Wealthspire Advisors, LLC Reduced Holdings in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
-12.1K
- 54.33%
$84.48 - $96.25 $1.02M - $1.16M
10.2K $963K
UBER
Uber Technologies, Inc

Technology
-17.6K
- 58.68%
$64.62 - $93.3 $1.14M - $1.64M
12.4K $1.15M
BMY
Bristol Myers Squibb CO

Healthcare
-982
- 1.66%
$44.12 - $59.6 $43.3K - $58.5K
58.2K $2.69M
ABNB
Airbnb, Inc.

Consumer Cyclical
-8.38K
- 53.57%
$105.69 - $140.64 $886K - $1.18M
7.26K $961K
CHD
Church & Dwight CO Inc

Consumer Defensive
-7.27K
- 67.17%
$91.57 - $110.76 $665K - $805K
3.55K $341K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-9.6K
- 20.19%
$91.23 - $97.27 $876K - $934K
38K $3.69M
CSX
Csx Corp

Industrials
-31.7K
- 52.11%
$26.69 - $32.91 $846K - $1.04M
29.1K $950K
LLY
Eli Lilly & CO

Healthcare
-64
- 0.38%
$713.71 - $898.95 $45.7K - $57.5K
16.6K $13M
BDX
Becton Dickinson & CO

Healthcare
-2.27K
- 30.21%
$165.15 - $226.42 $376K - $515K
5.25K $904K
TMUS
T Mobile Us, Inc.

Communication Services
-792
- 3.7%
$220.99 - $268.54 $175K - $213K
20.6K $4.91M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-28.2K
- 11.54%
$25.69 - $26.9 $724K - $758K
216K $5.73M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-530
- 0.11%
$90.85 - $102.31 $48.2K - $54.2K
492K $49.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-32
- 0.4%
$390.26 - $489.06 $12.5K - $15.6K
8.04K $3.26M
XLE
Energy Sector Spdr

ETFs
-5.78K
- 18.71%
$76.44 - $94.13 $441K - $544K
25.1K $2.13M
OEF
Ishares S&P 100 ETF

ETFs
-2.45K
- 19.04%
N/A
10.4K $2.77M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.07K
- 7.09%
$121.58 - $136.74 $495K - $557K
53.4K $7.25M
BAC
Bank Of America Corp

Financial Services
-27K
- 20.54%
$34.39 - $47.46 $927K - $1.28M
104K $4.93M
IBB
Ishares Biotechnology ETF

ETFs
-4.11K
- 37.23%
$112.02 - $129.0 $460K - $530K
6.92K $875K
CHH
Choice Hotels International Inc

Consumer Cyclical
-516
- 0.67%
$117.49 - $134.0 $60.6K - $69.1K
77K $9.76M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-38.5K
- 30.8%
$10.29 - $11.24 $396K - $432K
86.4K $943K
AIQ
Global X Funds Global X Artifi

ETFs
-16.5K
- 45.28%
$31.5 - $43.69 $521K - $723K
20K $873K
IAU
Ishares Gold Trust

ETFs
-11.7K
- 13.81%
$56.1 - $64.74 $655K - $756K
72.9K $4.54M
EPD
Enterprise Products Partners L.P.

Energy
-5.1K
- 6.04%
$28.95 - $34.22 $148K - $174K
79.3K $2.46M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.54K
- 50.24%
$116.93 - $119.39 $414K - $423K
3.51K $417K
GPC
Genuine Parts CO

Consumer Cyclical
-3.49K
- 49.84%
$105.54 - $129.09 $368K - $451K
3.51K $426K
VLO
Valero Energy Corp

Energy
-3.21K
- 27.12%
$104.69 - $141.77 $336K - $455K
8.63K $1.16M
VSEC
Vse Corp

Industrials
-4.07K
- 30.13%
$103.15 - $140.55 $419K - $571K
9.43K $1.23M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2.32K
- 19.39%
$162.65 - $188.71 $377K - $437K
9.63K $1.82M
TGT
Target Corp

Consumer Defensive
-3.19K
- 29.49%
$88.76 - $105.77 $283K - $338K
7.63K $752K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.48K
- 14.16%
$50.36 - $50.68 $377K - $379K
45.3K $2.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.41K
- 25.03%
$53.23 - $70.65 $182K - $241K
10.2K $590K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.22K
- 34.45%
$212.1 - $244.27 $259K - $298K
2.32K $507K
FICO
Fair Isaac Corp

Technology
-169
- 13.8%
$1503.62 - $2206.01 $254K - $373K
1.06K $1.93M
VKQ
Invesco Municipal Trust

Financial Services
-32.8K
- 74.03%
$9.02 - $9.76 $296K - $320K
11.5K $105K
DTH
Wisdomtree Tr

ETFs
-18.7K
- 13.2%
$37.84 - $46.83 $708K - $877K
123K $5.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-42.6K
- 11.36%
$24.32 - $29.74 $1.04M - $1.27M
333K $9.81M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-4.98K
- 12.24%
$70.7 - $82.14 $352K - $409K
35.7K $2.93M
TFX
Teleflex Inc

Healthcare
-1.53K
- 31.0%
$117.53 - $141.38 $179K - $216K
3.4K $402K
AMGN
Amgen Inc

Healthcare
-12
- 0.15%
$262.28 - $309.85 $3.15K - $3.72K
8.22K $2.29M
NEE
Nextera Energy Inc

Utilities
-3.08K
- 8.94%
$64.11 - $75.0 $197K - $231K
31.3K $2.17M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.44K
- 8.59%
$468.22 - $566.51 $675K - $816K
15.3K $8.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.17K
- 12.69%
$45.11 - $52.34 $278K - $323K
42.4K $2.22M
ACGL
Arch Capital Group Ltd.

Financial Services
-2.22K
- 20.92%
$84.99 - $96.82 $188K - $215K
8.38K $763K
CMCSA
Comcast Corp

Communication Services
-4.23K
- 6.51%
$32.84 - $36.72 $139K - $155K
60.7K $2.17M
AJG
Arthur J. Gallagher & Co.

Financial Services
-100
- 1.32%
$310.86 - $348.77 $31.1K - $34.9K
7.47K $2.39M
TPL
Texas Pacific Land Corp

Energy
-4
- 0.5%
$1036.28 - $1430.55 $4.15K - $5.72K
802 $847K
WMB
Williams Companies, Inc.

Energy
-4.93K
- 16.28%
$54.33 - $62.87 $268K - $310K
25.4K $1.59M
MLM
Martin Marietta Materials Inc

Basic Materials
-493
- 44.53%
$452.51 - $568.19 $223K - $280K
614 $337K
XLU
Utilities Sector Spdr

ETFs
-2.56K
- 23.4%
$73.09 - $82.77 $187K - $212K
8.37K $683K
Activity Summary
Buys All Purchases 433 New Holdings 96 Increased Positions 337 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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