Wealthspire Advisors, LLC Reduced Holdings in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
-14
- 4.29%
$2981.19 - $3370.27 $41.7K - $47.2K
312 $999K
OSK
Oshkosh Corp

Industrials
-29
- 0.68%
$93.84 - $115.52 $2.72K - $3.35K
4.21K $399K
KEYS
Keysight Technologies, Inc.

Technology
-159
- 10.43%
$149.01 - $172.53 $23.7K - $27.4K
1.37K $219K
TIP
Ishares Tr Tips Bd ETF

ETFs
-92
- 2.74%
$106.33 - $110.69 $9.78K - $10.2K
3.27K $348K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-265
- 3.37%
$118.0 - $127.04 $31.3K - $33.7K
7.61K $924K
DTM
Dt Midstream, Inc.

Energy
-960
- 26.63%
$78.85 - $108.56 $75.7K - $104K
2.65K $262K
OEF
Ishares S&P 100 ETF

ETFs
-75
- 1.15%
N/A
6.43K $1.71M
OXY
Occidental Petroleum Corp

Energy
-32
- 0.46%
$45.36 - $55.91 $1.45K - $1.79K
6.94K $343K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-19
- 0.32%
$105.45 - $117.99 $2K - $2.24K
5.96K $631K
DX
Dynex Capital Inc

Real Estate
-962
- 6.87%
$12.07 - $12.72 $11.6K - $12.2K
13K $164K
ADSK
Autodesk, Inc.

Technology
-53
- 3.08%
N/A
1.67K $410K
DE
Deere & CO

Industrials
-57
- 3.08%
$389.45 - $466.0 $22.2K - $26.6K
1.79K $759K
ANSS
Ansys Inc

Technology
-111
- 8.07%
$313.05 - $361.45 $34.7K - $40.1K
1.27K $426K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-348
- 1.61%
$19.01 - $21.64 $6.62K - $7.53K
21.2K $425K
VIS
Vanguard Industrial ETF

ETFs
-7
- 0.7%
$254.39 - $279.7 $1.78K - $1.96K
987 $251K
AAL
American Airlines Group Inc.

Industrials
-548
- 0.37%
N/A
148K $1.63M
XLP
Consumer Staples Sector Spdr

ETFs
-71
- 0.8%
N/A
8.82K $670K
IWY
Ishares Tr Russell 200 Growth

ETFs
-135
- 7.22%
$216.72 - $244.71 $29.3K - $33K
1.73K $407K
GPS
Gap Inc

Consumer Cyclical
-83
- 0.17%
N/A
50K $1.01M
UBSI
United Bankshares Inc

Financial Services
-123
- 1.45%
$35.53 - $43.29 $4.37K - $5.32K
8.35K $313K
CPRT
Copart Inc

Consumer Cyclical
-680
- 9.04%
$51.36 - $63.8 $34.9K - $43.4K
6.84K $392K
DFSI
Dimensional ETF Tr Dimen Intl
-34K
- 34.96%
N/A
63.2K $0
Bankfinancial Corp
-22.5K
- 50.0%
N/A
22.5K $0
Maplebear Inc
-172
- 0.24%
N/A
70.6K $0
BHRB
Burke Herbert Finl Svcs Corp C
-241
- 3.99%
N/A
5.81K $0
Angel Oak High Yield Opportunities ETF
-16.2K
- 50.0%
N/A
16.2K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-30.6K
- 50.0%
N/A
30.6K $0
Loar Holdings Inc
-131
- 3.27%
N/A
3.88K $0
Chestnut Str Exchang Fd Sh Partnership N
-538
- 50.0%
N/A
538 $0
Solventum Corp
-880
- 22.06%
N/A
3.11K $0
Smurfit Westrock PLC
-259
- 4.74%
N/A
5.2K $0
America Movil Sab De Cv
-1.42K
- 9.82%
N/A
13K $0
Klaviyo Inc
-7K
- 49.0%
N/A
7.29K $0
LUV
Southwest Airlines CO

Industrials
-790
- 11.61%
$28.99 - $34.84 $22.9K - $27.5K
6.01K $202K
CNP
Centerpoint Energy Inc

Utilities
-445
- 4.77%
$28.58 - $32.66 $12.7K - $14.5K
8.88K $281K
CTO
Cto Realty Growth, Inc.

Real Estate
-8
- 0.07%
$18.57 - $20.65 $149 - $165
11.1K $218K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-61
- 3.01%
$170.03 - $192.78 $10.4K - $11.8K
1.97K $363K
PLXS
Plexus Corp

Technology
-249
- 9.85%
$133.8 - $168.44 $33.3K - $41.9K
2.28K $356K
LNG
Cheniere Energy, Inc.

Energy
-140
- 10.56%
$181.07 - $225.92 $25.3K - $31.6K
1.19K $254K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.39K
- 2.35%
$61.52 - $66.5 $270K - $292K
182K $11.6M
CAH
Cardinal Health Inc

Healthcare
-96
- 2.64%
$107.89 - $125.33 $10.4K - $12K
3.54K $418K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-153
- 2.65%
$47.03 - $55.28 $7.2K - $8.46K
5.62K $293K
VTHR
Vanguard Russell 3000 ETF

ETFs
-7
- 0.2%
$251.33 - $271.45 $1.76K - $1.9K
3.42K $887K
ADP
Automatic Data Processing Inc

Industrials
-485
- 4.71%
$280.08 - $307.97 $136K - $149K
9.82K $2.88M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-135
- 2.38%
$129.96 - $144.97 $17.5K - $19.6K
5.54K $771K
CDNS
Cadence Design Systems Inc

Technology
-9
- 0.76%
$249.1 - $324.54 $2.24K - $2.92K
1.18K $354K
BMRC
Bank Of Marin Bancorp

Financial Services
-1.5K
- 6.81%
$19.26 - $26.57 $28.9K - $39.9K
20.5K $487K
COIN
Coinbase Global, Inc.

Technology
-170
- 13.09%
$163.17 - $343.62 $27.7K - $58.4K
1.13K $280K
C
Citigroup Inc

Financial Services
-24
- 0.28%
$61.31 - $72.5 $1.47K - $1.74K
8.55K $601K
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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