Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
-6.42K
- 17.41%
$32.14 - $35.96 $206K - $231K
30.4K $1.08M
AME
Ametek Inc

Industrials
-728
- 41.86%
$176.44 - $192.03 $128K - $140K
1.01K $190K
CDW
Cdw Corp

Technology
-414
- 15.03%
$156.97 - $182.84 $65K - $75.7K
2.34K $372K
MNST
Monster Beverage Corp

Consumer Defensive
-2.09K
- 39.67%
$58.65 - $67.31 $123K - $141K
3.18K $214K
KD
Kyndryl Holdings, Inc.

Technology
-1.57K
- 27.92%
$28.94 - $43.41 $45.5K - $68.3K
4.06K $121K
TRV
Travelers Companies, Inc.

Financial Services
-550
- 16.37%
$250.62 - $279.43 $138K - $154K
2.81K $784K
HSIC
Henry Schein Inc

Healthcare
-107
- 0.69%
$64.83 - $74.67 $6.94K - $7.99K
15.4K $1.02M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.39K
- 6.76%
$48.31 - $48.93 $115K - $117K
33K $1.61M
FIS
Fidelity National Information Services, Inc.

Technology
-393
- 7.24%
$63.37 - $82.35 $24.9K - $32.4K
5.03K $331K
NEE
Nextera Energy Inc

Utilities
-3.92K
- 12.52%
$69.77 - $77.54 $273K - $304K
27.4K $2.07M
UGI
Ugi Corp

Utilities
-689
- 2.69%
$32.64 - $37.14 $22.5K - $25.6K
24.9K $829K
IYR
Ishares Tr

ETFs
-1.31K
- 12.9%
$94.16 - $98.46 $124K - $129K
8.86K $859K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.63K
- 26.84%
$80.0 - $88.06 $130K - $143K
4.43K $386K
CVS
Cvs Health Corp

Healthcare
-2.91K
- 15.91%
$58.75 - $76.5 $171K - $222K
15.4K $1.16M
DOW
Dow Inc.

Basic Materials
-749
- 3.17%
$20.87 - $30.37 $15.6K - $22.7K
22.9K $524K
UL
Unilever PLC

Consumer Defensive
-1.28K
- 10.6%
$58.43 - $65.01 $74.5K - $82.9K
10.8K $637K
ADSK
Autodesk, Inc.

Technology
-402
- 23.39%
N/A
1.32K $323K
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.27K
- 32.98%
$76.35 - $84.68 $97.2K - $108K
2.59K $198K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-769
- 51.65%
$171.01 - $228.24 $132K - $176K
720 $153K
NVS
Novartis Ag

Healthcare
-1.02K
- 22.34%
$113.5 - $129.73 $115K - $132K
3.54K $453K
CARR
Carrier Global Corp

Industrials
-425
- 8.07%
$58.75 - $80.73 $25K - $34.3K
4.84K $289K
ECL
Ecolab Inc.

Basic Materials
-435
- 8.19%
$259.39 - $285.47 $113K - $124K
4.88K $1.34M
AEE
Ameren Corp

Utilities
-1.14K
- 36.56%
$95.0 - $104.38 $108K - $119K
1.98K $206K
INGR
Ingredion Inc

Consumer Defensive
-527
- 25.53%
$121.01 - $138.21 $63.8K - $72.8K
1.54K $187K
CDNS
Cadence Design Systems Inc

Technology
-422
- 31.63%
$309.46 - $373.37 $131K - $158K
912 $320K
SRE
Sempra Energy

Utilities
-1.85K
- 34.79%
$74.14 - $89.98 $137K - $166K
3.47K $311K
DOCU
Docusign, Inc.

Technology
-655
- 9.0%
$67.14 - $85.01 $44K - $55.7K
6.62K $477K
STE
Steris PLC

Healthcare
-406
- 25.84%
$221.21 - $252.43 $89.8K - $102K
1.17K $288K
PSA
Public Storage

Real Estate
-243
- 7.6%
$271.94 - $298.09 $66.1K - $72.4K
2.96K $853K
JBL
Jabil Inc

Technology
-385
- 28.25%
$202.08 - $234.45 $77.8K - $90.3K
978 $212K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-927
- 36.32%
$138.31 - $165.45 $128K - $153K
1.63K $268K
SAP
Sap Se

Technology
-96
- 6.14%
$252.42 - $311.93 $24.2K - $29.9K
1.47K $391K
AVY
Avery Dennison Corp

Industrials
-328
- 15.22%
$158.71 - $184.63 $52.1K - $60.6K
1.83K $296K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-782
- 9.47%
$116.29 - $120.92 $90.9K - $94.6K
7.47K $896K
KR
Kroger CO

Consumer Defensive
-665
- 7.81%
$64.52 - $74.35 $42.9K - $49.4K
7.85K $529K
TDG
Trans Digm Group Inc

Industrials
-34
- 18.68%
$1271.04 - $1620.83 $43.2K - $55.1K
148 $195K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-1.31K
- 25.61%
$65.41 - $69.67 $85.8K - $91.4K
3.81K $265K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-8.76K
- 18.04%
$11.15 - $11.87 $97.6K - $104K
39.8K $461K
GWW
W.W. Grainger, Inc.

Industrials
-47
- 12.08%
$932.44 - $1059.49 $43.8K - $49.8K
342 $325K
GIS
General Mills Inc

Consumer Defensive
-1.18K
- 8.32%
$48.44 - $53.83 $56.9K - $63.3K
12.9K $652K
DEO
Diageo PLC

Consumer Defensive
-334
- 4.03%
$93.64 - $115.33 $31.3K - $38.5K
7.96K $759K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.8K
- 8.98%
$46.37 - $47.77 $83.6K - $86.1K
18.3K $868K
GILD
Gilead Sciences, Inc.

Healthcare
-689
- 25.7%
$108.22 - $120.47 $74.6K - $83K
1.99K $221K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-36
- 0.1%
$19.13 - $22.22 $689 - $800
36.8K $725K
ICUI
Icu Medical Inc

Healthcare
-327
- 11.22%
$108.1 - $137.26 $35.3K - $44.9K
2.59K $310K
RUN
Sunrun Inc.

Technology
-10.6K
- 88.12%
$8.99 - $18.18 $95.3K - $193K
1.43K $24K
UNH
Unitedhealth Group Inc

Healthcare
-1.47K
- 11.24%
$237.77 - $353.61 $350K - $521K
11.6K $4.01M
UNM
Unum Group

Financial Services
-830
- 30.95%
$68.55 - $82.12 $56.9K - $68.2K
1.85K $144K
MRVL
Marvell Technology, Inc.

Technology
-1.05K
- 39.44%
$62.31 - $84.07 $65.6K - $88.5K
1.62K $135K
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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