Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Jacobs Solutions Inc
1.57K
New
N/A
1.57K $0
Ge Healthcare Technologies I
715
+ 13.76%
N/A
5.91K $0
Pebblebrook Hotel Tr
22K
+ 100.0%
N/A
44K $0
MKC
Mccormick & CO Inc

Consumer Defensive
195
+ 7.89%
$73.97 - $84.09 $14.4K - $16.4K
2.67K $203K
Linde PLC
163
+ 5.35%
N/A
3.21K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
4.17K
New
N/A
4.17K $0
Fidelity Wise Origin Bitcoin
2.72K
+ 66.39%
N/A
6.82K $0
Electrocore Inc
26
+ 0.05%
N/A
47.5K $0
First Tr Exchng Traded Fd Vi
20.6K
+ 2.4%
N/A
878K $0
Franklin Templeton Digital H
21.3K
New
N/A
21.3K $0
Neuberger Berman ETF Trust
219K
New
N/A
219K $0
Reddit Inc
1.99K
New
N/A
1.99K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
8.49K
New
N/A
8.49K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
86
+ 1.31%
N/A
6.65K $0
Ishares Bitcoin Trust ETF
60.4K
+ 353.07%
N/A
77.5K $0
Lam Research Corp
17.3K
New
N/A
17.3K $0
Global X Fds
408
+ 1.81%
N/A
22.9K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.28%
$65.67 - $69.79 $657 - $698
3.53K $236K
Ishares Ethereum Tr
21.1K
New
N/A
21.1K $0
Liberty Media Corp Del
162
+ 3.99%
N/A
4.22K $0
Ge Vernova Inc
400
+ 8.72%
N/A
4.99K $0
Pimco ETF Tr
133K
New
N/A
133K $0
MGV
Vanguard Mega Cap Value

ETFs
1.98K
+ 2.69%
$124.06 - $133.48 $246K - $264K
75.7K $9.46M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
206
+ 2.02%
$2.54 - $2.66 $523 - $548
10.4K $26K
EVRG
Evergy, Inc.

Utilities
138
+ 0.71%
$59.06 - $65.0 $8.15K - $8.97K
19.6K $1.21M
SLV
I Shares Silver Trust

ETFs
829
+ 6.88%
$26.33 - $31.74 $21.8K - $26.3K
12.9K $339K
RRX
Regal Rexnord Corp

Industrials
144
+ 6.26%
$153.56 - $182.22 $22.1K - $26.2K
2.44K $378K
ECL
Ecolab Inc.

Basic Materials
494
+ 8.52%
$234.32 - $261.43 $116K - $129K
6.29K $1.47M
VDE
Vanguard Energy ETF

ETFs
2
+ 0.04%
$116.67 - $136.78 $233 - $274
4.66K $564K
SYY
Sysco Corp

Consumer Defensive
54
+ 0.75%
$73.63 - $81.77 $3.98K - $4.42K
7.29K $557K
PNW
Pinnacle West Capital Corp

Utilities
14
+ 0.59%
$84.03 - $94.52 $1.18K - $1.32K
2.39K $202K
FRT
Federal Realty Investment Trust

Real Estate
7
+ 0.24%
$109.55 - $117.53 $767 - $823
2.94K $329K
OTIS
Otis Worldwide Corp

Industrials
190
+ 8.35%
$92.57 - $106.01 $17.6K - $20.1K
2.47K $228K
NTAP
Net App, Inc.

Technology
123
+ 4.09%
$115.31 - $131.11 $14.2K - $16.1K
3.13K $363K
NSC
Norfolk Southern Corp

Industrials
253
+ 5.12%
$230.6 - $277.0 $58.3K - $70.1K
5.2K $1.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
78
+ 0.17%
$91.29 - $91.8 $7.12K - $7.16K
44.9K $4.1M
WTRG
Essential Utilities, Inc.

Utilities
645
+ 4.2%
$36.18 - $40.55 $23.3K - $26.2K
16K $580K
IT
Gartner Inc

Technology
14
+ 1.79%
$481.22 - $551.8 $6.74K - $7.73K
794 $384K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
154
+ 1.69%
$91.94 - $100.02 $14.2K - $15.4K
9.28K $859K
IR
Ingersoll Rand Inc.

Industrials
34
+ 1.47%
$90.46 - $105.35 $3.08K - $3.58K
2.35K $212K
DGRO
Ishares Core Dividend Growth E

ETFs
487
+ 1.51%
$60.73 - $64.94 $29.6K - $31.6K
32.7K $2.01M
FNDB
Schwab Fundamental U S Broad M

ETFs
47.2K
+ 200.0%
$23.07 - $70.32 $1.09M - $3.32M
70.7K $1.65M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
63
+ 2.36%
$150.51 - $170.38 $9.48K - $10.7K
2.74K $417K
PAVE
Global X Fds Us Infrastructure

ETFs
6
+ 0.03%
$40.41 - $45.95 $242 - $276
22.6K $913K
VOYA
Voya Financial, Inc.

Financial Services
148
+ 5.25%
$65.93 - $83.9 $9.76K - $12.4K
2.97K $204K
RWR
Spdr Dow Jones Reit ETF

ETFs
46
+ 1.57%
$97.84 - $108.61 $4.5K - $5K
2.98K $294K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
309
+ 3.84%
$27.09 - $32.06 $8.37K - $9.91K
8.36K $234K
FNDX
Schwab Fundamental U S Large C

ETFs
71.1K
+ 200.37%
$23.49 - $71.77 $1.67M - $5.11M
107K $2.53M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
165
+ 0.15%
$16.2 - $17.97 $2.67K - $2.97K
110K $1.88M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email