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
IYJ
Ishares Tr

ETFs
23
+ 0.78%
$132.97 - $143.93 $3.06K - $3.31K
2.99K $398K
XAIR
Beyond Air, Inc.

Healthcare
6.45K
+ 64.5%
$0.3 - $0.67 $1.94K - $4.32K
16.5K $5K
Ge Healthcare Technologies I
715
+ 13.76%
N/A
5.91K $0
Ishares Bitcoin Trust ETF
60.4K
+ 353.07%
N/A
77.5K $0
Fidelity Wise Origin Bitcoin
2.72K
+ 66.39%
N/A
6.82K $0
Haemonetics Corp Mass
21K
+ 100.0%
N/A
42K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.28%
$65.67 - $69.79 $657 - $698
3.53K $236K
Electrocore Inc
26
+ 0.05%
N/A
47.5K $0
Theratechnologies Inc
20K
+ 39.02%
N/A
71.3K $0
Cracker Barrel Old Ctry Stor
19K
+ 100.0%
N/A
38K $0
Siriusxm Holdings Inc
643
+ 4.27%
N/A
15.7K $0
Pebblebrook Hotel Tr
22K
+ 100.0%
N/A
44K $0
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
686
+ 3.36%
$19.27 - $20.9 $13.2K - $14.3K
21.1K $417K
Dimensional ETF Trust
23.3K
+ 130.85%
N/A
41.2K $0
Dimensional ETF Trust
233K
+ 10.75%
N/A
2.4M $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
86
+ 1.31%
N/A
6.65K $0
Liberty Media Corp Del
162
+ 3.99%
N/A
4.22K $0
Linde PLC
163
+ 5.35%
N/A
3.21K $0
Brookfield Corp
444
+ 4.21%
N/A
11K $0
Global X Fds
408
+ 1.81%
N/A
22.9K $0
Ea Series Trust
3.27K
+ 172.89%
N/A
5.16K $0
MKC
Mccormick & CO Inc

Consumer Defensive
195
+ 7.89%
$73.97 - $84.09 $14.4K - $16.4K
2.67K $203K
Labcorp Holdings Inc
233
+ 6.45%
N/A
3.84K $0
Ge Vernova Inc
400
+ 8.72%
N/A
4.99K $0
Digitalocean Hldgs Inc
22K
+ 100.0%
N/A
44K $0
Cava Group Inc
19.6K
+ 57.3%
N/A
53.8K $0
DHY
Credit Suisse High Yield Bond Fund

Financial Services
922
+ 9.02%
$2.14 - $2.24 $1.97K - $2.07K
11.1K $23K
EVRG
Evergy, Inc.

Utilities
138
+ 0.71%
$59.06 - $65.0 $8.15K - $8.97K
19.6K $1.21M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
206
+ 2.02%
$2.54 - $2.66 $523 - $548
10.4K $26K
MGV
Vanguard Mega Cap Value

ETFs
1.98K
+ 2.69%
$124.06 - $133.48 $246K - $264K
75.7K $9.46M
RRX
Regal Rexnord Corp

Industrials
144
+ 6.26%
$153.56 - $182.22 $22.1K - $26.2K
2.44K $378K
SLV
I Shares Silver Trust

ETFs
829
+ 6.88%
$26.33 - $31.74 $21.8K - $26.3K
12.9K $339K
ECL
Ecolab Inc.

Basic Materials
494
+ 8.52%
$234.32 - $261.43 $116K - $129K
6.29K $1.47M
VDE
Vanguard Energy ETF

ETFs
2
+ 0.04%
$116.67 - $136.78 $233 - $274
4.66K $564K
SYY
Sysco Corp

Consumer Defensive
54
+ 0.75%
$73.63 - $81.77 $3.98K - $4.42K
7.29K $557K
OTIS
Otis Worldwide Corp

Industrials
190
+ 8.35%
$92.57 - $106.01 $17.6K - $20.1K
2.47K $228K
FRT
Federal Realty Investment Trust

Real Estate
7
+ 0.24%
$109.55 - $117.53 $767 - $823
2.94K $329K
NTAP
Net App, Inc.

Technology
123
+ 4.09%
$115.31 - $131.11 $14.2K - $16.1K
3.13K $363K
PNW
Pinnacle West Capital Corp

Utilities
14
+ 0.59%
$84.03 - $94.52 $1.18K - $1.32K
2.39K $202K
NSC
Norfolk Southern Corp

Industrials
253
+ 5.12%
$230.6 - $277.0 $58.3K - $70.1K
5.2K $1.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
78
+ 0.17%
$91.29 - $91.8 $7.12K - $7.16K
44.9K $4.1M
IT
Gartner Inc

Technology
14
+ 1.79%
$481.22 - $551.8 $6.74K - $7.73K
794 $384K
WTRG
Essential Utilities, Inc.

Utilities
645
+ 4.2%
$36.18 - $40.55 $23.3K - $26.2K
16K $580K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
154
+ 1.69%
$91.94 - $100.02 $14.2K - $15.4K
9.28K $859K
FNDB
Schwab Fundamental U S Broad M

ETFs
47.2K
+ 200.0%
$23.07 - $70.32 $1.09M - $3.32M
70.7K $1.65M
IR
Ingersoll Rand Inc.

Industrials
34
+ 1.47%
$90.46 - $105.35 $3.08K - $3.58K
2.35K $212K
DGRO
Ishares Core Dividend Growth E

ETFs
487
+ 1.51%
$60.73 - $64.94 $29.6K - $31.6K
32.7K $2.01M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
63
+ 2.36%
$150.51 - $170.38 $9.48K - $10.7K
2.74K $417K
PAVE
Global X Fds Us Infrastructure

ETFs
6
+ 0.03%
$40.41 - $45.95 $242 - $276
22.6K $913K
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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