Wealthspire Advisors, LLC New Holdings in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
13
New
$663000.0 - $801950.0 $8.62M - $10.4M
13 $10.4M
UTG
Reaves Utility Income Fund

Financial Services
59.5K
New
$31.08 - $34.42 $1.85M - $2.05M
59.5K $1.94M
GBTG
Global Business Travel Group, Inc.

Technology
259K
New
$7.14 - $9.11 $1.85M - $2.36M
259K $1.88M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
79.5K
New
$10.81 - $11.29 $859K - $898K
79.5K $867K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
49.6K
New
$11.4 - $11.96 $565K - $593K
49.6K $570K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.61K
New
$100.59 - $103.47 $463K - $476K
4.61K $476K
CORT
Corcept Therapeutics Inc

Healthcare
4.01K
New
$49.85 - $114.22 $200K - $458K
4.01K $458K
SU
Suncor Energy Inc

Energy
9.8K
New
$34.27 - $40.63 $336K - $398K
9.8K $379K
GVI
Ishares Tr

ETFs
3.49K
New
$103.49 - $106.02 $362K - $370K
3.49K $370K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.7K
New
$25.54 - $27.64 $299K - $324K
11.7K $319K
EWJ
Ishares Msci Japan ETF

ETFs
4.19K
New
$65.24 - $71.7 $273K - $300K
4.19K $287K
HES
Hess Corp

Energy
1.72K
New
$135.42 - $160.52 $233K - $276K
1.72K $275K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.2K
New
$26.63 - $26.75 $271K - $272K
10.2K $272K
STE
Steris PLC

Healthcare
1.2K
New
$202.46 - $232.74 $243K - $279K
1.2K $271K
CCJ
Cameco Corp

Energy
6.3K
New
$40.64 - $56.86 $256K - $358K
6.3K $259K
LPLA
Lpl Financial Holdings Inc.

Financial Services
791
New
$308.87 - $383.33 $244K - $303K
791 $258K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.54K
New
$100.34 - $100.68 $255K - $256K
2.54K $256K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
9.93K
New
$25.0 - $39.76 $248K - $395K
9.93K $248K
RSG
Republic Services, Inc.

Industrials
1K
New
$200.09 - $242.16 $201K - $243K
1K $242K
KLAC
Kla Corp

Technology
352
New
$636.62 - $777.63 $224K - $274K
352 $239K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.59K
New
$50.48 - $51.04 $232K - $234K
4.59K $232K
HUBS
Hubspot Inc

Technology
390
New
$571.29 - $819.71 $223K - $320K
390 $222K
TD
Toronto Dominion Bank

Financial Services
3.71K
New
$53.12 - $61.15 $197K - $227K
3.71K $222K
AWK
American Water Works Company, Inc.

Utilities
1.5K
New
$121.01 - $149.31 $181K - $223K
1.5K $220K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.64K
New
$24.79 - $25.26 $214K - $218K
8.64K $218K
HWM
Howmet Aerospace Inc.

Industrials
1.61K
New
$110.79 - $139.39 $178K - $224K
1.61K $208K
OPCH
Option Care Health, Inc.

Healthcare
5.88K
New
$22.7 - $35.2 $133K - $207K
5.88K $205K
CWEN
Clearway Energy, Inc.

Utilities
6.8K
New
$24.63 - $30.42 $168K - $207K
6.8K $205K
ROL
Rollins Inc

Consumer Cyclical
3.76K
New
$45.65 - $54.03 $172K - $203K
3.76K $203K
ESS
Essex Property Trust, Inc.

Real Estate
666
New
N/A
666 $181K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
16.1K
New
$10.1 - $10.61 $163K - $171K
16.1K $165K
OSCR
Oscar Health, Inc.

Healthcare
10.4K
New
$12.83 - $17.3 $134K - $180K
10.4K $136K
RIG
Transocean Ltd.

Energy
33.1K
New
$2.67 - $4.28 $88.5K - $142K
33.1K $105K
TLRY
Tilray Brands, Inc.

Healthcare
101K
New
$0.59 - $1.46 $59.6K - $148K
101K $66K
BBD
Bank Bradesco

Financial Services
10.5K
New
$1.85 - $2.32 $19.4K - $24.3K
10.5K $23K
JGRO
J P Morgan Exchange Traded Fd
3.75K
New
N/A
3.75K $0
Graniteshares ETF Tr
15K
New
N/A
15K $0
Global X Fds
7.5K
New
N/A
7.5K $0
Spinnaker ETF Series
9.12K
New
N/A
9.12K $0
Fubotv Inc
103K
New
N/A
103K $0
Msc Income Fund Lockup
16.1K
New
N/A
16.1K $0
Celestica Inc
3.03K
New
N/A
3.03K $0
Pennymac Corp
39K
New
N/A
39K $0
ILCG
Ishares Morningstar Growth ETF
2.74K
New
N/A
2.74K $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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