41%
$194.65 - $222.86 $5.64K - $6.46K
1.23K $258K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
115
+ 1.61%
$62.72 - $71.92 $7.21K - $8.27K
7.27K $457K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.03K
+ 10.53%
$40.03 - $46.81 $41.2K - $48.2K
10.8K $440K
AXON
Axon Enterprise, Inc.

Industrials
50
+ 13.51%
$496.65 - $710.01 $24.8K - $35.5K
420 $220K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
242
+ 2.17%
$2.1 - $2.18 $508 - $528
11.4K $24K
OSK
Oshkosh Corp

Industrials
48
+ 1.14%
$89.56 - $116.4 $4.3K - $5.59K
4.25K $400K
Pimco ETF Tr
9.88K
+ 7.44%
N/A
143K $0
Faraday Future Intlgt Elec I
15K
+ 77.92%
N/A
34.3K $0
Cleancore Solutions Inc
16.9K
+ 22.47%
N/A
91.9K $0
First Tr Exchng Traded Fd Vi
27.5K
+ 3.13%
N/A
906K $0
Lam Research Corp
17.4K
+ 100.57%
N/A
34.8K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
14.1K
+ 224.21%
N/A
20.3K $0
Authid Inc
513K
+ 1717.03%
N/A
543K $0
Ge Vernova Inc
322
+ 6.45%
N/A
5.31K $0
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
141
+ 1.35%
$2.52 - $2.63 $355 - $371
10.6K $26K
Super Micro Computer Inc
613
+ 2.58%
N/A
24.4K $0
Global X Fds
650
+ 2.84%
N/A
23.6K $0
Ishares Bitcoin Trust ETF
28.5K
+ 36.81%
N/A
106K $0
Arista Networks Inc
416
+ 3.15%
N/A
13.6K $0
Dimensional ETF Trust
8.6K
+ 20.9%
N/A
49.8K $0
Activity Summary
Buys All Purchases 427 New Holdings 45 Increased Positions 382 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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