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
VLUE
Ishares Msci Usa Value Factor

ETFs
521
New
$111.55 - $125.05 $58.1K - $65.2K
521 $65K
MIDD
Middleby Corp

Industrials
489
New
$118.3 - $150.16 $57.8K - $73.4K
489 $65K
PPG
Ppg Industries Inc

Basic Materials
623
New
$103.65 - $119.07 $64.6K - $74.2K
623 $65K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.63K
New
$39.58 - $40.74 $64.3K - $66.2K
1.63K $65K
AM
Antero Midstream Corp

Energy
3.3K
New
$16.87 - $19.58 $55.7K - $64.6K
3.3K $64K
NGG
National Grid PLC

Utilities
892
New
$67.98 - $74.38 $60.6K - $66.3K
892 $64K
NBIX
Neurocrine Biosciences Inc

Healthcare
456
New
$123.98 - $146.67 $56.5K - $66.9K
456 $64K
CNI
Canadian National Railway CO

Industrials
676
New
$92.01 - $106.6 $62.2K - $72.1K
676 $63K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
527
New
$110.74 - $122.12 $58.4K - $64.4K
527 $63K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.16K
New
$12.11 - $12.64 $62.4K - $65.2K
5.16K $63K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.97K
New
$29.97 - $32.38 $59.1K - $63.9K
1.97K $62K
EXP
Eagle Materials Inc

Basic Materials
270
New
$209.12 - $242.26 $56.5K - $65.4K
270 $62K
ENPH
Enphase Energy, Inc.

Technology
1.77K
New
$30.11 - $42.97 $53.4K - $76.2K
1.77K $62K
JPIB
Jpmorgan International Bond Op

ETFs
1.27K
New
$48.32 - $49.13 $61.3K - $62.3K
1.27K $62K
RIO
Rio Tinto PLC

Basic Materials
944
New
$57.66 - $66.01 $54.4K - $62.3K
944 $62K
FHI
Federated Hermes, Inc.

Financial Services
1.19K
New
$44.78 - $54.1 $53.3K - $64.4K
1.19K $61K
HDB
Hdfc Bank LTD

Financial Services
1.81K
New
$34.14 - $78.94 $61.7K - $143K
1.81K $61K
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.11K
New
$52.43 - $56.33 $58.3K - $62.6K
1.11K $61K
MAS
Masco Corp

Industrials
870
New
$64.44 - $76.07 $56.1K - $66.2K
870 $61K
WEYS
Weyco Group Inc

Consumer Cyclical
2.06K
New
$28.5 - $34.02 $58.7K - $70.1K
2.06K $61K
EIX
Edison International

Utilities
1.1K
New
$50.42 - $56.35 $55.6K - $62.2K
1.1K $60K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.28K
New
$46.88 - $47.56 $60.1K - $61K
1.28K $60K
EUFN
Ishares Msci Europe Financials

ETFs
1.77K
New
$31.4 - $34.74 $55.7K - $61.6K
1.77K $60K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.05K
New
$48.04 - $60.86 $50.2K - $63.7K
1.05K $60K
MHK
Mohawk Industries Inc

Consumer Cyclical
467
New
$107.23 - $139.75 $50.1K - $65.3K
467 $60K
KRE
Spdr S&P Regional Banking ETF

ETFs
949
New
$58.82 - $66.17 $55.8K - $62.8K
949 $60K
VRSK
Verisk Analytics, Inc.

Industrials
242
New
$242.3 - $312.95 $58.6K - $75.7K
242 $60K
AAL
American Airlines Group Inc.

Industrials
5.35K
New
N/A
5.35K $59K
CRL
Charles River Laboratories International, Inc.

Healthcare
378
New
$145.57 - $178.99 $55K - $67.7K
378 $59K
ROBO
Robo Global Robotics And Autom

ETFs
905
New
$59.49 - $67.23 $53.8K - $60.8K
905 $59K
ODFL
Old Dominion Freight Line, Inc.

Industrials
424
New
$138.59 - $171.12 $58.8K - $72.6K
424 $59K
STM
St Microelectronics N.V.

Technology
2.1K
New
$24.77 - $33.41 $51.9K - $70K
2.1K $59K
SQEW
Two Rds Shared Tr Leadershares

ETFs
1.64K
New
$32.79 - $36.16 $53.8K - $59.3K
1.64K $59K
ACM
Aecom

Industrials
446
New
$111.08 - $132.99 $49.5K - $59.3K
446 $58K
AVB
Avalonbay Communities Inc

Real Estate
302
New
$182.72 - $204.51 $55.2K - $61.8K
302 $58K
OWL
Blue Owl Capital Inc.

Financial Services
3.45K
New
$16.93 - $20.8 $58.4K - $71.8K
3.45K $58K
CDZI
Cadiz Inc

Utilities
12.8K
New
$2.9 - $4.75 $37.2K - $61K
12.8K $58K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
5.79K
New
$10.17 - $11.97 $58.9K - $69.3K
5.79K $58K
HCA
Hca Healthcare, Inc.

Healthcare
137
New
$334.32 - $426.2 $45.8K - $58.4K
137 $58K
POST
Post Holdings, Inc.

Consumer Defensive
548
New
$102.36 - $114.04 $56.1K - $62.5K
548 $58K
VNO
Vornado Realty Trust

Real Estate
1.45K
New
$35.91 - $42.97 $52K - $62.2K
1.45K $58K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.3K
New
$42.39 - $44.63 $55.1K - $58K
1.3K $57K
CAC
Camden National Corp

Financial Services
1.5K
New
$36.6 - $43.51 $54.9K - $65.3K
1.5K $57K
CUZ
Cousins Properties Inc

Real Estate
1.97K
New
$26.53 - $29.82 $52.3K - $58.8K
1.97K $57K
FCNCA
First Citizens Bancshares Inc

Financial Services
32
New
$1789.16 - $2158.23 $57.3K - $69.1K
32 $57K
OMFL
Invesco Exchange Traded Self I

ETFs
954
New
$57.41 - $60.45 $54.8K - $57.7K
954 $57K
REG
Regency Centers Corp

Real Estate
783
New
$68.62 - $73.81 $53.7K - $57.8K
783 $57K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
615
New
$67.16 - $93.48 $41.3K - $57.5K
615 $57K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.56K
New
$30.06 - $36.69 $46.9K - $57.2K
1.56K $57K
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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