Wealthspire Advisors, LLC Reduced Holdings in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-129K
- 18.15%
$95.1 - $106.76 $12.3M - $13.8M
582K $62.2M
TFLO
Ishares Treasury Floating Rate

ETFs
-111K
- 8.0%
$50.42 - $50.66 $5.58M - $5.61M
1.27M $64.4M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-92.9K
- 55.08%
$20.28 - $20.85 $1.88M - $1.94M
75.8K $1.57M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-89.4K
- 17.47%
$26.14 - $27.97 $2.34M - $2.5M
422K $11.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-33K
- 51.86%
$50.61 - $50.96 $1.67M - $1.68M
30.6K $1.56M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-94K
- 66.2%
$15.22 - $16.33 $1.43M - $1.54M
48K $775K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-11.4K
- 59.25%
$108.44 - $120.37 $1.24M - $1.38M
7.87K $947K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-59.5K
- 10.32%
$22.38 - $23.66 $1.33M - $1.41M
517K $12.1M
INTC
Intel Corp

Technology
-9.28K
- 13.25%
$18.9 - $34.87 $175K - $324K
60.8K $1.43M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-28.5K
- 69.18%
$25.04 - $25.21 $715K - $719K
12.7K $320K
ADBE
Adobe Inc.

Technology
-700
- 14.72%
$508.13 - $586.55 $356K - $411K
4.06K $2.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-13.3K
- 24.96%
$45.2 - $47.87 $601K - $637K
40K $1.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-8.38K
- 9.49%
$44.66 - $49.15 $374K - $412K
79.9K $3.76M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-16K
- 32.97%
$31.15 - $35.67 $498K - $570K
32.5K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.73K
- 6.62%
$76.38 - $78.87 $667K - $689K
123K $9.69M
VT
Vanguard Total World Stk Index

ETFs
-16.9K
- 7.38%
$107.72 - $119.96 $1.82M - $2.02M
212K $25.3M
SPYG
Spdr Portfolio

ETFs
-9.75K
- 6.57%
$73.38 - $84.1 $715K - $820K
139K $11.5M
SOXX
Ishares Semiconductor ETF

ETFs
-779
- 7.4%
$199.29 - $265.49 $155K - $207K
9.75K $2.25M
MPC
Marathon Petroleum Corp

Energy
-1.59K
- 19.42%
$158.61 - $180.75 $252K - $287K
6.59K $1.07M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-8.28K
- 15.97%
$47.18 - $48.74 $391K - $404K
43.6K $2.12M
JLL
Jones Lang Lasalle Inc

Real Estate
-1.69K
- 69.24%
$198.7 - $272.0 $335K - $459K
750 $202K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-14K
- 7.84%
$23.13 - $23.43 $323K - $327K
164K $3.84M
XLE
Energy Sector Spdr

ETFs
-802
- 1.29%
$84.35 - $93.39 $67.6K - $74.9K
61.5K $5.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.31K
- 6.3%
$49.7 - $56.11 $214K - $242K
64.1K $3.52M
VLO
Valero Energy Corp

Energy
-192
- 1.68%
$132.81 - $163.48 $25.5K - $31.4K
11.2K $1.51M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.78K
- 9.9%
$133.16 - $158.73 $237K - $283K
16.2K $2.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.74K
- 5.76%
$91.42 - $91.82 $250K - $251K
44.8K $4.11M
OXY
Occidental Petroleum Corp

Energy
-2.66K
- 27.61%
$49.91 - $63.73 $133K - $170K
6.98K $359K
SHEL
Shell PLC

Energy
-2.13K
- 12.94%
$65.65 - $73.28 $140K - $156K
14.3K $944K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.51K
- 3.17%
$42.59 - $60.56 $64.2K - $91.3K
46.1K $2.33M
KOMP
Spdr S&P Kensho New Economies

ETFs
-5.67K
- 23.51%
$44.44 - $50.42 $252K - $286K
18.4K $909K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-10.9K
- 23.52%
$38.04 - $45.36 $413K - $493K
35.3K $1.58M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-4.48K
- 37.37%
$37.19 - $44.15 $167K - $198K
7.51K $304K
SNOW
Snowflake Inc.

Technology
-78
- 0.88%
$108.56 - $143.02 $8.47K - $11.2K
8.77K $1.01M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-8.94K
- 29.28%
$17.77 - $23.99 $159K - $214K
21.6K $432K
AMD
Advanced Micro Devices Inc

Technology
-1.14K
- 9.61%
$128.67 - $183.96 $147K - $210K
10.7K $1.76M
MCK
Mckesson Corp

Healthcare
-40
- 2.46%
$479.06 - $630.38 $19.2K - $25.2K
1.58K $782K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.11K
- 14.44%
$162.83 - $179.16 $343K - $378K
12.5K $2.24M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.99K
- 48.51%
$39.47 - $49.4 $157K - $197K
4.24K $201K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.67K
- 11.64%
$47.93 - $49.06 $176K - $180K
27.8K $1.36M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-5.56K
- 12.33%
$29.58 - $30.31 $164K - $168K
39.5K $1.2M
PGR
Progressive Corp

Financial Services
-2.07K
- 24.37%
$209.46 - $259.24 $433K - $536K
6.42K $1.63M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-5.27K
- 12.76%
$65.4 - $72.79 $344K - $383K
36K $2.61M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.5K
- 18.95%
$64.57 - $71.76 $226K - $251K
15K $1.07M
SPMD
Spdr Portfolio

ETFs
-13.9K
- 7.38%
$50.29 - $54.92 $700K - $765K
175K $9.56M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.24K
- 27.01%
$105.92 - $110.83 $132K - $138K
3.36K $371K
CACI
Caci International Inc

Technology
-235
- 12.68%
$427.76 - $427.76 $101K - $101K
1.62K $692K
INTU
Intuit Inc

Technology
-35
- 1.58%
$602.97 - $670.49 $21.1K - $23.5K
2.18K $1.35M
CSX
Csx Corp

Industrials
-3.87K
- 12.57%
$32.48 - $35.45 $126K - $137K
26.9K $929K
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
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