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
PEG
Public Service Enterprise Group Inc

Utilities
3.95K
+ 121.61%
$79.99 - $90.14 $316K - $356K
7.2K $600K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
10.2K
+ 2.12%
$25.0 - $25.33 $254K - $257K
489K $12.4M
COF
Capital One Financial Corp

Financial Services
1.52K
+ 12.42%
$207.29 - $229.74 $315K - $349K
13.8K $2.92M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
33.4K
+ 17.32%
$7.98 - $8.29 $267K - $277K
226K $1.86M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.57K
+ 33.96%
$90.62 - $107.71 $233K - $277K
10.1K $997K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.31K
+ 6.79%
$91.44 - $91.77 $303K - $304K
52.1K $4.78M
DGRO
Ishares Core Dividend Growth E

ETFs
2.46K
+ 7.52%
$64.12 - $68.08 $158K - $167K
35.1K $2.39M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
890
+ 22.29%
$195.29 - $223.85 $174K - $199K
4.88K $1.08M
IWS
Ishares Russell Midcap Value E

ETFs
8
+ 0.02%
$132.83 - $140.61 $1.06K - $1.12K
37.8K $5.29M
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.14K
+ 29.8%
$10.78 - $19.82 $66.2K - $122K
26.8K $522K
VPU
Vanguard Utilities ETF

ETFs
220
+ 1.34%
$175.25 - $189.41 $38.6K - $41.7K
16.7K $3.15M
GLDM
World Gold Trust

ETFs
2.06K
+ 24.97%
$64.73 - $76.45 $134K - $158K
10.3K $789K
CEG
Constellation Energy Corp

Utilities
497
+ 3.82%
$298.82 - $354.89 $149K - $176K
13.5K $4.45M
XLF
Financial Sector Spdr

ETFs
2.89K
+ 4.83%
$51.37 - $54.25 $148K - $157K
62.7K $3.38M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.46K
+ 25.34%
$74.68 - $80.26 $184K - $197K
12.2K $975K
EW
Edwards Lifesciences Corp

Healthcare
2.94K
+ 34.36%
$73.75 - $81.83 $217K - $241K
11.5K $894K
ITA
Ishares Tr

ETFs
438
+ 7.09%
$184.73 - $209.26 $80.9K - $91.7K
6.61K $1.38M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.83K
+ 28.27%
$60.9 - $70.75 $294K - $342K
21.9K $1.37M
ESS
Essex Property Trust, Inc.

Real Estate
773
+ 83.75%
N/A
1.7K $462K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.25K
+ 32.38%
$24.14 - $24.34 $199K - $201K
33.7K $821K
XLI
Industrial Sector Spdr

ETFs
958
+ 14.33%
$147.94 - $154.99 $142K - $148K
7.64K $1.18M
AIQ
Global X Funds Global X Artifi

ETFs
1.5K
+ 7.51%
$43.2 - $49.66 $64.8K - $74.5K
21.5K $1.06M
HOOD
Robinhood Markets, Inc.

Technology
372
+ 14.89%
$91.27 - $143.18 $34K - $53.3K
2.87K $410K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.65K
+ 28.11%
$44.14 - $61.05 $72.8K - $101K
7.52K $454K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.04%
$109.47 - $119.06 $876 - $952
19K $2.25M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
696
+ 8.84%
$118.33 - $128.54 $82.4K - $89.5K
8.57K $1.1M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
235
+ 0.61%
$56.98 - $61.66 $13.4K - $14.5K
38.7K $2.37M
D
Dominion Energy, Inc

Utilities
1.75K
+ 17.74%
$56.32 - $62.1 $98.5K - $109K
11.6K $710K
PH
Parker Hannifin Corp

Industrials
91
+ 7.09%
$697.13 - $769.67 $63.4K - $70K
1.38K $1.04M
MTRN
Materion Corp

Basic Materials
185
+ 6.29%
$80.72 - $122.12 $14.9K - $22.6K
3.13K $377K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
145
+ 0.34%
$52.12 - $55.33 $7.56K - $8.02K
42.6K $2.36M
COIN
Coinbase Global, Inc.

Technology
435
+ 41.15%
$297.99 - $419.78 $130K - $183K
1.49K $503K
CRWD
Crowd Strike Holdings, Inc.

Technology
357
+ 14.82%
$412.46 - $514.1 $147K - $184K
2.77K $1.36M
DELL
Dell Technologies Inc.

Technology
547
+ 23.03%
$120.96 - $141.77 $66.2K - $77.5K
2.92K $414K
VONE
Vanguard Russell 1000 ETF

ETFs
15
+ 0.28%
$280.68 - $303.97 $4.21K - $4.56K
5.46K $1.65M
FNDF
Schwab Fundamental Intl Large

ETFs
1.07K
+ 4.16%
$39.84 - $43.15 $42.5K - $46K
26.7K $1.15M
JOBY
Joby Aviation, Inc.

Industrials
2.9K
+ 23.64%
$9.81 - $20.39 $28.4K - $59K
15.1K $244K
EXC
Exelon Corp

Utilities
1.44K
+ 4.7%
$42.73 - $45.54 $61.3K - $65.3K
31.9K $1.44M
T
At&T Inc.

Communication Services
6.75K
+ 6.1%
$26.94 - $29.62 $182K - $200K
117K $3.32M
CMF
Ishares California Muni Bond E

ETFs
912
+ 2.0%
$55.16 - $57.13 $50.3K - $52.1K
46.5K $2.65M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
400
+ 0.99%
$50.02 - $53.28 $20K - $21.3K
41K $2.14M
PAVE
Global X Fds Us Infrastructure

ETFs
8
+ 0.03%
$44.02 - $47.63 $352 - $381
26.5K $1.26M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.56K
+ 3.37%
$22.84 - $22.95 $104K - $105K
140K $3.22M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
16
+ 0.13%
$108.03 - $117.04 $1.73K - $1.87K
12K $1.41M
VONV
Vanguard Russell 1000 Value Et

ETFs
275
+ 1.49%
$84.55 - $89.54 $23.3K - $24.6K
18.7K $1.67M
HUBS
Hubspot Inc

Technology
284
+ 73.58%
$420.79 - $560.9 $120K - $159K
670 $313K
XLU
Utilities Sector Spdr

ETFs
558
+ 6.67%
$81.14 - $87.32 $45.3K - $48.7K
8.93K $778K
SCHO
Schwab Short Term Us Treasury

ETFs
3.61K
+ 6.51%
$24.23 - $24.42 $87.5K - $88.2K
59.1K $1.44M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.55K
+ 6.36%
$12.9 - $13.59 $58.7K - $61.9K
76.1K $1.02M
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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