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
SLV
I Shares Silver Trust

ETFs
-1.1K
- 7.25%
$27.08 - $33.74 $29.7K - $36.9K
14K $459K
ES
Eversource Energy

Utilities
-270
- 4.76%
$54.25 - $65.89 $14.6K - $17.8K
5.4K $343K
MTRN
Materion Corp

Basic Materials
-21
- 0.71%
$72.15 - $84.25 $1.52K - $1.77K
2.94K $233K
AMT
American Tower Corp

Real Estate
-85
- 2.79%
$203.96 - $228.19 $17.3K - $19.4K
2.96K $654K
HUBS
Hubspot Inc

Technology
-4
- 1.03%
$487.07 - $672.24 $1.95K - $2.69K
386 $214K
HYG
Ishares Tr

ETFs
-290
- 3.15%
$75.75 - $80.65 $22K - $23.4K
8.91K $718K
AME
Ametek Inc

Industrials
-130
- 6.96%
$151.41 - $182.75 $19.7K - $23.8K
1.74K $314K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-3.14K
- 23.38%
$13.42 - $20.22 $42.2K - $63.5K
10.3K $205K
FISV
Fiserv Inc

Technology
-42
- 0.17%
N/A
24K $3.01M
SAIC
Science Applications International Corp

Technology
-50
- 2.57%
$100.22 - $123.41 $5.01K - $6.17K
1.9K $213K
JLL
Jones Lang Lasalle Inc

Real Estate
-40
- 4.0%
$204.57 - $256.96 $8.18K - $10.3K
959 $245K
GVI
Ishares Tr

ETFs
-34
- 0.97%
$104.82 - $106.79 $3.56K - $3.63K
3.46K $369K
DHI
Horton D R Inc

Consumer Cyclical
-35
- 1.85%
$115.1 - $129.63 $4.03K - $4.54K
1.86K $239K
VTWO
Vanguard Russell 2000 ETF

ETFs
-249
- 7.69%
$70.56 - $87.22 $17.6K - $21.7K
2.99K $260K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-12.6K
- 6.82%
$29.36 - $35.56 $370K - $448K
172K $6.12M
DFSU
Dimensional ETF Tr Dimen Us Su
-2.67K
- 8.71%
N/A
28K $0
Franklin Templeton Digital H
-7.56K
- 40.45%
N/A
11.1K $0
Ge Healthcare Technologies I
-2
- 0.03%
N/A
6.46K $0
Digitalocean Hldgs Inc
-22K
- 50.0%
N/A
22K $0
Blackrock Inc
-76
- 2.84%
N/A
2.6K $0
Pimco ETF Tr
-4.84K
- 3.39%
N/A
138K $0
First Trust Energy Income Ptnrs Enh Inc ETF
-70.3K
- 7.76%
N/A
835K $0
Cava Group Inc
-21.5K
- 39.59%
N/A
32.9K $0
Theratechnologies Inc
-20K
- 28.07%
N/A
51.3K $0
Siriusxm Holdings Inc
-761
- 4.87%
N/A
14.9K $0
Cleancore Solutions Inc
-61.9K
- 67.34%
N/A
30K $0
Ge Vernova Inc
-12
- 0.23%
N/A
5.3K $0
Ishares Ethereum Tr
-15.8K
- 45.87%
N/A
18.7K $0
Liberty Media Corp Del
-782
- 16.32%
N/A
4.01K $0
Lam Research Corp
-34
- 0.1%
N/A
34.8K $0
Labcorp Holdings Inc
-1.6K
- 42.48%
N/A
2.16K $0
Haemonetics Corp Mass
-21K
- 50.0%
N/A
21K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-731
- 10.97%
N/A
5.93K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-4.82K
- 26.79%
N/A
13.2K $0
JGRO
J P Morgan Exchange Traded Fd
-85
- 2.26%
N/A
3.67K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.44K
- 6.53%
$7.69 - $11.46 $11.1K - $16.5K
20.6K $236K
Grayscale Bitcoin Mini Tr Et
-11
- 0.09%
N/A
12.4K $0
Ishares Bitcoin Trust ETF
-274
- 0.26%
N/A
106K $0
Neuberger Berman ETF Trust
-6.21K
- 2.73%
N/A
221K $0
America Movil Sab De Cv
-1.88K
- 14.43%
N/A
11.1K $0
ENB
Enbridge Inc

Energy
-154
- 1.96%
$41.09 - $47.16 $6.33K - $7.26K
7.7K $349K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-5
- 0.11%
$68.11 - $69.33 $341 - $347
4.74K $328K
SCHO
Schwab Short Term Us Treasury

ETFs
-1
- -0.0%
$24.19 - $24.45 $24.2 - $24.5
55.5K $1.35M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-70
- 1.68%
$60.29 - $71.77 $4.22K - $5.02K
4.1K $287K
VONV
Vanguard Russell 1000 Value Et

ETFs
-546
- 2.88%
$73.19 - $85.21 $40K - $46.5K
18.4K $1.57M
ANVS
Annovis Bio, Inc.

Healthcare
-50
- 0.5%
$1.22 - $3.24 $61 - $162
10K $21K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-121
- 1.8%
$51.81 - $61.79 $6.27K - $7.48K
6.62K $408K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-850
- 17.55%
$139.8 - $197.22 $119K - $168K
3.99K $787K
NXPI
Nxp Semiconductors N.V.

Technology
-271
- 11.45%
$153.5 - $218.72 $41.6K - $59.3K
2.1K $457K
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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