Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
165
+ 41.56%
$485.36 - $588.0 $80.1K - $97K
562 $272K
IGM
Ishares Expanded Tech Sector E

ETFs
469
+ 13.03%
$94.19 - $106.95 $44.2K - $50.2K
4.07K $415K
BXSL
Blackstone Secured Lending Fund

Financial Services
350
+ 1.85%
$29.25 - $33.27 $10.2K - $11.6K
19.2K $621K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.75K
+ 8.55%
$7.33 - $12.37 $12.8K - $21.6K
22.2K $235K
XLI
Industrial Sector Spdr

ETFs
682
+ 10.91%
$131.76 - $143.99 $89.9K - $98.2K
6.93K $913K
SHV
Ishares Tr

ETFs
605
+ 32.54%
$109.92 - $110.57 $66.5K - $66.9K
2.46K $271K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.66K
+ 17.61%
$40.97 - $42.66 $67.9K - $70.7K
11.1K $458K
VMC
Vulcan Materials CO

Basic Materials
204
+ 13.56%
$237.95 - $292.31 $48.5K - $59.6K
1.71K $439K
SAP
Sap Se

Technology
163
+ 12.67%
$218.13 - $255.54 $35.6K - $41.7K
1.45K $356K
ORCL
Oracle Corp

Technology
835
+ 3.99%
$165.41 - $192.43 $138K - $161K
21.8K $3.63M
DDS
Dillard'S, Inc.

Consumer Cyclical
3
+ 0.25%
$357.11 - $465.97 $1.07K - $1.4K
1.18K $510K
TRV
Travelers Companies, Inc.

Financial Services
142
+ 4.23%
$225.97 - $266.66 $32.1K - $37.9K
3.5K $842K
SHEL
Shell PLC

Energy
1.62K
+ 11.3%
$60.63 - $70.23 $98K - $114K
15.9K $999K
BMO
Bank Of Montreal

Financial Services
125
+ 2.01%
$89.75 - $103.39 $11.2K - $12.9K
6.36K $616K
GWW
W.W. Grainger, Inc.

Industrials
46
+ 14.37%
$1023.06 - $1220.93 $47.1K - $56.2K
366 $385K
L
Loews Corp

Financial Services
394
+ 11.59%
$76.49 - $87.05 $30.1K - $34.3K
3.79K $321K
ATRO
Astronics Corp

Industrials
6.52K
+ 42.73%
$15.66 - $21.04 $102K - $137K
21.8K $347K
FANG
Diamondback Energy, Inc.

Energy
364
+ 28.33%
$153.06 - $199.5 $55.7K - $72.6K
1.65K $270K
ENB
Enbridge Inc

Energy
873
+ 14.1%
$40.4 - $43.92 $35.3K - $38.3K
7.07K $299K
PWR
Quanta Services, Inc.

Industrials
37
+ 1.85%
$296.05 - $346.6 $11K - $12.8K
2.03K $642K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.94K
+ 34.76%
$34.13 - $37.35 $66.3K - $72.6K
7.54K $257K
RTX
Raytheon Technologies Corp

Industrials
1.15K
+ 7.25%
$114.45 - $127.21 $132K - $147K
17.1K $1.97M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
756
+ 2.15%
$37.46 - $43.08 $28.3K - $32.6K
35.9K $1.37M
SPGI
S&P Global Inc.

Financial Services
116
+ 17.79%
$480.36 - $529.17 $55.7K - $61.4K
768 $382K
PH
Parker Hannifin Corp

Industrials
62
+ 4.69%
$621.74 - $709.46 $38.5K - $44K
1.39K $880K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
5.05K
+ 40.4%
$9.4 - $10.0 $47.5K - $50.5K
17.6K $167K
EIG
Employers Holdings, Inc.

Financial Services
93
+ 0.83%
$47.48 - $53.89 $4.42K - $5.01K
11.2K $575K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
44
+ 1.04%
$45.39 - $62.98 $2K - $2.77K
4.28K $242K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.11K
+ 7.54%
$47.26 - $48.18 $52.2K - $53.2K
15.8K $746K
EVR
Evercore Inc.

Financial Services
74
+ 8.32%
$247.66 - $315.67 $18.3K - $23.4K
963 $266K
CMF
Ishares California Muni Bond E

ETFs
1.04K
+ 4.64%
$56.66 - $58.1 $59.2K - $60.7K
23.6K $1.35M
VONE
Vanguard Russell 1000 ETF

ETFs
15
+ 0.28%
$257.18 - $277.76 $3.86K - $4.17K
5.41K $1.44M
SRE
Sempra Energy

Utilities
214
+ 4.24%
$80.81 - $94.77 $17.3K - $20.3K
5.26K $461K
FIS
Fidelity National Information Services, Inc.

Technology
658
+ 13.77%
$80.14 - $90.95 $52.7K - $59.8K
5.44K $439K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
84
+ 0.25%
$19.73 - $23.93 $1.66K - $2.01K
34.4K $716K
HIG
Hartford Financial Services Group, Inc.

Financial Services
481
+ 20.84%
$107.06 - $123.74 $51.5K - $59.5K
2.79K $305K
DGX
Quest Diagnostics Inc

Healthcare
240
+ 6.95%
N/A
3.69K $506K
APH
Amphenol Corp

Technology
58
+ 0.9%
$62.07 - $75.35 $3.6K - $4.37K
6.51K $452K
HYG
Ishares Tr

ETFs
483
+ 11.73%
$78.09 - $80.04 $37.7K - $38.7K
4.6K $361K
FNB
Fnb Corp

Financial Services
1.23K
+ 6.77%
$13.56 - $17.29 $16.7K - $21.3K
19.4K $286K
CHD
Church & Dwight CO Inc

Consumer Defensive
267
+ 5.21%
$99.11 - $112.25 $26.5K - $30K
5.4K $565K
JLL
Jones Lang Lasalle Inc

Real Estate
152
+ 20.27%
$246.93 - $283.67 $37.5K - $43.1K
902 $228K
GLW
Corning Inc

Technology
143
+ 1.85%
$44.11 - $49.76 $6.31K - $7.12K
7.88K $374K
IWC
Russell Micro Cap ETF

ETFs
2
+ 0.06%
$120.3 - $138.84 $241 - $278
3.46K $451K
MFC
Manulife Financial Corp

Financial Services
170
+ 1.0%
$29.21 - $32.87 $4.97K - $5.59K
17.2K $527K
TDG
Trans Digm Group Inc

Industrials
36
+ 25.0%
$1239.0 - $1442.53 $44.6K - $51.9K
180 $228K
SCHO
Schwab Short Term Us Treasury

ETFs
29.7K
+ 106.69%
$24.06 - $48.88 $715K - $1.45M
57.5K $1.38M
ADC
Agree Realty Corp

Real Estate
572
+ 14.39%
$69.44 - $77.65 $39.7K - $44.4K
4.55K $320K
RMTI
Rockwell Medical, Inc.

Healthcare
10K
New
$2.01 - $4.65 $20.2K - $46.7K
10K $20K
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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