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
WRB
Berkley W R Corp

Financial Services
-1.13K
- 14.88%
$64.28 - $75.17 $72.5K - $84.8K
6.45K $474K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.22K
- 25.57%
$59.24 - $71.39 $72.2K - $87K
3.55K $252K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.08K
- 11.26%
$73.0 - $85.5 $152K - $178K
16.4K $1.38M
KKR
Kkr & Co. Inc.

Financial Services
-896
- 27.51%
$92.79 - $134.29 $83.1K - $120K
2.36K $314K
XLP
Consumer Staples Sector Spdr

ETFs
-813
- 9.32%
N/A
7.91K $601K
ZTS
Zoetis Inc.

Healthcare
-11
- 0.17%
$144.41 - $170.3 $1.59K - $1.87K
6.57K $1.02M
KMI
Kinder Morgan, Inc.

Energy
-2.3K
- 21.28%
$25.21 - $29.4 $58K - $67.6K
8.51K $250K
DHR
Danaher Corp

Healthcare
-113
- 2.36%
$174.64 - $205.16 $19.7K - $23.2K
4.67K $923K
PLXS
Plexus Corp

Technology
-539
- 23.46%
$110.95 - $136.15 $59.8K - $73.4K
1.76K $238K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-2.66K
- 23.21%
$29.41 - $37.21 $78.2K - $98.9K
8.8K $327K
CMC
Commercial Metals CO

Basic Materials
-1.67K
- 16.17%
$39.2 - $50.67 $65.6K - $84.8K
8.67K $424K
CCJ
Cameco Corp

Energy
-3.47K
- 55.12%
$36.68 - $74.46 $127K - $258K
2.83K $209K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-534
- 0.74%
$12.21 - $13.9 $6.52K - $7.42K
71.6K $933K
TRV
Travelers Companies, Inc.

Financial Services
-219
- 6.12%
$233.83 - $276.34 $51.2K - $60.5K
3.36K $898K
DEO
Diageo PLC

Consumer Defensive
-101
- 1.2%
$99.86 - $115.75 $10.1K - $11.7K
8.3K $836K
ARES
Ares Management Corp

Financial Services
-636
- 24.78%
$118.04 - $175.83 $75.1K - $112K
1.93K $334K
ADC
Agree Realty Corp

Real Estate
-323
- 7.72%
$70.68 - $79.12 $22.8K - $25.6K
3.86K $282K
EIG
Employers Holdings, Inc.

Financial Services
-11
- 0.1%
$46.08 - $51.35 $507 - $565
11.2K $529K
ITW
Illinois Tool Works Inc

Industrials
-123
- 1.06%
$218.41 - $252.43 $26.9K - $31K
11.4K $2.83M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-490
- 5.6%
$107.61 - $119.09 $52.7K - $58.4K
8.26K $978K
LPX
Louisiana Pacific Corp

Industrials
-10
- 0.16%
$81.16 - $95.48 $812 - $955
6.28K $540K
ANSS
Ansys Inc

Technology
-263
- 16.62%
$284.19 - $351.22 $74.7K - $92.4K
1.32K $463K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-484
- 1.29%
$82.21 - $83.12 $39.8K - $40.2K
37.2K $3.08M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-2K
- 7.75%
$18.96 - $20.43 $38K - $40.9K
23.8K $487K
DGX
Quest Diagnostics Inc

Healthcare
-252
- 7.45%
N/A
3.13K $429K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-711
- 7.34%
$45.2 - $46.6 $32.1K - $33.1K
8.98K $415K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-359
- 4.22%
$105.23 - $109.61 $37.8K - $39.3K
8.14K $892K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.27K
- 0.93%
$22.81 - $22.97 $28.9K - $29.1K
136K $3.11M
TJX
Tjx Companies Inc

Consumer Cyclical
-616
- 2.25%
$119.13 - $135.03 $73.4K - $83.2K
26.7K $3.3M
ETR
Entergy Corp

Utilities
-160
- 2.32%
$79.01 - $86.61 $12.6K - $13.9K
6.73K $559K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-2.32K
- 6.55%
$17.5 - $18.46 $40.7K - $42.9K
33.2K $612K
KR
Kroger CO

Consumer Defensive
-911
- 9.66%
$64.62 - $74.0 $58.9K - $67.4K
8.52K $610K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.59K
- 2.66%
$141.87 - $164.49 $225K - $261K
58K $9.53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-545
- 11.88%
$49.79 - $50.75 $27.1K - $27.7K
4.04K $205K
JPEM
Jp Morgan Diversified Return

ETFs
-792
- 15.45%
$48.41 - $56.7 $38.3K - $44.9K
4.33K $244K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-275
- 9.56%
$109.83 - $131.67 $30.2K - $36.2K
2.6K $330K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-2.1K
- 13.04%
$9.43 - $10.29 $19.8K - $21.6K
14K $140K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.02K
- 2.05%
$10.78 - $11.57 $10.9K - $11.7K
48.5K $547K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-3.16K
- 10.85%
$62.52 - $78.19 $198K - $247K
26K $2.02M
CMI
Cummins Inc

Industrials
-129
- 7.68%
$267.12 - $336.65 $34.5K - $43.4K
1.55K $507K
BMRC
Bank Of Marin Bancorp

Financial Services
-1.53K
- 6.94%
$19.65 - $23.1 $30.1K - $35.4K
20.5K $468K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-816
- 3.97%
$66.87 - $79.47 $54.6K - $64.8K
19.7K $1.57M
WPC
W. P. Carey Inc.

Real Estate
-114
- 0.94%
$56.12 - $64.53 $6.4K - $7.36K
12K $745K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-320
- 3.71%
$48.5 - $49.35 $15.5K - $15.8K
8.31K $409K
USRT
Ishares Core U.S. Reit ETF

ETFs
-42
- 0.4%
$50.37 - $57.97 $2.12K - $2.43K
10.5K $596K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-225
- 1.15%
$13.03 - $15.28 $2.93K - $3.44K
19.3K $282K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-194
- 6.26%
$75.05 - $77.34 $14.6K - $15K
2.9K $224K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-883
- 9.04%
$36.14 - $44.23 $31.9K - $39.1K
8.88K $392K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-111
- 0.95%
$25.48 - $27.78 $2.83K - $3.08K
11.6K $308K
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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