Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
15.8K
New
$78.43 - $87.17 $1.24M - $1.38M
15.8K $1.27M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
15.6K
+ 116.58%
$77.23 - $82.11 $1.21M - $1.28M
29K $2.26M
IWM
Ishares Russell 2000 ETF

ETFs
5.34K
+ 4.58%
$216.13 - $242.4 $1.15M - $1.29M
122K $26.9M
EFG
Msci Eafe Growth ETF

ETFs
12.6K
+ 299.1%
$96.83 - $106.88 $1.22M - $1.35M
16.8K $1.63M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
12.4K
New
$86.65 - $94.9 $1.08M - $1.18M
12.4K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
337K
+ 9.32%
$44.04 - $49.49 $14.8M - $16.7M
3.95M $174M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.19K
+ 5.28%
$442.29 - $483.08 $1.41M - $1.54M
63.5K $28.8M
RL
Ralph Lauren Corp

Consumer Cyclical
4.37K
New
$192.23 - $233.41 $840K - $1.02M
4.37K $1.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
44K
+ 6.43%
$71.75 - $75.11 $3.15M - $3.3M
727K $52.3M
CHH
Choice Hotels International Inc

Consumer Cyclical
54
+ 0.07%
$128.7 - $152.73 $6.95K - $8.25K
77.4K $11M
DFAR
Dimensional ETF Tr Dimensional

ETFs
36.9K
New
$22.72 - $25.76 $839K - $951K
36.9K $858K
DFSD
Dimensional ETF Tr Short Durat

ETFs
17.8K
New
$46.75 - $47.8 $834K - $852K
17.8K $835K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.27K
+ 4.64%
$121.89 - $135.52 $642K - $714K
119K $14.8M
MA
Mastercard Inc

Financial Services
544
+ 3.64%
$491.3 - $536.15 $267K - $292K
15.5K $8.15M
NYF
Ishares New York Muni Bond ETF

ETFs
14.6K
+ 129.1%
$52.85 - $54.34 $772K - $793K
25.9K $1.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.05K
+ 4.61%
$87.25 - $95.52 $702K - $769K
183K $16.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
12
+ 0.01%
$311.11 - $335.64 $3.73K - $4.03K
95.9K $30.9M
VSEC
Vse Corp

Industrials
6.97K
+ 106.74%
$83.31 - $121.36 $580K - $845K
13.5K $1.28M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.32K
New
$84.34 - $95.14 $702K - $792K
8.32K $726K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.89K
+ 4.47%
$278.19 - $315.36 $525K - $595K
44.1K $12.7M
AXP
American Express CO

Financial Services
1.38K
+ 13.91%
$267.35 - $305.57 $368K - $421K
11.3K $3.35M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.98K
+ 70.86%
$104.59 - $118.05 $626K - $706K
14.4K $1.57M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
35.5K
New
$18.04 - $18.54 $640K - $658K
35.5K $641K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.22K
+ 14.28%
$340.59 - $380.5 $415K - $463K
9.75K $3.57M
IVE
Ishares S&P 500 Value ETF

ETFs
4.24K
+ 13.49%
$189.5 - $206.17 $804K - $875K
35.7K $6.82M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.5K
New
$23.88 - $24.32 $609K - $620K
25.5K $610K
IEV
Ishares Tr Europe ETF

ETFs
12.1K
+ 245.66%
$52.03 - $57.63 $630K - $697K
17K $886K
NOW
Service Now, Inc.

Technology
253
+ 12.62%
$867.18 - $1148.42 $219K - $291K
2.26K $2.39M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.56K
New
$89.9 - $100.66 $589K - $660K
6.56K $592K
IYR
Ishares Tr

ETFs
6.6K
+ 252.52%
$90.74 - $102.87 $599K - $679K
9.22K $857K
DFSV
Dimensional ETF Tr Dimensional

ETFs
19K
New
$30.18 - $33.87 $575K - $645K
19K $586K
DFIV
Dimensional ETF Tr

ETFs
22.3K
+ 26.93%
$34.86 - $37.97 $778K - $847K
105K $3.73M
CRM
Salesforce, Inc.

Technology
332
+ 4.39%
$270.87 - $367.87 $89.9K - $122K
7.9K $2.64M
XLF
Financial Sector Spdr

ETFs
8.26K
+ 16.69%
$44.89 - $51.34 $371K - $424K
57.8K $2.79M
VGT
Vanguard Information Technolog

ETFs
578
+ 10.82%
$571.78 - $647.97 $330K - $375K
5.92K $3.68M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.4K
+ 27.22%
$174.22 - $187.62 $593K - $638K
15.9K $2.79M
MSTR
Microstrategy Inc

Technology
1.83K
New
$162.69 - $473.83 $297K - $865K
1.83K $528K
MLPX
Global X Mlp & Energy Infrastr

ETFs
8.35K
New
$54.89 - $64.32 $458K - $537K
8.35K $504K
IWS
Ishares Russell Midcap Value E

ETFs
4.17K
+ 35.18%
$128.08 - $140.32 $534K - $585K
16K $2.07M
SCHW
Schwab Charles Corp

Financial Services
1.23K
+ 2.8%
$63.31 - $82.85 $78K - $102K
45.3K $3.35M
COF
Capital One Financial Corp

Financial Services
1.94K
+ 38.29%
$145.19 - $192.01 $281K - $372K
7K $1.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
65.3K
+ 163.3%
$22.63 - $47.53 $1.48M - $3.1M
105K $2.39M
LLY
Eli Lilly & CO

Healthcare
1.67K
+ 23.76%
$727.2 - $932.06 $1.22M - $1.56M
8.71K $6.72M
KBE
Spdr S&P Bank ETF

ETFs
8.83K
New
$51.33 - $62.76 $453K - $554K
8.83K $489K
DIS
Walt Disney CO

Communication Services
974
+ 3.89%
$92.39 - $117.6 $90K - $115K
26K $2.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
829
+ 5.52%
$563.99 - $620.12 $468K - $514K
15.8K $9.02M
ET
Energy Transfer LP

Energy
535
+ 0.41%
$16.05 - $19.86 $8.59K - $10.6K
130K $2.55M
SNOW
Snowflake Inc.

Technology
791
+ 9.02%
$109.65 - $186.51 $86.7K - $148K
9.56K $1.48M
AMP
Ameriprise Financial Inc

Financial Services
718
+ 52.79%
$473.15 - $574.01 $340K - $412K
2.08K $1.11M
Activity Summary
Buys All Purchases 478 New Holdings 95 Increased Positions 383 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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