Wealthspire Advisors, LLC Portfolio Holdings by Sector
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VOO VEA IJH SCHD VXUS SCHF VWO 321 stocks |
$15.5 Million
88.18% of portfolio
|
121
|
164
|
26
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR RWR 3 stocks |
$600,692
3.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW ADBE CRWD CYBR FTNT 10 stocks |
$244,023
1.39% of portfolio
|
7
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$92,012
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON AJG MMC BRO 4 stocks |
$86,344
0.49% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL SPOT Z DASH 6 stocks |
$69,796
0.4% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV PFE MRK AZN BMY AMGN 10 stocks |
$67,092
0.38% of portfolio
|
5
|
5
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME ICE MSCI SPGI 4 stocks |
$64,155
0.36% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM MU TSM TXN AMD INTC 11 stocks |
$60,991
0.35% of portfolio
|
8
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV CTSH CACI IT CDW FIS 12 stocks |
$57,201
0.33% of portfolio
|
10
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A ACGL HIG SLF 5 stocks |
$41,017
0.23% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI BABA 3 stocks |
$40,534
0.23% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C BMO TD UBS 7 stocks |
$36,289
0.21% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL NFG BP SU 6 stocks |
$35,004
0.2% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DLTR 4 stocks |
$34,927
0.2% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST 3 stocks |
$31,386
0.18% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
EIM BX UTG APO PTY JPC BK TROW 33 stocks |
$30,727
0.17% of portfolio
|
14
|
9
|
5
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL EL KMB UL CHD HIMS 7 stocks |
$28,062
0.16% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN ITW EMR ROK DOV ROP PH 15 stocks |
$27,843
0.16% of portfolio
|
11
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BYRN NOC LMT BA RTX VSEC GD HWM 12 stocks |
$26,936
0.15% of portfolio
|
9
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF PYPL 5 stocks |
$24,897
0.14% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$21,876
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$21,215
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM CMG SG 5 stocks |
$20,191
0.11% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK ED NEE SO AEP EVRG EXC WEC 20 stocks |
$19,500
0.11% of portfolio
|
12
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW SNOW FICO INTU GBTG UBER MSTR 18 stocks |
$18,708
0.11% of portfolio
|
10
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS MS RJF LPLA EVR 6 stocks |
$16,771
0.1% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS T CMCSA LBRDK VOD 6 stocks |
$16,709
0.09% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK BSX ZBH MDT EW INSP STE 9 stocks |
$13,904
0.08% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
CHH MAR HLT 3 stocks |
$13,677
0.08% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM 3 stocks |
$13,560
0.08% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB CBNK PNC TFC MTB LNKB CFG BMRC 13 stocks |
$11,930
0.07% of portfolio
|
9
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD 3 stocks |
$11,863
0.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD TMO IDXX DHR DGX 5 stocks |
$10,379
0.06% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$8,711
0.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW RPM ECL LYB APD DD 6 stocks |
$8,287
0.05% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO GALT CPRX VRTX CORT EXEL RXRX 9 stocks |
$7,895
0.04% of portfolio
|
6
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE WMB ET LNG ENB KMI DTM 8 stocks |
$7,613
0.04% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV OSCR 5 stocks |
$6,715
0.04% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
CPK ATO UGI OGS 4 stocks |
$6,362
0.04% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE OSK 3 stocks |
$5,682
0.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$5,521
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB TRV ALL WRB MKL L 7 stocks |
$5,446
0.03% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI UI 3 stocks |
$5,334
0.03% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$5,126
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$4,729
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL GIS SJM INGR MKC MKC-V 6 stocks |
$4,428
0.03% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG CWEN 2 stocks |
$4,420
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS MMS 2 stocks |
$3,971
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,297
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB RCL EXPE CCL 5 stocks |
$3,202
0.02% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET MFC PRU UNM 5 stocks |
$3,067
0.02% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST GWW POOL 3 stocks |
$3,058
0.02% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR LAMR AMT WY 4 stocks |
$3,008
0.02% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO PSX MPC 3 stocks |
$3,002
0.02% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O FRT ADC SPG 4 stocks |
$2,966
0.02% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT LPX CARR JCI CSL BLDR 6 stocks |
$2,936
0.02% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO DKS GPC MUSA 5 stocks |
$2,860
0.02% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX TFX ICUI FEMY 5 stocks |
$2,822
0.02% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC MCK CAH ABC 4 stocks |
$2,794
0.02% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$2,694
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2,589
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP TPL OXY VIST FANG 5 stocks |
$2,565
0.01% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC 3 stocks |
$2,499
0.01% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$2,481
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI HRI 2 stocks |
$2,035
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1,846
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX HPQ DELL NTAP 4 stocks |
$1,634
0.01% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW JBL PLXS 4 stocks |
$1,577
0.01% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MEC 1 stocks |
$1,522
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$1,507
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE CMC RS 3 stocks |
$1,443
0.01% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX VMC MLM 3 stocks |
$1,322
0.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR EME MTZ 3 stocks |
$1,197
0.01% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$1,159
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS CRDL RMTI 3 stocks |
$1,052
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC CTO 2 stocks |
$936
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
CALM ADM 2 stocks |
$911
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
LFMD 1 stocks |
$839
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$836
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Diversified | Utilities
MGEE SRE 2 stocks |
$832
0.0% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG AWK 2 stocks |
$818
0.0% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
EIG MTG 2 stocks |
$769
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$689
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$688
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$634
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$625
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$610
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$550
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
DDS 1 stocks |
$494
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
PAG 1 stocks |
$491
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$432
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$421
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$378
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$372
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$355
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
OPCH 1 stocks |
$343
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS WRAP 2 stocks |
$341
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$297
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM NGD 2 stocks |
$288
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$278
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS 1 stocks |
$251
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL 1 stocks |
$245
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$239
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MTRN 1 stocks |
$233
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Conglomerates | Financial Services
VOYA 1 stocks |
$224
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$219
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$214
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diversified Communication Services | Technology
EGHT 1 stocks |
$212
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$209
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$129
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
EVLV 1 stocks |
$126
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
FLL 1 stocks |
$109
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
RUN 1 stocks |
$98
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO SSP 2 stocks |
$68
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|