Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-72.1K
- 83.44%
$10.62 - $11.43 $766K - $824K
14.3K $163K
ROK
Rockwell Automation, Inc

Industrials
-2.48K
- 47.23%
$328.67 - $358.52 $813K - $887K
2.77K $966K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-19.4K
- 14.28%
$44.22 - $45.74 $859K - $889K
117K $5.31M
ABNB
Airbnb, Inc.

Consumer Cyclical
-5.6K
- 77.11%
$118.3 - $142.16 $662K - $796K
1.66K $201K
IEMG
Ishares Inc

ETFs
-13.9K
- 0.81%
N/A
1.7M $91.5M
FISV
Fiserv Inc

Technology
-5.86K
- 24.41%
N/A
18.1K $2.27M
FICO
Fair Isaac Corp

Technology
-253
- 23.96%
$1311.26 - $1869.83 $332K - $473K
803 $1.2M
CRM
Salesforce, Inc.

Technology
-1.55K
- 16.21%
$231.66 - $273.65 $358K - $423K
7.99K $1.89M
NOW
Service Now, Inc.

Technology
-380
- 16.66%
$850.86 - $1044.69 $323K - $397K
1.9K $1.75M
ISRG
Intuitive Surgical Inc

Healthcare
-867
- 42.65%
$433.66 - $544.47 $376K - $472K
1.17K $521K
SYK
Stryker Corp

Healthcare
-618
- 5.17%
$368.57 - $403.53 $228K - $249K
11.3K $4.19M
HRL
Hormel Foods Corp

Consumer Defensive
-13
- 0.01%
$24.31 - $31.54 $316 - $410
96.7K $2.39M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-26.2K
- 24.25%
$27.85 - $30.91 $729K - $809K
81.8K $2.5M
MSTR
Microstrategy Inc

Technology
-1.03K
- 44.78%
$300.7 - $455.9 $308K - $467K
1.26K $407K
CSCO
Cisco Systems, Inc.

Technology
-6.5K
- 10.44%
$66.2 - $71.79 $431K - $467K
55.8K $3.82M
URI
United Rentals, Inc.

Industrials
-997
- 44.75%
$774.14 - $975.23 $772K - $972K
1.23K $1.18M
ROP
Roper Technologies Inc

Industrials
-666
- 29.87%
$495.03 - $573.0 $330K - $382K
1.56K $779K
INTU
Intuit Inc

Technology
-348
- 14.82%
$646.03 - $807.39 $225K - $281K
2K $1.37M
SCHW
Schwab Charles Corp

Financial Services
-8.92K
- 10.14%
$91.03 - $98.69 $812K - $880K
79K $7.54M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-7.32K
- 96.89%
$61.56 - $66.95 $451K - $490K
235 $15K
MU
Micron Technology Inc

Technology
-6.54K
- 44.33%
$104.88 - $168.89 $686K - $1.1M
8.21K $1.37M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-8.97K
- 12.6%
$115.96 - $125.95 $1.04M - $1.13M
62.2K $7.84M
MA
Mastercard Inc

Financial Services
-911
- 6.04%
$550.18 - $598.96 $501K - $546K
14.2K $8.06M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.02K
- 46.52%
$167.28 - $188.45 $337K - $380K
2.32K $390K
CL
Colgate Palmolive CO

Consumer Defensive
-1.42K
- 5.57%
$79.36 - $93.33 $113K - $133K
24.1K $1.93M
OEF
Ishares S&P 100 ETF

ETFs
-1.47K
- 14.16%
N/A
8.93K $2.38M
MSI
Motorola Solutions, Inc.

Technology
-1K
- 51.95%
$408.73 - $490.3 $409K - $491K
926 $423K
MCK
Mckesson Corp

Healthcare
-567
- 43.28%
$659.01 - $772.54 $374K - $438K
743 $573K
LBRDK
Liberty Broadband Corp

Communication Services
-3.6K
- 83.13%
$58.3 - $100.8 $210K - $363K
731 $46K
DFIV
Dimensional ETF Tr

ETFs
-15.7K
- 14.94%
$42.66 - $46.53 $669K - $730K
89.3K $4.12M
ADBE
Adobe Inc.

Technology
-625
- 15.01%
$333.65 - $392.1 $209K - $245K
3.54K $1.25M
IT
Gartner Inc

Technology
-679
- 54.71%
$225.98 - $406.7 $153K - $276K
562 $147K
VNQ
Vanguard Specialized Funds Van

ETFs
-16.5K
- 3.35%
$88.47 - $93.24 $1.46M - $1.54M
478K $43.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.02K
- 24.21%
$38.58 - $58.24 $116K - $176K
9.45K $370K
BNDX
Vanguard Total International B

ETFs
-6.56K
- 24.69%
$49.0 - $49.51 $321K - $325K
20K $989K
VDC
Vanguard Consumer Staples ETF

ETFs
-454
- 1.09%
$212.64 - $225.25 $96.5K - $102K
41.1K $8.79M
TT
Trane Technologies PLC

Industrials
-629
- 21.89%
$398.96 - $472.54 $251K - $297K
2.24K $946K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-43
- 23.89%
$5364.25 - $5815.92 $231K - $250K
137 $739K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-5.73K
- 31.18%
$60.01 - $65.01 $344K - $372K
12.6K $821K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-14.5K
- 5.15%
$22.64 - $23.22 $328K - $337K
267K $6.18M
NYF
Ishares New York Muni Bond ETF

ETFs
-5.88K
- 29.88%
$51.6 - $53.44 $304K - $314K
13.8K $736K
HWM
Howmet Aerospace Inc.

Industrials
-1.62K
- 57.43%
$171.0 - $196.23 $276K - $317K
1.2K $235K
PGR
Progressive Corp

Financial Services
-660
- 10.58%
$238.61 - $264.3 $157K - $174K
5.58K $1.38M
MSCI
Msci Inc.

Financial Services
-467
- 39.88%
$526.48 - $588.0 $246K - $275K
704 $399K
TROW
Price T Rowe Group Inc

Financial Services
-3.43K
- 27.85%
$98.67 - $111.52 $339K - $383K
8.9K $913K
PAYX
Paychex Inc

Industrials
-276
- 2.17%
$126.69 - $147.99 $35K - $40.8K
12.5K $1.58M
APO
Apollo Global Management, Inc.

Financial Services
-507
- 2.17%
$131.55 - $156.05 $66.7K - $79.1K
22.9K $3.05M
ADP
Automatic Data Processing Inc

Industrials
-440
- 4.71%
$288.69 - $310.94 $127K - $137K
8.9K $2.61M
FTNT
Fortinet, Inc.

Technology
-1.83K
- 34.39%
$74.39 - $107.65 $136K - $197K
3.49K $293K
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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