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
OGS
One Gas, Inc.

Utilities
8
+ 0.14%
$71.59 - $81.38 $573 - $651
5.89K $423K
HPQ
Hp Inc

Technology
1.55K
+ 8.25%
$21.88 - $29.32 $33.8K - $45.3K
20.3K $495K
KMB
Kimberly Clark Corp

Consumer Defensive
362
+ 6.48%
$126.84 - $145.22 $45.9K - $52.6K
5.95K $767K
BP
Bp PLC

Energy
374
+ 3.61%
$26.11 - $33.81 $9.77K - $12.6K
10.7K $321K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
29
+ 0.39%
$61.03 - $67.59 $1.77K - $1.96K
7.56K $483K
UPS
United Parcel Service Inc

Industrials
65
+ 1.57%
$91.92 - $110.2 $5.97K - $7.16K
4.19K $423K
MUSA
Murphy Usa Inc.

Consumer Cyclical
12
+ 2.02%
$388.56 - $520.27 $4.66K - $6.24K
605 $246K
AFL
Aflac Inc

Financial Services
268
+ 2.47%
$99.77 - $112.45 $26.7K - $30.1K
11.1K $1.17M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
2.45K
+ 7.1%
$21.4 - $26.31 $52.3K - $64.3K
36.9K $800K
OXY
Occidental Petroleum Corp

Energy
365
+ 5.17%
$36.11 - $49.33 $13.2K - $18K
7.43K $311K
PGR
Progressive Corp

Financial Services
219
+ 3.64%
$255.27 - $288.74 $55.9K - $63.2K
6.24K $1.66M
FDX
Fedex Corp

Industrials
151
+ 3.27%
$198.07 - $245.17 $29.9K - $37K
4.77K $1.08M
CL
Colgate Palmolive CO

Consumer Defensive
300
+ 1.19%
$87.57 - $96.0 $26.3K - $28.8K
25.5K $2.32M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.6K
+ 1405.42%
$87.84 - $1441.89 $843K - $13.8M
10.3K $926K
HDV
Ishares Core High Dividend ETF

ETFs
2.47K
+ 2.75%
$108.41 - $120.51 $268K - $298K
92.4K $10.8M
VHT
Vanguard Health Care ETF

ETFs
13
+ 0.31%
$236.71 - $261.92 $3.08K - $3.4K
4.26K $1.06M
PAYX
Paychex Inc

Industrials
177
+ 1.41%
$137.01 - $159.78 $24.3K - $28.3K
12.7K $1.85M
IP
International Paper CO

Consumer Cyclical
117
+ 0.8%
$43.89 - $54.46 $5.14K - $6.37K
14.7K $688K
LOW
Lowes Companies Inc

Consumer Cyclical
416
+ 2.59%
$210.83 - $235.28 $87.7K - $97.9K
16.5K $3.66M
PFE
Pfizer Inc

Healthcare
6.62K
+ 2.88%
$21.59 - $24.84 $143K - $164K
236K $5.73M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
78
+ 0.13%
$38.81 - $44.28 $3.03K - $3.45K
58.3K $2.47M
ED
Consolidated Edison Inc

Utilities
1.23K
+ 5.49%
$98.05 - $113.3 $120K - $139K
23.6K $2.37M
INSP
Inspire Medical Systems, Inc.

Healthcare
42
+ 1.0%
$127.18 - $161.88 $5.34K - $6.8K
4.25K $551K
AZN
Astrazeneca PLC

Healthcare
536
+ 1.17%
$64.87 - $75.0 $34.8K - $40.2K
46.5K $3.25M
SG
Sweetgreen, Inc.

Consumer Cyclical
175
+ 1.34%
$12.23 - $25.56 $2.14K - $4.47K
13.2K $196K
SBUX
Starbucks Corp

Consumer Cyclical
4.85K
+ 5.36%
$79.69 - $99.41 $386K - $482K
95.4K $8.74M
DOW
Dow Inc.

Basic Materials
450
+ 1.94%
$25.81 - $34.89 $11.6K - $15.7K
23.6K $625K
VZ
Verizon Communications Inc

Communication Services
1.82K
+ 1.36%
$41.67 - $45.62 $75.7K - $82.9K
135K $5.84M
XLV
Select Sector Spdr Fund Health

ETFs
885
+ 3.09%
$128.77 - $144.3 $114K - $128K
29.5K $3.97M
KO
Coca Cola CO

Consumer Defensive
468
+ 0.16%
$68.37 - $73.9 $32K - $34.6K
293K $20.8M
CPK
Chesapeake Utilities Corp

Utilities
28
+ 0.1%
$116.0 - $135.5 $3.25K - $3.79K
29.5K $3.54M
OKE
Oneok Inc

Energy
472
+ 2.17%
$78.71 - $100.37 $37.2K - $47.4K
22.2K $1.81M
PEP
Pepsico Inc

Consumer Defensive
6.13K
+ 8.53%
$128.02 - $151.37 $785K - $928K
78K $10.3M
MRK
Merck & Co., Inc.

Healthcare
179
+ 0.36%
$73.47 - $87.12 $13.2K - $15.6K
49.3K $3.9M
MCD
Mcdonalds Corp

Consumer Cyclical
552
+ 1.67%
$285.55 - $321.23 $158K - $177K
33.7K $9.85M
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.01%
$157.66 - $172.39 $2.52K - $2.76K
142K $22.7M
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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