Wealthspire Advisors, LLC Reduced Holdings in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-229K
- 51.51%
$491.09 - $535.64 $112M - $123M
215K $112M
MUB
Ishares National Muni Bond ETF

ETFs
-241K
- 19.86%
$103.24 - $106.68 $24.9M - $25.7M
973K $104M
ACN
Accenture PLC

Technology
-30.9K
- 30.78%
$232.56 - $304.78 $7.19M - $9.42M
69.6K $17.2M
KO
Coca Cola CO

Consumer Defensive
-151K
- 51.58%
$65.67 - $71.67 $9.94M - $10.8M
142K $9.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-113K
- 23.52%
$97.75 - $100.75 $11M - $11.3M
366K $36.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-245K
- 14.55%
$48.5 - $50.19 $11.9M - $12.3M
1.44M $72M
JNJ
Johnson & Johnson

Healthcare
-86.5K
- 50.83%
$155.17 - $185.42 $13.4M - $16M
83.6K $15.5M
HD
Home Depot, Inc.

Consumer Cyclical
-27K
- 54.44%
$357.4 - $423.42 $9.67M - $11.5M
22.6K $9.17M
CHH
Choice Hotels International Inc

Consumer Cyclical
-61.9K
- 80.42%
$106.91 - $135.29 $6.62M - $8.37M
15.1K $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
-37.3K
- 38.35%
$157.77 - $183.27 $5.88M - $6.83M
59.9K $9.72M
PEP
Pepsico Inc

Consumer Defensive
-40.9K
- 52.48%
$133.81 - $152.16 $5.48M - $6.23M
37.1K $5.21M
MGV
Vanguard Mega Cap Value

ETFs
-42.9K
- 32.27%
$129.46 - $137.85 $5.55M - $5.91M
90K $12.4M
SPYG
Spdr Portfolio

ETFs
-54.9K
- 36.83%
$94.33 - $105.31 $5.18M - $5.78M
94.2K $9.84M
BYRN
Byrna Technologies Inc.

Industrials
-48.1K
- 16.41%
$18.94 - $33.56 $912K - $1.62M
245K $5.47M
MCD
Mcdonalds Corp

Consumer Cyclical
-12.3K
- 36.53%
$291.67 - $316.99 $3.59M - $3.9M
21.4K $6.5M
USFR
Wisdomtree Floating Rate Treas

ETFs
-57.5K
- 8.01%
$50.23 - $50.48 $2.89M - $2.9M
660K $33.2M
IBM
International Business Machines Corp

Technology
-7.01K
- 10.01%
$234.77 - $292.47 $1.65M - $2.05M
63.1K $17.8M
PFE
Pfizer Inc

Healthcare
-123K
- 52.2%
$23.29 - $25.88 $2.87M - $3.19M
113K $2.88M
TMUS
T Mobile Us, Inc.

Communication Services
-11.4K
- 55.23%
$226.02 - $259.01 $2.57M - $2.95M
9.22K $2.21M
PLTR
Palantir Technologies Inc.

Technology
-34.1K
- 43.79%
$130.68 - $186.97 $4.45M - $6.37M
43.7K $7.98M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-91.7K
- 27.55%
$28.69 - $30.59 $2.63M - $2.8M
241K $7.33M
WMT
Walmart Inc.

Consumer Defensive
-33.1K
- 17.69%
$94.4 - $104.27 $3.12M - $3.45M
154K $15.9M
SHW
Sherwin Williams CO

Basic Materials
-6.24K
- 56.53%
$330.88 - $375.23 $2.06M - $2.34M
4.8K $1.66M
HON
Honeywell International Inc

Industrials
-7.85K
- 53.29%
$207.7 - $240.4 $1.63M - $1.89M
6.88K $1.45M
NOC
Northrop Grumman Corp

Industrials
-4.55K
- 49.21%
$498.9 - $609.32 $2.27M - $2.77M
4.7K $2.86M
MTD
Mettler Toledo International Inc

