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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-83
- 1.09%
$90.21 - $112.66 $7.49K - $9.35K
7.56K $689K
D
Dominion Energy, Inc

Utilities
-3.17K
- 24.33%
$49.66 - $58.0 $157K - $184K
9.86K $557K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.84K
- 20.26%
$85.42 - $94.39 $158K - $174K
7.26K $681K
VIG
Vanguard Dividend Appreciation

ETFs
-922
- 1.2%
N/A
76.1K $13.9M
CORT
Corcept Therapeutics Inc

Healthcare
-47
- 1.17%
$62.24 - $91.93 $2.93K - $4.32K
3.97K $291K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.47K
- 14.75%
$45.9 - $47.2 $159K - $164K
20.1K $944K
GIS
General Mills Inc

Consumer Defensive
-817
- 5.47%
$50.37 - $60.97 $41.2K - $49.8K
14.1K $731K
CB
Chubb LTD

Financial Services
-385
- 10.25%
$274.32 - $302.46 $106K - $116K
3.37K $976K
SU
Suncor Energy Inc

Energy
-3.84K
- 39.21%
$31.54 - $41.04 $121K - $158K
5.95K $222K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.76K
- 14.61%
$68.13 - $74.77 $120K - $131K
10.3K $746K
BNDX
Vanguard Total International B

ETFs
-3.34K
- 11.17%
$48.77 - $49.55 $163K - $165K
26.6K $1.32M
MKL
Markel Corp

Financial Services
-89
- 32.25%
$1678.5 - $1997.36 $149K - $178K
187 $373K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.89K
- 21.2%
$47.02 - $47.83 $136K - $138K
10.7K $513K
RPM
Rpm International Inc

Basic Materials
-348
- 2.23%
$96.97 - $117.58 $33.7K - $40.9K
15.2K $1.67M
VDC
Vanguard Consumer Staples ETF

ETFs
-585
- 1.39%
$204.89 - $224.73 $120K - $131K
41.6K $9.11M
SJM
J M Smucker CO

Consumer Defensive
-499
- 14.26%
$94.41 - $118.52 $47.1K - $59.1K
3K $294K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.6K
- 14.63%
$37.08 - $42.26 $96.2K - $110K
15.1K $627K
SHV
Ishares Tr

ETFs
-1.02K
- 21.94%
$110.06 - $110.46 $112K - $112K
3.61K $398K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-10.2K
- 43.15%
$9.72 - $10.39 $99.1K - $106K
13.4K $133K
SHYD
Vaneck Short High Yield Muni E

ETFs
-5.11K
- 6.58%
$21.84 - $22.79 $112K - $117K
72.6K $1.64M
AZO
Autozone Inc

Consumer Cyclical
-22
- 9.28%
$3478.38 - $3880.15 $76.5K - $85.4K
215 $798K
REET
Ishares Global Reit ETF

ETFs
-7.61K
- 3.79%
$21.59 - $25.16 $164K - $191K
193K $4.76M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.34K
- 16.9%
$299.15 - $396.54 $999K - $1.32M
16.4K $6.51M
ATRO
Astronics Corp

Industrials
-8.86K
- 40.77%
$20.03 - $35.81 $178K - $317K
12.9K $431K
DUK
Duke Energy Corp

Utilities
-32
- 0.14%
$112.46 - $124.05 $3.6K - $3.97K
22.7K $2.68M
POOL
Pool Corp

Industrials
-193
- 13.87%
$285.0 - $325.66 $55K - $62.9K
1.2K $349K
DTE
Dte Energy CO

Utilities
-421
- 6.82%
$127.39 - $139.49 $53.6K - $58.7K
5.75K $761K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-10.4K
- 48.37%
$8.43 - $8.77 $87.6K - $91.1K
11.1K $96K
LNT
Alliant Energy Corp

Utilities
-872
- 8.73%
$58.79 - $64.85 $51.3K - $56.5K
9.12K $551K
WY
Weyerhaeuser CO

Real Estate
-1.18K
- 7.07%
$24.69 - $29.48 $29.1K - $34.8K
15.5K $397K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.27K
- 15.4%
$67.03 - $80.35 $85.3K - $102K
6.99K $557K
WDAY
Workday, Inc.

Technology
-406
- 27.88%
$210.47 - $274.71 $85.5K - $112K
1.05K $252K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.06K
- 3.93%
$22.68 - $23.28 $92K - $94.4K
99.2K $2.3M
WEC
Wec Energy Group, Inc.

Utilities
-340
- 3.31%
$102.24 - $109.76 $34.8K - $37.3K
9.93K $1.03M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-2.5K
- 20.11%
$50.27 - $62.05 $125K - $155K
9.91K $612K
EW
Edwards Lifesciences Corp

Healthcare
-1.82K
- 17.56%
$67.07 - $78.22 $122K - $143K
8.56K $669K
EWJ
Ishares Msci Japan ETF

ETFs
-1.41K
- 33.6%
$61.32 - $75.28 $86.3K - $106K
2.78K $208K
FCX
Freeport Mcmoran Inc

Basic Materials
-4.4K
- 21.65%
$29.15 - $44.46 $128K - $195K
15.9K $689K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.78K
- 33.46%
$32.66 - $40.75 $90.9K - $113K
5.54K $224K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-6.54K
- 11.87%
$10.78 - $11.28 $70.5K - $73.7K
48.5K $540K
FNDF
Schwab Fundamental Intl Large

ETFs
-4.77K
- 15.68%
$32.25 - $40.02 $154K - $191K
25.7K $1.03M
MPC
Marathon Petroleum Corp

Energy
-1.21K
- 19.26%
$118.55 - $170.08 $143K - $205K
5.07K $841K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.5K
- 6.34%
$29.82 - $30.19 $74.6K - $75.5K
36.9K $1.12M
TFC
Truist Financial Corp

Financial Services
-2.96K
- 9.66%
$34.79 - $42.99 $103K - $127K
27.7K $1.19M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.11K
- 8.43%
$52.31 - $63.72 $215K - $262K
44.6K $2.84M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.28K
- 20.2%
$47.46 - $55.3 $60.7K - $70.7K
5.05K $278K
L
Loews Corp

Financial Services
-734
- 19.85%
$80.89 - $92.09 $59.4K - $67.6K
2.96K $271K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-16K
- 14.32%
$24.46 - $33.16 $392K - $532K
96K $3.14M
HRL
Hormel Foods Corp

Consumer Defensive
-59
- 0.06%
$29.11 - $31.44 $1.72K - $1.85K
96.7K $2.92M
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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