Wealthspire Advisors, LLC Sells in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-515
- 17.16%
$369.35 - $419.14 $190K - $216K
2.49K $918K
LOW
Lowes Companies Inc

Consumer Cyclical
-201
- 2.46%
$244.52 - $284.07 $49.1K - $57.1K
7.98K $1.97M
BNDX
Vanguard Total International B

ETFs
-3.94K
- 10.48%
$48.91 - $50.61 $193K - $200K
33.7K $1.65M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.99K
- 1.77%
$40.15 - $42.9 $160K - $171K
222K $8.94M
NKE
Nike, Inc.

Consumer Cyclical
-10
- 0.06%
$73.36 - $89.13 $734 - $891
16.9K $1.28M
COP
Conocophillips

Energy
-1.62K
- 18.28%
$95.12 - $114.72 $154K - $185K
7.22K $716K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-13.7K
- 18.5%
$12.74 - $14.23 $175K - $195K
60.5K $786K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.03K
- 15.73%
$130.37 - $146.09 $134K - $150K
5.5K $720K
SHW
Sherwin Williams CO

Basic Materials
-15
- 0.31%
$338.75 - $399.71 $5.08K - $6K
4.88K $1.66M
ABT
Abbott Laboratories

Healthcare
-1.49K
- 3.81%
$111.93 - $119.39 $167K - $178K
37.6K $4.26M
CL
Colgate Palmolive CO

Consumer Defensive
-343
- 2.59%
$90.22 - $102.31 $30.9K - $35.1K
12.9K $1.17M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-2.07K
- 37.52%
$94.66 - $102.14 $196K - $212K
3.45K $329K
DTE
Dte Energy CO

Utilities
-1.05K
- 11.51%
$117.04 - $129.77 $122K - $136K
8.03K $969K
CI
Cigna Corp

Healthcare
-224
- 11.99%
$265.59 - $358.58 $59.5K - $80.3K
1.65K $454K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-454
- 1.16%
$47.66 - $51.84 $21.6K - $23.5K
38.5K $1.85M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.28K
- 15.25%
$69.58 - $74.87 $159K - $171K
12.7K $888K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.02K
- 5.96%
$63.58 - $71.15 $192K - $215K
47.6K $3.1M
PEG
Public Service Enterprise Group Inc

Utilities
-1.91K
- 38.31%
$81.87 - $94.51 $156K - $180K
3.07K $259K
FDRV
Fidelity Covington Tr Elec Veh
-12.2K
- 50.0%
$13.19 - $14.27 $161K - $174K
12.2K $162K
MELI
Mercadolibre Inc

Consumer Cyclical
-27
- 7.14%
$1666.0 - $2117.3 $45K - $57.2K
351 $596K
AMT
American Tower Corp

Real Estate
-154
- 5.09%
$179.4 - $232.01 $27.6K - $35.7K
2.87K $526K
ITW
Illinois Tool Works Inc

Industrials
-251
- 2.07%
$253.56 - $278.5 $63.6K - $69.9K
11.8K $3M
CMC
Commercial Metals CO

Basic Materials
-1.73K
- 12.17%
$49.22 - $63.32 $85.1K - $109K
12.5K $618K
CAT
Caterpillar Inc

Industrials
-9
- 0.17%
$360.37 - $416.88 $3.24K - $3.75K
5.44K $1.97M
SJM
J M Smucker CO

Consumer Defensive
-868
- 15.9%
$106.92 - $121.75 $92.8K - $106K
4.59K $505K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-785
- 7.42%
$134.53 - $150.65 $106K - $118K
9.79K $1.33M
D
Dominion Energy, Inc

Utilities
-1.65K
- 10.97%
$52.63 - $60.92 $86.8K - $100K
13.4K $720K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.14K
- 13.01%
$101.77 - $113.02 $116K - $129K
7.6K $802K
AZN
Astrazeneca PLC

Healthcare
-1.24K
- 25.77%
$63.2 - $79.58 $78.5K - $98.8K
3.58K $234K
DELL
Dell Technologies Inc.

Technology
-1.13K
- 32.01%
$111.96 - $144.21 $126K - $163K
2.4K $276K
SEE
Sealed Air Corp

Consumer Cyclical
-3.36K
- 31.89%
$33.59 - $37.3 $113K - $125K
7.17K $242K
MMM
3 M CO

Industrials
-409
- 3.58%
$124.74 - $137.12 $51K - $56.1K
11K $1.42M
HRL
Hormel Foods Corp

Consumer Defensive
-3.38K
- 3.37%
$29.21 - $33.55 $98.6K - $113K
96.7K $3.03M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.6K
- 29.07%
$87.41 - $97.21 $140K - $156K
3.91K $353K
PM
Philip Morris International Inc.

Consumer Defensive
-735
- 1.58%
$118.38 - $133.06 $87K - $97.8K
45.7K $5.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.74K
- 4.56%
$107.41 - $115.71 $187K - $202K
36.5K $4.02M
ADI
Analog Devices Inc

Technology
-177
- 3.37%
$206.35 - $236.48 $36.5K - $41.9K
5.07K $1.08M
ALL
Allstate Corp

Financial Services
-762
- 15.05%
$181.25 - $208.2 $138K - $159K
4.3K $829K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.95K
- 14.03%
$56.06 - $61.35 $109K - $120K
12K $675K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.48K
- 8.97%
$112.15 - $127.2 $166K - $188K
15K $1.81M
CDW
Cdw Corp

Technology
-46
- 2.07%
$171.49 - $225.64 $7.89K - $10.4K
2.17K $378K
ASML
Asml Holding Nv

Technology
-47
- 7.3%
$658.43 - $872.27 $30.9K - $41K
597 $413K
PSA
Public Storage

Real Estate
-177
- 17.05%
$289.33 - $360.21 $51.2K - $63.8K
861 $257K
ADM
Archer Daniels Midland CO

Consumer Defensive
-771
- 8.78%
$49.38 - $59.52 $38.1K - $45.9K
8.01K $404K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-813
- 10.45%
$70.63 - $78.23 $57.4K - $63.6K
6.97K $495K
DHI
Horton D R Inc

Consumer Cyclical
-36
- 1.69%
$137.24 - $194.56 $4.94K - $7K
2.09K $292K
EXC
Exelon Corp

Utilities
-679
- 2.28%
$36.22 - $40.97 $24.6K - $27.8K
29.1K $1.1M
YUM
Yum Brands Inc

Consumer Cyclical
-601
- 11.54%
$130.36 - $139.54 $78.3K - $83.9K
4.61K $617K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-2.37K
- 15.02%
$42.95 - $45.72 $102K - $108K
13.4K $579K
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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