Wealthspire Advisors, LLC Incresed Positions in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
FNDF
Schwab Fundamental Intl Large

ETFs
769
+ 6.37%
$32.92 - $37.15 $25.3K - $28.6K
12.8K $426K
ANVS
Annovis Bio, Inc.

Healthcare
50
+ 0.5%
$4.37 - $9.87 $219 - $493
10.1K $50K
JPIN
Jp Morgan Diversified Return I

ETFs
21
+ 0.42%
$53.56 - $59.9 $1.12K - $1.26K
4.98K $266K
INTF
Ishares Tr

ETFs
111
+ 0.84%
$28.54 - $31.26 $3.17K - $3.47K
13.4K $384K
HSY
Hershey CO

Consumer Defensive
516
+ 9.5%
$168.67 - $193.65 $87K - $99.9K
5.95K $1.01M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
235
+ 3.22%
$64.85 - $73.04 $15.2K - $17.2K
7.53K $492K
WY
Weyerhaeuser CO

Real Estate
1.02K
+ 8.44%
$27.21 - $33.7 $27.9K - $34.5K
13.2K $370K
DD
Du Pont De Nemours, Inc.

Basic Materials
205
+ 4.77%
$75.95 - $88.05 $15.6K - $18.1K
4.51K $343K
CARR
Carrier Global Corp

Industrials
161
+ 3.73%
$66.69 - $82.65 $10.7K - $13.3K
4.47K $305K
MTRN
Materion Corp

Basic Materials
26
+ 0.76%
$97.0 - $120.21 $2.52K - $3.13K
3.43K $338K
ICUI
Icu Medical Inc

Healthcare
160
+ 6.4%
$153.2 - $183.79 $24.5K - $29.4K
2.66K $412K
SAIC
Science Applications International Corp

Technology
50
+ 2.82%
$110.11 - $154.1 $5.51K - $7.71K
1.82K $203K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
403
+ 1.06%
$48.12 - $52.79 $19.4K - $21.3K
38.4K $1.85M
PGR
Progressive Corp

Financial Services
162
+ 2.52%
$239.6 - $268.88 $38.8K - $43.6K
6.58K $1.58M
HPQ
Hp Inc

Technology
311
+ 1.56%
$32.46 - $39.3 $10.1K - $12.2K
20.2K $659K
ELV
Elevance Health, Inc.

Healthcare
188
+ 22.38%
$365.96 - $514.62 $68.8K - $96.7K
1.03K $379K
MMS
Maximus, Inc.

Industrials
4.66K
+ 21.14%
$69.81 - $92.82 $325K - $432K
26.7K $1.99M
NXPI
Nxp Semiconductors N.V.

Technology
85
+ 3.52%
$207.27 - $255.58 $17.6K - $21.7K
2.5K $519K
AFL
Aflac Inc

Financial Services
247
+ 2.36%
$100.37 - $115.27 $24.8K - $28.5K
10.7K $1.11M
ED
Consolidated Edison Inc

Utilities
1.04K
+ 9.94%
$88.87 - $107.38 $92.6K - $112K
11.5K $1.03M
VHT
Vanguard Health Care ETF

ETFs
195
+ 4.85%
$250.81 - $283.3 $48.9K - $55.2K
4.22K $1.07M
CTAS
Cintas Corp

Industrials
125
+ 3.16%
$182.7 - $226.47 $22.8K - $28.3K
4.08K $745K
LAMR
Lamar Advertising CO

Real Estate
140
+ 1.94%
$121.37 - $138.11 $17K - $19.3K
7.35K $894K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
137
+ 1.1%
$16.36 - $22.16 $2.24K - $3.04K
12.6K $210K
HDV
Ishares Core High Dividend ETF

ETFs
3.26K
+ 4.0%
$110.82 - $121.28 $361K - $395K
84.8K $9.52M
DVYE
Ishares Emerging Markets Divid

ETFs
2.68K
+ 5.5%
$25.42 - $29.74 $68.1K - $79.6K
51.3K $1.33M
WPC
W. P. Carey Inc.

Real Estate
339
+ 2.93%
$53.44 - $61.33 $18.1K - $20.8K
11.9K $649K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
351
+ 0.55%
$43.6 - $47.2 $15.3K - $16.6K
64.4K $2.81M
UL
Unilever PLC

Consumer Defensive
642
+ 4.59%
$56.7 - $64.64 $36.4K - $41.5K
14.6K $829K
GIS
General Mills Inc

Consumer Defensive
910
+ 6.53%
$62.78 - $74.62 $57.1K - $67.9K
14.8K $946K
DEO
Diageo PLC

Consumer Defensive
213
+ 2.38%
$118.0 - $139.88 $25.1K - $29.8K
9.16K $1.16M
SOXX
Ishares Semiconductor ETF

ETFs
242
+ 2.48%
$211.27 - $239.8 $51.1K - $58K
9.99K $2.15M
O
Realty Income Corp

Real Estate
1.29K
+ 7.9%
$51.76 - $64.71 $66.9K - $83.6K
17.6K $942K
ACWI
Ishares Msci Acwi ETF

ETFs
222
+ 0.34%
$117.05 - $123.03 $26K - $27.3K
65.3K $7.68M
MPC
Marathon Petroleum Corp

Energy
344
+ 5.22%
$131.65 - $174.84 $45.3K - $60.1K
6.94K $967K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
629
+ 1.1%
$43.02 - $47.32 $27.1K - $29.8K
57.7K $2.49M
FCX
Freeport Mcmoran Inc

Basic Materials
222
+ 2.0%
$38.08 - $50.82 $8.45K - $11.3K
11.3K $430K
EFV
Msci Eafe Value ETF

ETFs
71
+ 0.26%
$51.78 - $57.15 $3.68K - $4.06K
27.2K $1.43M
WDIV
Spdr S&P Global Dividend ETF

ETFs
385
+ 1.1%
$61.96 - $66.71 $23.9K - $25.7K
35.4K $2.2M
SO
Southern CO

Utilities
268
+ 1.34%
$81.5 - $94.15 $21.8K - $25.2K
20.2K $1.66M
QDF
Flexshares Quality Dividend In

ETFs
387
+ 0.26%
$70.4 - $73.87 $27.2K - $28.6K
148K $10.4M
GPC
Genuine Parts CO

Consumer Cyclical
47
+ 0.64%
$113.11 - $143.63 $5.32K - $6.75K
7.4K $864K
PEP
Pepsico Inc

Consumer Defensive
2.82K
+ 8.54%
$151.29 - $176.1 $426K - $496K
35.8K $5.45M
GE
General Electric CO

Industrials
1.48K
+ 7.57%
$159.95 - $194.23 $237K - $288K
21.1K $3.51M
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
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