Wealthspire Advisors, LLC Incresed Positions in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
14.8K
+ 24.7%
$57.75 - $67.68 $856K - $1M
74.8K $4.94M
XLK
Technology Sector Spdr

ETFs
3.45K
+ 24.4%
$250.97 - $282.66 $867K - $976K
17.6K $4.96M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
20.8K
+ 3.36%
$46.86 - $48.27 $975K - $1M
640K $30.7M
GS
Goldman Sachs Group Inc

Financial Services
981
+ 18.66%
$696.56 - $806.32 $683K - $791K
6.24K $4.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.1K
+ 3.18%
$78.96 - $80.04 $1.04M - $1.05M
426K $34M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.66K
+ 1.46%
$67.01 - $72.84 $178K - $193K
184K $13.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.99K
+ 11.16%
$50.79 - $76.4 $203K - $305K
39.8K $3.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.29K
+ 0.17%
$72.57 - $74.72 $166K - $171K
1.35M $101M
IGM
Ishares Expanded Tech Sector E

ETFs
8.16K
+ 94.93%
$110.96 - $127.67 $906K - $1.04M
16.8K $2.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
544
+ 0.2%
$137.51 - $145.26 $74.8K - $79K
273K $38.9M
HSY
Hershey CO

Consumer Defensive
4.6K
+ 109.99%
$161.95 - $193.45 $745K - $890K
8.79K $1.64M
AMD
Advanced Micro Devices Inc

Technology
4.39K
+ 45.32%
$134.8 - $184.42 $592K - $810K
14.1K $2.28M
VIG
Vanguard Dividend Appreciation

ETFs
4.82K
+ 6.33%
N/A
80.9K $14.7M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7.51K
+ 119.83%
$105.03 - $112.54 $788K - $845K
13.8K $1.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.28K
+ 2.21%
$164.63 - $174.58 $210K - $223K
59.2K $10.3M
YUM
Yum Brands Inc

Consumer Cyclical
5.18K
+ 107.74%
$139.5 - $153.94 $723K - $797K
9.99K $1.52M
IVE
Ishares S&P 500 Value ETF

ETFs
210
+ 0.33%
$194.44 - $206.51 $40.8K - $43.4K
63K $13M
EEM
Ishares Msci Emerging Markets

ETFs
1.97K
+ 1.8%
$48.07 - $53.4 $94.5K - $105K
111K $5.95M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.44K
+ 138.7%
$133.48 - $144.38 $592K - $641K
7.64K $1.09M
PRF
Invesco Exchange Traded Fd Tr

ETFs
133
+ 0.06%
$42.04 - $45.23 $5.59K - $6.02K
221K $9.99M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.81K
+ 1.97%
$28.92 - $32.19 $110K - $123K
198K $6.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.02%
$393.18 - $439.39 $1.57K - $1.76K
16.4K $7.15M
DVY
Ishares Tr

ETFs
1.93K
+ 4.92%
$133.88 - $142.57 $258K - $275K
41.1K $5.84M
IQDF
Flexshares International Quali

ETFs
3.95K
+ 1.09%
$27.02 - $28.94 $107K - $114K
367K $10.5M
TJX
Tjx Companies Inc

Consumer Cyclical
476
+ 1.78%
$121.35 - $144.54 $57.8K - $68.8K
27.2K $3.93M
VGT
Vanguard Information Technolog

ETFs
192
+ 3.32%
$656.44 - $753.15 $126K - $145K
5.97K $4.46M
ATRO
Astronics Corp

Industrials
10.2K
+ 79.33%
$30.01 - $45.61 $307K - $466K
23.1K $1.05M
MAR
Marriott International Inc

Consumer Cyclical
3.01K
+ 23.16%
$255.35 - $282.87 $769K - $852K
16K $4.17M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.71K
+ 125.57%
$72.04 - $77.35 $555K - $596K
13.9K $1.06M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.72K
+ 5.09%
$136.48 - $142.97 $371K - $389K
56.1K $7.86M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.64K
+ 0.47%
$28.15 - $30.13 $46.2K - $49.4K
350K $10.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
450
+ 3.87%
$362.31 - $405.74 $163K - $183K
12.1K $4.85M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.94K
+ 181.95%
$100.37 - $100.74 $596K - $598K
9.2K $926K
DHR
Danaher Corp

Healthcare
2.94K
+ 62.82%
$181.46 - $212.2 $533K - $623K
7.61K $1.51M
AGNC
Agnc Investment Corp.

Real Estate
56.3K
+ 119.53%
$9.2 - $10.37 $518K - $584K
103K $1.01M
IDXX
Idexx Laboratories Inc

Healthcare
211
+ 5.14%
$514.61 - $682.78 $109K - $144K
4.32K $2.76M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.09K
+ 27.69%
$275.84 - $326.36 $302K - $357K
5.05K $1.65M
HYG
Ishares Tr

ETFs
6.02K
+ 67.55%
$79.85 - $81.32 $481K - $490K
14.9K $1.21M
MKC
Mccormick & CO Inc

Consumer Defensive
7.29K
+ 276.2%
$64.3 - $77.17 $469K - $562K
9.93K $664K
GBTG
Global Business Travel Group, Inc.

Technology
5
+ 0.0%
$6.09 - $8.34 $30.5 - $41.7
259K $2.09M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.21K
+ 13.52%
$108.08 - $121.73 $239K - $269K
18.5K $2.23M
EFG
Msci Eafe Growth ETF

ETFs
3.58K
+ 16.1%
$106.99 - $114.46 $383K - $410K
25.8K $2.94M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
5.78K
+ 22.75%
$73.76 - $76.98 $427K - $445K
31.2K $2.38M
DTH
Wisdomtree Tr

ETFs
967
+ 0.79%
$46.13 - $49.9 $44.6K - $48.3K
124K $6.1M
REET
Ishares Global Reit ETF

ETFs
8.77K
+ 4.55%
$24.45 - $25.91 $214K - $227K
202K $5.15M
CB
Chubb LTD

Financial Services
1.33K
+ 39.37%
$265.99 - $289.59 $353K - $384K
4.7K $1.33M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
379
+ 5.08%
$435.72 - $463.74 $165K - $176K
7.84K $3.64M
ADI
Analog Devices Inc

Technology
1.29K
+ 32.13%
$220.68 - $255.63 $284K - $328K
5.28K $1.3M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.4K
+ 14.87%
$22.36 - $22.52 $322K - $324K
111K $2.5M
Activity Summary
Buys All Purchases 2467 New Holdings 2233 Increased Positions 234 Sells All Sells 506 Reductions 506 Sold out 0 Options Calls 0 Puts 0
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