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
VMC
Vulcan Materials CO

Basic Materials
143
+ 10.51%
$231.83 - $274.51 $33.2K - $39.3K
1.5K $376K
PIE
Invesco Exchange Traded Fd Tr

ETFs
2.15K
+ 17.19%
$18.8 - $21.87 $40.5K - $47.1K
14.7K $302K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
12
+ 0.15%
$69.61 - $79.56 $835 - $955
7.78K $610K
AZN
Astrazeneca PLC

Healthcare
410
+ 9.3%
$76.67 - $87.62 $31.4K - $35.9K
4.82K $375K
ICSH
Blackrock Ultra Short Term Bon

ETFs
495
+ 3.89%
$50.32 - $50.75 $24.9K - $25.1K
13.2K $670K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
224
+ 2.86%
$28.08 - $32.61 $6.29K - $7.3K
8.05K $254K
SPTL
Spdr Portfolio Long Term Treas

ETFs
256
+ 2.99%
$26.69 - $29.87 $6.83K - $7.65K
8.83K $256K
CTO
Cto Realty Growth, Inc.

Real Estate
225
+ 2.07%
$17.36 - $20.15 $3.91K - $4.53K
11.1K $211K
SSO
Proshares Ultra S&P 500

ETFs
6
+ 0.23%
$73.92 - $90.17 $444 - $541
2.66K $239K
IR
Ingersoll Rand Inc.

Industrials
43
+ 1.9%
$86.9 - $100.4 $3.74K - $4.32K
2.31K $226K
AOS
Smith A O Corp

Industrials
2
+ 0.08%
$76.95 - $91.98 $154 - $184
2.45K $220K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.11K
+ 12.35%
$49.83 - $62.75 $55.5K - $69.8K
10.1K $583K
DCI
Donaldson CO Inc

Industrials
90
+ 1.73%
$69.34 - $74.86 $6.24K - $6.74K
5.3K $390K
WSBC
Wesbanco Inc

Financial Services
35
+ 0.4%
$27.11 - $34.28 $949 - $1.2K
8.84K $263K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
194
+ 2.27%
$104.47 - $116.17 $20.3K - $22.5K
8.74K $943K
L
Loews Corp

Financial Services
3
+ 0.09%
$73.76 - $81.96 $221 - $246
3.4K $268K
ON
On Semiconductor Corp

Technology
4
+ 0.12%
$66.39 - $78.74 $266 - $315
3.33K $241K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.28%
$61.47 - $67.36 $615 - $674
3.52K $236K
LNG
Cheniere Energy, Inc.

Energy
39
+ 3.03%
$172.24 - $186.09 $6.72K - $7.26K
1.33K $238K
FNB
Fnb Corp

Financial Services
263
+ 1.47%
$13.41 - $15.55 $3.53K - $4.09K
18.2K $256K
PRU
Prudential Financial Inc

Financial Services
6
+ 0.23%
$105.53 - $127.32 $633 - $764
2.57K $311K
PARA
Paramount Global

Communication Services
189
+ 0.59%
$9.98 - $11.95 $1.89K - $2.26K
32.1K $340K
ADSK
Autodesk, Inc.

Technology
40
+ 2.38%
$245.83 - $245.83 $9.83K - $9.83K
1.72K $423K
AMAT
Applied Materials Inc

Technology
1.51K
+ 17.14%
$174.88 - $254.97 $264K - $384K
10.3K $2.08M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
208
+ 2.08%
$2.42 - $2.69 $503 - $560
10.2K $27K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
221
+ 2.21%
$2.02 - $2.27 $446 - $502
10.2K $23K
DGX
Quest Diagnostics Inc

Healthcare
6
+ 0.17%
$137.09 - $137.09 $823 - $823
3.45K $473K
Ge Vernova Inc
235
+ 5.4%
N/A
4.59K $0
America Movil Sab De Cv
789
+ 5.78%
N/A
14.4K $0
Maplebear Inc
172
+ 0.24%
N/A
70.8K $0
First Tr Exchng Traded Fd Vi
6.02K
+ 0.71%
N/A
858K $0
Gamesquare Hldgs Inc
50K
+ 36.42%
N/A
187K $0
Ishares Bitcoin Trust ETF
1.71K
+ 11.09%
N/A
17.1K $0
Fidelity Wise Origin Bitcoin
180
+ 4.59%
N/A
4.1K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
1
+ 0.02%
N/A
6.27K $0
Linde PLC
185
+ 6.47%
N/A
3.05K $0
Labcorp Holdings Inc
115
+ 3.29%
N/A
3.61K $0
BHRB
Burke Herbert Finl Svcs Corp C
48
+ 0.8%
N/A
6.05K $0
IXN
Ishares Global Information Tec

ETFs
2
+ 0.05%
$73.0 - $87.81 $146 - $176
4.17K $343K
COP
Conocophillips

Energy
695
+ 8.53%
$102.3 - $116.61 $71.1K - $81K
8.84K $930K
RJF
Raymond James Financial Inc

Financial Services
39
+ 0.6%
$106.39 - $125.13 $4.15K - $4.88K
6.55K $801K
COIN
Coinbase Global, Inc.

Technology
232
+ 21.74%
$147.09 - $265.15 $34.1K - $61.5K
1.3K $231K
STEM
Stem, Inc.

Technology
2K
+ 18.05%
$0.31 - $1.52 $620 - $3.04K
13.1K $4K
MU
Micron Technology Inc

Technology
532
+ 21.43%
$86.27 - $136.82 $45.9K - $72.8K
3.02K $312K
ONTO
Onto Innovation Inc.

Technology
14
+ 0.83%
$158.45 - $238.04 $2.22K - $3.33K
1.7K $353K
FANG
Diamondback Energy, Inc.

Energy
74
+ 6.11%
$168.46 - $210.94 $12.5K - $15.6K
1.29K $221K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.02%
$117.44 - $131.06 $117 - $131
4.66K $570K
SCHW
Schwab Charles Corp

Financial Services
4.9K
+ 12.52%
$61.74 - $76.08 $303K - $373K
44.1K $2.86M
CDNS
Cadence Design Systems Inc

Technology
44
+ 3.84%
$246.84 - $321.11 $10.9K - $14.1K
1.19K $322K
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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