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
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
88
+ 0.45%
$78.88 - $85.2 $6.94K - $7.5K
19.8K $1.65M
MMM
3 M CO

Industrials
291
+ 2.61%
$144.41 - $160.2 $42K - $46.6K
11.4K $1.77M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.05K
+ 23.98%
$53.81 - $57.52 $56.4K - $60.3K
5.42K $311K
ABT
Abbott Laboratories

Healthcare
1.13K
+ 3.0%
$120.51 - $136.62 $136K - $154K
38.6K $5.17M
IEV
Ishares Tr Europe ETF

ETFs
491
+ 2.71%
$61.37 - $65.49 $30.1K - $32.2K
18.6K $1.22M
XLC
Select Sector Spdr Tr Communic

ETFs
424
+ 20.85%
$105.99 - $119.41 $44.9K - $50.6K
2.46K $290K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.25K
+ 22.51%
$39.8 - $42.86 $49.6K - $53.4K
6.78K $290K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.01%
$29.2 - $32.74 $87.6 - $98.2
27.3K $870K
SNOW
Snowflake Inc.

Technology
218
+ 2.37%
$191.73 - $241.0 $41.8K - $52.5K
9.42K $2.13M
WTRG
Essential Utilities, Inc.

Utilities
447
+ 2.73%
$36.73 - $39.9 $16.4K - $17.8K
16.8K $670K
DISV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.01%
$32.78 - $35.79 $65.6 - $71.6
21.5K $766K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
704
+ 6.86%
$72.01 - $74.44 $50.7K - $52.4K
11K $805K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
524
+ 11.38%
$102.4 - $103.88 $53.7K - $54.4K
5.13K $530K
LNG
Cheniere Energy, Inc.

Energy
293
+ 19.39%
$222.68 - $244.28 $65.2K - $71.6K
1.8K $423K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.7K
+ 4.61%
$30.02 - $30.29 $51.1K - $51.6K
38.6K $1.17M
VTWO
Vanguard Russell 2000 ETF

ETFs
163
+ 5.45%
$86.92 - $99.32 $14.2K - $16.2K
3.15K $308K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
543
+ 15.3%
$70.77 - $73.59 $38.4K - $40K
4.09K $299K
SPG
Simon Property Group Inc

Real Estate
66
+ 5.19%
$159.93 - $187.67 $10.6K - $12.4K
1.34K $250K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2
+ 0.03%
$68.27 - $75.58 $137 - $151
7.1K $527K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
454
+ 5.18%
$24.02 - $27.91 $10.9K - $12.7K
9.23K $257K
ITM
Vaneck Intermediate Muni ETF

ETFs
527
+ 3.76%
$45.2 - $46.71 $23.8K - $24.6K
14.5K $677K
EWJ
Ishares Msci Japan ETF

ETFs
335
+ 12.05%
$71.69 - $81.49 $24K - $27.3K
3.12K $249K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
3.27K
+ 6.7%
$8.7 - $9.11 $28.4K - $29.8K
52.1K $474K
ARES
Ares Management Corp

Financial Services
412
+ 21.34%
$159.89 - $192.76 $65.9K - $79.4K
2.34K $374K
FDL
First Tr Morningstar Dividend

ETFs
565
+ 9.42%
$41.96 - $44.59 $23.7K - $25.2K
6.57K $284K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
420
+ 2.07%
$5.54 - $8.76 $2.33K - $3.68K
20.7K $156K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
345
+ 11.88%
$76.16 - $78.59 $26.3K - $27.1K
3.25K $253K
DFIS
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.01%
$29.65 - $31.77 $29.7 - $31.8
14.4K $454K
SHYD
Vaneck Short High Yield Muni E

ETFs
95
+ 0.13%
$22.31 - $23.01 $2.12K - $2.19K
72.7K $1.67M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
262
+ 2.94%
$70.85 - $76.96 $18.6K - $20.2K
9.17K $697K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
6
+ 0.15%
$74.73 - $80.82 $448 - $485
4.03K $320K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
174
+ 0.47%
$82.38 - $83.0 $14.3K - $14.4K
37.3K $3.1M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5
+ 0.17%
$80.54 - $89.67 $403 - $448
2.94K $258K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
688
+ 5.59%
$22.19 - $22.44 $15.3K - $15.4K
13K $291K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.01%
$22.9 - $24.1 $91.6 - $96.4
39.9K $951K
APD
Air Products & Chemicals, Inc.

Basic Materials
110
+ 6.54%
$265.78 - $299.3 $29.2K - $32.9K
1.79K $488K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.17K
+ 10.55%
$8.46 - $9.02 $9.9K - $10.6K
12.3K $110K
XLRE
Select Sector Spdr Tr Real Est

ETFs
68
+ 0.45%
$40.94 - $42.85 $2.78K - $2.91K
15.2K $640K
RWR
Spdr Dow Jones Reit ETF

ETFs
1
+ 0.03%
$95.17 - $101.62 $95.2 - $102
2.98K $299K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
197
+ 0.43%
$50.47 - $50.74 $9.94K - $10K
45.5K $2.31M
ICF
Ishares Tr

ETFs
8
+ 0.04%
$59.57 - $62.89 $477 - $503
21K $1.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
31
+ 0.1%
$55.61 - $57.37 $1.72K - $1.78K
32.2K $1.84M
MLPX
Global X Mlp & Energy Infrastr

ETFs
100
+ 1.07%
$59.5 - $62.99 $5.95K - $6.3K
9.48K $594K
SPTL
Spdr Portfolio Long Term Treas

ETFs
61
+ 0.53%
$25.67 - $27.21 $1.57K - $1.66K
11.7K $314K
AXON
Axon Enterprise, Inc.

Industrials
79
+ 16.32%
$698.02 - $870.97 $55.1K - $68.8K
563 $404K
AINV
Apollo Investment Corp

Financial Services
317
+ 3.16%
N/A
10.3K $114K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
26
+ 0.64%
$50.53 - $50.82 $1.31K - $1.32K
4.07K $206K
BHRB
Burke Herbert Finl Svcs Corp C
38
+ 0.85%
N/A
4.51K $0
Morgan Stanley ETF Trust
519K
+ 263.22%
N/A
716K $0
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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