Wealthspire Advisors, LLC Sells in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
-4.32K
- 9.12%
$43.98 - $53.66 $190K - $232K
43K $2.06M
BIIB
Biogen Inc.

Healthcare
-184
- 9.7%
$146.47 - $191.55 $27K - $35.2K
1.71K $261K
POOL
Pool Corp

Industrials
-99
- 5.0%
$339.32 - $390.03 $33.6K - $38.6K
1.88K $641K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.5K
- 5.46%
$53.94 - $58.15 $189K - $203K
60.6K $3.42M
SON
Sonoco Products CO

Consumer Cyclical
-1.37K
- 22.77%
$48.6 - $54.89 $66.5K - $75.1K
4.64K $226K
FISV
Fiserv Inc

Technology
-796
- 5.89%
N/A
12.7K $1.59M
NVS
Novartis Ag

Healthcare
-440
- 13.54%
$96.78 - $117.18 $42.6K - $51.6K
2.81K $273K
VOD
Vodafone Group Public LTD CO

Communication Services
-7.38K
- 30.55%
$8.37 - $9.95 $61.8K - $73.4K
16.8K $142K
OGS
One Gas, Inc.

Utilities
-934
- 13.84%
$66.96 - $78.69 $62.5K - $73.5K
5.82K $402K
BOTZ
Global X Fds

ETFs
-2.82K
- 6.72%
$31.11 - $34.18 $87.7K - $96.4K
39.1K $1.25M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.16K
- 4.9%
$55.86 - $60.21 $121K - $130K
42K $2.4M
ES
Eversource Energy

Utilities
-436
- 6.83%
$55.9 - $67.73 $24.4K - $29.5K
5.95K $341K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-699
- 9.75%
$60.13 - $67.31 $42K - $47K
6.47K $392K
CPK
Chesapeake Utilities Corp

Utilities
-81
- 0.27%
$116.24 - $133.18 $9.42K - $10.8K
29.4K $3.57M
PFF
Ishares Trust Ishares Pfd And

ETFs
-716
- 1.93%
$31.23 - $33.51 $22.4K - $24K
36.5K $1.15M
CB
Chubb LTD

Financial Services
-150
- 3.86%
$271.57 - $301.89 $40.7K - $45.3K
3.74K $1.03M
UPS
United Parcel Service Inc

Industrials
-287
- 6.11%
$122.65 - $138.35 $35.2K - $39.7K
4.41K $556K
GD
General Dynamics Corp

Industrials
-39
- 2.18%
$260.28 - $314.03 $10.2K - $12.2K
1.75K $461K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-169
- 21.23%
$473.11 - $555.48 $80K - $93.9K
627 $314K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.82K
- 4.53%
$241.48 - $274.89 $680K - $775K
59.4K $15.1M
CACI
Caci International Inc

Technology
-172
- 10.63%
N/A
1.45K $618K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-135
- 4.7%
$82.28 - $117.52 $11.1K - $15.9K
2.74K $231K
AVY
Avery Dennison Corp

Industrials
-41
- 2.11%
$186.26 - $220.48 $7.64K - $9.04K
1.91K $356K
ZIMV
Zim Vie Inc.

Healthcare
-7
- 0.02%
$13.21 - $16.0 $92.5 - $112
39.1K $549K
LRGF
Ishares Tr

ETFs
-2.71K
- 4.53%
$58.25 - $63.26 $158K - $171K
57.1K $3.45M
FICO
Fair Isaac Corp

Technology
-66
- 4.86%
$1911.01 - $2382.4 $126K - $157K
1.29K $2.57M
RS
Reliance Steel & Aluminum CO

Basic Materials
-172
- 15.59%
$264.2 - $326.32 $45.4K - $56.1K
931 $250K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-43
- 5.43%
$396.64 - $516.74 $17.1K - $22.2K
749 $301K
MCK
Mckesson Corp

Healthcare
-325
- 20.53%
$482.27 - $628.5 $157K - $204K
1.26K $716K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-619
- 9.0%
$104.52 - $115.08 $64.7K - $71.2K
6.26K $660K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-138
- 2.18%
$184.21 - $199.29 $25.4K - $27.5K
6.19K $1.14M
ITA
Ishares Tr

ETFs
-250
- 4.32%
$144.31 - $157.31 $36.1K - $39.3K
5.53K $804K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.34K
- 3.39%
$29.77 - $30.19 $39.9K - $40.4K
38.2K $1.14M
FTNT
Fortinet, Inc.

Technology
-1.75K
- 27.1%
$76.49 - $99.21 $134K - $174K
4.72K $445K
DOV
Dover Corp

Industrials
-86
- 0.99%
$184.72 - $206.51 $15.9K - $17.8K
8.58K $1.61M
SG
Sweetgreen, Inc.

Consumer Cyclical
-1
- 0.01%
$31.7 - $43.97 $31.7 - $44
13.1K $418K
VONV
Vanguard Russell 1000 Value Et

ETFs
-48
- 0.25%
$80.87 - $87.69 $3.88K - $4.21K
19K $1.54M
EW
Edwards Lifesciences Corp

Healthcare
-1.82K
- 15.73%
$64.54 - $75.92 $117K - $138K
9.75K $721K
MSCI
Msci Inc.

Financial Services
-94
- 10.35%
$569.09 - $635.99 $53.5K - $59.8K
814 $488K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-368
- 10.62%
$74.5 - $78.37 $27.4K - $28.8K
3.1K $231K
CRDL
Cardiol Therapeutics Inc.

Healthcare
-15.2K
- 50.0%
$1.25 - $2.07 $18.9K - $31.4K
15.2K $19K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-689
- 5.22%
$50.35 - $50.69 $34.7K - $34.9K
12.5K $631K
LNT
Alliant Energy Corp

Utilities
-334
- 3.62%
$56.24 - $63.63 $18.8K - $21.3K
8.89K $525K
FAST
Fastenal CO

Industrials
-690
- 2.27%
$69.99 - $84.35 $48.3K - $58.2K
29.7K $2.13M
JCI
Johnson Controls International PLC

Industrials
-489
- 13.35%
$74.23 - $86.6 $36.3K - $42.3K
3.17K $250K
LPX
Louisiana Pacific Corp

Industrials
-73
- 1.18%
$98.02 - $120.27 $7.16K - $8.78K
6.09K $630K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-620
- 7.15%
$65.31 - $74.15 $40.5K - $46K
8.05K $543K
PAYX
Paychex Inc

Industrials
-814
- 5.85%
$135.86 - $148.73 $111K - $121K
13.1K $1.84M
CTVA
Corteva, Inc.

Basic Materials
-301
- 4.44%
$55.21 - $64.13 $16.6K - $19.3K
6.49K $369K
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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