Wealthspire Advisors, LLC New Holdings in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.51K
New
$54.27 - $63.01 $190K - $221K
3.51K $219K
UNM
Unum Group

Financial Services
2.68K
New
$70.48 - $82.91 $189K - $222K
2.68K $216K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.7K
New
$101.91 - $134.83 $173K - $229K
1.7K $213K
CCL
Carnival Corp

Consumer Cyclical
7.61K
New
$16.43 - $28.12 $125K - $214K
7.61K $213K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.29K
New
$25.35 - $64.65 $109K - $277K
4.29K $213K
MTZ
Mastec Inc

Industrials
1.25K
New
$106.07 - $171.99 $133K - $215K
1.25K $213K
QLD
Proshares Ultra Qqq

ETFs
1.8K
New
$69.34 - $117.71 $125K - $212K
1.8K $212K
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.41K
New
$46.79 - $48.56 $206K - $214K
4.41K $212K
UBS
Ubs Group Ag

Financial Services
6.23K
New
$26.12 - $33.82 $163K - $211K
6.23K $210K
SLF
Sun Life Financial Inc

Financial Services
3.12K
New
$53.39 - $66.45 $167K - $208K
3.12K $207K
MRVL
Marvell Technology, Inc.

Technology
2.67K
New
$49.38 - $79.97 $132K - $214K
2.67K $206K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.47K
New
$21.8 - $27.71 $163K - $207K
7.47K $205K
SPG
Simon Property Group Inc

Real Estate
1.27K
New
$140.37 - $171.44 $178K - $218K
1.27K $204K
VCR
Vanguard Consumer Discretionar

ETFs
561
New
$290.42 - $364.35 $163K - $204K
561 $203K
AOS
Smith A O Corp

Industrials
3.11K
New
$59.63 - $70.52 $185K - $219K
3.11K $203K
GUNR
Flexshares Tr Morningstar Glob

ETFs
5.07K
New
$33.77 - $41.16 $171K - $209K
5.07K $203K
UI
Ubiquiti Inc.

Technology
490
New
$273.45 - $456.69 $134K - $224K
490 $201K
DASH
Door Dash, Inc.

Communication Services
814
New
$163.16 - $246.51 $133K - $201K
814 $200K
QTEC
First Trust Nasdaq 100 Technol

ETFs
942
New
$149.56 - $212.83 $141K - $200K
942 $200K
BLDR
Builders First Source, Inc.

Industrials
1.71K
New
$105.63 - $131.12 $181K - $225K
1.71K $200K
MIN
Mfs Intermediate Income Trust

Financial Services
43K
New
$2.63 - $2.72 $113K - $117K
43K $116K
AINV
Apollo Investment Corp

Financial Services
10K
New
N/A
10K $111K
RUN
Sunrun Inc.

Technology
12K
New
$5.67 - $12.85 $68.2K - $155K
12K $98K
NGD
New Gold Inc.

Basic Materials
10K
New
$2.98 - $4.95 $29.9K - $49.6K
10K $49K
FUBO
Fubo Tv Inc.

Communication Services
10.2K
New
$2.42 - $3.86 $24.6K - $39.2K
10.2K $39K
UTES
Virtus Reaves Utilities ETF
2.97K
New
N/A
2.97K $0
Jacobs Solutions Inc
1.62K
New
N/A
1.62K $0
Palladyne Ai Corp
25K
New
N/A
25K $0
Vanguard Calif Tax Free Fds
3.45K
New
N/A
3.45K $0
Annaly Capital Management In
28.6K
New
N/A
28.6K $0
Airjoule Technologies Corp
50K
New
N/A
50K $0
Vestis Corporation
18.7K
New
N/A
18.7K $0
Te Connectivity PLC
1.25K
New
N/A
1.25K $0
Morgan Stanley ETF Trust
72K
New
N/A
72K $0
Gen Tech Holdings Inc
1.17M
New
N/A
1.17M $0
Series Portfolios Tr
12.9K
New
N/A
12.9K $0
Sgi Enhanced Market Leaders ETF
21.8K
New
N/A
21.8K $0
Calvert Us Large Cp Cor Rspnb ETF
197K
New
N/A
197K $0
Redfin Corp
105K
New
N/A
105K $0
Cannabis Science Inc
10K
New
N/A
10K $0
Blackrock ETF Trust Ii
12.8K
New
N/A
12.8K $0
Helius Med Technologies Inc
300K
New
N/A
300K $0
Grayscale Ethereum Trust ETF
13.1K
New
N/A
13.1K $0
Arm Holdings PLC
1.31K
New
N/A
1.31K $0
Brookfield Asset Managmt LTD
3.69K
New
N/A
3.69K $0
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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