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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-448
- 2.03%
$81.46 - $94.63 $36.5K - $42.4K
21.7K $2.05M
VOYA
Voya Financial, Inc.

Financial Services
-18
- 0.56%
$54.27 - $71.0 $977 - $1.28K
3.17K $224K
DE
Deere & CO

Industrials
-116
- 6.46%
$412.99 - $531.48 $47.9K - $61.7K
1.68K $854K
AOR
Ishares Tr Core Growth Allocat

ETFs
-366
- 4.16%
$53.36 - $61.57 $19.5K - $22.5K
8.44K $519K
UBSI
United Bankshares Inc

Financial Services
-15
- 0.18%
$31.5 - $37.32 $473 - $560
8.39K $305K
SNPS
Synopsys Inc

Technology
-65
- 11.46%
$380.9 - $517.66 $24.8K - $33.6K
502 $257K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-172
- 10.98%
$180.84 - $240.32 $31.1K - $41.3K
1.4K $335K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.88K
- 2.31%
$36.25 - $42.28 $177K - $206K
206K $8.72M
VMC
Vulcan Materials CO

Basic Materials
-65
- 4.67%
$226.49 - $276.01 $14.7K - $17.9K
1.33K $345K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-11.1K
- 9.31%
$22.25 - $28.0 $247K - $310K
108K $3.02M
DTM
Dt Midstream, Inc.

Energy
-67
- 3.03%
$87.23 - $109.91 $5.84K - $7.36K
2.14K $235K
ADM
Archer Daniels Midland CO

Consumer Defensive
-134
- 2.11%
$41.79 - $54.16 $5.6K - $7.26K
6.23K $328K
BOTZ
Global X Fds

ETFs
-4.36K
- 10.58%
$24.51 - $32.65 $107K - $142K
36.9K $1.2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-6
- 0.76%
$283.31 - $388.96 $1.7K - $2.33K
785 $294K
DGRO
Ishares Core Dividend Growth E

ETFs
-559
- 1.68%
$55.22 - $63.94 $30.9K - $35.7K
32.7K $2.09M
JOBY
Joby Aviation, Inc.

Industrials
-2.7K
- 18.08%
$5.33 - $10.55 $14.4K - $28.5K
12.3K $129K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-28
- 0.39%
$54.28 - $67.95 $1.52K - $1.9K
7.1K $482K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-50
- 0.67%
$72.61 - $88.75 $3.63K - $4.44K
7.39K $656K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.08K
- 8.11%
$57.41 - $74.81 $62K - $80.8K
12.2K $909K
LAMR
Lamar Advertising CO

Real Estate
-100
- 1.36%
$102.35 - $121.67 $10.2K - $12.2K
7.23K $877K
CTVA
Corteva, Inc.

Basic Materials
-331
- 5.53%
$55.52 - $74.53 $18.4K - $24.7K
5.66K $421K
HSIC
Henry Schein Inc

Healthcare
-324
- 2.04%
$62.7 - $73.66 $20.3K - $23.9K
15.5K $1.13M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-265
- 1.81%
$23.2 - $29.84 $6.15K - $7.91K
14.4K $428K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-60
- 1.51%
$101.93 - $128.63 $6.12K - $7.72K
3.92K $504K
CAH
Cardinal Health Inc

Healthcare
-188
- 6.7%
$125.0 - $168.0 $23.5K - $31.6K
2.62K $439K
NFG
National Fuel Gas CO

Energy
-58
- 0.49%
$73.0 - $86.01 $4.23K - $4.99K
11.9K $1.01M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-291
- 1.41%
$2.85 - $6.24 $829 - $1.82K
20.3K $126K
OSK
Oshkosh Corp

Industrials
-170
- 4.0%
$79.17 - $113.62 $13.5K - $19.3K
4.08K $463K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-720
- 4.1%
$28.98 - $37.18 $20.9K - $26.8K
16.8K $625K
RJF
Raymond James Financial Inc

Financial Services
-166
- 2.45%
$123.65 - $153.88 $20.5K - $25.5K
6.6K $1.01M
ASML
Asml Holding Nv

Technology
-10
- 1.62%
$595.37 - $815.24 $5.95K - $8.15K
609 $488K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.82K
- 4.96%
$35.9 - $43.76 $101K - $123K
54K $2.34M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-135
- 1.04%
$70.44 - $86.87 $9.51K - $11.7K
12.8K $1.11M
VPU
Vanguard Utilities ETF

ETFs
-40
- 0.24%
$158.36 - $178.82 $6.33K - $7.15K
16.4K $2.9M
HON
Honeywell International Inc

Industrials
-1.04K
- 6.58%
$182.86 - $232.88 $190K - $242K
14.7K $3.43M
ADI
Analog Devices Inc

Technology
-219
- 5.19%
$164.6 - $238.02 $36K - $52.1K
4K $951K
EFG
Msci Eafe Growth ETF

ETFs
-1.65K
- 6.93%
$89.8 - $112.0 $149K - $185K
22.2K $2.49M
IGM
Ishares Expanded Tech Sector E

ETFs
-941
- 9.87%
$79.8 - $112.34 $75.1K - $106K
8.6K $965K
AMP
Ameriprise Financial Inc

Financial Services
-10
- 0.46%
$422.19 - $533.73 $4.22K - $5.34K
2.14K $1.14M
MA
Mastercard Inc

Financial Services
-193
- 1.26%
$479.92 - $590.74 $92.6K - $114K
15.1K $8.47M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.46K
- 6.43%
$41.45 - $54.46 $102K - $134K
35.8K $1.86M
XLY
Select Sector Spdr Consumer Di

ETFs
-38
- 0.64%
$176.34 - $218.59 $6.7K - $8.31K
5.9K $1.28M
C
Citigroup Inc

Financial Services
-1.09K
- 7.49%
$58.13 - $85.12 $63.1K - $92.4K
13.4K $1.14M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-126
- 1.9%
$113.67 - $150.4 $14.3K - $19K
6.51K $979K
SPOT
Spotify Technology S.A.

Communication Services
-47
- 5.87%
$503.3 - $775.9 $23.7K - $36.5K
754 $578K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-33
- 0.44%
$376.48 - $440.65 $12.4K - $14.5K
7.46K $3.29M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.29K
- 2.35%
$33.13 - $40.67 $75.9K - $93.1K
95.2K $3.87M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 3.23%
$4164.15 - $5789.24 $25K - $34.7K
180 $1.04M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.99K
- 4.09%
$73.7 - $90.98 $146K - $181K
46.5K $4.23M
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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