Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
892
+ 2.33%
N/A
39.2K $7.14M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.05K
+ 21.19%
$81.68 - $82.93 $167K - $170K
11.7K $960K
MET
Metlife Inc

Financial Services
1.97K
+ 20.08%
$78.15 - $88.25 $154K - $174K
11.8K $964K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15.1K
+ 69.18%
$11.1 - $12.03 $168K - $182K
37K $417K
XLU
Utilities Sector Spdr

ETFs
2.41K
+ 39.58%
$74.89 - $82.93 $180K - $200K
8.49K $642K
BMY
Bristol Myers Squibb CO

Healthcare
170
+ 0.6%
$51.92 - $59.94 $8.83K - $10.2K
28.7K $1.62M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
159
+ 7.81%
$173.13 - $258.09 $27.5K - $41K
2.2K $506K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
25K
New
$5.6 - $8.48 $140K - $212K
25K $144K
ARES
Ares Management Corp

Financial Services
590
+ 35.84%
$153.38 - $183.7 $90.5K - $108K
2.24K $395K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.79K
+ 17.64%
$55.73 - $66.16 $99.5K - $118K
11.9K $718K
MTB
M&T Bank Corp

Financial Services
532
+ 21.37%
$172.48 - $221.95 $91.8K - $118K
3.02K $568K
IAU
Ishares Gold Trust

ETFs
2.62K
+ 8.72%
$48.37 - $52.65 $127K - $138K
32.7K $1.62M
LNKB
Linkbancorp, Inc.

Financial Services
7.27K
+ 11.25%
$6.23 - $7.82 $45.3K - $56.8K
71.8K $537K
VONG
Vanguard Russell 1000 Growth E

ETFs
225
+ 1.53%
$95.27 - $107.82 $21.4K - $24.3K
15K $1.55M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
5.5K
+ 31.88%
$19.23 - $20.44 $106K - $112K
22.8K $457K
PNC
Pnc Financial Services Group, Inc.

Financial Services
337
+ 5.35%
$178.39 - $215.0 $60.1K - $72.5K
6.64K $1.28M
DLR
Digital Realty Trust, Inc.

Real Estate
236
+ 4.97%
$156.46 - $195.69 $36.9K - $46.2K
4.98K $883K
WM
Waste Management Inc

Industrials
715
+ 12.12%
$201.79 - $228.46 $144K - $163K
6.61K $1.33M
SSO
Proshares Ultra S&P 500

ETFs
1.11K
+ 41.71%
$87.92 - $99.73 $97.6K - $111K
3.77K $348K
T
At&T Inc.

Communication Services
1.13K
+ 1.04%
$21.22 - $23.88 $24K - $27K
110K $2.51M
IXN
Ishares Global Information Tec

ETFs
1.15K
+ 27.69%
$80.67 - $87.84 $93.1K - $101K
5.32K $450K
KR
Kroger CO

Consumer Defensive
1.2K
+ 14.64%
$55.21 - $63.3 $66.3K - $76K
9.4K $574K
ICF
Ishares Tr

ETFs
2.46K
+ 31.01%
$58.8 - $66.61 $145K - $164K
10.4K $625K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.15K
+ 40.92%
N/A
14.3K $339K
JOBY
Joby Aviation, Inc.

Industrials
12K
New
$4.8 - $9.16 $57.4K - $109K
12K $97K
RPM
Rpm International Inc

Basic Materials
631
+ 7.08%
$120.09 - $140.26 $75.8K - $88.5K
9.54K $1.17M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
10.3K
New
$9.14 - $9.66 $94.4K - $99.8K
10.3K $94K
MSI
Motorola Solutions, Inc.

Technology
177
+ 21.38%
$449.08 - $504.6 $79.5K - $89.3K
1.01K $464K
ETN
Eaton Corp PLC

Industrials
261
+ 3.08%
$326.96 - $377.52 $85.3K - $98.5K
8.72K $2.9M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
10.5K
New
$8.51 - $9.15 $89.3K - $96K
10.5K $90K
TROW
Price T Rowe Group Inc

Financial Services
344
+ 2.83%
$106.48 - $124.69 $36.6K - $42.9K
12.5K $1.41M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
991
+ 16.08%
$58.39 - $67.04 $57.9K - $66.4K
7.15K $453K
TXN
Texas Instruments Inc

Technology
452
+ 6.44%
N/A
7.47K $1.45M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.59K
+ 27.2%
$52.1 - $57.26 $135K - $149K
12.1K $632K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
9.81K
+ 68.13%
$10.01 - $10.9 $98.1K - $107K
24.2K $242K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
201
+ 10.01%
$193.7 - $235.05 $38.9K - $47.2K
2.21K $505K
BK
Bank Of New York Mellon Corp

Financial Services
144
+ 0.99%
$70.82 - $81.87 $10.2K - $11.8K
14.7K $1.13M
PB
Prosperity Bancshares Inc

Financial Services
341
+ 1.99%
$70.04 - $85.07 $23.9K - $29K
17.5K $1.32M
CMI
Cummins Inc

Industrials
108
+ 6.07%
$324.93 - $383.42 $35.1K - $41.4K
1.89K $657K
INTU
Intuit Inc

Technology
102
+ 4.69%
$602.01 - $706.25 $61.4K - $72K
2.28K $1.43M
DCI
Donaldson CO Inc

Industrials
1.7K
+ 32.12%
$67.28 - $78.27 $115K - $133K
7.01K $471K
ETR
Entergy Corp

Utilities
3.56K
+ 103.19%
$73.19 - $156.4 $260K - $556K
7.01K $531K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.04K
+ 17.22%
$88.59 - $94.57 $92.2K - $98.4K
7.09K $629K
ROK
Rockwell Automation, Inc

Industrials
106
+ 4.02%
$264.65 - $302.92 $28.1K - $32.1K
2.75K $784K
UGI
Ugi Corp

Utilities
736
+ 4.46%
$23.24 - $30.37 $17.1K - $22.4K
17.3K $486K
CBRE
Cbre Group, Inc.

Real Estate
483
+ 29.43%
$119.22 - $140.71 $57.6K - $68K
2.12K $278K
PRU
Prudential Financial Inc

Financial Services
666
+ 25.92%
$114.59 - $129.52 $76.3K - $86.3K
3.24K $383K
MLM
Martin Marietta Materials Inc

Basic Materials
179
+ 18.86%
$516.5 - $619.58 $92.5K - $111K
1.13K $582K
CFG
Citizens Financial Group Inc

Financial Services
1K
+ 9.42%
$39.92 - $48.46 $40K - $48.5K
11.6K $508K
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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