Wealthspire Advisors, LLC Sells in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-1.89K
- 1.39%
$39.6 - $45.21 $75K - $85.6K
134K $5.37M
SUB
Ishares Short Term National Mu

ETFs
-6.71K
- 16.15%
$104.94 - $106.2 $704K - $713K
34.8K $3.68M
IIM
Invesco Value Municipal Income Trust

Financial Services
-52.7K
- 55.05%
$11.71 - $12.93 $617K - $681K
43K $511K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.17K
- 3.51%
$160.89 - $176.18 $349K - $382K
59.7K $9.65M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-18.6K
- 57.23%
$31.92 - $36.14 $594K - $672K
13.9K $443K
ITM
Vaneck Intermediate Muni ETF

ETFs
-14K
- 50.0%
$45.56 - $46.97 $638K - $658K
14K $645K
CVX
Chevron Corp

Energy
-3.43K
- 5.16%
$141.15 - $162.53 $484K - $558K
63.1K $9.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-7.67K
- 5.81%
$33.39 - $37.66 $256K - $289K
124K $4.15M
AMGN
Amgen Inc

Healthcare
-328
- 3.78%
$258.78 - $328.31 $84.9K - $108K
8.34K $2.17M
TFX
Teleflex Inc

Healthcare
-1K
- 16.59%
$172.66 - $245.13 $173K - $246K
5.05K $898K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.54K
- 39.17%
$115.08 - $119.55 $522K - $543K
7.05K $814K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-7.6K
- 4.24%
$45.38 - $46.88 $345K - $356K
172K $7.83M
DFAX
Dimensional ETF Tr
-3.95K
- 1.86%
$24.76 - $27.04 $97.8K - $107K
209K $5.19M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-37.9K
- 32.18%
$11.42 - $12.5 $433K - $474K
79.9K $921K
SPMD
Spdr Portfolio

ETFs
-9.68K
- 5.54%
$54.13 - $59.56 $524K - $576K
165K $9.03M
CEG
Constellation Energy Corp

Utilities
-219
- 1.67%
$224.28 - $285.52 $49.1K - $62.5K
12.9K $2.91M
PG
Procter & Gamble CO

Consumer Defensive
-646
- 0.88%
$161.05 - $179.7 $104K - $116K
72.5K $12.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-10.2K
- 22.13%
$41.17 - $43.34 $422K - $444K
36K $1.49M
QCOM
Qualcomm Inc

Technology
-1.75K
- 12.46%
$150.4 - $178.04 $264K - $312K
12.3K $1.89M
AMAT
Applied Materials Inc

Technology
-495
- 4.81%
$161.44 - $213.89 $79.9K - $106K
9.8K $1.59M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.12K
- 16.85%
$59.25 - $72.99 $185K - $228K
15.4K $919K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.98K
- 6.1%
$37.12 - $41.23 $148K - $164K
61.2K $2.27M
MDT
Medtronic PLC

Healthcare
-4.06K
- 40.62%
$79.61 - $92.24 $323K - $374K
5.93K $474K
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.93K
- 19.46%
$125.36 - $147.37 $492K - $579K
16.3K $2.14M
ADBE
Adobe Inc.

Technology
-250
- 6.17%
$437.39 - $552.96 $109K - $138K
3.81K $1.69M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-6.25K
- 17.36%
$71.55 - $82.8 $447K - $518K
29.8K $2.23M
ZTS
Zoetis Inc.

Healthcare
-805
- 11.39%
$162.24 - $194.42 $131K - $157K
6.27K $1.02M
DUK
Duke Energy Corp

Utilities
-1.49K
- 5.81%
$105.76 - $120.76 $157K - $180K
24.1K $2.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-6.48K
- 14.87%
$47.58 - $48.56 $308K - $315K
37.1K $1.77M
LMT
Lockheed Martin Corp

Industrials
-96
- 3.14%
$479.66 - $614.62 $46K - $59K
2.96K $1.44M
OKE
Oneok Inc

Energy
-8.99K
- 14.72%
$92.28 - $117.05 $829K - $1.05M
52.1K $5.23M
JPEM
Jp Morgan Diversified Return

ETFs
-4.84K
- 27.56%
$51.88 - $57.84 $251K - $280K
12.7K $660K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.77K
- 13.5%
$40.06 - $45.21 $191K - $216K
30.6K $1.24M
NOC
Northrop Grumman Corp

Industrials
-128
- 2.87%
$466.52 - $543.88 $59.7K - $69.6K
4.34K $2.04M
VLO
Valero Energy Corp

Energy
-1.46K
- 13.01%
$118.59 - $144.02 $173K - $210K
9.75K $1.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1
- -0.0%
$80.93 - $85.66 $80.9 - $85.7
139K $11.3M
BDX
Becton Dickinson & CO

Healthcare
-831
- 9.65%
$220.02 - $243.75 $183K - $203K
7.78K $1.77M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-7.68K
- 50.0%
$42.94 - $49.52 $330K - $380K
7.68K $358K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.68K
- 1.17%
$126.68 - $134.74 $213K - $226K
142K $18.1M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.98K
- 49.87%
$62.71 - $68.47 $250K - $273K
4K $251K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-1.8K
- 55.92%
$157.33 - $189.22 $284K - $341K
1.42K $239K
PSX
Phillips 66

Energy
-678
- 6.1%
$110.35 - $138.93 $74.8K - $94.2K
10.4K $1.19M
SYK
Stryker Corp

Healthcare
-720
- 10.5%
$345.14 - $392.15 $249K - $282K
6.14K $2.21M
INTC
Intel Corp

Technology
-2.77K
- 4.55%
$19.07 - $26.23 $52.8K - $72.6K
58K $1.16M
DHR
Danaher Corp

Healthcare
-149
- 3.18%
$226.16 - $274.52 $33.7K - $40.9K
4.54K $1.04M
LHX
L3 Harris Technologies, Inc.

Industrials
-948
- 44.03%
$208.94 - $264.22 $198K - $250K
1.21K $253K
AEP
American Electric Power CO Inc

Utilities
-971
- 5.94%
$90.91 - $102.21 $88.3K - $99.2K
15.4K $1.42M
URI
United Rentals, Inc.

Industrials
-216
- 22.2%
$704.44 - $880.32 $152K - $190K
757 $533K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.13K
- 0.99%
$40.38 - $44.35 $86.1K - $94.6K
212K $8.7M
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
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