Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
-2.9K
- 22.08%
$105.96 - $117.79 $308K - $342K
10.2K $1.18M
TTWO
Take Two Interactive Software Inc

Communication Services
-1.15K
- 50.55%
$217.37 - $259.96 $249K - $298K
1.12K $289K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.21K
- 19.58%
$81.76 - $86.36 $262K - $277K
13.2K $1.12M
TXN
Texas Instruments Inc

Technology
-1.33K
- 18.6%
N/A
5.8K $1.13M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.43K
- 23.06%
$161.21 - $180.02 $230K - $257K
4.77K $824K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-931
- 68.46%
$259.44 - $278.65 $242K - $259K
429 $111K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-15.2K
- 7.04%
$26.15 - $27.4 $398K - $417K
201K $5.48M
INSP
Inspire Medical Systems, Inc.

Healthcare
-68
- 1.6%
$74.2 - $139.25 $5.05K - $9.47K
4.18K $310K
AMT
American Tower Corp

Real Estate
-775
- 26.17%
$192.32 - $232.35 $149K - $180K
2.19K $420K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.95K
- 29.91%
$148.97 - $165.88 $290K - $323K
4.57K $751K
OKE
Oneok Inc

Energy
-464
- 2.09%
$71.36 - $83.47 $33.1K - $38.7K
21.8K $1.59M
MELI
Mercadolibre Inc

Consumer Cyclical
-44
- 10.23%
$2292.04 - $2514.05 $101K - $111K
386 $902K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-438
- 49.72%
$366.54 - $479.53 $161K - $210K
443 $173K
COP
Conocophillips

Energy
-2.75K
- 28.48%
$91.0 - $98.99 $251K - $273K
6.91K $653K
ZTS
Zoetis Inc.

Healthcare
-1.03K
- 15.64%
$141.13 - $159.19 $145K - $164K
5.54K $811K
ELV
Elevance Health, Inc.

Healthcare
-371
- 28.26%
$274.66 - $395.76 $102K - $147K
942 $304K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-18.9K
- 14.87%
$13.77 - $14.45 $260K - $273K
108K $1.56M
WMB
Williams Companies, Inc.

Energy
-3.4K
- 13.42%
$56.52 - $64.01 $192K - $218K
22K $1.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.68K
- 13.7%
$65.64 - $78.22 $110K - $131K
10.6K $708K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.44K
- 21.61%
$35.34 - $47.21 $122K - $162K
12.5K $489K
WFC
Wells Fargo & Company

Financial Services
-5.61K
- 7.54%
$77.05 - $85.16 $433K - $478K
68.9K $5.77M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2K
- 19.59%
$48.34 - $67.22 $96.7K - $135K
8.21K $402K
WDAY
Workday, Inc.

Technology
-783
- 74.57%
$213.69 - $247.69 $167K - $194K
267 $64K
ABC
Amerisourcebergen Corp

Healthcare
-963
- 67.91%
N/A
455 $84K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8.43K
- 8.5%
$22.9 - $23.58 $193K - $199K
90.8K $2.13M
BSX
Boston Scientific Corp

Healthcare
-1.1K
- 15.82%
$97.03 - $108.14 $106K - $119K
5.83K $569K
SUB
Ishares Short Term National Mu

ETFs
-1.93K
- 1.97%
$106.17 - $107.3 $204K - $207K
95.9K $10.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-604
- 26.05%
$196.15 - $217.83 $118K - $132K
1.72K $345K
DOV
Dover Corp

Industrials
-90
- 1.03%
$165.59 - $190.9 $14.9K - $17.2K
8.68K $1.45M
CSL
Carlisle Companies Inc

Industrials
-395
- 64.54%
$327.52 - $435.11 $129K - $172K
217 $71K
SLB
Schlumberger Limited

Energy
-4.65K
- 56.47%
$32.37 - $37.31 $151K - $173K
3.59K $123K
TPL
Texas Pacific Land Corp

Energy
-59
- 7.36%
$854.83 - $1075.97 $50.4K - $63.5K
743 $693K
AMGN
Amgen Inc

Healthcare
-617
- 7.51%
$271.18 - $309.22 $167K - $191K
7.6K $2.14M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.56K
- 8.44%
$41.43 - $44.2 $189K - $202K
49.5K $2.19M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.9K
- 55.0%
$50.52 - $50.75 $146K - $147K
2.37K $120K
UBER
Uber Technologies, Inc

Technology
-2.08K
- 16.84%
$86.91 - $99.57 $181K - $207K
10.3K $1.01M
CI
Cigna Corp

Healthcare
-228
- 12.1%
$262.23 - $334.39 $59.8K - $76.2K
1.66K $477K
TGT
Target Corp

Consumer Defensive
-858
- 11.24%
$86.56 - $107.43 $74.3K - $92.2K
6.78K $607K
UPS
United Parcel Service Inc

Industrials
-841
- 20.05%
$82.58 - $105.54 $69.4K - $88.8K
3.35K $280K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-3.69K
- 72.82%
$40.15 - $43.86 $148K - $162K
1.38K $60K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-308
- 39.24%
$332.69 - $399.0 $102K - $123K
477 $158K
CYBR
Cyber Ark Software Ltd.

Technology
-617
- 28.49%
$374.8 - $491.1 $231K - $303K
1.55K $748K
CNP
Centerpoint Energy Inc

Utilities
-3.88K
- 46.95%
$35.77 - $39.16 $139K - $152K
4.39K $170K
AJG
Arthur J. Gallagher & Co.

Financial Services
-180
- 2.41%
$284.17 - $319.49 $51.2K - $57.5K
7.29K $2.26M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-2.65K
- 26.74%
$59.11 - $67.35 $157K - $179K
7.26K $481K
AMP
Ameriprise Financial Inc

Financial Services
-77
- 3.59%
$486.13 - $544.55 $37.4K - $41.9K
2.07K $1.01M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-771
- 26.94%
$164.12 - $188.32 $127K - $145K
2.09K $363K
EME
Emcor Group, Inc.

Industrials
-271
- 63.32%
$530.88 - $655.83 $144K - $178K
157 $101K
DE
Deere & CO

Industrials
-88
- 5.23%
$457.26 - $524.37 $40.2K - $46.1K
1.59K $728K
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