Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CBNK
Capital Bancorp Inc

Financial Services
1.13K
+ 1.47%
$24.12 - $30.82 $27.3K - $34.8K
78.2K $2.23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.81K
New
$87.1 - $98.49 $245K - $277K
2.81K $245K
GM
General Motors CO

Consumer Cyclical
4.6K
New
$44.82 - $60.2 $206K - $277K
4.6K $245K
WDAY
Workday, Inc.

Technology
946
New
$233.85 - $279.91 $221K - $265K
946 $244K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.89K
+ 14.27%
$90.66 - $99.46 $262K - $287K
23.1K $2.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
439
+ 29.72%
$275.15 - $388.2 $121K - $170K
1.92K $655K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
994
New
$238.25 - $261.28 $237K - $260K
994 $240K
IBM
International Business Machines Corp

Technology
1.24K
+ 4.71%
$204.9 - $238.04 $254K - $295K
27.6K $6.06M
EPAC
Enerpac Tool Group Corp

Industrials
5.79K
New
$41.09 - $51.57 $238K - $299K
5.79K $237K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.45K
New
$60.65 - $72.33 $209K - $250K
3.45K $232K
XLK
Technology Sector Spdr

ETFs
608
+ 4.76%
$220.26 - $241.44 $134K - $147K
13.4K $3.11M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.23K
New
$146.47 - $191.01 $180K - $234K
1.23K $228K
GLD
Spdr Gold Trust

ETFs
1.13K
+ 2.31%
$236.59 - $257.5 $268K - $291K
50.1K $12.1M
KMX
Carmax Inc

Consumer Cyclical
2.77K
New
$71.11 - $87.2 $197K - $241K
2.77K $226K
ARKW
Ark Next Generation Internet E

ETFs
2.09K
New
$82.66 - $120.04 $173K - $251K
2.09K $225K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.27K
+ 5.66%
$40.82 - $45.39 $215K - $239K
98.4K $4.09M
BR
Broadridge Financial Solutions, Inc.

Technology
993
New
$209.64 - $236.44 $208K - $235K
993 $224K
GMED
Globus Medical Inc

Healthcare
2.72K
New
$69.79 - $85.61 $190K - $233K
2.72K $224K
KMI
Kinder Morgan, Inc.

Energy
8.21K
New
$22.59 - $28.54 $185K - $234K
8.21K $224K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.9K
+ 10.72%
$22.72 - $23.0 $248K - $251K
113K $2.57M
APD
Air Products & Chemicals, Inc.

Basic Materials
792
+ 66.67%
$285.5 - $335.62 $226K - $266K
1.98K $574K
SNA
Snap On Inc

Industrials
651
New
$285.44 - $371.35 $186K - $242K
651 $221K
AXON
Axon Enterprise, Inc.

Industrials
370
New
$399.22 - $689.78 $148K - $255K
370 $219K
INGR
Ingredion Inc

Consumer Defensive
1.59K
New
$132.76 - $154.86 $211K - $247K
1.59K $219K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.62K
New
$71.19 - $91.57 $187K - $240K
2.62K $218K
TPL
Texas Pacific Land Corp

Energy
46
+ 6.15%
$915.49 - $1730.0 $42.1K - $79.6K
794 $878K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
565
New
$260.53 - $404.79 $147K - $229K
565 $216K
ACGL
Arch Capital Group Ltd.

Financial Services
3.82K
+ 54.64%
$88.71 - $114.86 $339K - $438K
10.8K $997K
EPP
Ishares Inc

ETFs
4.93K
New
$43.59 - $49.13 $215K - $242K
4.93K $215K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5.5K
New
$28.38 - $39.27 $156K - $216K
5.5K $213K
CHWY
Chewy, Inc.

Consumer Cyclical
6.25K
New
$26.51 - $35.87 $166K - $224K
6.25K $209K
HON
Honeywell International Inc

Industrials
317
+ 4.43%
$202.84 - $236.0 $64.3K - $74.8K
7.47K $1.69M
VFH
Vanguard Financial ETF

ETFs
1.76K
New
$108.87 - $126.2 $192K - $223K
1.76K $208K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
36.9K
+ 8.51%
$10.26 - $10.82 $378K - $399K
470K $4.87M
MKL
Markel Corp

Financial Services
104
+ 64.2%
$1542.01 - $1785.11 $160K - $186K
266 $459K
MGC
Vanguard Mega Cap ETF

ETFs
973
New
$204.21 - $220.18 $199K - $214K
973 $206K
WTFC
Wintrust Financial Corp

Financial Services
1.65K
New
$104.15 - $138.5 $172K - $228K
1.65K $205K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
15K
New
$10.17 - $14.73 $153K - $221K
15K $205K
DOCU
Docusign, Inc.

Technology
394
+ 6.5%
$61.42 - $106.99 $24.2K - $42.2K
6.46K $580K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
152
+ 26.76%
$1146.59 - $1270.6 $174K - $193K
720 $853K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.07K
+ 7.42%
$77.25 - $91.3 $83K - $98.1K
15.5K $1.33M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.02K
+ 48.75%
$58.32 - $85.45 $118K - $173K
6.17K $456K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
337K
+ 197.87%
$22.01 - $66.82 $7.41M - $22.5M
507K $11.5M
FLGT
Fulgent Genetics, Inc.

Healthcare
10.1K
New
$16.71 - $22.68 $168K - $228K
10.1K $185K
BSX
Boston Scientific Corp

Healthcare
1.77K
+ 41.86%
$83.62 - $91.5 $148K - $162K
6.01K $536K
AJG
Arthur J. Gallagher & Co.

Financial Services
582
+ 16.05%
$278.49 - $315.16 $162K - $183K
4.21K $1.19M
SBSW
Sibanye Stillwater LTD

Basic Materials
50.4K
New
$3.24 - $5.22 $163K - $263K
50.4K $166K
IP
International Paper CO

Consumer Cyclical
1.83K
+ 13.75%
$46.64 - $59.57 $85.5K - $109K
15.2K $816K
MU
Micron Technology Inc

Technology
2.65K
+ 88.03%
$84.16 - $113.41 $223K - $301K
5.67K $477K
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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