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
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.23K
New
$146.47 - $191.01 $180K - $234K
1.23K $228K
KMX
Carmax Inc

Consumer Cyclical
2.77K
New
$71.11 - $87.2 $197K - $241K
2.77K $226K
ARKW
Ark Next Generation Internet E

ETFs
2.09K
New
$82.66 - $120.04 $173K - $251K
2.09K $225K
GMED
Globus Medical Inc

Healthcare
2.72K
New
$69.79 - $85.61 $190K - $233K
2.72K $224K
KMI
Kinder Morgan, Inc.

Energy
8.21K
New
$22.59 - $28.54 $185K - $234K
8.21K $224K
BR
Broadridge Financial Solutions, Inc.

Technology
993
New
$209.64 - $236.44 $208K - $235K
993 $224K
SNA
Snap On Inc

Industrials
651
New
$285.44 - $371.35 $186K - $242K
651 $221K
AXON
Axon Enterprise, Inc.

Industrials
370
New
$399.22 - $689.78 $148K - $255K
370 $219K
INGR
Ingredion Inc

Consumer Defensive
1.59K
New
$132.76 - $154.86 $211K - $247K
1.59K $219K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.62K
New
$71.19 - $91.57 $187K - $240K
2.62K $218K
EPP
Ishares Inc

ETFs
4.93K
New
$43.59 - $49.13 $215K - $242K
4.93K $215K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5.5K
New
$28.38 - $39.27 $156K - $216K
5.5K $213K
CHWY
Chewy, Inc.

Consumer Cyclical
6.25K
New
$26.51 - $35.87 $166K - $224K
6.25K $209K
VFH
Vanguard Financial ETF

ETFs
1.76K
New
$108.87 - $126.2 $192K - $223K
1.76K $208K
MGC
Vanguard Mega Cap ETF

ETFs
973
New
$204.21 - $220.18 $199K - $214K
973 $206K
WTFC
Wintrust Financial Corp

Financial Services
1.65K
New
$104.15 - $138.5 $172K - $228K
1.65K $205K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
15K
New
$10.17 - $14.73 $153K - $221K
15K $205K
FLGT
Fulgent Genetics, Inc.

Healthcare
10.1K
New
$16.71 - $22.68 $168K - $228K
10.1K $185K
SBSW
Sibanye Stillwater LTD

Basic Materials
50.4K
New
$3.24 - $5.22 $163K - $263K
50.4K $166K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
25K
New
$5.6 - $8.48 $140K - $212K
25K $144K
JOBY
Joby Aviation, Inc.

Industrials
12K
New
$4.8 - $9.16 $57.4K - $109K
12K $97K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
10.3K
New
$9.14 - $9.66 $94.4K - $99.8K
10.3K $94K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
10.5K
New
$8.51 - $9.15 $89.3K - $96K
10.5K $90K
RMTI
Rockwell Medical, Inc.

Healthcare
10K
New
$2.01 - $4.65 $20.2K - $46.7K
10K $20K
Aurora Cannabis Inc
35K
New
N/A
35K $0
Lam Research Corp
17.3K
New
N/A
17.3K $0
Arista Networks Inc
13.2K
New
N/A
13.2K $0
Jacobs Solutions Inc
1.57K
New
N/A
1.57K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
4.17K
New
N/A
4.17K $0
UYLD
Angel Oak Fds Tr Ultrashort In
20K
New
N/A
20K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
8.49K
New
N/A
8.49K $0
Ishares Ethereum Tr
21.1K
New
N/A
21.1K $0
Grayscale Bitcoin Mini Tr Et
13.8K
New
N/A
13.8K $0
Neuberger Berman ETF Trust
219K
New
N/A
219K $0
Tss Inc Del
10.1K
New
N/A
10.1K $0
Cleancore Solutions Inc
75K
New
N/A
75K $0
Reddit Inc
1.99K
New
N/A
1.99K $0
Chegg Inc
32K
New
N/A
32K $0
Pimco ETF Tr
133K
New
N/A
133K $0
Blackstone Mortgage Trust In
48K
New
N/A
48K $0
Blackrock Inc
2.79K
New
N/A
2.79K $0
Franklin Templeton Digital H
21.3K
New
N/A
21.3K $0
Super Micro Computer Inc
23.8K
New
N/A
23.8K $0
Snap Inc
36K
New
N/A
36K $0
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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