Healthcare
-1.53K
- 50.3%
$1166.48 - $1324.06 $1.78M - $2.02M
1.51K $1.85M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-54.1K
- 31.42%
$35.76 - $37.93 $1.93M - $2.05M
118K $4.46M
LMT
Lockheed Martin Corp

Industrials
-3.7K
- 47.43%
$410.74 - $499.21 $1.52M - $1.85M
4.11K $2.05M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3.15K
- 51.38%
$534.91 - $598.71 $1.69M - $1.89M
2.98K $1.68M
BMY
Bristol Myers Squibb CO

Healthcare
-32.4K
- 55.78%
$43.31 - $48.98 $1.41M - $1.59M
25.7K $1.16M
XLV
Select Sector Spdr Fund Health

ETFs
-11.8K
- 40.0%
$129.01 - $139.72 $1.52M - $1.65M
17.7K $2.46M
RL
Ralph Lauren Corp

Consumer Cyclical
-5.91K
- 65.28%
$272.1 - $320.75 $1.61M - $1.89M
3.14K $984K
CAT
Caterpillar Inc

Industrials
-5.23K
- 46.48%
$390.92 - $477.15 $2.04M - $2.49M
6.02K $2.87M
META
Meta Platforms, Inc.

Communication Services
-1.8K
- 6.71%
$695.21 - $791.73 $1.25M - $1.43M
25K $18.4M
SBUX
Starbucks Corp

Consumer Cyclical
-8.55K
- 8.96%
$81.9 - $96.86 $700K - $828K
86.8K $7.35M
NKE
Nike, Inc.

Consumer Cyclical
-19K
- 52.23%
$69.24 - $79.24 $1.32M - $1.51M
17.4K $1.21M
V
Visa Inc.

Financial Services
-2.89K
- 11.0%
$332.09 - $358.86 $959K - $1.04M
23.4K $7.98M
CME
Cme Group Inc.

Financial Services
-175
- 0.08%
$258.83 - $287.1 $45.3K - $50.2K
225K $60.9M
ED
Consolidated Edison Inc

Utilities
-12.5K
- 53.09%
$95.57 - $105.36 $1.2M - $1.32M
11.1K $1.11M
AZN
Astrazeneca PLC

Healthcare
-20.5K
- 44.11%
$68.72 - $82.11 $1.41M - $1.68M
26K $1.99M
CTAS
Cintas Corp

Industrials
-5.15K
- 55.47%
$199.29 - $226.27 $1.03M - $1.17M
4.14K $848K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-50.4K
- 12.4%
$24.11 - $24.94 $1.22M - $1.26M
356K $8.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.38K
- 3.03%
$211.65 - $238.24 $1.14M - $1.28M
173K $37.9M
O
Realty Income Corp

Real Estate
-19.1K
- 50.4%
$56.13 - $60.79 $1.07M - $1.16M
18.8K $1.14M
RSG
Republic Services, Inc.

Industrials
-3.93K
- 86.2%
$225.33 - $246.01 $885K - $967K
629 $144K
CMCSA
Comcast Corp

Communication Services
-22.1K
- 36.4%
$31.41 - $36.33 $694K - $802K
38.6K $1.21M
PG
Procter & Gamble CO

Consumer Defensive
-802
- 0.56%
$150.47 - $161.22 $121K - $129K
142K $21.8M
RPM
Rpm International Inc

Basic Materials
-8.52K
- 55.96%
$110.07 - $128.23 $938K - $1.09M
6.71K $790K
AON
Aon PLC

Financial Services
-2.31K
- 0.99%
$350.91 - $375.27 $809K - $865K
231K $82.3M
Activity Summary
Buys All Purchases 2467 New Holdings 2233 Increased Positions 234 Sells All Sells 506 Reductions 506 Sold out 0 Options Calls 0 Puts 0
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