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
BAC
Bank Of America Corp

Financial Services
-1.04K
- 0.79%
$39.61 - $47.74 $41.2K - $49.6K
131K $5.48M
TROW
Price T Rowe Group Inc

Financial Services
-780
- 6.24%
$91.57 - $116.93 $71.4K - $91.2K
11.7K $1.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.63K
- 47.1%
$53.6 - $58.97 $302K - $332K
6.33K $346K
AXP
American Express CO

Financial Services
-35
- 0.31%
$255.39 - $325.87 $8.94K - $11.4K
11.2K $3.02M
FICO
Fair Isaac Corp

Technology
-66
- 5.11%
$1695.35 - $2030.47 $112K - $134K
1.23K $2.26M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-24.8K
- 31.06%
$11.22 - $11.8 $278K - $293K
55.1K $617K
DEO
Diageo PLC

Consumer Defensive
-761
- 8.31%
$104.79 - $126.12 $79.7K - $96K
8.4K $880K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-4.04K
- 57.93%
$69.87 - $75.62 $282K - $305K
2.93K $212K
ABNB
Airbnb, Inc.

Consumer Cyclical
-611
- 3.76%
$119.38 - $161.42 $72.9K - $98.6K
15.6K $1.87M
CAT
Caterpillar Inc

Industrials
-242
- 4.45%
$326.75 - $407.63 $79.1K - $98.6K
5.2K $1.71M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.47K
- 4.93%
$94.86 - $97.12 $234K - $239K
47.6K $4.53M
ADI
Analog Devices Inc

Technology
-854
- 16.84%
$201.56 - $243.82 $172K - $208K
4.22K $850K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.91K
- 1.69%
$44.81 - $46.22 $130K - $134K
169K $7.61M
TFX
Teleflex Inc

Healthcare
-125
- 2.48%
$130.79 - $183.66 $16.3K - $23K
4.92K $680K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.36K
- 34.8%
$50.44 - $50.7 $220K - $221K
8.16K $413K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-7.81K
- 36.75%
$15.74 - $22.48 $123K - $176K
13.4K $211K
CALM
Cal Maine Foods Inc

Consumer Defensive
-1.31K
- 18.31%
$80.87 - $115.8 $106K - $152K
5.85K $531K
POOL
Pool Corp

Industrials
-491
- 26.09%
$314.92 - $364.31 $155K - $179K
1.39K $442K
TFC
Truist Financial Corp

Financial Services
-2.97K
- 8.84%
$39.48 - $48.15 $117K - $143K
30.6K $1.26M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-609
- 2.05%
$68.32 - $78.49 $41.6K - $47.8K
29.1K $2.04M
BNDX
Vanguard Total International B

ETFs
-3.79K
- 11.24%
$48.33 - $49.5 $183K - $187K
29.9K $1.46M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-104
- 1.86%
$165.25 - $224.62 $17.2K - $23.4K
5.48K $910K
XLY
Select Sector Spdr Consumer Di

ETFs
-97
- 1.61%
$192.6 - $233.2 $18.7K - $22.6K
5.94K $1.17M
MET
Metlife Inc

Financial Services
-1.99K
- 16.87%
$77.7 - $87.0 $154K - $173K
9.79K $786K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-3.64K
- 27.15%
$40.87 - $45.28 $149K - $165K
9.77K $404K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-2K
- 32.4%
$68.37 - $87.97 $137K - $176K
4.17K $285K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-296
- 4.46%
$168.84 - $202.89 $50K - $60.1K
6.34K $1.11M
PANW
Palo Alto Networks Inc

Technology
-62
- 0.45%
$167.82 - $208.28 $10.4K - $12.9K
13.7K $2.33M
GS
Goldman Sachs Group Inc

Financial Services
-63
- 1.28%
$524.81 - $672.19 $33.1K - $42.3K
4.87K $2.66M
INTU
Intuit Inc

Technology
-212
- 9.31%
$555.63 - $630.23 $118K - $134K
2.07K $1.27M
PWR
Quanta Services, Inc.

Industrials
-133
- 6.54%
$236.71 - $358.03 $31.5K - $47.6K
1.9K $483K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.02K
- 0.55%
$32.57 - $35.82 $33.3K - $36.6K
185K $6.12M
SHYD
Vaneck Short High Yield Muni E

ETFs
-6.93K
- 8.18%
$22.46 - $22.9 $156K - $159K
77.7K $1.75M
IBB
Ishares Biotechnology ETF

ETFs
-814
- 6.88%
$127.9 - $140.56 $104K - $114K
11K $1.41M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.11K
- 5.03%
$55.41 - $60.74 $117K - $128K
39.8K $2.25M
CMC
Commercial Metals CO

Basic Materials
-2.13K
- 17.06%
$43.22 - $53.05 $92K - $113K
10.3K $475K
HPQ
Hp Inc

Technology
-1.47K
- 7.29%
$27.69 - $34.72 $40.8K - $51.1K
18.7K $518K
KBE
Spdr S&P Bank ETF

ETFs
-2.25K
- 25.44%
$51.28 - $59.92 $115K - $135K
6.58K $348K
BA
Boeing CO

Industrials
-244
- 1.64%
$148.15 - $186.25 $36.1K - $45.4K
14.6K $2.49M
ITW
Illinois Tool Works Inc

Industrials
-284
- 2.4%
$244.9 - $274.48 $69.6K - $78K
11.6K $2.87M
SRE
Sempra Energy

Utilities
-692
- 13.15%
$67.85 - $87.67 $47K - $60.7K
4.57K $326K
COST
Costco Wholesale Corp

Consumer Defensive
-644
- 3.99%
$890.62 - $1076.86 $574K - $693K
15.5K $14.6M
CMI
Cummins Inc

Industrials
-208
- 11.02%
$312.92 - $386.07 $65.1K - $80.3K
1.68K $526K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.15K
- 8.5%
$47.59 - $48.35 $150K - $152K
33.9K $1.64M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-54
- 0.45%
$47.79 - $59.89 $2.58K - $3.23K
11.9K $595K
PH
Parker Hannifin Corp

Industrials
-137
- 9.89%
$591.65 - $707.05 $81.1K - $96.9K
1.25K $758K
RJF
Raymond James Financial Inc

Financial Services
-43
- 0.63%
$137.62 - $172.64 $5.92K - $7.42K
6.77K $940K
UL
Unilever PLC

Consumer Defensive
-2.68K
- 18.32%
$54.72 - $60.29 $147K - $162K
11.9K $711K
ELV
Elevance Health, Inc.

Healthcare
-427
- 41.54%
$365.9 - $436.25 $156K - $186K
601 $261K
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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