Wealthspire Advisors, LLC New Holdings in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
81.9K
New
$50.37 - $50.6 $4.12M - $4.14M
81.9K $4.12M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
77.6K
New
$25.35 - $25.53 $1.97M - $1.98M
77.6K $1.97M
SHYD
Vaneck Short High Yield Muni E

ETFs
84.7K
New
$22.45 - $22.81 $1.9M - $1.93M
84.7K $1.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
58.2K
New
$22.1 - $22.59 $1.29M - $1.31M
58.2K $1.29M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
15.8K
New
$78.43 - $87.17 $1.24M - $1.38M
15.8K $1.27M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
12.4K
New
$86.65 - $94.9 $1.08M - $1.18M
12.4K $1.08M
RL
Ralph Lauren Corp

Consumer Cyclical
4.37K
New
$192.23 - $233.41 $840K - $1.02M
4.37K $1.01M
DFAR
Dimensional ETF Tr Dimensional

ETFs
36.9K
New
$22.72 - $25.76 $839K - $951K
36.9K $858K
DFSD
Dimensional ETF Tr Short Durat

ETFs
17.8K
New
$46.75 - $47.8 $834K - $852K
17.8K $835K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.32K
New
$84.34 - $95.14 $702K - $792K
8.32K $726K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.5K
New
$23.88 - $24.32 $609K - $620K
25.5K $610K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.56K
New
$89.9 - $100.66 $589K - $660K
6.56K $592K
DFSV
Dimensional ETF Tr Dimensional

ETFs
19K
New
$30.18 - $33.87 $575K - $645K
19K $586K
MSTR
Microstrategy Inc

Technology
1.83K
New
$162.69 - $473.83 $297K - $865K
1.83K $528K
MLPX
Global X Mlp & Energy Infrastr

ETFs
8.35K
New
$54.89 - $64.32 $458K - $537K
8.35K $504K
KBE
Spdr S&P Bank ETF

ETFs
8.83K
New
$51.33 - $62.76 $453K - $554K
8.83K $489K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17K
New
$26.16 - $28.82 $445K - $490K
17K $445K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.78K
New
$44.33 - $49.55 $433K - $484K
9.78K $439K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.37K
New
$57.53 - $60.83 $424K - $448K
7.37K $424K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.63K
New
$48.48 - $49.47 $418K - $427K
8.63K $419K
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.2K
New
$25.61 - $28.0 $414K - $453K
16.2K $417K
INSP
Inspire Medical Systems, Inc.

Healthcare
2.17K
New
$172.7 - $214.93 $375K - $466K
2.17K $402K
SPOT
Spotify Technology S.A.

Communication Services
864
New
$362.95 - $502.38 $314K - $434K
864 $386K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.08K
New
$119.61 - $136.3 $369K - $420K
3.08K $380K
WRB
Berkley W R Corp

Financial Services
6.45K
New
$56.48 - $64.94 $364K - $419K
6.45K $377K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.79K
New
$201.32 - $217.44 $361K - $390K
1.79K $371K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
25.2K
New
$14.28 - $14.81 $360K - $374K
25.2K $362K
DISV
Dimensional ETF Tr Dimensional

ETFs
13.6K
New
$26.18 - $28.77 $355K - $391K
13.6K $360K
DFIS
Dimensional ETF Tr Dimensional

ETFs
14.6K
New
$24.25 - $26.7 $355K - $391K
14.6K $359K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
5.14K
New
$68.01 - $70.67 $350K - $364K
5.14K $350K
STX
Seagate Technology Holdings PLC

Technology
3.89K
New
$86.31 - $112.64 $336K - $439K
3.89K $336K
AME
Ametek Inc

Industrials
1.86K
New
$165.89 - $197.38 $308K - $367K
1.86K $334K
VIST
Vista Energy, S.A.B. De C.V.

Energy
6K
New
$45.39 - $58.41 $272K - $350K
6K $324K
IDA
Idacorp Inc

Utilities
2.9K
New
$100.11 - $118.96 $290K - $345K
2.9K $316K
GBDC
Golub Capital Bdc, Inc.

Financial Services
19.5K
New
$14.69 - $15.67 $287K - $306K
19.5K $295K
XEL
Xcel Energy Inc

Utilities
4.15K
New
$62.16 - $72.92 $258K - $303K
4.15K $280K
CCL
Carnival Corp

Consumer Cyclical
11.1K
New
$17.34 - $26.8 $193K - $298K
11.1K $277K
LECO
Lincoln Electric Holdings Inc

Industrials
1.41K
New
$187.47 - $219.94 $264K - $310K
1.41K $264K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.59K
New
$57.32 - $59.66 $263K - $274K
4.59K $263K
TTWO
Take Two Interactive Software Inc

Communication Services
1.42K
New
$147.66 - $190.46 $210K - $270K
1.42K $261K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.69K
New
$43.84 - $48.76 $249K - $277K
5.69K $250K
FLJP
Franklin Templeton ETF Tr

ETFs
8.73K
New
$28.25 - $30.5 $247K - $266K
8.73K $249K
GILD
Gilead Sciences, Inc.

Healthcare
2.69K
New
$83.95 - $97.9 $225K - $263K
2.69K $248K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.81K
New
$87.1 - $98.49 $245K - $277K
2.81K $245K
GM
General Motors CO

Consumer Cyclical
4.6K
New
$44.82 - $60.2 $206K - $277K
4.6K $245K
WDAY
Workday, Inc.

Technology
946
New
$233.85 - $279.91 $221K - $265K
946 $244K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
994
New
$238.25 - $261.28 $237K - $260K
994 $240K
EPAC
Enerpac Tool Group Corp

Industrials
5.79K
New
$41.09 - $51.57 $238K - $299K
5.79K $237K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.45K
New
$60.65 - $72.33 $209K - $250K
3.45K $232K
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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