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
CAG
Conagra Brands Inc.

Consumer Defensive
4.3K
New
$18.04 - $21.14 $77.6K - $91K
4.3K $78K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
982
New
$76.29 - $80.63 $74.9K - $79.2K
982 $78K
JPIN
Jp Morgan Diversified Return I

ETFs
1.19K
New
$63.14 - $67.96 $74.8K - $80.5K
1.19K $78K
NIO
Nio Inc.

Consumer Cyclical
10.3K
New
$3.41 - $7.62 $35K - $78.3K
10.3K $78K
RGA
Reinsurance Group Of America Inc

Financial Services
408
New
$177.1 - $199.23 $72.3K - $81.3K
408 $78K
WSM
Williams Sonoma Inc

Consumer Cyclical
400
New
$163.62 - $210.2 $65.4K - $84.1K
400 $78K
FNV
Franco Nevada Corp

Basic Materials
349
New
$154.4 - $222.91 $53.9K - $77.8K
349 $77K
KRMD
Koru Medical Systems, Inc.

Healthcare
20.4K
New
$2.94 - $4.38 $60K - $89.5K
20.4K $77K
MSGS
Madison Square Garden Sports Corp.

Communication Services
343
New
$192.65 - $230.03 $66.1K - $78.9K
343 $77K
PII
Polaris Inc.

Consumer Cyclical
1.33K
New
$44.87 - $59.95 $59.7K - $79.7K
1.33K $77K
CBT
Cabot Corp

Basic Materials
991
New
$72.0 - $82.94 $71.4K - $82.2K
991 $75K
RING
Ishares Inc Msci Global Gold M

ETFs
1.17K
New
$42.96 - $64.71 $50.1K - $75.5K
1.17K $75K
NI
Nisource Inc.

Utilities
1.74K
New
$39.0 - $43.33 $67.7K - $75.2K
1.74K $75K
NRG
Nrg Energy, Inc.

Utilities
469
New
$144.77 - $173.91 $67.9K - $81.6K
469 $75K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
633
New
$109.55 - $124.15 $69.3K - $78.6K
633 $74K
FIX
Comfort Systems Usa Inc

Industrials
90
New
$521.66 - $825.18 $46.9K - $74.3K
90 $74K
DORM
Dorman Products, Inc.

Consumer Cyclical
481
New
$119.13 - $166.34 $57.3K - $80K
481 $74K
CMS
Cms Energy Corp

Utilities
1.01K
New
$69.37 - $74.67 $70.1K - $75.4K
1.01K $73K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.99K
New
$36.55 - $37.16 $72.8K - $74K
1.99K $73K
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.03K
New
$63.98 - $72.59 $66K - $74.9K
1.03K $73K
GGG
Graco Inc

Industrials
862
New
$82.58 - $88.81 $71.2K - $76.6K
862 $73K
LEN
Lennar Corp

Consumer Cyclical
587
New
$107.73 - $142.4 $63.2K - $83.6K
587 $73K
SF
Stifel Financial Corp

Financial Services
646
New
$105.26 - $116.4 $68K - $75.2K
646 $73K
TSCO
Tractor Supply CO

Consumer Cyclical
1.29K
New
$54.08 - $62.65 $70K - $81.1K
1.29K $73K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1.31K
New
$50.48 - $57.12 $66.3K - $75.1K
1.31K $73K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
2.05K
New
$33.71 - $36.62 $68.9K - $74.9K
2.05K $72K
SAN
Banco Santander, S.A.

Financial Services
6.95K
New
$8.27 - $10.48 $57.5K - $72.9K
6.95K $72K
FAF
First American Financial Corp

Financial Services
1.13K
New
$54.73 - $68.13 $61.6K - $76.7K
1.13K $72K
FSLR
First Solar, Inc.

Technology
328
New
$160.84 - $223.53 $52.8K - $73.3K
328 $72K
MBB
Ishares Tr

ETFs
761
New
$92.46 - $95.73 $70.4K - $72.9K
761 $72K
TRP
Tc Energy Corp

Energy
1.33K
New
$46.58 - $54.41 $62K - $72.4K
1.33K $72K
CPRT
Copart Inc

Consumer Cyclical
1.58K
New
$44.6 - $49.97 $70.6K - $79.1K
1.58K $71K
GBCI
Glacier Bancorp, Inc.

Financial Services
1.46K
New
$42.86 - $50.13 $62.7K - $73.3K
1.46K $71K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
569
New
$116.43 - $123.68 $66.2K - $70.4K
569 $70K
EXPD
Expeditors International Of Washington Inc

Industrials
565
New
$111.37 - $124.95 $62.9K - $70.6K
565 $69K
CW
Curtiss Wright Corp

Industrials
126
New
$472.43 - $542.94 $59.5K - $68.4K
126 $68K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
521
New
$105.93 - $131.8 $55.2K - $68.7K
521 $68K
PHM
Pultegroup Inc

Consumer Cyclical
519
New
$108.0 - $141.42 $56.1K - $73.4K
519 $68K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.91K
New
$33.13 - $36.31 $63.2K - $69.2K
1.91K $68K
VTRS
Viatris Inc

Healthcare
6.96K
New
$8.74 - $10.69 $60.8K - $74.4K
6.96K $68K
CGDV
Capital Group Divid Value ETF

ETFs
1.6K
New
$39.59 - $42.21 $63.4K - $67.6K
1.6K $67K
MAIN
Main Street Capital Corp

Financial Services
1.06K
New
$59.28 - $67.54 $62.9K - $71.7K
1.06K $67K
PKI
Perkinelmer Inc

Healthcare
554
New
N/A
554 $67K
PSTG
Pure Storage, Inc.

Technology
791
New
$54.47 - $88.29 $43.1K - $69.8K
791 $66K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1.18K
New
$50.98 - $67.62 $60.1K - $79.7K
1.18K $66K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
744
New
$86.07 - $90.74 $64K - $67.5K
744 $66K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.23K
New
$46.69 - $59.27 $57.3K - $72.7K
1.23K $65K
RACE
Ferrari N.V.

Consumer Cyclical
136
New
$436.24 - $517.65 $59.3K - $70.4K
136 $65K
XT
Ishares Tr Exponential Technol

ETFs
908
New
$65.04 - $71.97 $59.1K - $65.3K
908 $65K
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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