Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCL
Carnival Corp

Consumer Cyclical
-2.63K
- 34.51%
$28.37 - $32.49 $74.5K - $85.3K
4.98K $144K
KEYS
Keysight Technologies, Inc.

Technology
-494
- 29.67%
$158.51 - $178.15 $78.3K - $88K
1.17K $204K
BRO
Brown & Brown, Inc.

Financial Services
-279
- 11.75%
$90.88 - $108.93 $25.4K - $30.4K
2.1K $196K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-816
- 12.32%
$185.88 - $207.44 $152K - $169K
5.81K $1.17M
WM
Waste Management Inc

Industrials
-41
- 0.6%
$213.88 - $237.1 $8.77K - $9.72K
6.82K $1.51M
MGEE
Mge Energy Inc

Utilities
-506
- 10.4%
$83.0 - $90.05 $42K - $45.6K
4.36K $367K
CACI
Caci International Inc

Technology
-148
- 11.3%
N/A
1.16K $497K
QCOM
Qualcomm Inc

Technology
-915
- 7.2%
$145.84 - $173.55 $133K - $159K
11.8K $1.96M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-6.29K
- 46.78%
$9.32 - $10.2 $58.6K - $64.1K
7.15K $72K
OTIS
Otis Worldwide Corp

Industrials
-464
- 19.13%
$84.93 - $101.07 $39.4K - $46.9K
1.96K $179K
MDT
Medtronic PLC

Healthcare
-1.27K
- 16.3%
$87.67 - $95.74 $112K - $122K
6.53K $622K
JPEM
Jp Morgan Diversified Return

ETFs
-1.17K
- 26.98%
$56.25 - $59.87 $65.8K - $70K
3.16K $186K
FRT
Federal Realty Investment Trust

Real Estate
-746
- 23.97%
$90.61 - $102.67 $67.6K - $76.6K
2.37K $239K
C
Citigroup Inc

Financial Services
-2.72K
- 20.26%
$85.57 - $103.49 $233K - $281K
10.7K $1.09M
MTG
Mgic Investment Corp

Financial Services
-2.11K
- 24.41%
$25.06 - $28.92 $52.8K - $60.9K
6.53K $185K
DKNG
Draft Kings Inc.

Consumer Cyclical
-186
- 2.14%
$37.4 - $48.23 $6.96K - $8.97K
8.49K $317K
CHD
Church & Dwight CO Inc

Consumer Defensive
-281
- 7.91%
$85.84 - $99.09 $24.1K - $27.8K
3.27K $286K
RS
Reliance Steel & Aluminum CO

Basic Materials
-79
- 8.17%
$277.33 - $343.66 $21.9K - $27.1K
888 $249K
ES
Eversource Energy

Utilities
-1.31K
- 24.19%
$62.86 - $71.14 $82.2K - $93K
4.1K $291K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-720
- 20.54%
$59.29 - $62.87 $42.7K - $45.3K
2.79K $167K
OPCH
Option Care Health, Inc.

Healthcare
-40
- 0.38%
$26.82 - $31.95 $1.07K - $1.28K
10.5K $292K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-234
- 9.96%
$301.44 - $365.84 $70.5K - $85.6K
2.12K $684K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.33K
- 9.87%
$30.67 - $32.13 $71.5K - $74.9K
21.3K $673K
KLAC
Kla Corp

Technology
-125
- 27.35%
$843.9 - $1078.6 $105K - $135K
332 $358K
PNW
Pinnacle West Capital Corp

Utilities
-564
- 19.6%
$85.87 - $94.45 $48.4K - $53.3K
2.31K $207K
HRI
Herc Holdings Inc

Industrials
-71
- 2.62%
$110.5 - $149.88 $7.85K - $10.6K
2.64K $308K
AUB
Atlantic Union Bankshares Corp

Financial Services
-2.23K
- 29.72%
$31.23 - $36.56 $69.5K - $81.4K
5.27K $185K
OSCR
Oscar Health, Inc.

Healthcare
-1.06K
- 9.51%
$13.42 - $20.45 $14.2K - $21.6K
10.1K $190K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.97K
- 2.58%
$48.85 - $50.94 $96.1K - $100K
74.3K $3.78M
JCI
Johnson Controls International PLC

Industrials
-553
- 17.82%
$103.24 - $111.73 $57.1K - $61.8K
2.55K $280K
SHEL
Shell PLC

Energy
-919
- 5.26%
$69.82 - $73.93 $64.2K - $67.9K
16.5K $1.18M
SNPS
Synopsys Inc

Technology
-72
- 14.34%
$387.78 - $645.35 $27.9K - $46.5K
430 $212K
RRX
Regal Rexnord Corp

Industrials
-258
- 5.05%
$137.95 - $159.91 $35.6K - $41.3K
4.85K $695K
CALM
Cal Maine Foods Inc

Consumer Defensive
-125
- 2.13%
$94.1 - $119.16 $11.8K - $14.9K
5.73K $539K
TD
Toronto Dominion Bank

Financial Services
-899
- 21.17%
$72.55 - $79.95 $65.2K - $71.9K
3.35K $267K
CMC
Commercial Metals CO

Basic Materials
-2.02K
- 23.25%
$50.28 - $59.79 $101K - $121K
6.66K $381K
MLM
Martin Marietta Materials Inc

Basic Materials
-145
- 23.62%
$546.36 - $631.12 $79.2K - $91.5K
469 $295K
VST
Vistra Corp.

Utilities
-225
- 19.82%
$182.0 - $217.92 $41K - $49K
910 $178K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-512
- 7.06%
$92.18 - $95.14 $47.2K - $48.7K
6.74K $641K
F
Ford Motor CO

Consumer Cyclical
-8.08K
- 15.82%
$10.82 - $12.09 $87.4K - $97.6K
43K $513K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-914
- 8.52%
$47.76 - $48.46 $43.7K - $44.3K
9.82K $473K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.41K
- 22.58%
$53.54 - $64.21 $75.3K - $90.3K
4.82K $288K
KMB
Kimberly Clark Corp

Consumer Defensive
-94
- 1.58%
$121.72 - $136.77 $11.4K - $12.9K
5.86K $728K
SHV
Ishares Tr

ETFs
-359
- 9.94%
$110.06 - $110.49 $39.5K - $39.7K
3.25K $359K
PRU
Prudential Financial Inc

Financial Services
-263
- 8.01%
$100.68 - $109.89 $26.5K - $28.9K
3.02K $313K
SLF
Sun Life Financial Inc

Financial Services
-301
- 9.64%
$56.54 - $66.41 $17K - $20K
2.82K $169K
AMAT
Applied Materials Inc

Technology
-1.12K
- 12.74%
$156.25 - $204.95 $174K - $229K
7.64K $1.56M
CWEN
Clearway Energy, Inc.

Utilities
-430
- 6.31%
$27.89 - $32.98 $12K - $14.2K
6.39K $180K
POOL
Pool Corp

Industrials
-195
- 16.28%
$292.13 - $333.62 $57K - $65.1K
1K $311K
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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