Wealthspire Advisors, LLC Reduced Holdings in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.2K
- 2.94%
$551.42 - $612.93 $9.51M - $10.6M
569K $318M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.75K
- 5.22%
$190.26 - $242.06 $1.86M - $2.36M
177K $33.7M
BYRN
Byrna Technologies Inc.

Industrials
-17.7K
- 3.75%
$16.84 - $34.19 $297K - $604K
453K $7.64M
GOOGL
Alphabet Inc.

Communication Services
-14.9K
- 15.06%
$154.33 - $206.19 $2.3M - $3.07M
84.1K $13M
ACN
Accenture PLC

Technology
-6.71K
- 7.71%
$300.91 - $398.25 $2.02M - $2.67M
80.3K $25M
IGV
Ishares Expanded Tech Software

ETFs
-52.6K
- 83.11%
$88.3 - $107.83 $4.65M - $5.68M
10.7K $951K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25.5K
- 2.95%
$64.88 - $72.1 $1.66M - $1.84M
838K $55.1M
OKE
Oneok Inc

Energy
-30.3K
- 58.23%
$89.57 - $109.85 $2.72M - $3.33M
21.8K $2.16M
ET
Energy Transfer LP

Energy
-106K
- 81.33%
$17.26 - $21.08 $1.83M - $2.23M
24.3K $451K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-71.8K
- 16.19%
$25.12 - $26.05 $1.8M - $1.87M
372K $9.38M
DFAU
Dimensional ETF Tr

ETFs
-6.36K
- 0.8%
$37.84 - $42.29 $241K - $269K
791K $30.4M
PLTR
Palantir Technologies Inc.

Technology
-30.5K
- 36.78%
$64.98 - $124.62 $1.98M - $3.81M
52.5K $4.43M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-67.8K
- 21.72%
$25.83 - $27.09 $1.75M - $1.84M
244K $6.52M
SPYG
Spdr Portfolio

ETFs
-5.59K
- 3.79%
$80.05 - $92.39 $448K - $517K
142K $11.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-29K
- 35.48%
$50.39 - $50.66 $1.46M - $1.47M
52.8K $2.67M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-22.4K
- 54.8%
$69.81 - $78.9 $1.56M - $1.76M
18.4K $1.44M
XLE
Energy Sector Spdr

ETFs
-19.5K
- 38.76%
$85.7 - $93.96 $1.67M - $1.84M
30.9K $2.88M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-30K
- 37.53%
$48.65 - $53.06 $1.46M - $1.59M
49.9K $2.59M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-43.8K
- 56.38%
$25.44 - $25.58 $1.11M - $1.12M
33.9K $864K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-11.7K
- 8.38%
$78.0 - $84.37 $912K - $986K
128K $10.2M
DOW
Dow Inc.

Basic Materials
-23.1K
- 49.87%
$34.36 - $41.92 $792K - $967K
23.2K $809K
MRK
Merck & Co., Inc.

Healthcare
-5.47K
- 10.02%
$83.01 - $101.02 $454K - $553K
49.1K $4.41M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-6.82K
- 13.53%
$62.43 - $84.12 $426K - $574K
43.6K $2.84M
ETN
Eaton Corp PLC

Industrials
-1.37K
- 15.66%
$271.83 - $371.23 $371K - $507K
7.36K $2M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-7.86K
- 6.55%
$28.62 - $36.65 $225K - $288K
112K $3.21M
SHOP
Shopify Inc.

Technology
-7.21K
- 49.15%
$90.59 - $129.31 $654K - $933K
7.46K $712K
MS
Morgan Stanley

Financial Services
-4.82K
- 15.89%
$111.68 - $141.08 $538K - $679K
25.5K $2.97M
VGT
Vanguard Information Technolog

ETFs
-648
- 10.95%
$542.38 - $646.34 $351K - $419K
5.27K $2.86M
APO
Apollo Global Management, Inc.

Financial Services
-922
- 4.04%
$126.01 - $172.06 $116K - $159K
21.9K $3M
META
Meta Platforms, Inc.

Communication Services
-695
- 2.79%
$576.36 - $736.67 $401K - $512K
24.2K $14M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.87K
- 1.03%
$59.61 - $66.71 $111K - $124K
180K $10.9M
ORCL
Oracle Corp

Technology
-754
- 3.46%
$139.81 - $186.47 $105K - $141K
21K $2.94M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.46K
- 2.04%
$120.24 - $134.3 $175K - $195K
69.9K $8.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-29.3K
- 7.5%
$22.25 - $23.0 $652K - $673K
361K $8.3M
SOXX
Ishares Semiconductor ETF

ETFs
-2.02K
- 20.19%
$188.17 - $235.81 $379K - $475K
7.97K $1.5M
SPMD
Spdr Portfolio

ETFs
-1.32K
- 0.8%
$50.21 - $57.73 $66.1K - $76K
164K $8.38M
XLK
Technology Sector Spdr

ETFs
-1.09K
- 8.12%
$206.38 - $242.18 $224K - $263K
12.3K $2.54M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-12.8K
- 41.99%
$39.18 - $43.52 $503K - $559K
17.7K $742K
TGT
Target Corp

Consumer Defensive
-1.17K
- 9.77%
$103.65 - $142.5 $121K - $167K
10.8K $1.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.23K
- 14.34%
$65.15 - $91.81 $145K - $205K
13.3K $868K
NEE
Nextera Energy Inc

Utilities
-5.98K
- 14.81%
$66.96 - $76.16 $400K - $455K
34.4K $2.44M
PFF
Ishares Trust Ishares Pfd And

ETFs
-13.4K
- 36.82%
$30.73 - $32.26 $413K - $433K
23K $707K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-6.46K
- 48.92%
$58.11 - $65.29 $375K - $421K
6.74K $401K
LRGF
Ishares Tr

ETFs
-4.85K
- 8.48%
$56.95 - $63.95 $276K - $310K
52.3K $3.03M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-863
- 0.88%
$37.35 - $43.35 $32.2K - $37.4K
97.5K $3.69M
JPEM
Jp Morgan Diversified Return

ETFs
-7.61K
- 59.74%
$50.81 - $54.04 $386K - $411K
5.13K $270K
AMAT
Applied Materials Inc

Technology
-1.39K
- 14.18%
$145.06 - $195.51 $202K - $272K
8.41K $1.22M
FDX
Fedex Corp

Industrials
-657
- 12.45%
$230.33 - $281.53 $151K - $185K
4.62K $1.13M
AMD
Advanced Micro Devices Inc

Technology
-1.52K
- 13.74%
$96.63 - $129.55 $147K - $197K
9.53K $978K
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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