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
ILCG
Ishares Morningstar Growth ETF
6
+ 0.13%
N/A
4.63K $0
Ishares Ethereum Tr
37.5K
+ 200.65%
N/A
56.2K $0
Morgan Stanley ETF Trust
334K
+ 464.02%
N/A
406K $0
Arm Holdings PLC
29
+ 2.22%
N/A
1.33K $0
Annaly Capital Management In
22.2K
+ 77.75%
N/A
50.9K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
11K
+ 54.16%
N/A
31.3K $0
DHY
Credit Suisse High Yield Bond Fund

Financial Services
258
+ 2.22%
$2.08 - $2.15 $537 - $555
11.9K $24K
JGRO
J P Morgan Exchange Traded Fd
49
+ 1.34%
N/A
3.72K $0
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
222
+ 2.05%
$2.55 - $2.63 $566 - $584
11.1K $28K
Reddit Inc
10K
+ 453.26%
N/A
12.2K $0
Franklin Templeton Digital H
2.64K
+ 23.72%
N/A
13.8K $0
Global X Fds
808
+ 7.42%
N/A
11.7K $0
Vanguard Calif Tax Free Fds
261
+ 7.57%
N/A
3.71K $0
Ea Series Trust
6.56K
+ 43.17%
N/A
21.8K $0
Ishares Bitcoin Trust ETF
15.6K
+ 14.76%
N/A
121K $0
Ge Healthcare Technologies I
166
+ 2.57%
N/A
6.62K $0
First Tr Exchng Traded Fd Vi
20.8K
+ 2.48%
N/A
856K $0
Grayscale Bitcoin Mini Tr Et
857
+ 6.89%
N/A
13.3K $0
UTES
Virtus Reaves Utilities ETF
3.52K
+ 118.29%
N/A
6.49K $0
Dimensional ETF Trust
74.6K
+ 3.03%
N/A
2.54M $0
Haemonetics Corp Mass
7K
+ 33.33%
N/A
28K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5
+ 0.08%
N/A
5.94K $0
Dimensional Us Core Equity 1 ETF
14
+ 0.02%
N/A
83.4K $0
ET
Energy Transfer LP

Energy
1.65K
+ 5.47%
$17.11 - $18.16 $28.3K - $30K
31.9K $546K
KMI
Kinder Morgan, Inc.

Energy
91
+ 1.07%
$26.23 - $28.5 $2.39K - $2.59K
8.6K $243K
CTVA
Corteva, Inc.

Basic Materials
260
+ 4.6%
$67.08 - $77.12 $17.4K - $20.1K
5.92K $400K
SPOT
Spotify Technology S.A.

Communication Services
24
+ 3.18%
$620.01 - $738.53 $14.9K - $17.7K
778 $543K
EIG
Employers Holdings, Inc.

Financial Services
38
+ 0.34%
$39.13 - $47.77 $1.49K - $1.82K
11.3K $478K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.65K
+ 2.06%
$46.51 - $50.07 $76.9K - $82.8K
82K $3.85M
CBNK
Capital Bancorp Inc

Financial Services
118
+ 0.15%
$30.91 - $35.68 $3.65K - $4.21K
79.7K $2.54M
NVO
Novo Nordisk A S

Healthcare
2.3K
+ 8.47%
$45.38 - $71.7 $104K - $165K
29.4K $1.63M
COST
Costco Wholesale Corp

Consumer Defensive
657
+ 4.16%
$915.95 - $994.57 $602K - $653K
16.5K $15.2M
NFLX
Netflix Inc

Communication Services
41
+ 0.59%
$1147.87 - $1297.18 $47.1K - $53.2K
6.93K $8.31M
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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