Wealthspire Advisors, LLC Reduced Holdings in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-572K
- 1.94%
$24.32 - $27.87 $13.9M - $15.9M
29M $768M
SPY
Spdr S&P 500 ETF Trust

ETFs
-135K
- 23.77%
$496.48 - $617.85 $67.1M - $83.5M
434K $268M
AAPL
Apple Inc.

Technology
-153K
- 25.44%
$172.42 - $223.89 $26.4M - $34.3M
448K $92M
USFR
Wisdomtree Floating Rate Treas

ETFs
-799K
- 52.7%
$50.28 - $50.47 $40.2M - $40.3M
717K $36.1M
AON
Aon PLC

Financial Services
-55K
- 19.08%
$335.85 - $398.81 $18.5M - $21.9M
233K $83.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-319K
- 43.61%
$77.94 - $79.5 $24.9M - $25.4M
413K $32.8M
VT
Vanguard Total World Stk Index

ETFs
-233K
- 55.96%
$103.16 - $128.52 $24M - $30M
183K $23.6M
VTI
Vanguard Total Stock Market Et

ETFs
-295K
- 13.0%
$243.75 - $303.93 $71.8M - $89.5M
1.97M $599M
HYD
Vaneck High Yield Muni ETF

ETFs
-392K
- 83.7%
$49.08 - $51.35 $19.2M - $20.1M
76.3K $3.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
-228K
- 44.34%
$82.96 - $110.1 $18.9M - $25.1M
286K $31.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-496K
- 52.47%
$26.18 - $26.93 $13M - $13.4M
450K $12M
IWD
Ishares Russell 1000 Val ETF

ETFs
-70.1K
- 32.03%
$166.82 - $194.23 $11.7M - $13.6M
149K $28.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-345K
- 73.87%
$30.87 - $39.17 $10.7M - $13.5M
122K $4.78M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-64.6K
- 42.4%
$152.42 - $182.82 $9.85M - $11.8M
87.8K $16M
VTV
Vanguard Value ETF

ETFs
-64.6K
- 9.97%
$153.67 - $176.74 $9.92M - $11.4M
583K $103M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-357K
- 51.18%
$20.42 - $25.3 $7.3M - $9.04M
341K $8.62M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-94.8K
- 43.59%
$77.74 - $78.78 $7.37M - $7.47M
123K $9.65M
ACWI
Ishares Msci Acwi ETF

ETFs
-63.1K
- 96.54%
$103.59 - $128.6 $6.53M - $8.11M
2.26K $290K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-87.6K
- 6.1%
$72.02 - $73.82 $6.31M - $6.47M
1.35M $99.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-148K
- 3.31%
$45.12 - $46.23 $6.7M - $6.86M
4.34M $201M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-51.8K
- 9.76%
$96.84 - $99.46 $5.01M - $5.15M
479K $47.5M
WFC
Wells Fargo & Company

Financial Services
-69.1K
- 48.12%
$60.98 - $80.12 $4.21M - $5.54M
74.5K $5.97M
IWM
Ishares Russell 2000 ETF

ETFs
-38K
- 16.03%
$174.82 - $215.79 $6.64M - $8.19M
199K $42.9M
JNJ
Johnson & Johnson

Healthcare
-11.3K
- 6.21%
$146.36 - $159.82 $1.65M - $1.8M
170K $26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.97K
- 3.0%
$483.48 - $539.8 $952K - $1.06M
63.8K $31M
CVX
Chevron Corp

Energy
-6.71K
- 5.28%
$133.73 - $168.51 $898K - $1.13M
120K $17.2M
DIS
Walt Disney CO

Communication Services
-42.2K
- 68.59%
$81.72 - $124.01 $3.45M - $5.23M
19.3K $2.4M
PVAL
Putnam ETF Tr Putnam Focused L
-106K
- 28.45%
$33.6 - $40.23 $3.55M - $4.25M
266K $10.7M
UNH
Unitedhealth Group Inc

Healthcare
-1.01K
- 7.19%
$274.35 - $599.47 $278K - $608K
13.1K $4.08M
FNDX
Schwab Fundamental U S Large C

ETFs
-128K
- 57.26%
$20.84 - $24.54 $2.67M - $3.14M
95.5K $2.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-56.7K
- 92.84%
$45.88 - $54.4 $2.6M - $3.09M
4.37K $237K
VNQ
Vanguard Specialized Funds Van

ETFs
-23.5K
- 4.53%
$79.79 - $91.42 $1.87M - $2.15M
495K $44.1M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-45K
- 89.78%
$55.24 - $68.55 $2.49M - $3.08M
5.12K $345K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3.21K
- 34.36%
$483.07 - $625.6 $1.55M - $2.01M
6.14K $3.22M
IYW
Ishares Dj Us Tech ETF

ETFs
-21.2K
- 56.98%
$122.57 - $173.27 $2.6M - $3.67M
16K $2.77M
MGV
Vanguard Mega Cap Value

ETFs
-20.4K
- 13.28%
$114.87 - $131.25 $2.34M - $2.67M
133K $17.4M
F
Ford Motor CO

Consumer Cyclical
-214K
- 80.72%
$8.69 - $10.85 $1.86M - $2.32M
51K $553K
XOM
Exxon Mobil Corp

Energy
-3.89K
- 2.72%
$99.93 - $119.04 $389K - $463K
139K $15M
IVE
Ishares S&P 500 Value ETF

ETFs
-11.6K
- 15.61%
$168.34 - $195.42 $1.95M - $2.27M
62.7K $12.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-185K
- 4.77%
$90.56 - $109.49 $16.8M - $20.3M
3.7M $404M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-79.2K
- 21.96%
$22.54 - $23.17 $1.79M - $1.84M
282K $6.47M
ABBV
Abb Vie Inc.

Healthcare
-2.89K
- 5.37%
$170.16 - $206.27 $491K - $596K
50.9K $9.44M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 7.69%
$725400.0 - $809350.0 $725K - $809K
12 $8.75M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-32.8K
- 19.44%
$43.63 - $45.4 $1.43M - $1.49M
136K $6.08M
PSX
Phillips 66

Energy
-12.1K
- 59.08%
$92.87 - $125.73 $1.13M - $1.52M
8.4K $1M
UNP
Union Pacific Corp

Industrials
-5.67K
- 19.96%
$208.27 - $238.46 $1.18M - $1.35M
22.7K $5.23M
HSY
Hershey CO

Consumer Defensive
-8.15K
- 66.07%
$151.29 - $173.13 $1.23M - $1.41M
4.18K $694K
NYF
Ishares New York Muni Bond ETF

ETFs
-26.5K
- 57.41%
$51.29 - $53.06 $1.36M - $1.41M
19.7K $1.03M
INTC
Intel Corp

Technology
-60.7K
- 51.77%
$18.13 - $22.69 $1.1M - $1.38M
56.6K $1.27M
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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