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
WBD
Warner Bros. Discovery, Inc.

Communication Services
-162
- 0.73%
$9.47 - $11.46 $1.53K - $1.86K
22.1K $236K
OTIS
Otis Worldwide Corp

Industrials
-241
- 9.78%
$90.77 - $104.01 $21.9K - $25.1K
2.22K $229K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.04K
- 1.94%
$22.46 - $23.26 $45.8K - $47.4K
103K $2.39M
DX
Dynex Capital Inc

Real Estate
-271
- 2.08%
$12.18 - $14.42 $3.3K - $3.91K
12.8K $166K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.43K
- 0.67%
$39.96 - $43.3 $56.9K - $61.7K
211K $8.7M
GILD
Gilead Sciences, Inc.

Healthcare
-442
- 16.46%
$89.14 - $117.41 $39.4K - $51.9K
2.24K $251K
ADC
Agree Realty Corp

Real Estate
-363
- 7.98%
$68.36 - $77.19 $24.8K - $28K
4.19K $323K
FAST
Fastenal CO

Industrials
-2.11K
- 7.11%
$71.11 - $79.98 $150K - $169K
27.6K $2.14M
TIP
Ishares Tr Tips Bd ETF

ETFs
-83
- 2.54%
$106.22 - $111.09 $8.82K - $9.22K
3.19K $354K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.46K
- 3.34%
$206.54 - $226.16 $301K - $330K
42.2K $9.23M
CTVA
Corteva, Inc.

Basic Materials
-499
- 7.69%
$55.94 - $66.15 $27.9K - $33K
5.99K $376K
SSP
E.W. Scripps CO

Communication Services
-601
- 5.15%
$1.41 - $3.36 $847 - $2.02K
11.1K $32K
ECL
Ecolab Inc.

Basic Materials
-444
- 7.06%
$229.72 - $269.82 $102K - $120K
5.85K $1.48M
VOD
Vodafone Group Public LTD CO

Communication Services
-736
- 4.39%
$8.05 - $9.86 $5.92K - $7.26K
16K $150K
MKC
Mccormick & CO Inc

Consumer Defensive
-97
- 3.64%
$71.24 - $84.73 $6.91K - $8.22K
2.57K $211K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-683
- 5.38%
$68.32 - $75.06 $46.7K - $51.3K
12K $897K
D
Dominion Energy, Inc

Utilities
-354
- 2.64%
$52.85 - $57.43 $18.7K - $20.3K
13K $730K
ES
Eversource Energy

Utilities
-276
- 4.64%
$55.63 - $63.8 $15.4K - $17.6K
5.67K $352K
IYH
Ishares Tr

ETFs
-147
- 1.77%
$58.32 - $62.76 $8.57K - $9.23K
8.16K $496K
IYE
Ishares Tr

ETFs
-332
- 4.3%
$45.23 - $49.95 $15K - $16.6K
7.39K $364K
CNP
Centerpoint Energy Inc

Utilities
-612
- 6.89%
$30.87 - $36.25 $18.9K - $22.2K
8.27K $299K
L
Loews Corp

Financial Services
-95
- 2.5%
$81.13 - $91.91 $7.71K - $8.73K
3.7K $339K
INTF
Ishares Tr

ETFs
-364
- 2.72%
$28.43 - $31.96 $10.3K - $11.6K
13K $402K
SAP
Sap Se

Technology
-51
- 3.52%
$241.4 - $293.69 $12.3K - $15K
1.4K $375K
BP
Bp PLC

Energy
-804
- 7.2%
$29.93 - $35.31 $24.1K - $28.4K
10.4K $349K
TTWO
Take Two Interactive Software Inc

Communication Services
-54
- 3.81%
$178.61 - $217.95 $9.64K - $11.8K
1.37K $282K
ACGL
Arch Capital Group Ltd.

Financial Services
-201
- 1.86%
$88.13 - $96.94 $17.7K - $19.5K
10.6K $1.02M
MNST
Monster Beverage Corp

Consumer Defensive
-5
- 0.12%
$46.16 - $58.58 $231 - $293
4.09K $239K
ICE
Intercontinental Exchange, Inc.

Financial Services
-219
- 7.95%
$142.8 - $176.36 $31.3K - $38.6K
2.54K $437K
WMB
Williams Companies, Inc.

Energy
-2.65K
- 8.04%
$54.02 - $61.09 $143K - $162K
30.3K $1.81M
LBRDK
Liberty Broadband Corp

Communication Services
-221
- 4.86%
$73.49 - $88.64 $16.2K - $19.6K
4.32K $367K
VDE
Vanguard Energy ETF

ETFs
-56
- 1.2%
$119.14 - $132.76 $6.67K - $7.43K
4.6K $596K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-19
- 2.54%
$402.49 - $513.76 $7.65K - $9.76K
730 $353K
SPOT
Spotify Technology S.A.

Communication Services
-63
- 7.29%
$457.79 - $648.32 $28.8K - $40.8K
801 $440K
ETR
Entergy Corp

Utilities
-118
- 1.68%
$75.26 - $87.89 $8.88K - $10.4K
6.89K $588K
YUM
Yum Brands Inc

Consumer Cyclical
-290
- 6.3%
$123.25 - $162.53 $35.7K - $47.1K
4.32K $679K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.28%
$1739.0 - $2260.0 $1.74K - $2.26K
350 $682K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-481
- 3.12%
$56.12 - $68.15 $27K - $32.8K
14.9K $1.01M
PAYX
Paychex Inc

Industrials
-544
- 4.15%
$136.06 - $154.52 $74K - $84.1K
12.6K $1.94M
XLV
Select Sector Spdr Fund Health

ETFs
-1.03K
- 3.47%
$137.61 - $149.68 $141K - $154K
28.6K $4.18M
EVRG
Evergy, Inc.

Utilities
-425
- 2.17%
$59.9 - $69.52 $25.5K - $29.5K
19.2K $1.32M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-37
- 5.14%
$1187.71 - $1432.58 $43.9K - $53K
683 $978K
PGR
Progressive Corp

Financial Services
-563
- 8.55%
$235.61 - $291.22 $133K - $164K
6.02K $1.7M
MCK
Mckesson Corp

Healthcare
-4
- 0.32%
$566.21 - $672.99 $2.26K - $2.69K
1.25K $843K
JPM
Jpmorgan Chase & CO

Financial Services
-1.18K
- 1.5%
$225.19 - $279.95 $266K - $330K
77.3K $19M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-100
- 0.26%
$47.39 - $54.26 $4.74K - $5.43K
38.4K $2M
DUK
Duke Energy Corp

Utilities
-1.38K
- 5.7%
$105.87 - $121.97 $146K - $168K
22.8K $2.78M
ATRO
Astronics Corp

Industrials
-47
- 0.22%
$15.6 - $26.5 $733 - $1.25K
21.7K $525K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-10.9K
- 2.16%
$97.38 - $104.52 $1.06M - $1.13M
492K $50.3M
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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