Wealthspire Advisors, LLC Incresed Positions in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
99
+ 4.4%
$167.22 - $212.42 $16.6K - $21K
2.35K $464K
OTIS
Otis Worldwide Corp

Industrials
201
+ 9.04%
$90.88 - $104.3 $18.3K - $21K
2.43K $240K
BBD
Bank Bradesco

Financial Services
335
+ 3.19%
$2.02 - $3.09 $677 - $1.04K
10.8K $33K
MLPX
Global X Mlp & Energy Infrastr

ETFs
325
+ 3.59%
$55.32 - $65.02 $18K - $21.1K
9.38K $587K
ATO
Atmos Energy Corp

Utilities
91
+ 0.97%
$145.06 - $162.66 $13.2K - $14.8K
9.5K $1.46M
OGE
Oge Energy Corp.

Utilities
413
+ 6.22%
$42.23 - $46.38 $17.4K - $19.2K
7.05K $313K
FRT
Federal Realty Investment Trust

Real Estate
173
+ 5.89%
$83.56 - $99.08 $14.5K - $17.1K
3.11K $295K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.51K
+ 12.08%
$3.97 - $5.84 $5.99K - $8.81K
14K $70K
CNP
Centerpoint Energy Inc

Utilities
5
+ 0.06%
$35.5 - $39.05 $178 - $195
8.27K $303K
SHEL
Shell PLC

Energy
743
+ 4.44%
$59.75 - $73.05 $44.4K - $54.3K
17.5K $1.23M
AEP
American Electric Power CO Inc

Utilities
847
+ 5.5%
$98.59 - $109.11 $83.5K - $92.4K
16.3K $1.69M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
298
+ 2.82%
$2.29 - $2.6 $682 - $775
10.9K $28K
BRO
Brown & Brown, Inc.

Financial Services
260
+ 12.3%
$104.48 - $124.43 $27.2K - $32.4K
2.37K $263K
Super Micro Computer Inc
885
+ 3.63%
N/A
25.3K $0
Global X Fds
3.39K
+ 45.17%
N/A
10.9K $0
Global X Fds
246
+ 1.04%
N/A
23.8K $0
Ea Series Trust
5.48K
+ 56.31%
N/A
15.2K $0
Smurfit Westrock PLC
351
+ 7.76%
N/A
4.87K $0
Arista Networks Inc
878
+ 6.44%
N/A
14.5K $0
BHRB
Burke Herbert Finl Svcs Corp C
43
+ 0.97%
N/A
4.47K $0
Authid Inc
66
+ 0.01%
N/A
543K $0
IDA
Idacorp Inc

Utilities
23
+ 0.94%
$111.01 - $119.72 $2.55K - $2.75K
2.46K $283K
Fidelity Wise Origin Bitcoin
95
+ 1.39%
N/A
6.91K $0
Faraday Future Intlgt Elec I
70K
+ 204.38%
N/A
104K $0
Fubotv Inc
5K
+ 4.85%
N/A
108K $0
Linde PLC
282
+ 8.54%
N/A
3.59K $0
DFSI
Dimensional ETF Tr Dimen Intl
156
+ 0.25%
N/A
63.1K $0
Pebblebrook Hotel Tr
45K
+ 102.27%
N/A
89K $0
Dimensional ETF Trust
33.6K
+ 67.47%
N/A
83.4K $0
DHY
Credit Suisse High Yield Bond Fund

Financial Services
260
+ 2.28%
$1.9 - $2.13 $494 - $554
11.6K $24K
Brookfield Corp
2.44K
+ 22.38%
N/A
13.3K $0
Pennymac Corp
53K
+ 135.9%
N/A
92K $0
Maplebear Inc
3
+ 0.0%
N/A
71K $0
Reddit Inc
216
+ 10.83%
N/A
2.21K $0
ILCG
Ishares Morningstar Growth ETF
1.89K
+ 68.83%
N/A
4.63K $0
Dimensional Global Real Estate ETF
16.6K
+ 0.68%
N/A
2.46M $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
823
+ 10.35%
$22.66 - $26.12 $18.6K - $21.5K
8.77K $214K
FANG
Diamondback Energy, Inc.

Energy
246
+ 15.31%
$119.25 - $161.49 $29.3K - $39.7K
1.85K $254K
MDT
Medtronic PLC

Healthcare
191
+ 2.51%
$80.68 - $88.86 $15.4K - $17K
7.8K $680K
ICF
Ishares Tr

ETFs
8
+ 0.04%
$54.56 - $62.47 $436 - $500
21K $1.28M
AWK
American Water Works Company, Inc.

Utilities
26
+ 1.74%
$133.82 - $151.96 $3.48K - $3.95K
1.52K $211K
MKC
Mccormick & CO Inc

Consumer Defensive
68
+ 2.64%
$71.11 - $82.25 $4.84K - $5.59K
2.64K $200K
WM
Waste Management Inc

Industrials
29
+ 0.42%
$216.47 - $242.1 $6.28K - $7.02K
6.87K $1.57M
EXC
Exelon Corp

Utilities
1.5K
+ 5.16%
$42.2 - $47.37 $63.2K - $71K
30.5K $1.32M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
358
+ 12.29%
$99.37 - $134.05 $35.6K - $48K
3.27K $371K
APD
Air Products & Chemicals, Inc.

Basic Materials
12
+ 0.72%
$248.61 - $294.96 $2.98K - $3.54K
1.68K $474K
IYE
Ishares Tr

ETFs
218
+ 2.95%
$40.36 - $49.67 $8.8K - $10.8K
7.61K $344K
MGEE
Mge Energy Inc

Utilities
6
+ 0.12%
$86.85 - $93.48 $521 - $561
4.87K $430K
IYH
Ishares Tr

ETFs
260
+ 3.19%
$53.97 - $60.17 $14K - $15.6K
8.42K $475K
Activity Summary
Buys All Purchases 433 New Holdings 96 Increased Positions 337 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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