Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.93K
- 5.62%
$134.94 - $145.86 $530K - $573K
66K $9.6M
XOM
Exxon Mobil Corp

Energy
-4.78K
- 3.43%
$105.83 - $117.22 $505K - $560K
134K $15.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.28K
- 7.76%
$215.01 - $273.02 $275K - $349K
15.2K $3.82M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-16.9K
- 17.63%
$32.78 - $42.61 $555K - $721K
79K $3.32M
EFV
Msci Eafe Value ETF

ETFs
-1.06K
- 1.8%
$62.79 - $68.42 $66.4K - $72.4K
57.8K $3.92M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-435
- 2.84%
$567.09 - $607.37 $247K - $264K
14.9K $8.88M
VSEC
Vse Corp

Industrials
-625
- 6.63%
$125.37 - $172.66 $78.4K - $108K
8.8K $1.46M
IGF
Ishares Global Infrastructure

ETFs
-9.98K
- 2.27%
$58.29 - $61.43 $582K - $613K
429K $26.2M
SPMD
Spdr Portfolio

ETFs
-4.1K
- 2.44%
$54.43 - $58.29 $223K - $239K
164K $9.37M
DFAX
Dimensional ETF Tr
-5.58K
- 2.64%
$29.25 - $31.56 $163K - $176K
206K $6.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-327
- 4.97%
$224.68 - $282.71 $73.5K - $92.4K
6.26K $1.75M
STX
Seagate Technology Holdings PLC

Technology
-382
- 9.07%
$142.01 - $236.06 $54.2K - $90.2K
3.83K $904K
INTC
Intel Corp

Technology
-9.85K
- 17.42%
$19.31 - $35.5 $190K - $350K
46.7K $1.57M
FAST
Fastenal CO

Industrials
-1.15K
- 2.1%
$42.47 - $50.39 $49K - $58.1K
53.7K $2.64M
NSC
Norfolk Southern Corp

Industrials
-302
- 3.05%
$259.49 - $300.41 $78.4K - $90.7K
9.6K $2.88M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.09K
- 1.01%
$41.91 - $44.87 $87.6K - $93.8K
204K $9.12M
CPK
Chesapeake Utilities Corp

Utilities
-74
- 0.25%
$119.5 - $135.26 $8.84K - $10K
29.4K $3.96M
JPM
Jpmorgan Chase & CO

Financial Services
-5.1K
- 6.42%
$282.78 - $316.06 $1.44M - $1.61M
74.3K $23.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.49K
- 1.98%
$84.28 - $89.46 $210K - $223K
123K $11M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.66K
- 1.36%
$39.06 - $43.42 $64.8K - $72K
120K $5.23M
IAU
Ishares Gold Trust

ETFs
-3.44K
- 4.72%
$61.62 - $72.77 $212K - $250K
69.4K $5.05M
BX
Blackstone Inc.

Financial Services
-190
- 0.73%
$152.77 - $188.68 $29K - $35.8K
25.9K $4.42M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-393
- 0.6%
$121.46 - $130.92 $47.7K - $51.5K
65.5K $8.53M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.8K
- 1.18%
$101.12 - $106.18 $586K - $616K
486K $50.1M
MMS
Maximus, Inc.

Industrials
-58
- 0.21%
$69.89 - $91.37 $4.05K - $5.3K
27.1K $2.47M
CVX
Chevron Corp

Energy
-5.24K
- 4.36%
$145.57 - $161.83 $763K - $849K
115K $17.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
-896
- 0.87%
$282.75 - $294.19 $253K - $264K
102K $29.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.05K
- 1.2%
$182.33 - $194.5 $192K - $204K
86.7K $16.9M
AVGO
Broadcom Inc.

Technology
-4.85K
- 10.59%
$264.74 - $369.57 $1.28M - $1.79M
41K $13.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-368
- 0.58%
$459.11 - $506.91 $169K - $187K
63.4K $31.9M
QDF
Flexshares Quality Dividend In

ETFs
-161
- 0.11%
$73.48 - $79.4 $11.8K - $12.8K
148K $11.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.13K
- 1.68%
$135.0 - $146.02 $422K - $456K
183K $26.7M
DFAU
Dimensional ETF Tr

ETFs
-21.8K
- 2.56%
$42.42 - $45.96 $927K - $1M
830K $38M
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.45K
- 2.61%
$108.97 - $121.65 $812K - $907K
278K $33.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-25.4K
- 2.23%
$87.29 - $93.61 $2.22M - $2.38M
1.11M $104M
ABBV
Abb Vie Inc.

Healthcare
-473
- 0.93%
$184.85 - $231.54 $87.4K - $110K
50.4K $11.7M
IXUS
Ishares Tr

ETFs
-24K
- 2.84%
$76.35 - $82.58 $1.83M - $1.98M
820K $67.7M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-3.43K
- 0.68%
$67.91 - $74.71 $233K - $256K
500K $36.9M
DFAI
Dimensional ETF Tr

ETFs
-17.4K
- 0.8%
$34.05 - $36.55 $594K - $637K
2.17M $78.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.49K
- 0.85%
$339.37 - $366.46 $507K - $547K
174K $63.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-701K
- 2.42%
$26.38 - $27.95 $18.5M - $19.6M
28.3M $772M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10.4K
- 4.77%
$420.11 - $472.68 $4.37M - $4.92M
208K $97.4M
IWM
Ishares Russell 2000 ETF

ETFs
-1.04K
- 0.52%
$214.92 - $244.84 $224K - $255K
198K $47.9M
VTV
Vanguard Value ETF

ETFs
-2.56K
- 0.44%
$175.51 - $186.57 $449K - $477K
581K $108M
VBK
Vanguard Small Cap Growth ETF

ETFs
-6.96K
- 1.91%
$276.51 - $305.12 $1.92M - $2.12M
357K $106M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-13.3K
- 0.7%
$30.13 - $33.37 $402K - $445K
1.9M $63.2M
NVDA
Nvidia Corp

Technology
-5.17K
- 2.18%
$153.3 - $186.58 $793K - $965K
232K $43.2M
VV
Vanguard Large Cap ETF

ETFs
-55.9K
- 5.1%
$285.05 - $309.14 $15.9M - $17.3M
1.04M $320M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-111K
- 1.91%
$24.46 - $26.5 $2.73M - $2.95M
5.73M $151M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email