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
EL
Estee Lauder Companies Inc

Consumer Defensive
-134
- 1.11%
$64.26 - $85.48 $8.61K - $11.5K
11.9K $784K
DTE
Dte Energy CO

Utilities
-1.86K
- 23.16%
$117.6 - $138.27 $219K - $257K
6.17K $853K
SYK
Stryker Corp

Healthcare
-514
- 8.37%
$355.18 - $399.9 $183K - $206K
5.63K $2.09M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-840
- 5.81%
$69.82 - $78.67 $58.6K - $66.1K
13.6K $959K
VMC
Vulcan Materials CO

Basic Materials
-317
- 18.56%
$220.9 - $277.54 $70K - $88K
1.39K $324K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-4.03K
- 18.68%
$30.35 - $33.16 $122K - $134K
17.5K $560K
IXN
Ishares Global Information Tec

ETFs
-785
- 14.75%
$75.73 - $88.4 $59.4K - $69.4K
4.54K $343K
UPS
United Parcel Service Inc

Industrials
-282
- 6.39%
$109.66 - $136.26 $30.9K - $38.4K
4.13K $454K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-922
- 11.45%
$60.91 - $71.4 $56.2K - $65.8K
7.13K $443K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.65K
- 20.63%
$45.22 - $52.17 $74.7K - $86.2K
6.36K $305K
CACI
Caci International Inc

Technology
-227
- 15.7%
N/A
1.22K $521K
MTRN
Materion Corp

Basic Materials
-462
- 13.49%
$81.6 - $104.14 $37.7K - $48.1K
2.96K $241K
AZO
Autozone Inc

Consumer Cyclical
-75
- 24.04%
$3193.96 - $3828.11 $240K - $287K
237 $903K
TT
Trane Technologies PLC

Industrials
-42
- 1.69%
$332.0 - $400.86 $13.9K - $16.8K
2.44K $823K
VOE
Vanguard Mid Cap Value Index F

ETFs
-119
- 0.2%
$156.61 - $168.02 $18.6K - $20K
59.5K $9.56M
SJM
J M Smucker CO

Consumer Defensive
-1.09K
- 23.75%
$100.41 - $118.41 $109K - $129K
3.5K $414K
DDS
Dillard'S, Inc.

Consumer Cyclical
-1
- 0.08%
$353.25 - $508.77 $353 - $509
1.18K $423K
APD
Air Products & Chemicals, Inc.

Basic Materials
-310
- 15.66%
$283.24 - $338.07 $87.8K - $105K
1.67K $492K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-62
- 0.75%
$77.33 - $90.16 $4.79K - $5.59K
8.26K $647K
ADSK
Autodesk, Inc.

Technology
-297
- 17.81%
N/A
1.37K $337K
TXN
Texas Instruments Inc

Technology
-368
- 4.92%
N/A
7.11K $1.38M
NXPI
Nxp Semiconductors N.V.

Technology
-135
- 5.4%
$189.99 - $245.86 $25.6K - $33.2K
2.37K $449K
QCOM
Qualcomm Inc

Technology
-449
- 3.64%
$151.94 - $175.86 $68.2K - $79K
11.9K $1.82M
DD
Du Pont De Nemours, Inc.

Basic Materials
-754
- 16.73%
$72.7 - $84.32 $54.8K - $63.6K
3.75K $280K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-2.44K
- 17.59%
$31.09 - $34.34 $76K - $83.9K
11.5K $380K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.57K
- 13.92%
$44.68 - $46.49 $70K - $72.8K
9.69K $448K
LAMR
Lamar Advertising CO

Real Estate
-16
- 0.22%
$110.65 - $132.9 $1.77K - $2.13K
7.33K $834K
GLW
Corning Inc

Technology
-1K
- 12.68%
$44.91 - $54.25 $44.9K - $54.3K
6.88K $315K
CDNS
Cadence Design Systems Inc

Technology
-18
- 1.52%
$233.96 - $324.52 $4.21K - $5.84K
1.16K $295K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-227
- 12.65%
$196.12 - $229.48 $44.5K - $52.1K
1.57K $316K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-3.23K
- 11.1%
$19.7 - $20.61 $63.6K - $66.5K
25.8K $521K
MPC
Marathon Petroleum Corp

Energy
-665
- 9.58%
$134.72 - $159.03 $89.6K - $106K
6.27K $913K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-508
- 14.71%
$91.45 - $100.11 $46.5K - $50.9K
2.95K $275K
ALL
Allstate Corp

Financial Services
-549
- 12.76%
$180.99 - $210.18 $99.4K - $115K
3.75K $776K
MLM
Martin Marietta Materials Inc

Basic Materials
-21
- 1.86%
$460.39 - $552.64 $9.67K - $11.6K
1.11K $529K
DHI
Horton D R Inc

Consumer Cyclical
-201
- 9.6%
$125.29 - $147.65 $25.2K - $29.7K
1.89K $240K
XLI
Industrial Sector Spdr

ETFs
-363
- 5.24%
$128.78 - $141.67 $46.7K - $51.4K
6.57K $861K
MTB
M&T Bank Corp

Financial Services
-134
- 4.43%
$170.47 - $201.98 $22.8K - $27.1K
2.89K $516K
PRU
Prudential Financial Inc

Financial Services
-247
- 7.64%
$105.04 - $122.33 $25.9K - $30.2K
2.99K $333K
ICUI
Icu Medical Inc

Healthcare
-43
- 1.62%
$130.05 - $172.3 $5.59K - $7.41K
2.62K $363K
DTM
Dt Midstream, Inc.

Energy
-437
- 16.52%
$86.95 - $113.75 $38K - $49.7K
2.21K $213K
CDW
Cdw Corp

Technology
-109
- 5.02%
$160.26 - $206.13 $17.5K - $22.5K
2.06K $330K
FIS
Fidelity National Information Services, Inc.

Technology
-174
- 3.2%
$68.12 - $83.42 $11.9K - $14.5K
5.26K $393K
CFG
Citizens Financial Group Inc

Financial Services
-309
- 2.66%
$39.73 - $48.36 $12.3K - $14.9K
11.3K $463K
DGX
Quest Diagnostics Inc

Healthcare
-311
- 8.42%
N/A
3.38K $463K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-542
- 5.99%
$105.1 - $109.61 $57K - $59.4K
8.5K $923K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.5K
- 5.3%
$25.77 - $27.6 $64.3K - $68.9K
44.6K $1.19M
FRT
Federal Realty Investment Trust

Real Estate
-1
- 0.03%
$94.7 - $111.82 $94.7 - $112
2.94K $287K
BDX
Becton Dickinson & CO

Healthcare
-256
- 3.29%
$222.79 - $249.08 $57K - $63.8K
7.53K $1.72M
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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