Wealthspire Advisors, LLC New Holdings in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KOMP
Spdr S&P Kensho New Economies

ETFs
2.93K
New
$54.38 - $62.69 $159K - $184K
2.93K $182K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.07K
New
$116.14 - $168.56 $125K - $181K
1.07K $181K
SIVR
Abrdn Silver ETF Trust

ETFs
4.03K
New
$34.34 - $44.62 $138K - $180K
4.03K $179K
AWI
Armstrong World Industries Inc

Industrials
899
New
$163.99 - $199.13 $147K - $179K
899 $176K
FSK
Fs Kkr Capital Corp

Financial Services
11.8K
New
$14.93 - $22.48 $176K - $265K
11.8K $176K
RGLD
Royal Gold Inc

Basic Materials
882
New
$151.42 - $200.58 $134K - $177K
882 $176K
XLB
Select Sector Spdr Fd Material

ETFs
1.96K
New
$86.72 - $92.61 $170K - $181K
1.96K $175K
TPR
Tapestry, Inc.

Consumer Cyclical
1.55K
New
$86.48 - $116.14 $134K - $180K
1.55K $175K
NET
Cloudflare, Inc.

Technology
814
New
$181.39 - $228.28 $148K - $186K
814 $174K
IHE
Ishares Tr

ETFs
2.37K
New
$65.74 - $72.56 $156K - $172K
2.37K $172K
SWK
Stanley Black & Decker, Inc.

Industrials
2.3K
New
$66.98 - $79.52 $154K - $183K
2.3K $171K
WWD
Woodward, Inc.

Industrials
679
New
$237.33 - $266.1 $161K - $181K
679 $171K
AOA
Ishares Tr Core Aggressive All

ETFs
1.91K
New
$82.71 - $88.14 $158K - $168K
1.91K $168K
IYG
Ishares Tr

ETFs
1.88K
New
$85.16 - $90.57 $160K - $171K
1.88K $168K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
678
New
$225.11 - $247.9 $153K - $168K
678 $167K
FAB
First Tr Multi Cap Value Alpha

ETFs
1.9K
New
$81.15 - $88.6 $154K - $169K
1.9K $166K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
3.8K
New
$35.24 - $44.04 $134K - $167K
3.8K $165K
CVNA
Carvana Co.

Consumer Cyclical
436
New
$326.09 - $392.66 $142K - $171K
436 $164K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.96K
New
$81.75 - $84.54 $160K - $165K
1.96K $164K
FNF
Fidelity National Financial, Inc.

Financial Services
2.7K
New
$51.22 - $61.07 $138K - $165K
2.7K $163K
FVD
First Tr Value Line Divid Inde

ETFs
3.54K
New
$44.73 - $46.86 $158K - $166K
3.54K $163K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.45K
New
$42.67 - $46.91 $147K - $162K
3.45K $161K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.45K
New
$59.28 - $71.9 $145K - $176K
2.45K $161K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.22K
New
$37.14 - $37.85 $157K - $160K
4.22K $159K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
702
New
$210.88 - $226.87 $148K - $159K
702 $159K
NVT
N Vent Electric PLC

Industrials
1.62K
New
$72.16 - $100.25 $117K - $162K
1.62K $159K
GHC
Graham Holdings CO

Consumer Defensive
135
New
$882.65 - $1184.8 $119K - $160K
135 $158K
EA
Electronic Arts Inc.

Communication Services
769
New
$147.79 - $202.05 $114K - $155K
769 $155K
FNDA
Schwab Fundamental U S Small C

ETFs
4.95K
New
$28.75 - $31.93 $142K - $158K
4.95K $154K
NYT
New York Times CO

Communication Services
2.68K
New
$51.43 - $61.95 $138K - $166K
2.68K $153K
FITB
Fifth Third Bancorp

Financial Services
3.43K
New
$40.91 - $46.28 $140K - $159K
3.43K $152K
IYF
Ishares Tr

ETFs
1.2K
New
$119.89 - $127.16 $144K - $153K
1.2K $152K
KHC
Kraft Heinz CO

Consumer Defensive
5.85K
New
$25.63 - $28.94 $150K - $169K
5.85K $152K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.18K
New
$64.58 - $69.94 $141K - $152K
2.18K $151K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.77K
New
$81.55 - $85.33 $144K - $151K
1.77K $150K
IYM
Ishares Tr

ETFs
1.01K
New
$138.95 - $150.69 $141K - $153K
1.01K $150K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
3.24K
New
$43.8 - $46.03 $142K - $149K
3.24K $149K
BIIB
Biogen Inc.

Healthcare
1.07K
New
$122.68 - $148.84 $131K - $159K
1.07K $149K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.6K
New
$42.74 - $62.88 $111K - $163K
2.6K $149K
VRNS
Varonis Systems Inc

Technology
2.6K
New
$49.58 - $59.83 $129K - $156K
2.6K $149K
BKR
Baker Hughes CO

Energy
3.04K
New
$38.68 - $50.55 $118K - $154K
3.04K $148K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.19K
New
$56.05 - $67.13 $123K - $147K
2.19K $146K
ASTS
Ast Space Mobile, Inc.

Communication Services
2.98K
New
$36.91 - $60.06 $110K - $179K
2.98K $146K
EPAC
Enerpac Tool Group Corp

Industrials
3.58K
New
$36.95 - $43.71 $132K - $156K
3.58K $146K
HUBB
Hubbell Inc

Industrials
341
New
$410.51 - $450.93 $140K - $154K
341 $146K
BAX
Baxter International Inc

Healthcare
6.37K
New
$21.71 - $31.23 $138K - $199K
6.37K $145K
CHTR
Charter Communications, Inc.

Communication Services
528
New
$256.57 - $418.22 $135K - $221K
528 $145K
EPP
Ishares Inc

ETFs
2.8K
New
$48.87 - $52.69 $137K - $148K
2.8K $144K
ON
On Semiconductor Corp

Technology
2.93K
New
$46.98 - $62.45 $138K - $183K
2.93K $144K
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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