Wealthspire Advisors, LLC Reduced Holdings in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-542K
- 47.14%
$46.33 - $48.6 $25.1M - $26.3M
608K $28.2M
DFAU
Dimensional ETF Tr

ETFs
-440K
- 35.55%
$39.27 - $42.38 $17.3M - $18.6M
797K $32.3M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-457K
- 50.71%
$25.3 - $26.31 $11.5M - $12M
444K $11.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-79.4K
- 13.64%
$99.2 - $108.47 $7.88M - $8.62M
503K $50.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-450K
- 49.05%
$24.61 - $25.12 $11.1M - $11.3M
468K $11.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-192K
- 50.76%
$33.62 - $35.69 $6.44M - $6.84M
186K $6.28M
HYD
Vaneck High Yield Muni ETF

ETFs
-98.7K
- 49.93%
$51.09 - $53.06 $5.05M - $5.24M
99K $5.14M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2.49K
- 30.73%
$701.85 - $1046.91 $1.75M - $2.61M
5.62K $4M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-121K
- 50.44%
$24.74 - $27.68 $2.99M - $3.35M
119K $2.94M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-110K
- 26.07%
$26.08 - $27.65 $2.87M - $3.04M
312K $8.16M
TFLO
Ishares Treasury Floating Rate

ETFs
-55.3K
- 4.34%
$50.37 - $50.63 $2.78M - $2.8M
1.22M $61.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-42.7K
- 5.71%
$49.79 - $51.14 $2.13M - $2.18M
705K $35.3M
MUB
Ishares National Muni Bond ETF

ETFs
-13.1K
- 2.2%
$105.78 - $108.7 $1.39M - $1.43M
585K $62.3M
JNJ
Johnson & Johnson

Healthcare
-6.22K
- 6.44%
$143.34 - $165.86 $892K - $1.03M
90.5K $13.1M
GBIL
Goldman Sachs Access Treasury

ETFs
-25.4K
- 47.49%
$99.85 - $100.22 $2.54M - $2.55M
28.1K $2.81M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-115K
- 79.79%
$19.82 - $21.55 $2.27M - $2.47M
29.1K $576K
VT
Vanguard Total World Stk Index

ETFs
-15K
- 7.11%
$117.09 - $123.07 $1.76M - $1.85M
197K $23.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.5K
- 10.32%
$176.42 - $186.91 $1.85M - $1.96M
91.2K $16.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.56K
- 2.36%
$96.64 - $101.23 $634K - $664K
272K $26.3M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-44.4K
- 27.05%
$32.55 - $36.44 $1.45M - $1.62M
120K $4.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.3K
- 2.54%
$567.81 - $607.81 $8.69M - $9.3M
586K $344M
TILT
Flexshares Tr

ETFs
-6.59K
- 50.0%
$210.31 - $227.39 $1.39M - $1.5M
6.59K $1.42M
ACN
Accenture PLC

Technology
-3.43K
- 3.8%
$343.9 - $376.86 $1.18M - $1.29M
87K $30.6M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-12.2K
- 19.63%
$94.77 - $97.36 $1.16M - $1.19M
50K $4.78M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-13.5K
- 24.79%
$70.1 - $76.53 $943K - $1.03M
40.8K $2.89M
ABBV
Abb Vie Inc.

Healthcare
-539
- 0.97%
$164.99 - $203.87 $88.9K - $110K
55.2K $9.81M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-12K
- 49.92%
$100.38 - $107.86 $1.2M - $1.29M
12K $1.24M
EPD
Enterprise Products Partners L.P.

Energy
-43.1K
- 54.95%
$28.66 - $34.43 $1.24M - $1.48M
35.3K $1.11M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-22.7K
- 50.71%
$46.07 - $48.17 $1.04M - $1.09M
22K $1.01M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.1K
- 6.87%
$131.66 - $144.0 $540K - $591K
55.6K $7.35M
XLE
Energy Sector Spdr

ETFs
-11.1K
- 18.04%
$83.32 - $97.27 $925K - $1.08M
50.4K $4.32M
IDXX
Idexx Laboratories Inc

Healthcare
-1.36K
- 25.45%
$406.92 - $495.42 $553K - $673K
3.98K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
-1.72K
- 9.63%
$873.59 - $994.69 $1.5M - $1.71M
16.1K $14.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-862
- 0.72%
$75.65 - $83.47 $65.2K - $72K
120K $9.11M
MTD
Mettler Toledo International Inc

Healthcare
-386
- 20.27%
$1160.67 - $1498.12 $448K - $578K
1.52K $1.86M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.48K
- 0.39%
$25.15 - $27.57 $37.1K - $40.7K
380K $9.58M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-6.57K
- 31.24%
$72.97 - $96.75 $480K - $636K
14.5K $1.07M
EEM
Ishares Msci Emerging Markets

ETFs
-13.4K
- 14.58%
$41.82 - $47.36 $559K - $633K
78.3K $3.28M
CME
Cme Group Inc.

Financial Services
-12.3K
- 7.41%
$221.17 - $246.02 $2.71M - $3.02M
153K $35.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-9.54K
- 7.74%
$77.02 - $78.58 $734K - $749K
114K $8.78M
F
Ford Motor CO

Consumer Cyclical
-77.6K
- 37.71%
$9.69 - $11.4 $752K - $885K
128K $1.27M
NEE
Nextera Energy Inc

Utilities
-4.29K
- 9.61%
$69.77 - $85.43 $300K - $367K
40.4K $2.89M
IYH
Ishares Tr

ETFs
-12K
- 59.07%
$57.53 - $65.24 $690K - $782K
8.31K $484K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-64
- 0.79%
$501.29 - $612.85 $32.1K - $39.2K
8.01K $4.17M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-21.5K
- 49.89%
$30.93 - $33.94 $664K - $729K
21.6K $668K
BAC
Bank Of America Corp

Financial Services
-34.4K
- 20.63%
$39.22 - $47.77 $1.35M - $1.64M
132K $5.81M
NVO
Novo Nordisk A S

Healthcare
-3.01K
- 18.96%
$85.0 - $120.04 $256K - $362K
12.9K $1.11M
MRK
Merck & Co., Inc.

Healthcare
-134
- 0.24%
$96.31 - $114.76 $12.9K - $15.4K
54.6K $5.43M
IBB
Ishares Biotechnology ETF

ETFs
-4.24K
- 26.38%
$131.21 - $148.85 $557K - $632K
11.8K $1.57M
Activity Summary
Buys All Purchases 478 New Holdings 95 Increased Positions 383 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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