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
IP
International Paper CO

Consumer Cyclical
-580
- 3.82%
$49.38 - $60.09 $28.6K - $34.9K
14.6K $778K
MSI
Motorola Solutions, Inc.

Technology
-27
- 2.69%
$411.73 - $482.1 $11.1K - $13K
978 $428K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-34
- 5.42%
$435.02 - $515.95 $14.8K - $17.5K
593 $278K
XEL
Xcel Energy Inc

Utilities
-680
- 16.38%
$63.37 - $72.1 $43.1K - $49K
3.47K $245K
APH
Amphenol Corp

Technology
-148
- 2.27%
$61.62 - $78.55 $9.12K - $11.6K
6.36K $417K
ADP
Automatic Data Processing Inc

Industrials
-523
- 5.32%
$286.85 - $318.64 $150K - $167K
9.3K $2.84M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-881
- 9.15%
$107.24 - $116.37 $94.5K - $103K
8.75K $1.02M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.06K
- 3.58%
$24.1 - $24.34 $49.6K - $50.1K
55.5K $1.35M
SPGI
S&P Global Inc.

Financial Services
-80
- 10.42%
$478.26 - $543.77 $38.3K - $43.5K
688 $349K
IDA
Idacorp Inc

Utilities
-460
- 15.88%
$105.58 - $119.04 $48.6K - $54.8K
2.44K $283K
GPC
Genuine Parts CO

Consumer Cyclical
-399
- 5.39%
$115.91 - $129.02 $46.2K - $51.5K
7K $834K
FNB
Fnb Corp

Financial Services
-227
- 1.17%
$13.08 - $15.95 $2.97K - $3.62K
19.2K $257K
USFD
Us Foods Holding Corp.

Consumer Defensive
-331
- 9.59%
$63.38 - $72.02 $21K - $23.8K
3.12K $204K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 0.55%
$953.54 - $1132.42 $1.91K - $2.26K
364 $359K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-8
- 0.65%
$157.11 - $206.52 $1.26K - $1.65K
1.22K $204K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-399
- 7.76%
$67.41 - $69.37 $26.9K - $27.7K
4.75K $326K
BMO
Bank Of Montreal

Financial Services
-125
- 1.97%
$94.92 - $104.14 $11.9K - $13K
6.23K $595K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-407
- 4.87%
$25.93 - $29.28 $10.6K - $11.9K
7.95K $215K
AVY
Avery Dennison Corp

Industrials
-4
- 0.21%
$174.58 - $195.91 $698 - $784
1.9K $338K
KMX
Carmax Inc

Consumer Cyclical
-87
- 3.14%
$69.25 - $89.19 $6.02K - $7.76K
2.68K $208K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.38K
- 7.15%
$36.91 - $41.03 $162K - $180K
56.9K $2.26M
PEG
Public Service Enterprise Group Inc

Utilities
-84
- 2.74%
$78.2 - $90.39 $6.57K - $7.59K
2.98K $245K
MFC
Manulife Financial Corp

Financial Services
-675
- 3.93%
$28.41 - $31.82 $19.2K - $21.5K
16.5K $513K
FANG
Diamondback Energy, Inc.

Energy
-42
- 2.55%
$139.9 - $180.18 $5.88K - $7.57K
1.61K $256K
IYJ
Ishares Tr

ETFs
-23
- 0.77%
$127.48 - $142.0 $2.93K - $3.27K
2.97K $385K
SON
Sonoco Products CO

Consumer Cyclical
-81
- 1.74%
$44.71 - $49.22 $3.62K - $3.99K
4.56K $215K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-446
- 6.9%
$59.28 - $66.1 $26.4K - $29.5K
6.02K $382K
BXSL
Blackstone Secured Lending Fund

Financial Services
-350
- 1.82%
$31.3 - $34.5 $11K - $12.1K
18.9K $611K
CBRE
Cbre Group, Inc.

Real Estate
-61
- 2.87%
$121.79 - $147.13 $7.43K - $8.97K
2.06K $269K
JCI
Johnson Controls International PLC

Industrials
-157
- 4.95%
$76.12 - $90.6 $12K - $14.2K
3.02K $241K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-100
- 1.36%
$56.17 - $59.71 $5.62K - $5.97K
7.27K $415K
XLP
Consumer Staples Sector Spdr

ETFs
-100
- 1.13%
N/A
8.72K $663K
TDG
Trans Digm Group Inc

Industrials
-20
- 11.11%
$1251.32 - $1394.11 $25K - $27.9K
160 $221K
COF
Capital One Financial Corp

Financial Services
-66
- 0.94%
$163.87 - $209.82 $10.8K - $13.8K
6.93K $1.24M
BBAX
J P Morgan Betabuilders Develo

ETFs
-79
- 1.13%
$48.21 - $51.59 $3.81K - $4.08K
6.92K $336K
DCI
Donaldson CO Inc

Industrials
-9
- 0.13%
$66.51 - $72.28 $599 - $651
7K $469K
Fidelity Wise Origin Bitcoin
-5
- 0.07%
N/A
6.82K $0
Labcorp Holdings Inc
-87
- 2.26%
N/A
3.76K $0
Grayscale Bitcoin Mini Tr Et
-1.35K
- 9.81%
N/A
12.4K $0
Smurfit Westrock PLC
-683
- 13.12%
N/A
4.52K $0
Solventum Corp
-372
- 11.96%
N/A
2.74K $0
Franklin Templeton Digital H
-2.57K
- 12.07%
N/A
18.7K $0
Electrocore Inc
-26
- 0.05%
N/A
47.5K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-2.05K
- 10.25%
N/A
18K $0
Siriusxm Holdings Inc
-64
- 0.41%
N/A
15.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
-270
- 0.43%
N/A
62.9K $0
Blackrock Inc
-114
- 4.08%
N/A
2.68K $0
BHRB
Burke Herbert Finl Svcs Corp C
-1.38K
- 23.72%
N/A
4.43K $0
Brookfield Corp
-93
- 0.85%
N/A
10.9K $0
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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