Wealthspire Advisors, LLC New Holdings in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
4.12K
New
$76.72 - $80.36 $316K - $331K
4.12K $330K
USRT
Ishares Core U.S. Reit ETF

ETFs
5.29K
New
$53.07 - $62.66 $281K - $331K
5.29K $325K
RWR
Spdr Dow Jones Reit ETF

ETFs
2.94K
New
$92.36 - $108.47 $271K - $319K
2.94K $313K
KKR
Kkr & Co. Inc.

Financial Services
2.31K
New
$104.51 - $133.23 $242K - $308K
2.31K $301K
HTGC
Hercules Capital, Inc.

Financial Services
15K
New
$17.71 - $21.67 $266K - $325K
15K $294K
STE
Steris PLC

Healthcare
1.2K
New
$213.51 - $247.14 $257K - $298K
1.2K $292K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.55K
New
$101.06 - $115.49 $258K - $295K
2.55K $289K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
12.5K
New
$18.88 - $22.7 $236K - $284K
12.5K $280K
EWJ
Ishares Msci Japan ETF

ETFs
3.78K
New
$63.12 - $72.99 $239K - $276K
3.78K $270K
IYR
Ishares Tr

ETFs
2.61K
New
$86.93 - $103.61 $227K - $271K
2.61K $266K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
5.67K
New
$43.73 - $46.29 $248K - $262K
5.67K $261K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.2K
New
$111.59 - $129.08 $245K - $284K
2.2K $260K
SWK
Stanley Black & Decker, Inc.

Industrials
2.36K
New
$77.75 - $110.17 $183K - $260K
2.36K $259K
VIS
Vanguard Industrial ETF

ETFs
994
New
$232.12 - $260.07 $231K - $259K
994 $258K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.45K
New
$44.9 - $47.55 $245K - $259K
5.45K $257K
RWO
Spdr Dow Jones Global Real Est

ETFs
4.98K
New
$41.23 - $48.48 $205K - $242K
4.98K $236K
ESS
Essex Property Trust, Inc.

Real Estate
862
New
$272.82 - $272.82 $235K - $235K
862 $235K
PFG
Principal Financial Group Inc

Financial Services
2.74K
New
$72.94 - $87.46 $200K - $240K
2.74K $235K
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.02K
New
$28.75 - $29.46 $231K - $236K
8.02K $235K
EVR
Evercore Inc.

Financial Services
889
New
$211.0 - $258.67 $188K - $230K
889 $225K
FNF
Fidelity National Financial, Inc.

Financial Services
3.64K
New
$48.08 - $62.04 $175K - $226K
3.64K $225K
PLD
Prologis, Inc.

Real Estate
1.78K
New
$111.95 - $132.43 $199K - $236K
1.78K $224K
VOYA
Voya Financial, Inc.

Financial Services
2.82K
New
$64.58 - $79.22 $182K - $223K
2.82K $223K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.96K
New
$51.0 - $57.07 $202K - $226K
3.96K $220K
CTSH
Cognizant Technology Solutions Corp

Technology
2.85K
New
$66.89 - $77.87 $191K - $222K
2.85K $220K
BAX
Baxter International Inc

Healthcare
5.72K
New
$32.85 - $40.26 $188K - $230K
5.72K $217K
CLX
Clorox CO

Consumer Defensive
1.33K
New
$131.73 - $166.97 $175K - $222K
1.33K $216K
CWEN
Clearway Energy, Inc.

Utilities
7.01K
New
$24.11 - $30.68 $169K - $215K
7.01K $214K
XLB
Select Sector Spdr Fd Material

ETFs
2.2K
New
$86.95 - $97.09 $192K - $214K
2.2K $212K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.59K
New
$33.74 - $37.96 $189K - $212K
5.59K $210K
BRO
Brown & Brown, Inc.

Financial Services
2.01K
New
$89.11 - $105.82 $179K - $213K
2.01K $208K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.52K
New
$54.38 - $59.77 $191K - $210K
3.52K $208K
TDG
Trans Digm Group Inc

Industrials
144
New
$1202.03 - $1427.41 $173K - $206K
144 $205K
IRM
Iron Mountain Inc

Real Estate
1.73K
New
$89.69 - $119.32 $155K - $206K
1.73K $205K
MNST
Monster Beverage Corp

Consumer Defensive
3.93K
New
$45.01 - $52.47 $177K - $206K
3.93K $205K
CBRE
Cbre Group, Inc.

Real Estate
1.64K
New
$85.97 - $124.48 $141K - $204K
1.64K $204K
MKC
Mccormick & CO Inc

Consumer Defensive
2.47K
New
$69.44 - $84.76 $172K - $210K
2.47K $203K
CE
Celanese Corp

Basic Materials
1.5K
New
$119.16 - $147.51 $179K - $221K
1.5K $203K
LDOS
Leidos Holdings, Inc.

Technology
1.24K
New
$142.66 - $163.02 $176K - $202K
1.24K $201K
CSL
Carlisle Companies Inc

Industrials
448
New
$376.5 - $449.34 $169K - $201K
448 $201K
SNPS
Synopsys Inc

Technology
397
New
$463.97 - $621.3 $184K - $247K
397 $201K
IYY
Ishares Tr

ETFs
1.45K
New
$125.77 - $139.59 $182K - $202K
1.45K $201K
NIO
Nio Inc.

Consumer Cyclical
11K
New
$3.67 - $6.68 $40.2K - $73.2K
11K $73K
CRDL
Cardiol Therapeutics Inc.

Healthcare
30.3K
New
$1.83 - $2.48 $55.5K - $75.1K
30.3K $59K
Ea Series Trust
1.89K
New
N/A
1.89K $0
Faraday Future Intlgt Elec I
19.3K
New
N/A
19.3K $0
Loar Holdings Inc
4.01K
New
N/A
4.01K $0
Bankfinancial Corp
45K
New
N/A
45K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.57K
New
N/A
6.57K $0
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email