Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NFG
National Fuel Gas CO

Energy
326
+ 2.83%
$58.89 - $64.23 $19.2K - $20.9K
11.8K $717K
MGEE
Mge Energy Inc

Utilities
58
+ 1.21%
$88.55 - $108.16 $5.14K - $6.27K
4.86K $456K
VTWO
Vanguard Russell 2000 ETF

ETFs
202
+ 6.83%
$87.42 - $98.06 $17.7K - $19.8K
3.16K $282K
ICE
Intercontinental Exchange, Inc.

Financial Services
311
+ 12.72%
$148.29 - $166.93 $46.1K - $51.9K
2.76K $410K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
415
+ 1.06%
$50.53 - $55.55 $21K - $23.1K
39.7K $2.02M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
222
+ 7.02%
$209.89 - $233.24 $46.6K - $51.8K
3.39K $719K
HEES
H&E Equipment Services, Inc.

Industrials
4
+ 0.01%
$48.79 - $60.79 $195 - $243
36K $1.76M
WEC
Wec Energy Group, Inc.

Utilities
327
+ 3.55%
$92.94 - $101.82 $30.4K - $33.3K
9.53K $895K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.16K
+ 10.22%
$5.7 - $8.27 $6.6K - $9.58K
12.5K $84K
MNST
Monster Beverage Corp

Consumer Defensive
166
+ 4.22%
$49.24 - $56.38 $8.17K - $9.36K
4.1K $215K
LBRDK
Liberty Broadband Corp

Communication Services
244
+ 5.68%
$74.72 - $101.4 $18.2K - $24.7K
4.54K $339K
IYE
Ishares Tr

ETFs
290
+ 3.9%
$43.93 - $51.37 $12.7K - $14.9K
7.72K $351K
OGE
Oge Energy Corp.

Utilities
139
+ 2.17%
$39.65 - $44.08 $5.51K - $6.13K
6.53K $269K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
2.23K
+ 12.23%
$2.15 - $4.48 $4.78K - $9.97K
20.4K $80K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
997
+ 0.61%
$23.25 - $23.37 $23.2K - $23.3K
165K $3.85M
FNF
Fidelity National Financial, Inc.

Financial Services
484
+ 13.29%
$55.19 - $63.83 $26.7K - $30.9K
4.13K $231K
CSX
Csx Corp

Industrials
2.02K
+ 7.51%
$31.58 - $36.88 $63.8K - $74.5K
28.9K $934K
HSIC
Henry Schein Inc

Healthcare
874
+ 5.87%
$66.54 - $77.66 $58.2K - $67.9K
15.8K $1.09M
BRO
Brown & Brown, Inc.

Financial Services
84
+ 4.18%
$100.93 - $113.42 $8.48K - $9.53K
2.09K $213K
BP
Bp PLC

Energy
761
+ 7.32%
$28.16 - $33.14 $21.4K - $25.2K
11.2K $329K
WELL
Welltower Inc.

Real Estate
83
+ 2.46%
$123.11 - $139.3 $10.2K - $11.6K
3.45K $434K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
711
+ 5.1%
$47.77 - $51.75 $34K - $36.8K
14.6K $707K
SSP
E.W. Scripps CO

Communication Services
1.52K
+ 15.0%
$1.73 - $3.52 $2.63K - $5.35K
11.7K $25K
ROP
Roper Technologies Inc

Industrials
74
+ 7.31%
$519.85 - $575.95 $38.5K - $42.6K
1.09K $565K
XAIR
Beyond Air, Inc.

Healthcare
6.45K
+ 64.5%
$0.3 - $0.67 $1.94K - $4.32K
16.5K $5K
IYJ
Ishares Tr

ETFs
23
+ 0.78%
$132.97 - $143.93 $3.06K - $3.31K
2.99K $398K
Aurora Cannabis Inc
35K
New
N/A
35K $0
Brookfield Corp
444
+ 4.21%
N/A
11K $0
Arista Networks Inc
13.2K
New
N/A
13.2K $0
Blackstone Mortgage Trust In
48K
New
N/A
48K $0
DHY
Credit Suisse High Yield Bond Fund

Financial Services
922
+ 9.02%
$2.14 - $2.24 $1.97K - $2.07K
11.1K $23K
Blackrock Inc
2.79K
New
N/A
2.79K $0
Super Micro Computer Inc
23.8K
New
N/A
23.8K $0
Snap Inc
36K
New
N/A
36K $0
Haemonetics Corp Mass
21K
+ 100.0%
N/A
42K $0
Cava Group Inc
19.6K
+ 57.3%
N/A
53.8K $0
Chegg Inc
32K
New
N/A
32K $0
Cracker Barrel Old Ctry Stor
19K
+ 100.0%
N/A
38K $0
Theratechnologies Inc
20K
+ 39.02%
N/A
71.3K $0
Digitalocean Hldgs Inc
22K
+ 100.0%
N/A
44K $0
Cleancore Solutions Inc
75K
New
N/A
75K $0
Dimensional ETF Trust
23.3K
+ 130.85%
N/A
41.2K $0
UYLD
Angel Oak Fds Tr Ultrashort In
20K
New
N/A
20K $0
Tss Inc Del
10.1K
New
N/A
10.1K $0
Siriusxm Holdings Inc
643
+ 4.27%
N/A
15.7K $0
Dimensional ETF Trust
233K
+ 10.75%
N/A
2.4M $0
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
686
+ 3.36%
$19.27 - $20.9 $13.2K - $14.3K
21.1K $417K
Ea Series Trust
3.27K
+ 172.89%
N/A
5.16K $0
Labcorp Holdings Inc
233
+ 6.45%
N/A
3.84K $0
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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